DIGITIMES: News and Insight of the Global Supply Chain

Synopsys sees AI accelerating EDA as chip-specific models divide work

Lily Hess — Sat, 14 Nov 2026 18:59:00 GMT

Synopsys chief product development officer Shankar Krishnamoorthy said AI will accelerate the electronic design automation (EDA) industry as the company works with OpenAI to develop semiconductor-specific models, while maintaining support for both frontier and open-weight models to preserve platform neutrality.

Foxconn targets automotive chiplets with 5μm fan-out RDL packaging

Lily Hess — Sat, 14 Nov 2026 17:59:00 GMT

As AI applications expand from cloud model training to end devices, Foxconn is using fan-out redistribution layer (RDL) technology to enter the advanced packaging market. The company showcased approximately 5μm-class fine-line circuitry at Hon Hai Tech Day 2026, targeting automotive chiplets, edge AI, and consumer electronics by balancing interconnect density, package size, and manufacturing cost.

AUO Mobility Solutions to showcase next-gen smart cockpit at CES 2027

DIGITIMES — Sat, 14 Nov 2026 17:59:00 GMT

AUO Mobility Solutions Corporation, a subsidiary of AU Optronics (AUO) focused on smart cockpit and mobility solutions, will showcase its latest advances at CES 2027 in Las Vegas under the theme "Intelligence in Motion," highlighting the shift from visual experiences to intelligent interaction.

Hengs, Unitech launch 5.04MW/10.03MWh energy storage project

DIGITIMES — Sat, 14 Nov 2026 17:59:00 GMT

Sustainable energy company Hengs Technology has partnered with printed circuit board (PCB) maker Unitech Printed Circuit Board to launch a large behind-the-meter energy storage project at Unitech's Yilan plant in Taiwan, as demand for stable power and energy cost management rises among high-consumption industries driven by AI, high-performance computing (HPC), and electronics manufacturing expansion.

MetaX-UBTech robot chip venture Xilect raises CNY500 million to take on Nvidia Thor

DIGITIMES — Sat, 14 Nov 2026 17:58:00 GMT

Xilect, a robot-chip venture set up by Chinese GPU designer MetaX and humanoid robot maker UBTech Robotics, has completed a CNY500 million (US$74.76 million) angel round to build a domestic computing platform for embodied AI, with Nvidia's Thor as its benchmark.

Hoya reportedly unable to meet Samsung's full 2027 EUV mask blank request

DIGITIMES — Sat, 14 Nov 2026 17:57:00 GMT

Japan's Hoya has reportedly told Samsung Electronics it would struggle to meet the chipmaker's request for additional extreme ultraviolet (EUV) mask blanks in 2027.

Why a North Dakota town backed AI data center development

Rodney Chan — Sat, 14 Nov 2026 17:01:00 GMT

On November 3, 2026, US voters cast ballots in local referendums on a total of 47 measures regarding AI data centers alongside the midterm elections. Unofficial figures compiled by Redbud Consulting and updated through November 10 show that 45 measures had been counted, with 44 of them in favor of restrictions. Only Harwood, North Dakota, voted in favor of the data center industry.

Lite-On sees AI server orders through 2028 as 800V DC reshapes power market

DIGITIMES — Sat, 14 Nov 2026 17:00:00 GMT

Lite-On expects AI-related revenue to account for 40%–50% of total revenue by 2027, driven by strong growth in high-end AI power systems. As US cloud customers continue expanding AI infrastructure, the company's order visibility extends through 2028, while 800VDC specifications are undergoing major revisions that will delay volume production until late 2027.

Lite-On targets LEO satellites and enterprise AI servers for edge computing growth

Kevin Wang — Sat, 14 Nov 2026 17:00:00 GMT

As AI computing moves from the cloud to edge devices, Lite-On Technology has reorganized its IT business segments, launching its Edge Computing and Energy Solutions (ECES) division in the third quarter. Through this restructuring, the company is targeting opportunities in low-Earth-orbit (LEO) satellites, on-premises enterprise servers, and networking equipment that are expected to grow severalfold over the next two to three years and eventually surpass IT-related power products in terms of revenue contribution.

Neousys Technology posts record quarter as defense, AGV/AMR demand accelerates

DIGITIMES — Sat, 14 Nov 2026 13:01:26 GMT

Industrial PC maker Neousys Technology posted record operating performance in 3Q26, driven by project customer shipments and peak shipments to the North American market. The company expects growth from defense, edge AI, and applications involving automated guided vehicles (AGVs) and autonomous mobile robots (AMRs), while adding humanoid robots and healthcare development in 2027.

