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<title>DIGITIMES Asia: News and Insight of the Global Supply Chain</title>
<link>https://www.digitimes.com</link>
<description>A platform bridging customers and suppliers</description>
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<copyright>Copyright 2026 DIGITIMES Inc.</copyright>
<lastBuildDate>Wed, 27 May 2026 09:26:27 GMT</lastBuildDate>
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<title>Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners</title>
<pubDate>Wed, 27 May 2026 08:53:53 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL217/growth-robot-electronics-funding-market.html</link>
<description>Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>TSMC CEO promises bonus growth above 30% in 2026 if performance holds</title>
<pubDate>Wed, 27 May 2026 08:38:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD245/tsmc-ceo-2026-growth-performance.html</link>
<description>TSMC chairman and CEO C.C. Wei addressed employees at a company-wide meeting on May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Samsung reportedly to expand Vietnam footprint with new memory chip testing plant</title>
<pubDate>Wed, 27 May 2026 08:21:48 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL215/samsung-vietnam-dram-chips-testing-plant.html</link>
<description>&lt;p class="P1" data-start="112" data-end="430"&gt;Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by &lt;em&gt;Reuters,&lt;/em&gt; marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly</title>
<pubDate>Wed, 27 May 2026 08:00:54 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD235/wahlee-pcb-materials-gases-demand-taiwan.html</link>
<description>Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Semiconductors</category>
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<title>Unitree sprints toward IPO as profits crumble under rising costs</title>
<pubDate>Wed, 27 May 2026 07:55:35 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD214/robot-ipo-profit-growth-commercial.html</link>
<description>Chinese humanoid robot maker Unitree Robotics is moving quickly toward an initial public offering, but its latest prospectus points to the commercial challenges still facing the sector.</description>
<dc:creator>Sherri Wang</dc:creator>
<category>ICT</category>
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<title>From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test</title>
<pubDate>Wed, 27 May 2026 07:49:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL214/micron-sk-hynix-hbm-earnings-growth.html</link>
<description>First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who controls the bandwidth backbone of artificial intelligence.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition</title>
<pubDate>Wed, 27 May 2026 07:36:32 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD232/globalwafers-solar-perc-competition-technology.html</link>
<description>The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players. GlobalWafers Chairwoman Doris Hsu stated after the company's shareholder meeting on May 26 that the company has successfully expanded its solar products into diversified applications across marine, terrestrial, and aerospace sectors through specialized solar technologies. Hsu explained that three main factors give reason for a significant portion of GlobalWafers' solar cell shipments to be exported to the US market.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Aerospace</category>
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<title>Yulon advances AI-driven transformation to boost domestic production and exports</title>
<pubDate>Wed, 27 May 2026 07:11:55 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD227/yulon-foxtron-ev-exports-production-2025.html</link>
<description>Yulon Motor Group outlined its 2025 results and 2026 outlook at its annual shareholders' meeting on May 27, announcing continued domestic production and export pushes while deploying artificial intelligence (AI) to strengthen competitiveness and drive transformation. The company reported that 2025 stand-alone revenue was NT$16.655 billion, operating profit was NT$529 million, net profit was NT$979 million, and earnings per share were NT$0.93, while consolidated revenue for 2025 reached NT$72.355 billion with net profit of NT$3.594 billion and EPS of NT$0.93.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
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<title>Sino-American Silicon taps AI to tackle Taiwan's green power crunch</title>
<pubDate>Wed, 27 May 2026 06:57:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD216/sas-taiwan-electricity-demand-management.html</link>
<description>Sino-American Silicon Products (SAS) is turning to AI-based power management as Taiwan's green-power shortage persists, and electricity demand from advanced chipmaking and AI data centers continues to rise.</description>
<dc:creator>Sherri Wang</dc:creator>
<category>Sustainability</category>
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<media:description type="plain"><![CDATA[Sino-American Silicon Products (SAS) chairwoman Doris Hsu. Credit: DIGITIMES]]></media:description>
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<title>Humanoid robot mass production hits a thermal wall</title>
<pubDate>Wed, 27 May 2026 06:53:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD226/robot-cooling-production-efficiency-management.html</link>
<description>As humanoid robots move closer to mass production, thermal management is emerging as a critical bottleneck. Component efficiency, cramped joint architectures, and limited heat-dissipation space are all making system design harder and shaping the next wave of humanoid robot development.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>TAITRA says Computex participating firms exceed US$10 trillion in market value</title>
<pubDate>Wed, 27 May 2026 06:24:30 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD233/computex-2026-taitra-taipei-taiwan.html</link>
