DIGITIMES: News and Insight of the Global Supply Chain

Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

DIGITIMES — Fri, 17 Jul 2026 09:20:38 GMT

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing Taiwan's server manufacturers to turn the chip into systems that data centers can order and deploy.

Foxlink opens first US AI demonstration factory in Texas

Eifeh Strom — Fri, 17 Jul 2026 09:03:40 GMT

Foxlink Texas (FTI), a subsidiary of Cheng Uei Precision Industry (Foxlink), officially opened its first artificial intelligence (AI) demonstration factory at AllianceTexas in Fort Worth, Texas, on July 14, marking the group's first such facility in the US. The opening marks a key step in Foxlink's transformation from a traditional electronic manufacturing services (EMS) provider to an AI factory operating model.

Taiwan's 2027 tech budget rises 6.2% to NT$176.8 billion, targeting AI and space

Willis Ke — Fri, 17 Jul 2026 09:03:38 GMT

Taiwan plans to increase its technology budget by 6.2% in 2027 to accelerate investment in artificial intelligence (AI), space technology and net-zero innovation. The move is also meant to strengthen long-term industrial competitiveness through closer collaboration with the private sector.

Japan's ACSL eyes Taiwan drone supply chain expansion, commits to TADTE 2027

Willis Ke — Fri, 17 Jul 2026 09:02:46 GMT

Japanese industrial drone maker ACSL is open to expanding procurement from Taiwan as it strengthens its international supply chain strategy, with the company accepting an invitation to participate in the 2027 Taipei Aerospace & Defense Technology Exhibition (TADTE) during a visit by Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang to ACSL's R&D headquarters on July 15.

Taiwan drone sector expands Japanese tie-ups

Rodney Chan — Fri, 17 Jul 2026 08:59:26 GMT

Taiwan's drone industry has grown rapidly in recent years, with output surging from about NT$5 billion (US$154.87 million) in 2024 to NT$12.9 billion in 2025, while export value jumped from NT$140 million to NT$2.9 billion. Still, compared with semiconductors and electronics assembly, the drone sector remains small, making it critical for the industry to expand technology cooperation and secure government subsidies.

TSMC's CoWoS capacity remains 'extremely tight' as OSAT partners ramp expansion

Scarlett Yu — Fri, 17 Jul 2026 08:56:20 GMT

During its July 16 earnings conference, Taiwan Semiconductor Manufacturing Company (TSMC) offered an upbeat outlook on AI demand. Responding to competition from Intel's EMIB advanced packaging technology, chairman and CEO C.C. Wei said TSMC's CoWoS capacity remains "extremely tight" and welcomed the emergence of additional advanced packaging solutions to help customers alleviate backend manufacturing bottlenecks.

China unveils first official commercial space roster, backing established players and the NTN ecosystem

Scarlett Yu — Fri, 17 Jul 2026 08:48:26 GMT

An organization under China's State Administration of Science, Technology and Industry for National Defense (SASTIND) released the membership list of the National Commercial Space Alliance's Commercial Space Entrepreneurship Consortium on July 1, offering a rare look at 271 officially recognized space-related organizations. Covering everything from launch services and satellite development to ground infrastructure and financial services, the list signals Beijing's increasingly institutionalized approach to identifying and supporting established commercial space companies.

Taiwan-Japan AI tech forum seeks closer partnerships

Rodney Chan — Fri, 17 Jul 2026 08:34:05 GMT

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMES before the event that IBM has already demonstrated 2nm chip manufacturing capability in the lab, but the biggest challenge for its licensed partner, Japanese chipmaker Rapidus, to achieve mass production in Hokkaido will be yield.

AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

DIGITIMES — Fri, 17 Jul 2026 08:25:10 GMT

The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June 2026 financial performances of key supply chain players in Taiwan. Within this thriving ecosystem, IC testing and design services have emerged as pivotal backbones ensuring the physical viability and operational efficiency of next-generation silicon.

