DIGITIMES: News and Insight of the Global Supply Chain

Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

DIGITIMES — Thu, 6 Aug 2026 09:21:15 GMT

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about US$1 billion worth of next-generation processors reportedly remain unable to move into packaging without sufficient memory supply.

Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments

DIGITIMES — Thu, 6 Aug 2026 09:07:06 GMT

Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments

Samsung to pay Netlist up to US$897 million to settle memory patent dispute

DIGITIMES — Thu, 6 Aug 2026 08:42:40 GMT

Samsung Electronics will pay Netlist up to US$897 million in gross licensing fees over five years under a series of agreements that settle years of litigation and renew a commercial relationship covering server memory, high-bandwidth memory (HBM), product supply, and technology cooperation.

CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities

Kevin Wang — Thu, 6 Aug 2026 08:34:00 GMT

CHT Security posted strong results for the first half of 2026, with consolidated revenue rising 21% year-on-year to NT$1.182 billion (US$36.6 million), net profit after tax growing 13% year-on-year to NT$251 million, and earnings per share of NT$6.16. Both revenue and profit set new highs for the period, driven by surging corporate cybersecurity demand amid growing AI adoption. Additionally, July revenue rose 9% year-on-year to NT$210 million, bringing cumulative revenue for the first seven months of the year to NT$1.392 billion, up 19% year-on-year and also marking a new high.

Unitree's impending IPO draws Meituan and Tencent as investors

Levi Li — Thu, 6 Aug 2026 08:20:00 GMT

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2 billion (approximately US$622 million), while the company's post-listing valuation could range from CNY40 billion to CNY50 billion. It would become the first company on China's A-share market whose primary investment theme is humanoid robotics.

Largan July 2026 revenue rises 11% as CPO samples progress

Charlene Chen — Thu, 6 Aug 2026 08:15:25 GMT

Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year. For the first seven months, consolidated revenue totaled NT$34.086 billion, up 7% year-over-year, as the company entered the traditional peak season.

Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

Lily Hess — Thu, 6 Aug 2026 08:15:13 GMT

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative.

Ample Electronic posts record July sales as MLCC demand strengthens

DIGITIMES — Thu, 6 Aug 2026 08:12:48 GMT

Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped drive a hot multilayer ceramic capacitor market and pushed customer orders higher. The Taiwan-based company reported July consolidated revenue of NT$269 million(US$8.33 million), a record high, while earnings per share for the second quarter of 2025 also reached a quarterly peak as downstream demand accelerated.

Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says

DIGITIMES — Thu, 6 Aug 2026 07:59:56 GMT

Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give the South Korean suppliers a foothold in the automaker's purpose-built robotaxi as both expand beyond smartphones into automotive and physical AI applications.

Rashi Peripherals partners with Japan's Restar to build out India semiconductor business

DIGITIMES — Thu, 6 Aug 2026 07:55:00 GMT

Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese electronics and technology company Restar Corporation. The move pushes the distributor beyond product distribution into engineering, design, and field application support for India's manufacturing sector, according to ScanX, IT Voice India, and CRN Asia.

Primax Electronics posts higher 2Q revenue as margins come under pressure

DIGITIMES — Thu, 6 Aug 2026 07:54:58 GMT

Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio programs and contributions from professional audio projects, while profit metrics weakened under pressure from a stronger yuan, rising component costs and product-mix changes. The Taiwan-based electronics maker said it was adopting a more cautious view of the third quarter as it expanded into AIoT, smart surveillance and robotics.

ByteDance founder shuns AI distillation, wary of more US scrutiny

DIGITIMES — Thu, 6 Aug 2026 07:48:53 GMT

ByteDance founder Zhang Yiming recently said that the company would not use distillation to train its AI models, even if they fall behind those of other Chinese rivals. His comments come as China's advances in AI have accelerated faster than expected, leading to accusations that its developers are training them based on outputs from US models.

