DIGITIMES: News and Insight of the Global Supply Chain

Quanta's AI server boom pushes 3Q26 gross margin below 5%

DIGITIMES — Thu, 12 Nov 2026 00:59:54 GMT

Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of higher-priced AI servers pressured profitability. CFO Elton Yang said it was basically impossible to improve gross margin while keeping revenue from falling, and the company expects the margin to decline further in the fourth quarter.

Aleees splits LFP cathode production between Taiwan and US

DIGITIMES — Thu, 12 Nov 2026 00:39:36 GMT

Advanced Lithium Electrochemistry (Aleees) plans to make lithium iron phosphate (LFP) cathode material precursors in Taiwan and process them in the US under a North American customer agreement, as it seeks to diversify battery supply chains away from China. The company reported a loss for the first nine months as construction-related expenses increased, while planned shipments from 2027 remain subject to execution and customer demand.

Fitpower sees AI, e-paper, and power ICs driving growth into 2027

DIGITIMES — Thu, 12 Nov 2026 00:36:58 GMT

IC design house Fitpower Integrated Technology reported third-quarter revenue of NT$6.253 billion (US$189.81 million), up 16.09% quarter on quarter and 46.38% year on year, and said AI chips, electronic paper products, and power management ICs were the main growth drivers.

Nvidia board meets on Jensen Huang's future as succession gap comes into focus

DIGITIMES — Thu, 12 Nov 2026 00:29:18 GMT

Nvidia's board met on November 11 to weigh the future of Jensen Huang, the only chief executive the company has ever had. The stakes go beyond one career: the company at the center of the AI buildout has no publicly named successor, and the scandal is feeding a push in Washington to tighten control over its chips.

Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban

DIGITIMES — Wed, 11 Nov 2026 09:18:11 GMT

Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their way into China despite Washington's export restrictions. It also reveals Moonshot's continued reliance on American chips even as Beijing seeks to bolster domestic chipmaking.

AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story

DIGITIMES — Wed, 11 Nov 2026 08:53:42 GMT

Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal management had already exceeded their full-year 2025 sales in the January–October 2026 period, although October's results show differing shipment momentum.

Diamond Foundry says it has grown a 200mm single-crystal diamond

DIGITIMES — Wed, 11 Nov 2026 08:20:00 GMT

Diamond Foundry has produced what it calls the first-ever single-crystal diamond measuring 200mm in diameter, according to a company blog post published on November 5, 2026. The post describes the crystal, which the company calls D8-inch, as a single continuous crystal and a step toward treating diamond as a semiconductor-scale material.

Buima battery orders stretch six months as LEO projects advance

DIGITIMES — Wed, 11 Nov 2026 08:17:16 GMT

Buima Energy reported a slight month-on-month increase but a year-on-year decline in October 2026 revenue, as construction projects entered completion and acceptance phases while battery module shipments remained steady. The company said battery module order visibility has reached six months, with new low-Earth orbit (LEO) satellite projects for 2027 in development.

Samsung reportedly buys four silicon photonics patents from Rockley

DIGITIMES — Wed, 11 Nov 2026 07:50:00 GMT

Samsung Electronics acquired four US silicon photonics patents from UK-based Rockley Photonics in September 2026, South Korea's Shinailbo reported on November 11, citing US Patent and Trademark Office (USPTO) records. The reported acquisition could strengthen Samsung's intellectual property portfolio in optical interconnect technology as it expands its silicon photonics foundry business to compete with TSMC.

Canon to launch KrF lithography scanner rated at 400 wafers per hour in December

DIGITIMES — Wed, 11 Nov 2026 07:30:00 GMT

Canon Inc. said on November 10, 2026, that it will launch the FPA-6400ES6a, a krypton fluoride (KrF) scanner for manufacturing memory and logic semiconductors, in early December 2026. The company's release gave no exact launch date, price, or shipment volume.

Samsung targets early 2027 for first 3D Cube-H design kit

DIGITIMES — Wed, 11 Nov 2026 07:25:00 GMT

Samsung Electronics aims to complete its first 3D Cube-H design kit, a hybrid copper bonding technology for vertically stacked logic chips, in early 2027, with prospective customer evaluations to follow, ZDNet Korea reported on November 10, citing an industry source familiar with the plans.

OpenAI 3Q26 revenue tops US$10B as losses persist

DIGITIMES — Wed, 11 Nov 2026 07:10:54 GMT

OpenAI's revenue reached US$10 billion in the third quarter of 2026, up nearly 50% quarter-on-quarter, driven by demand from enterprises and new model products. However, its adjusted operating loss widened to US$10.9 billion, while revenue remained below that of rival Anthropic.

AMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

Yunnie Cheng — Wed, 11 Nov 2026 06:58:18 GMT

As agentic AI rapidly advances, data center workloads are expanding from traditional model training into inference, agent collaboration, and real-time data processing. Consequently, CPUs are playing an increasingly vital role in task scheduling, data retrieval, tool execution, and workflow orchestration. Anticipating that AI demand will accelerate growth across the data center sector, AMD officially launched its 6th Gen EPYC 9006 Series Venice processors, the Helion Agentic AI rack platform, and the ROCm Agentic Toolkit on November 11.

Dynamic Holding posts record 3Q26 revenue and profit on mix, price hikes

DIGITIMES — Wed, 11 Nov 2026 06:57:46 GMT

PCB maker Dynamic Holding reported October 2026 consolidated revenue of NT$10.637 billion (approx. US$323.6 million), down slightly from NT$10.648 billion in September as extended holidays reduced working days, but up 70.3% from NT$6.245 billion a year earlier and the company's second-highest monthly figure on record.

E Ink invests in Soofa to expand outdoor e-paper signage

DIGITIMES — Wed, 11 Nov 2026 06:56:41 GMT

E Ink Holdings (EIH) announced on the November 10 that it has invested in US-based Soofa and formed a strategic partnership with the company. The investment will support Soofa’s growth and expand sustainable outdoor e-paper applications through solar-powered community information displays.

Nexperia's China split raises costly question: what is Wingtech owed?

Levi Li — Wed, 11 Nov 2026 06:51:26 GMT

Nexperia could eventually reunite its Chinese and international operations despite an unresolved control dispute with Chinese parent Wingtech Technology, acting CEO Stefan Tilger said recently. If the separation becomes permanent, Wingtech's ownership should entitle it to fair compensation.

Infineon says data center orders already exceed target as factory output sets ceiling

DIGITIMES — Wed, 11 Nov 2026 06:41:35 GMT

Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for its data center power products already exceed the close to EUR4 billion (approx. US$4.46 billion) of revenue it forecasts for fiscal 2027, and that how much of that it can book will depend on how fast its factories and outsourcing partners can ramp.

Ingentec revenue jumps 79% in first 10 months

DIGITIMES — Wed, 11 Nov 2026 06:41:16 GMT

Ingentec’s consolidated revenue reached NT$1.329 billion (US$40.4 million) from January to October 2026, up 79.32% from the same period in 2025. However, October revenue fell 8.59% month-over-month and 18.37% year-over-year to approximately NT$130 million as shipments of specialty gases to Japan, South Korea, and domestic customers declined slightly.

Intel targets agentic AI with GPUs and Xeon

DIGITIMES — Wed, 11 Nov 2026 06:39:25 GMT

Intel is expanding its CPU and GPU portfolio with the Intel GPU D-series, code-named Crescent Island, and next-generation Xeon processors, code-named Diamond Rapids, targeting large-model inference and enterprise high-performance orchestration workloads. The company outlined new GPU D-series technology at the 2026 Open Compute Project (OCP) Global Summit as it pursues server CPU upgrade opportunities driven by agentic AI.

TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat

Charlene Chen — Wed, 11 Nov 2026 06:37:55 GMT

Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request. TSMC declined to comment on market speculation and stressed that it remains focused on its core foundry business.

SK Hynix locks in over half of 2027–28 capacity as smaller buyers turn to spot market

DIGITIMES — Wed, 11 Nov 2026 06:35:00 GMT

Smaller electronics manufacturers are relying on the spot market for memory as major customers lock in future supply through long-term agreements, according to independent electronic components distributor Smith.

AI's grip on capacitor supply leaves consumer electronics facing steeper price hikes

Levi Li — Wed, 11 Nov 2026 06:25:00 GMT

Nichidenbo Corporation said successive AI server generations, designed for higher power consumption and voltages, are increasing demand for high-end capacitors offering high capacitance and resistance to heat and voltage. AI-related products now account for 55–60% of its revenue, up from about 40% in the first quarter, and could exceed 60% in 2027.

Infineon's record quarter shows power chips moving from cyclical recovery to AI-led growth

DIGITIMES — Wed, 11 Nov 2026 06:20:54 GMT

Infineon Technologies ended fiscal 2026 with its strongest quarter ever, and the shape of the result says more than its size: profitability rose much faster than sales, and the German chipmaker now plans for a year in which power supplies for data centers become one of its largest single businesses.