Micron SCA covers 7 auto customers, boosts supply chain

Charlene Chen — Fri, 17 Jul 2026 08:22:52 GMT

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.

Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments

Jingyue Hsiao — Fri, 17 Jul 2026 08:00:24 GMT

Taiwanese laser processing equipment maker Laser Tek said that artificial intelligence(AI)-led investment in advanced packaging, testing, and passive components is boosting orders worldwide, but a persistent parts shortage is stretching delivery schedules and delaying some shipments. The company warned that tight supply could keep pressure on revenue in the near term.

China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

DIGITIMES — Fri, 17 Jul 2026 07:48:24 GMT

China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia dispute through consultation, China's Ministry of Commerce said July 16.

Oppo cuts OnePlus from North America and Europe, and Realme from China

DIGITIMES — Fri, 17 Jul 2026 07:41:05 GMT

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will be suspended within its home market of China. The changes to both Oppo sub-brands signal the challenges low- to mid-tier brands face amid rising component costs and a tough global smartphone market this year.

Powertech and Broadcom expand AI ASIC push with US$400M Singapore FOPLP venture

Charlene Chen — Fri, 17 Jul 2026 07:30:10 GMT

Powertech Technology is deepening its panel-level packaging (FOPLP) strategy after its board approved a joint venture with Broadcom in Singapore to build panel-level advanced packaging (PLP) manufacturing capacity, with the planned investment totaling US$400 million.

TSMC limits mature-node expansion and eases pressure on PMIC suppliers

Lily Hess — Fri, 17 Jul 2026 07:29:06 GMT

TSMC chairman C.C. Wei said at the company's July 16 earnings call that mature-node expansion will be limited, with future capacity additions focused mainly on overseas fabs in Japan and Germany, as well as select products in Taiwan. The remarks have eased concerns among Taiwanese PMIC makers and other analog chip suppliers amid tight mature-node supply.

ABB to buy Rotork in US$5.5 billion cash deal

DIGITIMES — Fri, 17 Jul 2026 07:20:24 GMT

ABB said it has agreed to acquire Rotork in a recommended all-cash offer that would deepen the Swiss industrial group's push into electrification and automation, with potential implications for infrastructure operators, manufacturers, and energy users worldwide. The deal would combine two suppliers of critical flow-control and automation technology.

Montage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors' search

DIGITIMES — Fri, 17 Jul 2026 07:14:39 GMT

China-based Montage Technology said its first-half results are expected to rise sharply, underscoring continued demand for AI-linked memory and interconnect chips that matter to data centers and device makers worldwide. The company also disclosed a regulatory search in South Korea, adding an overhang that global investors will be watching closely.

WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

DIGITIMES — Fri, 17 Jul 2026 07:13:36 GMT

China's AI industry is shifting from model scale to the infrastructure needed to train, deploy and commercialize AI, with supernodes, high-speed interconnects, and computing efficiency dominating WAIC 2026.

WST targets AI optical boom as high-power CW laser shipments begin in 4Q26

Scarlett Yu — Fri, 17 Jul 2026 07:08:21 GMT

Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in 2026. Chairman and President Sheau Chen said surging AI computing demand will continue to drive the transition from 400G to 800G and 1.6T optical interconnects, with the company positioning its high-power continuous-wave (CW) laser portfolio as its next growth engine.

Moore Threads forecasts sharp first-half revenue growth on AI demand

DIGITIMES — Fri, 17 Jul 2026 06:54:26 GMT

Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated. The forecast matters beyond China, as global investors are closely watching how domestic chip firms are competing in the fast-growing AI hardware market.

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

DIGITIMES — Fri, 17 Jul 2026 06:48:28 GMT

ChangXin Memory Technologies (CXMT) opened subscriptions for its STAR Market IPO on July 16, launching one of China's largest A-share listings of 2026 and marking the country's first complete DRAM journey from technology acquisition and manufacturing validation to mass production and capital market recognition.