Lo Hsung to debut self-developed robot joint module at Automation Exhibition

DIGITIMES — Thu, 6 Aug 2026 07:44:57 GMT

Lo Hsung, a Qisda subsidiary, will unveil its first self-developed ACTDG45-O robot joint module at the 2026 Taipei International Industrial Automation Exhibition. The company said the product was built for robotic arms, rotary worktables, high-precision positioning modules, and semiconductor automation equipment as robots and automation systems move toward higher precision, greater torque, and more compact designs.

Elite Semiconductor rides niche DRAM price hikes

Jingyue Hsiao — Thu, 6 Aug 2026 07:24:52 GMT

Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July revenue jumped 40% from June to a monthly record, extending an explosive second-quarter 2026 performance. The company said higher product prices and tighter supply-demand conditions are driving the surge, and it expects the extreme capacity crunch to continue, with the second half of the year likely to outperform the first half.

GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test

DIGITIMES — Thu, 6 Aug 2026 07:23:45 GMT

GlobalFoundries (GF) often presents itself as an essential pillar of US semiconductor sovereignty. That claim is partly true, but requires qualification.

GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains

DIGITIMES — Thu, 6 Aug 2026 07:23:42 GMT

GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.

Second-tier foundries' repair rally lifts margins back to 30%

Charlene Chen — Thu, 6 Aug 2026 07:17:52 GMT

The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The shift is showing up clearly in margin trends across the industry.

Parade sees steadier outlook despite margin pressure from memory costs

Jingyue Hsiao — Thu, 6 Aug 2026 06:55:00 GMT

Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed interface chip designer remains confident about demand going forward. For global readers, the takeaway is that rising memory prices are reshaping notebook and PC supply chains, yet AI-driven upgrades could still support growth ahead.

China smartphone shipments fall 5.5% as 5G models gain share

DIGITIMES — Thu, 6 Aug 2026 06:55:00 GMT

China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications Technology (CAICT). The shift came as Oppo, Vivo and Xiaomi cut lower-end models amid higher memory and other upstream component costs, pushing 5G devices to 92% of total shipments.

iBase Solution unit lands U.S. optical module cooling orders after July launch

DIGITIMES — Thu, 6 Aug 2026 06:31:59 GMT

Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers. The unit, Coolify Inc., secured orders from several US networking and cloud companies for optical module cooling adhesive lines and began formal shipments.

SpaceX losses don't shake confidence as Taiwan suppliers double down on long-term opportunities

Scarlett Yu — Thu, 6 Aug 2026 06:30:00 GMT

SpaceX's first earnings report since going public showed that second-quarter 2026 revenue surged 92% year-over-year to US$7.81 billion, while the company still posted a net loss of US$541 million.

US polysilicon tariff exposes chip security's solar dependence

DIGITIMES — Thu, 6 Aug 2026 06:00:49 GMT

The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products, placing an upstream material shared by solar panels and semiconductor chips at the center of efforts to reduce US exposure to Chinese supply.

US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

Levi Li — Thu, 6 Aug 2026 05:55:00 GMT

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules, with the measures targeted for publication and implementation in 2026, drawing close market attention. Industry sources expect US suppliers Coherent and Lumentum to be the principal beneficiaries if the restrictions proceed. However, both companies produce their continuous-wave lasers in-house, meaning Taiwanese optical-communications suppliers may gain redirected orders but could still face near-term disruption.

Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap

Scarlett Yu — Thu, 6 Aug 2026 05:53:34 GMT

Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet progress on major offshore wind projects has slowed significantly.

Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge

Scarlett Yu — Thu, 6 Aug 2026 05:46:21 GMT

Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His strategy now extends from solar cells and modules into crystal growth and wafer production, while industry reports suggest the effort could eventually reach upstream polysilicon manufacturing.

Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

DIGITIMES — Thu, 6 Aug 2026 05:30:00 GMT

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call lay beyond the headline beat. It gave investors their clearest look yet at how the company intends to extend its ambitions beyond rocket launches or broadband connectivity alone.

Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance

Jingyue Hsiao — Thu, 6 Aug 2026 04:32:30 GMT

Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global hardware orders, while cloud, AI, and security products gain momentum. The company said its shift toward server controllers, quantum-safe microcontrollers, and XR components could help offset near-term pressure and support stronger growth from 2027.