Gemtek returns to profitability on direct-supply expansion, eyes AI infrastructure and optical module growth in 2027

Willis Ke — Sat, 14 Nov 2026 13:01:15 GMT

Taiwan-based networking equipment maker Gemtek Technology is gaining momentum in its business recovery following a challenging business-model transition, returning to operating profitability in the third quarter of 2026 as margins improved and direct-supply sales expanded. The company expects fourth-quarter performance to remain at a similar level, supported by resilient demand for networking products and the gradual recovery of its high-value-added businesses.

Etron plans strategic stake in Powerchip Innovation Investment

DIGITIMES — Sat, 14 Nov 2026 13:00:53 GMT

Memory IC designer Etron Technology reported strong Q3 2026 results on robust memory demand and rising product prices, with revenue reaching NT$6.792 billion (US$206.6 million), up 38.6% quarter-over-quarter and 535% year-over-year. Net income attributable to the parent company came to NT$2.493 billion, or earnings per share (EPS) of NT$7.59, reversing a loss of NT$1.74 per share in the same period of 2025.

Pegatron sees networking recovery in 2027 as consumer electronics growth eases after peak

Eifeh Strom — Sat, 14 Nov 2026 12:58:53 GMT

Pegatron held an online earnings call on November 12, providing updates and an outlook for its product lines beyond servers. The company said revenue from all three major product lines of information products, consumer electronics, and communications recorded double-digit sequential growth in the third quarter of 2026, benefiting from seasonal demand. Communications products posted particularly strong growth, surging 57% from the previous quarter, driven by new smartphone launches and a recovery in networking demand.

A reporter's perspective: The Jensen Huang I have known for more than 20 years

DIGITIMES — Sat, 14 Nov 2026 10:17:16 GMT

Editor’s note: Monica Chen is a senior DIGITIMES journalist who has covered Nvidia, Jensen Huang, and the company’s Taiwan supply chain for more than two decades. She has interviewed Huang many times and followed Nvidia through major changes in the technology industry.

AI server tracker: Aspeed tops NT$2 billion as cable suppliers diverge

DIGITIMES — Sat, 14 Nov 2026 03:41:29 GMT

Aspeed Technology posted its highest monthly revenue in records dating back to January 2019. BizLink's October sales also rose sharply, partly reflecting its first full month of consolidating Interplex Datacom. Four other cable and connector suppliers reported lower revenue than in September, although four of the five suppliers posted year-to-date growth.

Huang's resignation unlikely to disrupt Taiwan's AI industry, Acer founder says

Jingyue Hsiao — Sat, 14 Nov 2026 03:40:57 GMT

Jensen Huang's resignation as Nvidia's CEO is unlikely to disrupt Taiwan's technology industry or the broader development of artificial intelligence, Acer founder Stan Shih said. His comments signal that Taiwan's chip and server capabilities remain important to Nvidia's expansion, while highlighting potential adjustments in supplier relationships, investment, and market expectations.

Jensen Huang’s exit threatens to upend Nvidia’s global AI funding network

Yunnie Cheng — Sat, 14 Nov 2026 03:40:39 GMT

Nvidia CEO Jensen Huang's forced resignation over a personal controversy, alongside looming regulatory and legal battles, is set to reverberate far beyond GPU orders and product roadmaps. His departure directly threatens the sprawling global AI investment and financing network he personally orchestrated, leaving multiple pending deals in limbo.

UK steel city's deep-tech push faces mass-production and talent hurdles

Lily Hess — Sat, 14 Nov 2026 03:40:14 GMT

The United Kingdom's steelmaking hub of Sheffield is transforming from a heavy-industry center into a deep-tech startup cluster, but securing a foothold in the AI, quantum, and photonics wave will require the city to overcome both the mass-production barriers facing high-tech products and a shortage of talent.

AI lifts Foxconn profits as ROE targets 12%

DIGITIMES — Sat, 14 Nov 2026 03:40:00 GMT

Foxconn (Hon Hai) expects continued operational growth in 2027 as AI demand expands, chairman Young Liu said at the company's third-quarter 2026 earnings briefing on November 12. However, he warned that supply-chain constraints and global economic and political uncertainty will continue to affect the company's operations, investment decisions, and supply-chain planning.

Jensen Huang's Nvidia era may be over. But Taiwan isn't ready to say goodbye.

DIGITIMES — Sat, 14 Nov 2026 03:39:48 GMT

On a early November evening in 2022, two young women were performing on a street near Taipei Expo Park when a man in a black leather jacket stopped to listen.

Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era

DIGITIMES — Fri, 13 Nov 2026 08:35:48 GMT

When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what Nvidia will look like a decade from now is to ask the reverse question: had Huang stayed on, what kind of company would Nvidia have become by 2035? The gap between that original blueprint and the new reality is the true cost of his departure.