Google's Gemini 3.5 Pro delay deepens doubts over its standing in AI coding race

DIGITIMES — Fri, 17 Jul 2026 06:38:48 GMT

Google's months-long delay in shipping Gemini 3.5 Pro is hardening a view among investors and its own researchers that the company is slipping behind Anthropic and OpenAI in the contest that increasingly defines frontier AI: writing software. The setback has renewed questions about whether the search giant's sprawling structure is now a liability in a fast-moving race.

China moves to institutionalize its vision for global AI governance as Xi launches cooperation body

DIGITIMES — Fri, 17 Jul 2026 06:11:38 GMT

China used the opening of the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai to institutionalize its bid to shape global governance of artificial intelligence (AI), with President Xi Jinping unveiling a package of measures aimed at the developing world and endorsing a new Shanghai-based intergovernmental body. The push positions Beijing as a self-styled champion of the "Global South" on AI at a moment of intensifying rivalry with the US over who writes the rules for the technology.

TSMC says A14 process on track for 2028 volume production

Eifeh Strom — Fri, 17 Jul 2026 04:49:04 GMT

TSMC said at its earnings call on July 16 that its A14 process technology is developing as planned, with risk production set for 2027 and volume production slated to begin in 2028.

Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

DIGITIMES — Fri, 17 Jul 2026 04:43:46 GMT

ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks the culmination of Zhu Yiming's two-decade effort to build a domestic memory industry, taking the entrepreneur from founding flash memory designer GigaDevice to creating China's first globally competitive DRAM maker.

AI memory squeeze pushes automakers to shield supply chains

Jingyue Hsiao — Fri, 17 Jul 2026 04:42:34 GMT

AI giants are soaking up memory chips with vast capital, tightening supply for other industries and raising costs worldwide. The pressure is rippling from consumer electronics to cars, prompting automakers to hedge supply risks, absorb higher costs, and rethink procurement strategies as chip prices remain elevated.

Interview: QuantumDiamond's EU-backed quantum leap in chip inspection lands in Taiwan

DIGITIMES — Fri, 17 Jul 2026 04:28:23 GMT

The global tech landscape is currently dominated by two massive tides: the race for semiconductor supremacy and the long-promised dawn of the quantum era. While quantum technology is often associated with the distant goal of large-scale computing, a German startup is proving that quantum's most immediate impact may actually be in saving inspection time for the global semiconductor industry that powers the modern world.

Vietnam opens green power market, clearing the way for Foxconn and suppliers

Jingyue Hsiao — Fri, 17 Jul 2026 04:10:24 GMT

Vietnam has opened direct access to green electricity for companies, easing a major obstacle for Foxconn and its suppliers as global electronics makers shift production away from China. The change could help global supply chains expand in Vietnam while also increasing pressure on the country's power system, renewable capacity, and environmental management.

Power component prices keep rising as supply tightens

Lily Hess — Fri, 17 Jul 2026 04:06:40 GMT

Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products crowd out capacity. With supply tight across the chain, customers are now focusing on securing shipments first, even as new price-hike notices arrive in the third quarter of 2026.

Tata's India chip debut reportedly to lean on 90nm, a humbler start than its 28nm pledge

DIGITIMES — Fri, 17 Jul 2026 03:59:51 GMT

India's first large-scale wafer fab will begin production on decades-old 90nm technology rather than the 28nm node the Tata group publicly touted, a step that underscores how far the country still has to travel to build a chip industry from scratch, even as New Delhi commits fresh billions to the push.

Nvidia unveils Thor-based modules for robots and edge AI

DIGITIMES — Fri, 17 Jul 2026 03:55:54 GMT

Nvidia has introduced new Thor-based modules aimed at powering robots and autonomous machines as they move into broader commercial use. The launch reflects rising global demand for compact, efficient AI hardware that can run advanced foundation models on-device, helping businesses deploy smarter systems with lower latency and reduced reliance on the cloud.