TSMC's CoW outsourcing spurs OSAT capacity push amid AI packaging bottleneck

DIGITIMES — Thu, 6 Aug 2026 04:18:57 GMT

Taiwan Semiconductor Manufacturing Co. (TSMC) is expanding outsourcing of the chip-on-wafer (CoW) stage of its CoWoS advanced packaging to outsourced semiconductor assembly and test (OSAT) providers, according to ETNews, which cited semiconductor industry sources.

Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook

DIGITIMES — Thu, 6 Aug 2026 04:18:56 GMT

Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors. The Japanese passive component maker returned to profit in the quarter ended June 30 and said a weaker yen, higher volumes, and stronger demand for high-reliability products are improving the outlook for the year.

Commentary: Why China's AI optical-module dominance is Washington's next target

Levi Li — Thu, 6 Aug 2026 03:48:15 GMT

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply chain after GPUs and HBM. Over recent years, Chinese optical-module makers have rapidly entered global AI data centres through cost advantages, fast volume production and tightly integrated supply chains. Zhongji Innolight, Eoptolink and TFC Optical Communication have become emblematic of China's rise in optical communications.

China steps up EV battery and smart-driving inspections on five automakers

DIGITIMES — Thu, 6 Aug 2026 03:39:08 GMT

China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers as Beijing widened its crackdown on "involution" industries. The checks focused on battery quality, smart-driving safety and marketing claims after years of intense price competition had raised concerns over product consistency and safety.

India's ASIP Technologies makes FCBGA core of OSAT plan

DIGITIMES — Thu, 6 Aug 2026 03:35:24 GMT

ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array packaging as it works toward volume production in the fourth quarter of 2027, Managing Director and CEO Venkata Simhadri told DIGITIMES.

AI orders give Soonest visibility into 2027

Lily Hess — Thu, 6 Aug 2026 03:20:34 GMT

Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027. The freight forwarder expects better performance in the third quarter of 2026 than in the second quarter, and a stronger second half than the first. The company said the air and sea freight market in the second half of 2026 is becoming an environment where "space is king" as demand tightens.

NEO Semiconductor unveils AI memory platform aimed at easing global bottlenecks

DIGITIMES — Thu, 6 Aug 2026 03:18:46 GMT

NEO Semiconductor has launched NEO.AI, a memory platform it says could help address one of the biggest constraints on artificial intelligence (AI) systems worldwide: limited memory. The company says the technology is intended to improve AI performance, scalability, and efficiency as models grow larger and more demanding across global markets.

Meta turns its engineers into trainers in coding race with Anthropic and OpenAI

DIGITIMES — Thu, 6 Aug 2026 03:12:01 GMT

Meta is trying to close the gap with Anthropic and OpenAI in AI coding by combining a public product launch with an unusually aggressive internal training campaign.

AUO warns of 2H26 panel demand pressure

Lily Hess — Thu, 6 Aug 2026 03:06:56 GMT

AUO said panel demand will come under pressure in the second half. IT channel inventories remain elevated, with notebook inventories particularly high. TV inventories, however, stay healthy, supported by the 2026 FIFA World Cup and year-end promotion campaigns.

Chunghwa Precision Test posts record July revenue on AI chip demand

DIGITIMES — Thu, 6 Aug 2026 03:00:00 GMT

Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud markets. The testing interface maker said shipments of GPU-related chips, modules, and systems increased alongside stronger investment tied to agentic AI.

Anthropic builds in-house chip design team, signaling AI firms' turn to custom silicon

DIGITIMES — Thu, 6 Aug 2026 02:55:33 GMT

Anthropic is building an in-house team to design custom chips for its Claude AI models, according to Reuters, moving ahead with a plan first reported in April as the startup responds to a shortage of processors needed to run and develop more advanced AI systems.

Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out

Eifeh Strom — Thu, 6 Aug 2026 02:52:23 GMT

Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure to no more than NT$69.7 billion (approx. US$2.16 billion) from the earlier estimate of NT$52 billion, a roughly 34% increase. The board also approved participation in the bidding process for a testing facility to expand backend packaging and testing capacity.

