DIGITIMES Asia: News and Insight of the Global Supply Chain

Column: World Models—taxonomy and technical foundations in embodied AI

Jingyue Hsiao — Sun, 24 May 2026 23:31:15 GMT

"World models" have risen swiftly to prominence in AI discourse—and just as quickly become a source of confusion. Over the past two years, the term has grown simultaneously ubiquitous and ambiguous, invoked across generative AI and robotics research communities to describe fundamentally different architectural paradigms.

China's EV price war gives way to rising costs

DIGITIMES — Sun, 24 May 2026 23:30:59 GMT

China's electric-vehicle market is entering an unfamiliar phase: cars are getting more expensive.

Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships

Jingyue Hsiao — Sun, 24 May 2026 23:30:45 GMT

At the 2026 SelectUS Investment Summit in Maryland, US officials used the flagship investment forum to outline a national industrial strategy prioritizing supply chain reconstruction and alliances, casting manufacturing and AI infrastructure as strategic priorities. The event drew more than 5,500 attendees from over 100 countries.

Tech Forum 2026: AI data centers turn to on-site power amid grid constraints

Jingyue Hsiao — Sun, 24 May 2026 23:30:21 GMT

DIGITIMES analyst Sabrina Yu warned that artificial intelligence data centers face four major energy challenges — rising GPU thermal design power, a new high-voltage direct current architecture, persistent grid bottlenecks, and intensifying sustainability and carbon-emissions pressure on operators — prompting cloud service providers to increasingly rely on behind-the-meter power.

Samsung's China exit shows Korean brands under pressure

DIGITIMES — Sun, 24 May 2026 23:30:02 GMT

Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese companies gain ground in consumer electronics, autos and memory chips.

India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

DIGITIMES — Sun, 24 May 2026 23:29:47 GMT

India is advancing its technology and semiconductor ambitions through new fab projects, packaging facilities, data center investments, and industry partnerships. However, analysts say the next phase of the India Semiconductor Mission will depend on addressing weaknesses in equipment, materials, supply chains, talent, and R&D, as the country seeks to convert investment momentum into a sustainable semiconductor ecosystem and broader digital manufacturing growth.

Syntec Technology profit hits record as AI drives factory automation demand

Sherri Wang — Sun, 24 May 2026 23:29:22 GMT

Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and robotics applications rose with manufacturers' push toward AI-enabled automation.

AI server boom lifts memory interface chip leader, but DDR5 risks linger

Levi Li — Sun, 24 May 2026 23:28:52 GMT

Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor sector's most valuable players during the current memory upcycle.

AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27

Emily Kuo — Sun, 24 May 2026 23:28:27 GMT

Jin Lian Cheng (JLC) the lead-acid battery processing subsidiary under Ming Fu Group, Taiwan's largest end-of-life vehicle processing company, has recently entered the uninterruptible power supply (UPS) lead-acid battery recycling market for major semiconductor manufacturers in Taiwan by leveraging its legal licensing advantages and cross-generational precision smelting technologies. The company's total lead extraction rate is expected to rise from its previous 50–55% to 85%, with a further increase to 98% targeted by the second half of 2027.

Embedded substrates draw AI chip interest as packaging turns strategic

Jingyue Hsiao — Sun, 24 May 2026 23:27:48 GMT

Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity and power stability for high-performance chips. Global hardware makers and suppliers may need to adapt their manufacturing and investment priorities to support advanced packaging worldwide.

OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties

Jingyue Hsiao — Sun, 24 May 2026 00:57:50 GMT

Google and OpenAI's expanded cooperation with Singapore aims to accelerate AI adoption, workforce training, and safety measures, providing a model for other countries. The moves could shape global AI policy, talent flows, and public-sector deployment by showing how major tech firms partner with a small, strategically positioned city-state and innovation.

China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

DIGITIMES — Sun, 24 May 2026 00:57:31 GMT

China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains and consumer demand as rising memory prices push up device costs and curb upgrades, according to Counterpoint Research's China Weekly Smartphone Sell‑Out Tracker data.

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

Jingyue Hsiao — Sun, 24 May 2026 00:57:01 GMT

The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating production in the hands of a shrinking club of players. On the other hand, US-China technology rivalry is redrawing the map of who gets to make what — and for whom.

AI server boom squeezes Samsung Electro-Mechanics' component supply

DIGITIMES — Sun, 24 May 2026 00:56:45 GMT

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package substrates pushes parts of its component business closer to full capacity.

Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply

DIGITIMES — Sat, 23 May 2026 23:27:17 GMT

Micron Technology has begun manufacturing its 1-alpha (1α) DRAM process technology at its factory in Manassas, Virginia, marking what the company described as the most advanced memory technology ever produced in the US and a key milestone in its effort to expand domestic semiconductor manufacturing.

Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

Joseph(C) Chen — Sat, 23 May 2026 13:07:48 GMT

Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

Joseph(C) Chen — Sat, 23 May 2026 12:54:43 GMT

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.