SK Group chair floats 'memory as a service' model for SK Hynix

DIGITIMES — Fri, 17 Jul 2026 03:55:10 GMT

SK Group chairman Chey Tae-won has floated a "memory as a service" model for SK Hynix, saying the memory chipmaker needs to build a higher-value business beyond manufacturing and selling chips.

Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027

Charlene Chen — Fri, 17 Jul 2026 03:47:02 GMT

Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add CXMT to its entity list but had not announced it, and that easing US-China tensions, along with reports that Apple had tested CXMT memory and lobbied the US government, had signaled a possible green light and triggered a rush of orders from brands, with shipments reportedly booked through the end of 2027.

Hygon forecasts higher first-half 2026 revenue and profit

DIGITIMES — Fri, 17 Jul 2026 03:42:30 GMT

Hygon Information Technology said its first-half 2026 results are expected to rise sharply, signaling continued demand for domestic high-end chips as AI, cloud computing, and localization trends reshape technology supply chains for global customers, investors, and competitors. The company said the forecast is preliminary and unaudited.

TSMC welcomes EMIB relief as MediaTek pressure eases

Lily Hess — Fri, 17 Jul 2026 03:35:52 GMT

TSMC Chairman C.C. Wei said on July 16 that if more competitors can offer advanced packaging solutions that meet customer needs, the company welcomes the added supply-chain flexibility. His comments, made at TSMC's earnings call, suggested that customer growth has already been somewhat constrained by tight back-end packaging capacity.

TSMC boosts US manufacturing as Taiwan chip designers wait on moving production

Lily Hess — Fri, 17 Jul 2026 03:20:19 GMT

TSMC Chairman C.C. Wei formally announced on July 16 that the company will invest an additional US$100 billion in the US, funding several 2nm and more advanced logic wafer fabs as well as advanced packaging plants to support continued strong demand from major US customers.

TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

Scarlett Yu — Fri, 17 Jul 2026 02:47:02 GMT

Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook for the third quarter, the additional US$100 billion investment planned for Arizona, and the company's evolving global manufacturing strategy.

EU orders Google to open Android AI features, share Search data with rivals under DMA

DIGITIMES — Fri, 17 Jul 2026 02:37:27 GMT

The European Commission has issued binding measures requiring Alphabet's Google to open key Android features to competing AI assistants and share parts of its Google Search data with rival search engines, marking one of the bloc's most significant efforts yet to curb the market power of Big Tech under the Digital Markets Act (DMA).

Microsoft reportedly readies AI-powered security tool to automate bug hunting and remediation

DIGITIMES — Fri, 17 Jul 2026 02:33:00 GMT

Microsoft is reportedly preparing to launch a new AI cybersecurity product designed to identify software vulnerabilities and automatically fix them, as the company expands its push into AI-driven enterprise security.

Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs

DIGITIMES — Fri, 17 Jul 2026 02:29:41 GMT

Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that could shape the future of AI robots, industrial automation, and so-called physical AI worldwide. The project highlights Japan's push for sovereign AI, with implications for how countries build and control advanced AI infrastructure and data.

South Korean suppliers ramp up hybrid bonding R&D beyond HBM5

Sherri Wang — Fri, 17 Jul 2026 02:07:51 GMT

As high-bandwidth memory (HBM) stacks add more layers, requirements for chip-to-chip bonding accuracy and signal transmission efficiency are becoming more demanding.

Moonshot's free Kimi K3 matches Anthropic's Opus 4.8, closing the gap between open and proprietary AI

DIGITIMES — Fri, 17 Jul 2026 01:59:42 GMT

Chinese AI developer Moonshot AI released Kimi K3 on July 16, a 2.8-trillion-parameter model the company bills as the first open model in the roughly 3-trillion-parameter class, pushing the distance between freely downloadable systems and the industry's top proprietary models to its narrowest point yet. Moonshot said it will publish the full model weights by July 27.