<description>Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusively to Nvidia for GTC Taipei 2026.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Semiconductors</category>
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<title>Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts</title>
<pubDate>Wed, 27 May 2026 06:14:12 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD219/hyundai-robotaxi-cost-automakers-price-war.html</link>
<description>As Chinese automakers intensify a global price war, South Korea's Hyundai Motor Group is responding on two fronts at once: accelerating its push into autonomous mobility while pressing suppliers for sweeping cost cuts that could reshape its manufacturing ecosystem.</description>
<dc:creator>Elaine Chen</dc:creator>
<category>Electric Vehicles</category>
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<title>Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply</title>
<pubDate>Wed, 27 May 2026 05:49:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL208/qualcomm-bytedance-ai-asic-data-center-market.html</link>
<description>The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by &lt;em&gt;Bloomberg&lt;/em&gt;, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity</title>
<pubDate>Wed, 27 May 2026 05:38:10 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PR204/dell-capacity-blackwell-data-center-texas.html</link>
<description>IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services AI cloud contract. The deal forms part of its broader effort to expand AI compute capacity and shorten deployment timelines for large-scale GPU infrastructure.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>WinWay weighs Texas shift after AI chip testing surge in North America</title>
<pubDate>Wed, 27 May 2026 05:37:01 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD231/supply-chain-testing-ai-chip-texas-capacity.html</link>
<description>US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<title>Acer sees CPU shortages worse than memory as 2H24 PC market weakens</title>
<pubDate>Wed, 27 May 2026 04:47:51 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD228/acer-jason-chen-cpu-pc-market.html</link>
<description>Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements. He said full-year PC shipments in 2026 are expected to decline 6-9%, with a sharper drop in the second half than in the first half.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion</title>
<pubDate>Wed, 27 May 2026 04:45:49 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD221/ipc-equipment-medical-2026-production.html</link>
<description>Industrial computer maker ICP DAS held an investor briefing on May 26 to outline a 2026 strategy focused on two main priorities: expanding semiconductor equipment controller operations and accelerating a shift into medical-grade thermoplastic polyurethane (TPU) semi-finished products. Executives said the moves aim to capture growing measurement and control-module demand from semiconductor-equipment customers and to open new TPU accounts in Japan, China, Europe, and the US.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: ICP DAS]]></media:description>
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<title>Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications</title>
<pubDate>Wed, 27 May 2026 04:29:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260525PD218/daxin-materials-leo-revenue.html</link>
<description>Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.</description>
<dc:creator>Willis Ke</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260525pd218_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Daxin Materials Chairman and CEO Cheng-yih Lin. Credit: DIGITIMES]]></media:description>
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<title>Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem</title>
<pubDate>Wed, 27 May 2026 04:25:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD234/taiwan-nvidia-jensen-huang-capex-tsmc.html</link>
<description>Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom P&#38;eacute;rignon, and framed Taiwan as central to the company's AI expansion. Taipei Mayor Wayne Chiang attended only as a "guest."</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog</title>
<pubDate>Wed, 27 May 2026 04:14:48 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD224/taiwan-electric-bus-automotive-chassis-vehicle.html</link>
<description>&lt;p class="P1" data-start="134" data-end="479"&gt;Taiwanese automotive components maker Kian Shen Industry says it is experiencing a surge in demand driven by a wave of electric bus replacements in Taiwan and rising orders from commercial vehicle customers, as the company prepares to trial a new lightweight chassis technology it believes could reshape parts of the industry.</description>
<dc:creator>Elaine Chen</dc:creator>
<category>Electric Vehicles</category>
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<title>Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand</title>
<pubDate>Wed, 27 May 2026 04:13:37 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PR203/dram-revenue-demand-2026-growth.html</link>
<description>Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>China clears 9 domestic AI chips for state procurement</title>
<pubDate>Wed, 27 May 2026 04:09:33 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD230/chips-security-it-training-ascend.html</link>
<description>China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Nine China-made AI training and inference chips, including Huawei Ascend processors, passed national Level I security certification. Credit: Huawei]]></media:description>
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<title>WinWay's new Kaohsiung plant to break ground on May 29</title>
<pubDate>Wed, 27 May 2026 04:00:53 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD212/winway-kaohsiung-plant-probe-production-revenue-2026.html</link>
