https://www.digitimes.com A platform bridging customers and suppliers en-us Copyright 2026 DIGITIMES Inc. Tue, 20 Oct 2026 21:00:02 GMT 240 131 62 https://www.digitimes.com https://www.digitimes.com/images/rss_logo.jpg Tue, 20 Oct 2026 17:01:00 GMT https://www.digitimes.com/news/a20261020PD238/funding-semicon-west-2026-infrastructure-outlook.html At last week's SEMICON West 2026 industry outlook forum, research firms said investment in US AI data centers continues to accelerate, but the industry still faces multiple hurdles before it can turn demand into operational computing capacity. Constraints now extend beyond chips to power and the grid, construction speed, immature technologies, and funding pressure behind capital spending, all of which could slow expansion. Charlene Chen ICT https://www.digitimes.com/news/a20261020PD238/funding-semicon-west-2026-infrastructure-outlook.html Tue, 20 Oct 2026 16:01:00 GMT https://www.digitimes.com/news/a20261020VL217/anthropic-spacex-technology-infrastructure.html The advent of artificial intelligence (AI) is best understood as revolutionary in modern society, transforming industries and reshaping daily life as successive rounds of rapid growth push AI deeper into nearly every aspect of social and economic activity. DIGITIMES ICT https://www.digitimes.com/news/a20261020VL217/anthropic-spacex-technology-infrastructure.html Tue, 20 Oct 2026 10:09:19 GMT https://www.digitimes.com/news/a20261020PD247/unimicron-substrate-tpca-2026.html TPCA Show 2026 officially opened, with Unimicron Chairman Shan-Chieh Chien saying in his opening address that solving the three major challenges facing AI accelerators in high-performance computing (HPC) will require more than semiconductor process scaling. Advanced packaging and heterogeneous integration technologies must be introduced in parallel, significantly raising the technical requirements for the PCB and substrate industries. Charlene Chen Semiconductors https://www.digitimes.com/news/a20261020PD247/unimicron-substrate-tpca-2026.html Tue, 20 Oct 2026 09:22:16 GMT https://www.digitimes.com/news/a20261020PD246/nvidia-germany-jensen-huang-berlin-manufacturing.html German Chancellor Friedrich Merz and Nvidia CEO Jensen Huang urged German businesses to embrace AI at an industry summit in Berlin on October 19, aiming to revive the economy and modernize industry. Huang specifically called on Germany's automotive and industrial machinery sectors to adopt physical AI by leveraging the country's extensive manufacturing data and expertise. Lily Hess ICT https://www.digitimes.com/news/a20261020PD246/nvidia-germany-jensen-huang-berlin-manufacturing.html Tue, 20 Oct 2026 09:09:11 GMT https://www.digitimes.com/news/a20261020PD245/samsung-galaxy-2027-foldable-smartphone-foldable.html Samsung Electronics is reportedly planning its largest-ever foldable smartphone lineup in 2027, expanding the Galaxy Z series to as many as six models. The broader portfolio, alongside improvements in battery performance, thickness, and weight, could accelerate foldable adoption beyond its current niche-market status. Lily Hess Communications https://www.digitimes.com/news/a20261020PD245/samsung-galaxy-2027-foldable-smartphone-foldable.html Tue, 20 Oct 2026 09:05:43 GMT https://www.digitimes.com/news/a20261020PD234/jaxa-rocket-launch.html Japan has successfully launched a spacecraft bound for the moons of Mars, gaining an early advantage over China in the international race to become the first country to return samples from Mars or its satellites. Scarlett Yu Aerospace https://www.digitimes.com/news/a20261020PD234/jaxa-rocket-launch.html Tue, 20 Oct 2026 09:05:20 GMT https://www.digitimes.com/news/a20261020PD244/production-liquid-cooling-2026-plant-growth.html?chid=10 Global Tek Industrial held an opening ceremony on the 20th for its Super Smart Manufacturing Park in Chonburi, Thailand. Spanning 177,600 square meters, the facility is the group's largest single production base. Having entered trial production in the third quarter of 2026, the plant will expand beyond existing automotive orders to incorporate high-value-added products such as AI liquid cooling and aerospace components, fulfilling customer