Taiwan backs TSMC's US expansion while reaffirming advanced chip leadership at home

DIGITIMES — Fri, 17 Jul 2026 01:46:04 GMT

TSMC said on July 16 that it will add US$100 billion to its US investment, bringing the total to US$265 billion. Taiwan's Executive Yuan said it respects companies expanding in the US to meet global market demand, while also backing the chipmaker's continued fab expansion in Taiwan.

Jabil opens automated logistics hub in Penang to support global supply chains

DIGITIMES — Fri, 17 Jul 2026 01:37:27 GMT

Jabil has opened a new logistics hub in Penang, underscoring how manufacturers are reshaping supply chains through automation, artificial intelligence (AI), and improved inventory visibility. The facility is designed to support global customers facing greater complexity, tighter delivery demands, and persistent logistics pressure across the electronics and advanced manufacturing sectors.

Micron locks in automotive supply agreements as vehicle tech grows smarter

DIGITIMES — Fri, 17 Jul 2026 01:27:51 GMT

Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers and ecosystem partners serving the global automotive industry, including Qualcomm, Visteon, Harman, Joynext, Denso, Astemo, and Hyundai Mobis.

Ubiqconn raises North America output as June sales rebound

DIGITIMES — Fri, 17 Jul 2026 01:12:42 GMT

Ubiqconn Technology said its North America localization strategy was gaining traction in June 2026, with its US subsidiary contributing more revenue and becoming a larger base for regional expansion. The company said manufacturing, assembly and testing capacity in the US was improving delivery flexibility for North American customers and helping it respond to demand for localized supply chains.

EU lags in critical raw materials as AI, EV and SDV demand rises

DIGITIMES — Fri, 17 Jul 2026 01:11:28 GMT

Europe's push for supply-chain security is lagging as AI, software-defined vehicles, and electric vehicles drive demand for critical minerals and local production. For readers worldwide, the stakes are rising: control over raw materials, energy, and processing capacity is becoming central to industrial competitiveness, resilience, and geopolitical leverage.

China auto sales slump deepens as exports face rising trade scrutiny

DIGITIMES — Fri, 17 Jul 2026 01:06:27 GMT

China's passenger vehicle market posted its sharpest slowdown in years in the first half of 2026, with private passenger car sales falling 20% year on year, according to the China Passenger Car Association. The slide has pushed exports from a growth driver to the main support for automakers, while also exposing the sector to growing geopolitical risk.

AI-driven chip price increases put automakers on alert as shortages stay limited

DIGITIMES — Fri, 17 Jul 2026 01:04:01 GMT

Semiconductor suppliers have begun rolling out one to two rounds of price increases and tighter allocations in the first half of 2026 as demand from GenAI, geopolitical tensions and inflation continue to reshape the market. Automakers have been watching closely for signs of a repeat of the pandemic-era auto chip shortage, but supply-chain sources said production has so far remained stable.

Australia strips voting rights from China-linked holdouts in rare-earths miner, curbing Beijing's mineral leverage

DIGITIMES — Fri, 17 Jul 2026 00:02:33 GMT

Australia has escalated a two-year campaign to force Chinese investors out of Northern Minerals Ltd., barring three China-linked shareholders that defied divestment orders from voting or exercising other rights in the heavy rare-earths developer — a signal that Canberra now intends to police foreign ownership on an ongoing basis, not just at the point of a transaction.

South Korean bill could let SK Hynix bring in outside investors for new fabs

DIGITIMES — Fri, 17 Jul 2026 00:01:55 GMT

A South Korean lawmaker has introduced a bill that would allow a second-tier subsidiary of a general holding company to retain a stake of at least 50% in a jointly funded semiconductor venture, rather than the 100% currently required under the country's holding-company rules.

CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Scarlett Yu — Fri, 17 Jul 2026 00:01:27 GMT

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO C.C. Wei discussed the latest developments in AI demand, saying the market continues to evolve at a rapid pace.