<description>WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Semiconductors</category>
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<title>Samsung wage deal pushed through by chip workers, widening bonus divide</title>
<pubDate>Wed, 27 May 2026 03:46:55 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL210/samsung-2026-labor-business.html</link>
<description>Samsung Electronics' tentative 2026 wage agreement has cleared a union vote with 73.7% approval, moving a months-long labor dispute closer to settlement while exposing a deeper divide between workers in the company's chip and consumer electronics businesses, according to Korean media reports.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>VinFast names new chair to tackle global expansion</title>
<pubDate>Wed, 27 May 2026 03:37:39 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL203/vinfast-chairman-expansion-manufacturing-asia.html</link>
<description>Vietnamese electric-vehicle maker VinFast has appointed a new chairman amid mounting challenges in its overseas expansion across Asia and the US, including delays to its planned US factory, rising losses, and intensifying competition in global EV markets.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
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<title>Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market</title>
<pubDate>Wed, 27 May 2026 03:35:57 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL207/qualcomm-bytedance-smartphone-chips-infrastructure.html</link>
<description>Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added</title>
<pubDate>Wed, 27 May 2026 03:22:43 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD240/ai-taiwan-electricity-nvidia-jensen-huang.html</link>
<description>Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Semiconductors</category>
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<title>CSP capex surge fuels hot AI server demand and tight supply in 2026</title>
<pubDate>Wed, 27 May 2026 03:02:34 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD218/ai-server-capex-demand-2026.html</link>
<description>The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure. As a result, the broader server industry is set to post another strong year in 2026, while the AI server supply chain faces both booming demand and persistent shortages.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>OpenAI targets smaller advertisers in push to make ChatGPT ads pay off</title>
<pubDate>Wed, 27 May 2026 02:39:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL205/openai-chatgpt-advertising-business-performance.html</link>
<description>OpenAI is widening its ChatGPT advertising business beyond large brands, adding tools aimed at smaller marketers as it seeks to turn one of the world's most widely used AI products into a more measurable ad platform.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Hiwin opens Italy HQ, bridging Europe to global markets</title>
<pubDate>Wed, 27 May 2026 02:30:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD236/italy-europe-component-subsidiary-equipment.html</link>
<description>Taiwanese machinery component maker Hiwin has officially opened its new headquarters in Agrate Brianza for its Italian subsidiary, saying the site will serve as a key hub connecting Europe with global markets and strengthening its international service network. Chairman Eddie Chuo said that Hiwin Italy is not only an operating base, but also a critical bridge for broader regional integration.</description>
<dc:creator>Lily Hess</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: HIWIN]]></media:description>
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<title>Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor</title>
<pubDate>Wed, 27 May 2026 02:24:58 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL202/ceo-2026-google.html</link>
<description>Dropbox has announced a leadership transition: co-founder and CEO Andrew Houston will step down after 19 years. According to &lt;em&gt;Reuters&lt;/em&gt;, Houston will share the responsibilities with internal executive Ashraf Alkarmi under a temporary co-CEO structure effective immediately, before transitioning into the role of Executive Chairman. Following this interim dual-leadership period, Alkarmi will assume sole control as chief executive.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'</title>
<pubDate>Wed, 27 May 2026 02:22:40 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL200/xiaomi-profit-cost-revenue-2026.html</link>
<description>On May 26, Xiaomi Corporation reported first-quarter 2026 revenue of CNY99.1 billion (approx. US$14.6 billion) as it confronts a "super cycle" of rising memory costs. Management characterized the surge as a "new normal," opting to manage the impact through "product matrix upgrades" and operational efficiency rather than passing costs directly to consumers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters</title>
<pubDate>Wed, 27 May 2026 02:22:04 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PR202/unisoc-cpo-partnership-design-optics.html</link>
<description>SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to a press release.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle</title>
<pubDate>Wed, 27 May 2026 02:15:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD222/robotics-smart-manufacturing-demand-taiwan-robot.html</link>
<description>Accelerating the adoption of smart manufacturing, AI-driven automation, and humanoid robot applications in 2026 is driving robust growth across Taiwan's robotics supply chain. Systems integrators and key transmission-component suppliers posted strong first-quarter 2026 results, with many reporting double-digit increases in both revenue and profit amid expanding demand from traditional industrial automation and emerging AI robotics applications.</description>
<dc:creator>Willis Ke</dc:creator>
<category>ICT</category>