DEEPX tapes out AI chip on Samsung's 2nm process

DIGITIMES — Fri, 13 Nov 2026 08:35:00 GMT

South Korean AI chip developer DEEPX has completed the tape-out of its next-generation DX-M2 processor using Samsung Electronics' second-generation 2nm process, advancing plans to bring generative AI to robots and industrial equipment while reducing their reliance on cloud computing.

E Ink targets 2027 revenue from PTFE materials for AI data centers

Sherri Wang — Fri, 13 Nov 2026 08:25:00 GMT

E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene (PTFE) materials in 2027, with production ramping up in 2028.

Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27

DIGITIMES — Fri, 13 Nov 2026 08:15:00 GMT

Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant, company Vice President and spokesperson Ho Tsung-ming said at an investor conference this week. Looking ahead to 2027, existing product lines are expected to grow slightly, while the company's new edge server management chip (eBMC) line is expected to win customer approval in the second half, bringing orders into clearer view.

DIGITIMES Chairman urges Taiwan to become sovereign AI partner

Lily Hess — Fri, 13 Nov 2026 08:04:53 GMT

Digitimes Chairman and CEO Colley Hwang said Taiwan should leverage its strengths in chip manufacturing, advanced packaging, and ICT hardware production to pursue sovereign AI opportunities outside the US and China. Speaking at the 2026 Avnet Ecosystem Technology Forum on November 13, Hwang said AI and semiconductors will remain major industries over the next 10 to 20 years.

Samsung weighs separating memory and mobile leadership

DIGITIMES — Fri, 13 Nov 2026 07:55:00 GMT

Samsung Electronics may appoint separate heads of its memory and mobile businesses in an upcoming executive reshuffle, as record semiconductor profits contrast with losses in its consumer electronics division.

Cerebras Systems 3Q26 earnings: macro resilience, sector performance, and future outlook

DIGITIMES — Fri, 13 Nov 2026 07:44:24 GMT

Cerebras Systems reported third-quarter 2026 results, delivering record core revenue of US$231 million, up 10% sequentially and 70% year-over-year, and positive core net income of US$30 million, its first positive non-GAAP net income as a public company.

Chinese AI firms reportedly race for overseas compute, fear upcoming chip curbs amid Nvidia spy case

DIGITIMES — Fri, 13 Nov 2026 07:41:48 GMT

Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote access to advanced chips. Congress could boost passage of such bills after mid-term elections revealed the US public's desire to rein in AI leaders and have possibly limited President Donald Trump's hold over Republican legislators.

Korean labor minister hears chipmakers on 52-hour cap amid dragging special-zone talks

DIGITIMES — Fri, 13 Nov 2026 07:37:44 GMT

South Korea's labor minister met semiconductor companies on November 13 to hear how the 52-hour workweek cap affects their research and development staff, as unions, employers, and the government remain split over exempting workers in planned super-regional special zones from the limit.

Samsung reportedly in talks to acquire data center cooling firm Modine

DIGITIMES — Fri, 13 Nov 2026 07:20:51 GMT

Samsung Electronics is in talks to acquire US data center cooling equipment maker Modine Manufacturing, Bloomberg reported on November 12, as the South Korean company expands its heating, ventilation and air conditioning (HVAC) business following last year's acquisition of Germany's FläktGroup.

China's eSSD order opens up US market opportunity for Samsung, SK Hynix

DIGITIMES — Fri, 13 Nov 2026 07:08:47 GMT

Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following order reductions by major Chinese AI companies struggling to secure advanced processors under US export restrictions.

Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom

Levi Li — Fri, 13 Nov 2026 06:49:32 GMT

China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86 server business, entered the Shenzhen Stock Exchange's ChiNext listing review process on 12 November, seeking to raise CNY8 billion (approx. US$1.2 billion) in net proceeds.

Samsung reportedly wins more AI chip orders from US cloud firms

DIGITIMES — Fri, 13 Nov 2026 06:44:47 GMT

Samsung Electronics has reportedly secured new AI chip manufacturing orders from major US cloud service providers for a second consecutive quarter, with commercial shipments expected to begin in 2028 as tight capacity at TSMC creates opportunities for Samsung's foundry business.

CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs

DIGITIMES — Fri, 13 Nov 2026 06:43:49 GMT

Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM at IC China 2026, which opened on November 12. The expansion, backed by manufacturing advances and higher research spending, signals CXMT's ambitions beyond its established mobile memory business.

SK Hynix, Intel explore shared memory to ease AI bottlenecks

Sherri Wang — Fri, 13 Nov 2026 06:42:52 GMT

SK Hynix is working with Intel and other industry partners to develop memory-centric computing architectures that would allow AI servers to share memory resources, as agentic AI drives up demand for memory capacity and bandwidth.