Cica-Huntek opens Arizona plant to support advanced chip manufacturing in the US

DIGITIMES — Fri, 17 Jul 2026 00:00:58 GMT

Cica-Huntek Chemical Technology said on July 16 that its subsidiary facility in Phoenix, Arizona, had been completed and officially opened after about US$8 million in investment. The move was designed to support a core customer's global production expansion and meet rising demand for advanced semiconductor facility systems in North America.

Shopee pushes in-house data centers, boosts Southeast Asia supply chain

Jingyue Hsiao — Fri, 17 Jul 2026 00:00:41 GMT

Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore remains the region's AI hub, but distributors say Shopee's parent is emerging as a major customer across multiple markets and technologies.

Memory shortages deepen as suppliers turn to long-term contracts

Jingyue Hsiao — Thu, 16 Jul 2026 23:58:35 GMT

Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers to lock in long-term contracts. The squeeze could mean higher prices, longer lead times, and fewer options across servers, industrial systems, and consumer devices.

Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows

DIGITIMES — Thu, 16 Jul 2026 23:58:13 GMT

Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured demand in 2025. The company also said younger consumers are increasingly shifting from car ownership to on-demand rental models, signaling a broader change in how vehicles are used in Taiwan.

Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages

DIGITIMES — Thu, 16 Jul 2026 23:58:00 GMT

Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability across multiple product categories has intensified supply constraints.

China's AI chips hit three walls — and bet on 3D memory to break through

DIGITIMES — Thu, 16 Jul 2026 23:57:11 GMT

China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.

SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers

Scarlett Yu — Thu, 16 Jul 2026 23:56:49 GMT

As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined by Nvidia CEO Jensen Huang. While hyperscale cloud providers are accelerating construction of AI data centers, power infrastructure is emerging as a critical factor determining how quickly those facilities can come online.

Volkswagen's cuts lay bare Europe's deeper auto industry crisis

Sherri Wang — Thu, 16 Jul 2026 23:56:25 GMT

Volkswagen, the world's second-largest automaker, has expanded production cuts and layoffs, drawing scrutiny to the pressures facing Europe's auto industry.

US EV market steadies after federal tax credits expire as prices and charging remain hurdles

DIGITIMES — Thu, 16 Jul 2026 23:56:01 GMT

The US electric vehicle market showed signs of stabilizing in the second quarter of 2026 after federal clean-vehicle tax credits expired in September 2025, although sales remained well below year-earlier levels.

KAI and Hyundai target joint AAM development to close South Korea's aircraft body gap

DIGITIMES — Thu, 16 Jul 2026 23:55:37 GMT

South Korea is accelerating efforts to build an advanced air mobility industry, but the sector is still struggling to produce a workable aircraft body. As US and Chinese rivals move faster toward certification and trial operations, Korea Aerospace Industries (KAI) and Hyundai Motor Group have moved to deepen cooperation on a joint development plan.

Aurora Group expands enterprise AI services with 12 workplace use cases

DIGITIMES — Thu, 16 Jul 2026 23:55:13 GMT

On July 15, Aurora Group expanded its enterprise AI push, unveiling 12 use cases through Aurora Cloud and GPI for companies looking to match AI tools with specific business problems. The rollout was organized around three themes - smart operations, smart security and sustainable governance - and was designed for enterprises seeking practical deployment scenarios rather than standalone automation.

Memory suppliers push prices higher as Apple and automakers face tighter supply

DIGITIMES — Thu, 16 Jul 2026 23:54:48 GMT

Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has become especially visible in the Apple supply chain, where industry sources said the company is now effectively the last major line of defense as vendors push for higher prices and allocate capacity elsewhere.

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

DIGITIMES — Thu, 16 Jul 2026 09:04:08 GMT

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the optical module segment showed the sharpest slowdown of any sector tracked and revealed a widening gap between winners and laggards within its own ranks.