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<title>Microsoft flattens leadership to speed AI decision-making across businesses</title>
<pubDate>Wed, 27 May 2026 02:12:24 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD205/microsoft-ceo-team-copilot-gaming.html</link>
<description>Microsoft overhauled its long-standing senior leadership structure as Chief Executive reorganized the company to accelerate AI development and cut decision-making time, executives said. The firm replaced its Senior Leadership Team with a new corporate governance group that includes the CEO, the president, the chief financial officer, the chief human resources officer and the business chief, and said the group will meet at least once a week.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges</title>
<pubDate>Wed, 27 May 2026 02:10:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD207/infrastructure-luxshare-electronics-automotive-market.html</link>
<description>Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned that energy constraints and immature industry standards will pose significant hurdles. The Chinese electronics manufacturer compared the AI opportunity to the 2017 consumer electronics market and said it is accelerating AI infrastructure efforts through its communications business.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation</title>
<pubDate>Wed, 27 May 2026 02:06:11 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD206/tencent-llm-training-technology-bytedance.html</link>
<description>A former Tencent large-model technical chief warned that Chinese artificial intelligence companies lack independent paradigm-level breakthroughs and are trailing US rivals, according to an interview with the &lt;em&gt;South China Morning Post&lt;/em&gt;. He said the gap in large language model technology was about three months and could widen to six months by year-end as OpenAI prepares to launch GPT 5.6, and that US chip export controls had reduced China's available computing power for training advanced models.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Copper crunch hits components cost amid AI demand surge</title>
<pubDate>Wed, 27 May 2026 02:00:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD212/copper-demand-component-2026-materials.html</link>
<description>Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs on and cut low-margin output &#38;mdash; developments that could push component prices higher worldwide as AI-driven demand accelerates consumption and firms stockpile materials across the manufacturing and infrastructure sectors.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Broadcom and Taiwan's chipmakers ride ASIC wave</title>
<pubDate>Wed, 27 May 2026 01:59:46 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD215/asic-chipmakers-broadcom-taiwan-demand.html</link>
<description>The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) &#38;mdash; a market increasingly seen as the next major battleground in the global AI boom.</description>
<dc:creator>Elaine Chen</dc:creator>
<category>Semiconductors</category>
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<title>Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026</title>
<pubDate>Wed, 27 May 2026 01:58:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD204/transcend-ddr5-2026-data-camera.html</link>
<description>Transcend announced it will exhibit enterprise solid-state drives, DDR5 7200 memory, and embedded camera modules at COMPUTEX 2026 in the Storage and Management Solutions area, saying the showcase will demonstrate integrated capabilities in AI computing storage, high-speed transmission, and reliable data processing. The firm highlighted that as AI expands to endpoint applications, performance and stability have become baseline requirements for hardware suppliers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Sercomm to showcase enterprise edge AI servers, security and power solutions at COMPUTEX 2026</title>
<pubDate>Wed, 27 May 2026 01:49:14 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD202/sercomm-2026-security-management-edge.html</link>
<description>Sercomm announced it will exhibit at COMPUTEX 2026 to present enterprise edge AI technologies designed to accelerate AI deployment across edge environments and enhance power management. The networking equipment maker said it will highlight SR-series Open Compute Project servers, an Edge SCM edge security management module, AI camera vision solutions, and high-efficiency power products in its booth demonstration.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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<title>China Electric outlines AI-driven digital transformation to lift 2026 profits</title>
<pubDate>Wed, 27 May 2026 01:47:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD203/china-electric-2026-digital-transformation-profit-revenue.html</link>
<description>China Electric Manufacturing Corporation said at its May 26 shareholders meeting that first-quarter 2026 revenue was flat while gross margin rose to 38%, and it planned a phased digital transformation in the second half of 2026 to drive significant net profit growth versus 2025. The firm announced it would deploy cloud computing, Internet of Things, and artificial intelligence technologies, integrated with its existing enterprise resource planning system, to improve operational efficiency and attract new customers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Kinpo accelerates ODM push into AI servers and EV chargers</title>
<pubDate>Wed, 27 May 2026 01:45:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260525PD232/kinpo-odm-2026-production-plant.html</link>
<description>Kinpo Electronics outlined its 2026 core strategy at a shareholders' meeting on May 25, centering on "bearing fruit" as it builds on years of product-mix adjustments, expands into AI-related products, and accelerates its shift toward an ODM model.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Semiconductors</category>