Tokens per joule: Microsoft's quiet metric for separating AI hype from reality

DIGITIMES — Sat, 23 May 2026 12:41:55 GMT

The AI race has no clear winner — and may never have one, a senior Microsoft executive argued on the third day of the Plug and Play May Summit in Sunnyvale.

Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific

DIGITIMES — Sat, 23 May 2026 03:37:29 GMT

Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand for energy self-management intensifies. Executives said the move came amid rising energy security concerns, new large-user power rules, and the launch of carbon fees in Taiwan, which have pushed industrial customers to seek in-house generation and storage solutions.

Interview: XCaliber challenges million-dollar missile defenses with cheap drone interceptors

DIGITIMES — Sat, 23 May 2026 03:37:05 GMT

The Ukraine War and ongoing tensions in the Middle East have exposed a technological revolution reshaping modern warfare: the rise of cheap drones. These developments, along with AI-powered decision-making and the growing importance of resilient supply chains, are increasingly occupying the minds of military strategists — from great powers to smaller upstarts.

Taiwan power chip maker Panjit targets AI and robotics for next growth phase

Levi Li — Sat, 23 May 2026 03:36:56 GMT

Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions itself for a new growth cycle after four decades in the discrete device market.

Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data

Jingyue Hsiao — Sat, 23 May 2026 03:36:07 GMT

As Computex approaches, DIGITIMES hosted a forum where analyst Mark Yee argued that Physical AI is driving autonomous driving into full commercial validation, with implications for market structure and technology leadership.

IBM and US DoC announce America's first purpose-built quantum foundry, supported by proposed US$1 billion CHIPS award

DIGITIMES — Sat, 23 May 2026 03:35:34 GMT

IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This initiative represents one of the most significant commitments by the US Government to date in quantum R&D to position the US to manufacture most of the world's quantum wafers.

SK Hynix weighs opening Seoul office at SK Group headquarters

DIGITIMES — Sat, 23 May 2026 03:35:15 GMT

SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic headquarters site for the conglomerate, according to Maeil Business Newspaper and Chosun Biz.

Seoul as next frontier for global startups

DIGITIMES — Sat, 23 May 2026 03:35:06 GMT

At the Plug and Play Silicon Valley May Summit 2026, industry leaders gathered for the "Seoul Forward: Where Global Startups Scale Next" session to discuss the city's rapid evolution into a premier global innovation hub. Lee Ji-hyung, President and CEO of Invest Seoul, noted that Seoul and Silicon Valley share a core DNA of talent and collaboration, positioning the city as an ideal testing ground for global companies expanding across Asia. Sobhan Khani, President and Partner at Plug and Play, echoed this sentiment, highlighting the immense talent pool in South Korea and the ongoing mission to connect innovation dots worldwide.

Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show

Elaine Chen — Sat, 23 May 2026 03:34:56 GMT

The 2026 Beijing Auto Show, which concluded on May 3, offered a glimpse into what may become the next defining chapter of China's automotive industry: not simply electric vehicles, but intelligent mobility powered by artificial intelligence, autonomous driving, and deeply localized innovation.

Hotai to build Taiwan production for Toyota Noah and Voxy, exports to Japan start October 2026

DIGITIMES — Sat, 23 May 2026 03:34:45 GMT

Hotai Motor Co. said it will produce Toyota's Noah and Voxy models in Taiwan and begin exporting them to Japan in October 2026, a move aimed at deepening Taiwan's role in the global automotive supply chain and supporting Japan's vehicle demand. According to Japanese media reports and Hotai statements, Toyota will add a dedicated production line in Taiwan, with output currently built at Toyota Auto Body's Fujimatsu plant and set to expand to Kuozui Motors' Guanyin plant from October 2026.

CXMT IPO puts China's DRAM supply-chain push in focus

DIGITIMES — Sat, 23 May 2026 03:34:35 GMT

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

DIGITIMES — Sat, 23 May 2026 03:34:12 GMT

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.

Japan's five major companies form PSC battery alliance to lead next-gen solar market

Emily Kuo — Sat, 23 May 2026 03:33:39 GMT

The perovskite solar cell (PSC) market is still in its early stages, and in an effort to secure leadership, five major Japanese companies have announced the establishment of the Japan Association for the Promotion of Perovskite Solar Cells (JPSC). The initiative aims to take the lead in establishing standardized product specifications, safety guidelines, and recycling protocols while promoting industry-wide adoption and preventing low-quality products from entering the market.

Lenovo revenue rises 27% as AI demand helps offset PC market strain

Sherri Wang — Sat, 23 May 2026 03:33:28 GMT

Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial intelligence (AI) helped lift results across the company.

Analysis: AMD bets the future of AI runs on CPUs as much as GPUs

Elaine Chen — Sat, 23 May 2026 03:33:14 GMT

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms

Rodney Chan — Sat, 23 May 2026 03:32:58 GMT

US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.

Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger

DIGITIMES — Fri, 22 May 2026 08:27:02 GMT

Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.

AMD's Lisa Su says memory is becoming another pressure point for AI chips

Sherri Wang — Fri, 22 May 2026 07:56:22 GMT

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.