demand for non-China supply chains. Yunnie Cheng Southeast Asia https://www.digitimes.com/news/a20261020PD244/production-liquid-cooling-2026-plant-growth.html?chid=10 Tue, 20 Oct 2026 08:58:46 GMT https://www.digitimes.com/news/a20261020VL221/intel-ban-fcc-robot-security.html Intel has asked the Federal Communications Commission (FCC) for a waiver to the US ban on advanced foreign robots, citing worries that its machines will not receive equipment updates, which could hinder its ability to produce semiconductors in the US. The request comes after the US banned imports of foreign-made robots in July. DIGITIMES ICT https://www.digitimes.com/news/a20261020VL221/intel-ban-fcc-robot-security.html Tue, 20 Oct 2026 08:51:04 GMT https://www.digitimes.com/news/a20261020PD243/chief-telecom-data-center-taiwan-infrastructure-capacity.html Chief Telecom broke ground on a new AI data center at the Central Taiwan Science Park on the 20th, committing approximately NT$3.3 billion (US$101.7 million) to a facility expected to begin operations in the second half of 2028. The project is intended to extend the company's data center growth, as its Lianyun AI Intelligent Data Center is projected to reach full capacity in 2027. DIGITIMES ICT https://www.digitimes.com/news/a20261020PD243/chief-telecom-data-center-taiwan-infrastructure-capacity.html Tue, 20 Oct 2026 08:48:33 GMT https://www.digitimes.com/news/a20261020PD242/wistron-training-technology-partnership-university.html Wistron Medical Technology and Chang Gung University of Science and Technology signed a memorandum of understanding at the university's Linkou campus to advance an AI-enabled training program for the aging and health industries. The partnership will combine industry expertise with academic resources to address rising demand for smart health, digital health and elder-care capabilities as societies move toward super-aged populations. DIGITIMES ICT https://www.digitimes.com/news/a20261020PD242/wistron-training-technology-partnership-university.html Tue, 20 Oct 2026 08:02:30 GMT https://www.digitimes.com/news/a20261020PD241/tongtai-demand-2027-ai-server-pcb.html Tongtai Machine & Tool said it had order visibility for its printed circuit board (PCB) drilling equipment through the end of 2027 as AI infrastructure demand increased pressure on high-end board production. The Taiwan-based machine tool maker presented its latest solutions at the Taiwan Printed Circuit Association Show 2026, highlighting CCD high-precision drilling machines and an unmanned drilling-station system for AI server boards and IC substrates. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020PD241/tongtai-demand-2027-ai-server-pcb.html Tue, 20 Oct 2026 07:55:00 GMT https://www.digitimes.com/news/a20261020VL219/technology-investment-competition-edge.html More than a dozen US companies are exploring opportunities to develop Malaysia's rare earth industry, seeking alternatives to China-dominated supply chains as Washington pushes to secure supplies of critical minerals. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020VL219/technology-investment-competition-edge.html Tue, 20 Oct 2026 07:38:00 GMT https://www.digitimes.com/news/a20261020PD237/auo-substrate-lcd-packaging-osat.html AUO is tailoring its glass core substrate specifications specifically to semiconductor process requirements rather than competing on panel dimensions with Innolux, according to Chairman and CEO Paul Peng. The company aims to leverage its glass-processing expertise to supply critical components and technologies to outsourced semiconductor assembly and test (OSAT) leaders such as ASE Technology Holding and Powertech Technology. Yunnie Cheng Semiconductors https://www.digitimes.com/news/a20261020PD237/auo-substrate-lcd-packaging-osat.html Tue, 20 Oct 2026 07:08:00 GMT https://www.digitimes.com/news/a20261020PD231/taiwan-semicon-west-2026-investment-equipment.html SEMICON West 2026 wrapped up in San Francisco last week, with US officials, industry executives, equipment and materials suppliers, and workforce-development partners repeatedly highlighting Taiwan as a critical partner in rebuilding US semiconductor manufacturing. Taiwan's role spans investment, process