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<title>AI infrastructure spending lifts Taiwan electronics sector outlook</title>
<pubDate>Wed, 27 May 2026 01:41:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD210/taiwan-infrastructure-electronics-cloud-demand.html</link>
<description>Cloud providers' large-scale investments in AI infrastructure have strengthened demand for Taiwan's electronics supply chain, boosting optimism among local manufacturers, according to a Taiwan Institute of Economic Research (TIER) survey. The survey noted that nearly 40% of Taiwan's electronics and machinery makers were optimistic about business conditions over the next six months as cloud service providers planned massive capital outlays in 2026 to meet surging AI compute needs.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Motorola launches Razr fold in Taiwan as foldable market gains momentum</title>
<pubDate>Wed, 27 May 2026 01:40:11 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD208/motorola-foldable-market-taiwan-2026.html</link>
<description>Motorola launched its Razr foldable in Taiwan on April 26, after first unveiling the device at MWC 2026 in Barcelona in March 2026, and introduced new accessories, including wireless Bluetooth earbuds and a stylus. Executives said the company has seen strong foldable sales in recent years, particularly in North America and Latin America, where it ranks among the top three and leads the market, respectively.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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<title>Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher</title>
<pubDate>Wed, 27 May 2026 01:32:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD209/taiwan-smartphone-shipments-component-market.html</link>
<description>Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants said. Mobile channel sources reported about 402,000 units shipped in April, down 4% from 418,000 units in March, and executives warned that elevated memory and other component costs are likely to keep retail prices up and weigh on demand into the second half.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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<title>Column: Quantum-classical computing's promise meets its hardware limits</title>
<pubDate>Wed, 27 May 2026 01:30:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260525PD207/hardware.html</link>
<description>AI's rapid evolution &#38;mdash; from AI servers to agentic AI and emerging physical AI &#38;mdash; centers on high-performance computing, and integrating general fault-tolerant quantum computers into that stack could change what HPC can do. The transition, however, confronts deep technical mismatches between classical AI servers and quantum processors.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026</title>
<pubDate>Wed, 27 May 2026 01:29:54 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD201/2026-data-materials-polycarbonate-robotics.html</link>
<description>Covestro showcased a portfolio of engineering plastics and thermoplastic polyurethane materials at COMPUTEX 2026 aimed at supporting AI computing, embodied intelligence, and networking devices, executives said. The supplier presented applications spanning AI data centers, high-performance computing servers, semiconductor manufacturing, robotics, and consumer electronics to address rising performance and supply-chain demands.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Xiaomi outlines AI-first roadmap as MiMo tokens and Miclaw shape product strategy</title>
<pubDate>Wed, 27 May 2026 01:23:23 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL201/xiaomi-revenue-ai-training-llm-autonomous-driving-robotics-2026.html</link>
<description>Xiaomi placed AI at the center of its first quarter 2026 strategy, saying it will "take the agent as the core" of a new OS approach and pushing its MiMo model and token plans to drive product adoption and monetization across phones, cars, IoT, and robotics.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production</title>
<pubDate>Wed, 27 May 2026 01:11:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PR201/aixtron-laser-mocvd-demand-production.html</link>
<description>Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G and beyond. The deal underscores growing demand for high-speed optical interconnects in AI data centers and signals capacity expansion in photonics manufacturing worldwide.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Mexico emerges as new front line in global auto supply chain</title>
<pubDate>Tue, 26 May 2026 23:35:32 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260525PD224/hiroca-auto-components-mexico-supply-chain-production.html</link>
<description>Amid a sweeping reconfiguration of global supply chains, North America&#38;mdash;and Mexico in particular&#38;mdash;has emerged as a critical battleground for manufacturers caught between geopolitics and trade barriers. Yet for companies expanding into Mexico early, the reality on the ground is proving more complex than the strategic narrative suggests, shaped by cross-border management frictions, cultural divides, and policy uncertainty.</description>
<dc:creator>Elaine Chen</dc:creator>
<category>Electric Vehicles</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>China tightens drone, flying-car rules as low-altitude market takes off</title>
<pubDate>Tue, 26 May 2026 23:35:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526VL209/economy-aircraft-evtol-commercial-market.html</link>
<description>&lt;p class="P1" data-start="116" data-end="324"&gt;China is building a more formal safety and regulatory framework for its low-altitude economy, as drones, electric vertical takeoff and landing aircraft, and other aerial services move closer to commercial use.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Aerospace</category>