Advantech's Korea business grows 67% in first three quarters, says incoming CEO

Jingyue Hsiao — Wed, 11 Nov 2026 06:14:51 GMT

Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local markets. Some South Korean customers and partners have moved edge AI solutions into mass production, while the company is looking to extend its industrial computing and software integration expertise into robotics and energy applications.

Alibaba files to spin off chip design unit T-Head for Hong Kong IPO

DIGITIMES — Wed, 11 Nov 2026 05:43:42 GMT

Alibaba filed for a Hong Kong IPO for its chip design unit, T-Head, as a spin-off on November 10. The separate listing would let investors gain direct exposure to the group's chipmaking business as China's AI ecosystem seeks to reduce its reliance on US semiconductors through domestic alternatives.

Global regulators tighten smart glasses rules, testing Meta, Amazon

DIGITIMES — Wed, 11 Nov 2026 04:50:18 GMT

As smart glasses move from technology showcases into the consumer market, their resemblance to ordinary eyewear and ability to record images or audio without others' knowledge are raising privacy concerns worldwide. Reports from Bloomberg, Reuters, and Politico say authorities in Australia, Norway, the UK and parts of the US have begun restricting their use as Ray-Ban Meta glasses from Meta and EssilorLuxottica gain popularity, while the European Union is pressing companies to strengthen recording alerts, data-processing transparency and safeguards in sensitive locations.

Brinno posts five-quarter high on defense imaging demand

DIGITIMES — Wed, 11 Nov 2026 04:50:08 GMT

Time-lapse camera maker Brinno reported 3Q26 revenue of NT$151 million (US$4.59 million), up 15.3% year-on-year and 20.9% quarter-on-quarter, as defense imaging products began contributing to sales. The company also remained profitable at the operating level, with net income rising 81.4% from the previous quarter.

Cadmen CPC, Industry 4.0 projects lift 4Q26 outlook

DIGITIMES — Wed, 11 Nov 2026 04:49:52 GMT

Cadmen Technology reported October revenue of NT$75.61 million (US$2.3 million), up 11.91% year-over-year and marking a record high for the same period as well as its highest monthly revenue of 2026, as peak-season demand emerged. Revenue for the first 10 months reached NT$678 million, up 4.57% year-over-year, also setting a record for the same period.

Asia Electronic Materials advances PTFE Hybrid solution for AI clients

DIGITIMES — Wed, 11 Nov 2026 04:49:42 GMT

Asia Electronic Materials is developing high-frequency, high-speed substrate materials based on polytetrafluoroethylene (PTFE) through a Hybrid Coreless solution and continues to submit samples for AI customer validation, targeting advanced semiconductor and AI applications.

AI demand drives record revenue for Altos through October

DIGITIMES — Wed, 11 Nov 2026 04:49:34 GMT

Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41 billion, up 57.3%. Fueled by strong global demand for AI infrastructure, revenue through October surpassed its full-year 2025 total, setting new monthly and cumulative records.

Acer Synergy Tech rides semiconductor demand to record revenue

DIGITIMES — Wed, 11 Nov 2026 04:49:28 GMT

Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce service solutions. Its consolidated revenue reached NT$307 million (US$9.34 million) in October 2026, up 187.93% year-on-year and marking a record high for the second consecutive month.

Powerlogic revenue falls 39% as AI chip shortages hit gaming

DIGITIMES — Wed, 11 Nov 2026 04:49:22 GMT

Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing schedules. The fan manufacturer's revenue fell 39.25% year-on-year in the first 10 months of 2026.

Nvidia's OOI architecture paves way for optical interconnects in GPUs

Lily Hess — Wed, 11 Nov 2026 04:49:14 GMT

DIGITIMES observed that Nvidia is advancing an optics-on-interposer (OOI) architecture that moves the optical engine from an organic substrate to a silicon interposer to increase interconnect density and reduce transmission energy consumption.

Nvidia security probe puts Taiwan supply chain orders under scrutiny

Lily Hess — Wed, 11 Nov 2026 04:49:00 GMT

Nvidia is a key customer for Taiwan's semiconductor and AI server supply chains. If recent national security concerns around CEO Jensen Huang affect sales in China, export approvals for the H200, or reviews of customer transactions, it could reshape order allocation and shipment schedules across Taiwan's supply chain.

SK Hynix taps HBM veteran to lead US business as competition intensifies

DIGITIMES — Wed, 11 Nov 2026 04:48:41 GMT

South Korean memory chipmaker SK Hynix has named former development chief Hyun Ahn to lead a new Americas unit as competition for custom high-bandwidth memory (HBM) pushes suppliers closer to US chip designers.