technology, supply-chain expertise, and talent development. Charlene Chen Semiconductors https://www.digitimes.com/news/a20261020PD231/taiwan-semicon-west-2026-investment-equipment.html Tue, 20 Oct 2026 06:59:00 GMT https://www.digitimes.com/news/a20261020PD239/demand-esd-capacity-power-components-eris-tech.html AI servers are driving demand for power components, transient voltage suppressors (TVS), and electrostatic discharge (ESD) protection devices. Yea Shin Technology, a subsidiary of Eris Technology, will begin trading on Taiwan's emerging stock market on October 23 and plans to raise the share of 6-inch wafers in its capacity from 35% to more than 50%, as its TVS products enter the international AI server supply chain. Lily Hess Semiconductors https://www.digitimes.com/news/a20261020PD239/demand-esd-capacity-power-components-eris-tech.html Tue, 20 Oct 2026 06:45:00 GMT https://www.digitimes.com/news/a20261020PD232/thermaltake-workstation-gaming-market-revenue.html Thermaltake is targeting the growing edge AI market with a new workstation lineup. Chairman Kenny Lin said the company has transformed from a gaming components maker into an AI PC and workstation systems provider. The company plans to launch three product lines in the second half of 2026 and aims for AI-related products to contribute 5% to 10% of revenue in 2027. Lily Hess ICT https://www.digitimes.com/news/a20261020PD232/thermaltake-workstation-gaming-market-revenue.html Tue, 20 Oct 2026 06:40:48 GMT https://www.digitimes.com/news/a20261020VL218/samsung-cxmt-dram-hbm4.html Samsung Electronics is expected to enter 2027 with approximately 80% of its planned memory production secured under long-term contracts, reinforcing its pricing position while China's ChangXin Memory Technologies (CXMT) expands capacity and attracts attention from US tech companies seeking alternative DRAM suppliers. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020VL218/samsung-cxmt-dram-hbm4.html Tue, 20 Oct 2026 06:35:00 GMT https://www.digitimes.com/news/a20261020PD229/byd-market-share-ev-battery-power-battery-data.html BYD is facing declining market share in China's domestic electric vehicle (EV) battery market, even as its overseas business continues to expand, highlighting a growing divergence between its domestic and international performance. Scarlett Yu Electric Vehicles https://www.digitimes.com/news/a20261020PD229/byd-market-share-ev-battery-power-battery-data.html Tue, 20 Oct 2026 06:33:49 GMT https://www.digitimes.com/news/a20261020PD235/substrate-packaging-development-production-performance.html South Korean substrate maker Daeduck Electronics is accelerating development of ceramic core substrates (CCS) to address warpage and thermal-management challenges as AI semiconductor packages grow larger. The company is conducting performance and internal reliability assessments, plans to advance samples and customer evaluations in 2027 and 2028, and is targeting mass production in 2029, with ceramic cores serving as a material alternative to glass cores for next-generation large-area packages. Lily Hess Semiconductors https://www.digitimes.com/news/a20261020PD235/substrate-packaging-development-production-performance.html Tue, 20 Oct 2026 06:31:21 GMT https://www.digitimes.com/news/a20261020PD236/3m-gseo-partnership-production-optical-components.html Genius Electronic Optical (GSEO), a leading manufacturer of optical lenses and precision optical components, has entered into a strategic partnership with 3M to develop, manufacture and expand production capacity for 3M's Expanded Beam Optical (EBO) solutions. As part of the deal, 3M will invest NT$4.8 billion (US$147.1 million) through a private placement and is expected to complete the transaction in the fourth quarter of 2026. Charlene Chen ICT https://www.digitimes.com/news/a20261020PD236/3m-gseo-partnership-production-optical-components.html Tue, 20 Oct 2026 06:21:22 GMT https://www.digitimes.com/news/a20261020VL213/revenue-ai-chip-demand-earnings-growth.html China's Hygon Information Technology reported a 57.58% increase in revenue for the first nine months of 2026, reflecting sustained demand for domestic high-performance processors and AI computing chips. Yet slower quarterly growth, mounting R&D expenditure and a steep share-price correction have highlighted the gap between the company's operating performance and market expectations. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020VL213/revenue-ai-chip-demand-earnings-growth.html Tue, 20 Oct 2026 06:06:28 GMT https://www.digitimes.com/news/a20261020PD233/powertip-technology-design-demand-manufacturing-2026.html Powertip Technology is transitioning from a module design and supply company to a solutions provider. The company has seen rising demand in the first half of 2026 as the electronics and manufacturing industries faced higher material costs, which it aims to control by negotiating price adjustments with its customers. Although such negotiations are difficult due to intense market competition, the company notes that failure to deal with the situation properly could impact future operations; similar circumstances previously occurred during the pandemic. Kevin Wang ICT https://www.digitimes.com/news/a20261020PD233/powertip-technology-design-demand-manufacturing-2026.html Tue, 20 Oct 2026 06:00:35 GMT https://www.digitimes.com/news/a20261020VL215/south-korea-humanoid-robot-investment-automotive-2026.html South Korean automotive and machinery component makers are among 12 companies identified in a KRW2.2 trillion (approx. US$1.66 billion) private investment plan to develop a domestic humanoid robot supply chain in Daegu, as the region seeks to turn its automotive manufacturing base into a source of actuators, motors and other robot components. DIGITIMES ICT https://www.digitimes.com/news/a20261020VL215/south-korea-humanoid-robot-investment-automotive-2026.html Tue, 20 Oct 2026 04:32:55 GMT https://www.digitimes.com/news/a20261020VL214/deepseek-huawei-ascend-ai-chip-training.html DeepSeek is reportedly working closely with Huawei to influence the design of its future AI chips, a link reportedly closer than typical supplier-customer relationships. The collaboration shows the growing ties between two of China's largest technology firms to sidestep Nvidia. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020VL214/deepseek-huawei-ascend-ai-chip-training.html Tue, 20 Oct 2026 04:27:46 GMT https://www.digitimes.com/news/a20261020PD223/nvidia-cpu-robot-software-lg-electronics.html Nvidia's South Korea representative said the company's Vera CPU already has customers in South Korea and that collaboration with LG Electronics on humanoid robots is expected to deliver results soon. Speaking at KES 2026, Soyoung Jeong outlined Nvidia's role in the shift toward AI agents and physical AI. Charlene Chen ICT https://www.digitimes.com/news/a20261020PD223/nvidia-cpu-robot-software-lg-electronics.html Tue, 20 Oct 2026 04:25:00 GMT https://www.digitimes.com/news/a20261020PD227/shipments-monitor-demand-market-2028.html Gaming demand is reshaping the OLED panel market, with OLED monitor panel shipments forecast to surpass TV panel shipments for the first time in 2028. South Korean panel makers are accelerating their push into IT and monitor applications, while Taiwan-based brands Asus and MSI rank among the leaders in OLED monitor shipments. DIGITIMES Displays https://www.digitimes.com/news/a20261020PD227/shipments-monitor-demand-market-2028.html Tue, 20 Oct 2026 04:15:18 GMT https://www.digitimes.com/news/a20261020PD228/military-aircraft-2026-software.html China's Ministry of Commerce, General Administration of Customs, and military authorities jointly announced revised export controls on drones on October 19, covering complete aircraft, critical components, software, and technologies meeting specified technical thresholds. The measures will take effect on November 18, 2026, requiring export licenses for affected items. Levi Li Aerospace https://www.digitimes.com/news/a20261020PD228/military-aircraft-2026-software.html Tue, 20 Oct 2026 04:14:58 GMT https://www.digitimes.com/news/a20261020VL207/kioxia-nand-nvidia-partnership.html Kioxia is prioritising proprietary NAND flash technology and customer-specific development over aggressive capacity expansion, seeking to capitalise on rising AI storage demand while reducing exposure to memory market volatility. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020VL207/kioxia-nand-nvidia-partnership.html Tue, 20 Oct 2026 04:02:07 GMT https://www.digitimes.com/news/a20261020PD226/substrate-packaging-manufacturing-accelerator-capacity.html AI computing is pushing packaging density to its limits, with accelerator substrates expected to exceed 100x100mm and expand beyond 120x120mm within the next three to five years. As substrate sizes, layer counts, I/O and power requirements rise, the industry's key bottleneck is shifting from design capabilities to manufacturing capacity. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020PD226/substrate-packaging-manufacturing-accelerator-capacity.html Tue, 20 Oct 2026 03:59:00 GMT https://www.digitimes.com/news/a20261020PD225/microsoft-uk-ipo-data-center-competition.html UK neocloud provider Nscale is set to lose Microsoft as the anchor tenant at its Loughton data center in Essex, after delays in power availability disrupted plans to support AI computing services. The UK's National Grid reportedly told Nscale that sufficient electricity for the site may not be available until after 2030. DIGITIMES ICT https://www.digitimes.com/news/a20261020PD225/microsoft-uk-ipo-data-center-competition.html Tue, 20 Oct 2026 03:57:28 GMT https://www.digitimes.com/news/a20261020VL212/eda-hardware-merger-design-automation.html China's electronic design automation (EDA) industry is consolidating, with Shanghai-based S2C and Wuxi-based HyperSilicon merging into a unified digital front-end EDA platform. Backed by Empyrean Technology and other investors, the deal aims to strengthen domestic capabilities in hardware emulation, chip verification, and simulation. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261020VL212/eda-hardware-merger-design-automation.html Tue, 20 Oct 2026 03:55:00 GMT https://www.digitimes.com/news/a20261020PD216/fic-global-business-2027-pc-chairman.html FIC Global chairman Leo Chien said the PC market continues to suffer from memory shortages, with a meaningful recovery unlikely in the second half of 2026. However, some industrial PC (IPC) businesses, particularly those in maritime-related applications, have begun to recover from their lows. Scarlett Yu ICT https://www.digitimes.com/news/a20261020PD216/fic-global-business-2027-pc-chairman.html Tue, 20 Oct 2026 03:52:49 GMT https://www.digitimes.com/news/a20261020PD224/microled-lg-display-technology-apple-investment.html LG Display (LGD) has reportedly continued developing microLED technology despite Apple Inc. ending its microLED project, though it has put large-scale mass-production investment on hold. The South Korean display maker is using external pilot lines to preserve its technical capabilities and prepare for potential future market growth. DIGITIMES Displays https://www.digitimes.com/news/a20261020PD224/microled-lg-display-technology-apple-investment.html Tue, 20 Oct 2026 03:50:00 GMT https://www.digitimes.com/news/a20261020PD219/apple-microsoft-low-cost-12-inch-macbook.html Apple's MacBook Neo is intensifying competition in the global low-cost notebook market as rising supply-chain costs push Microsoft and other notebook makers to reassess their product strategies. Microsoft is initially planning to reduce the specifications of its entry-level 12-inch Surface model, reviewing everything from the SoC, memory, camera, and battery to structural components in order to lower the bill of materials (BOM). Charlene Chen ICT https://www.digitimes.com/news/a20261020PD219/apple-microsoft-low-cost-12-inch-macbook.html Tue, 20 Oct 2026 03:45:00 GMT https://www.digitimes.com/news/a20261020PD220/demand-transmission-communications-copper-technology.html Surging demand for optical interconnects in AI computing centers is pushing Micro LED technology into short-reach optical transmission inside data center racks. Differing views on Micro LED's prospects in optical communications, recently expressed by Largan Precision Chairman En-Ping Lin and AUO Chairman Paul Peng, have sparked significant debate across the industry. Yunnie Cheng Displays https://www.digitimes.com/news/a20261020PD220/demand-transmission-communications-copper-technology.html