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<title>Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand</title>
<pubDate>Tue, 26 May 2026 23:35:07 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD230/wah-hong-optoelectronics-materials-demand-pcb.html</link>
<description>&lt;p class="P1" data-start="84" data-end="415"&gt;AI, low-carbon sustainability, smart cities, and advanced displays are set to drive the global optoelectronics industry in 2026, shifting demand away from traditional consumer electronics panels and toward higher-value applications, including Micro LED, Mini LED, e-paper, and optical communications.</description>
<dc:creator>Levi Li</dc:creator>
<category>Displays</category>
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<media:description type="plain"><![CDATA[Credit: Wah Hong Industrial Corp.]]></media:description>
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<title>SK Hynix seeks to embed cooling inside HBM to beat the heat</title>
<pubDate>Tue, 26 May 2026 23:34:55 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526VL211/sk-hynix-technology-hbm-cooling-chips.html</link>
<description>SK Hynix has unveiled a new high-bandwidth memory technology designed to reduce heat buildup in next-generation AI systems, as rising computing density turns thermal management into a more critical front for HBM suppliers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: SK Hynix]]></media:description>
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<title>TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play?</title>
<pubDate>Tue, 26 May 2026 23:34:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD238/samsung-labor-performance-micron-sk-hynix-2026.html</link>
<description>Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement has temporarily eased concerns over potential strikes, South Korea's semiconductor industry is increasingly worried that the newly expanded performance bonus structure, which guarantees employees a fixed percentage of business performance, could negatively impact the country's long-term semiconductor competitiveness.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Semiconductors</category>
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<title>Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way</title>
<pubDate>Tue, 26 May 2026 23:34:31 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526VL204/huawei-packaging-eda-demand-3d.html</link>
<description>Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors</title>
<pubDate>Tue, 26 May 2026 23:34:15 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD239/pcb-topoint-private-placement-gce-unimicron.html</link>
<description>Printed circuit board (PCB) drill bit manufacturer Topoint Technology approved a private placement of unsecured convertible corporate bonds with a maximum issuance amount of NT$600 million (approx. US$19.10 million) at its shareholders' meeting on May 26. The company also welcomed Unimicron Technology, Gold Circuit Electronics (GCE), and Zhen Ding Technology Group (ZDT) as strategic investors.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Semiconductors</category>
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<title>Taiwan's quiet fix for GPS-denied drones and satellites</title>
<pubDate>Tue, 26 May 2026 23:34:04 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526VL206/startup-gps-taiwan-technology.html</link>
<description>At the Plug and Play May Summit in Sunnyvale, a Taiwanese startup called Aegiverse quietly made its case to US defense and aerospace investors &#38;mdash; not with flashy slides or moonshot promises, but with a 16-year track record and a business model built to last.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Aerospace</category>
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<title>Thunder Tiger, Elan eye defense and commercial drone markets</title>
<pubDate>Tue, 26 May 2026 23:33:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD234/thunder-tiger-elan-partnership-commercial-drone-vehicle.html</link>
<description>&lt;p class="P1" data-start="1135" data-end="1414"&gt;Thunder Tiger said on May 26 that it has signed a memorandum of understanding (MoU) with Elan Microelectronics to jointly develop AI guidance, image-recognition, and communications technologies for drones, marking a step in the drone maker's shift beyond unmanned vehicle system integration.</description>
<dc:creator>Sherri Wang</dc:creator>
<category>Aerospace</category>
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<media:description type="plain"><![CDATA[Credit:  ELAN Microelectronics]]></media:description>
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<title>TSMC CEO to address bonus backlash in person as Jensen Huang's visit puts Taiwan chipmaker in spotlight</title>
<pubDate>Tue, 26 May 2026 23:33:26 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527PD200/tsmc-taiwan-chairman-semiconductor-industry-online.html</link>
<description>Taiwan Semiconductor Manufacturing Company (TSMC) is scheduled to hold a company-wide communication meeting on the morning of May 27, during which chairman C.C. Wei is expected to address employees in person over the growing backlash surrounding reports that the company will cut employee bonuses by 15%.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Semiconductors</category>
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<title>Gogoro mourns backer Samuel Yin, who committed US$50 million before a single scooter rolled out</title>
<pubDate>Tue, 26 May 2026 09:54:41 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260526PD237/gogoro-chairman-president-electric-scooter-2024.html</link>
<description>Gogoro has issued a statement mourning the death of Ruentex Group president Samuel Yin, who passed away peacefully at Taipei Veterans General Hospital in the early hours of May 26 at the age of 76.</description>
<dc:creator>Joseph(C) Chen</dc:creator>
<category>Electric Vehicles</category>
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