Syncmold boosts LEO satellite parts push as 2026 revenue slips

DIGITIMES — Thu, 6 Aug 2026 02:50:00 GMT

Syncmold Enterprise reported second-quarter 2026 results on the 3rd, saying low-Earth-orbit (LEO) satellite products accounted for a larger share of sales even as consolidated revenue fell to NT$2.006 billion (US$61.9 million), down 5.2% from the first quarter and 6.9% from a year earlier. The Taiwanese precision parts maker said cautious end-market demand and customer shipment timing changes weighed on quarterly performance.

Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity

DIGITIMES — Thu, 6 Aug 2026 02:43:54 GMT

Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die production and Nvidia inference-chip orders, according to ZDNet Korea, which cited semiconductor industry officials.

Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

DIGITIMES — Thu, 6 Aug 2026 02:43:00 GMT

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired. The two Korean chipmakers now hold stronger, not weaker, negotiating power over DRAM supply, according to South Korean and Chinese trade press.

Microsoft's OpenAI disclosure reveals an unshakable dependency

DIGITIMES — Thu, 6 Aug 2026 02:34:48 GMT

Microsoft Corp. has given the first clear accounting of its revenue from OpenAI: US$24.1 billion for the year ended in June, likely close to 70% of its actual AI sales. The figure puts a hard number on a reliance the software giant has quietly worked to reduce ever since the two companies became partners.

Jeter says AI shipping demand and geopolitics lifted first-half profit

DIGITIMES — Thu, 6 Aug 2026 02:30:00 GMT

Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking pushed up demand for air and ocean freight. The logistics firm said the peak shipping season began earlier than usual in July, tightening capacity across its network.

SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

DIGITIMES — Thu, 6 Aug 2026 02:24:03 GMT

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and into a more hardware-intensive phase, strengthening expectations that next-generation satellite networks and direct-to-device services will raise demand for higher-power radio-frequency components.

Auras Technology sees July 2026 revenue more than double on liquid cooling demand

Eifeh Strom — Thu, 6 Aug 2026 02:20:04 GMT

Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling solutions and placing additional orders for Nvidia's Grace Blackwell (GB) series of products.

Machvision July revenue hits record as AI and PCB demand strengthens

DIGITIMES — Thu, 6 Aug 2026 02:20:00 GMT

Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The Taiwan-based inspection equipment maker said order visibility remained healthy, with some high-end products already booked several quarters ahead as demand ran stronger than in 2025.

US curbs on Chinese data-center optics open orders to non-China suppliers

Levi Li — Thu, 6 Aug 2026 02:11:59 GMT

The US Federal Communications Commission is reportedly considering restrictions on new models of Chinese-made optical transceivers used in data centers, potentially exposing suppliers including Zhongji Innolight and Eoptolink to fresh market-access risks.

National Aerospace Fasteners posts record first-half revenue on strong engine demand

DIGITIMES — Thu, 6 Aug 2026 02:09:30 GMT

National Aerospace Fasteners Corp. reported a surge in July 2026 revenue and record first-half results as demand for aircraft engine parts stayed strong. The Taiwan-based fastener maker said July revenue reached NT$494 million, up 53.03% from a year earlier and its second-highest monthly level on record, even though sales slipped 0.65% from June.

US locks down tungsten and battery scrap exports as great-power minerals race intensifies

DIGITIMES — Thu, 6 Aug 2026 02:08:31 GMT

Washington has moved to keep tungsten waste and recycled battery material inside its own borders, a step that underscores how deeply critical-minerals policy has become entangled with the broader US-China strategic rivalry.

ByteDance's new "watch and listen" AI signals a broader Chinese push beyond chatbots

DIGITIMES — Thu, 6 Aug 2026 02:02:11 GMT

ByteDance's Seed research team has released SeedRealtime. This native audio-visual full-duplex large language model, the company says, marks the industry's first large-scale deployment of audio-video full-duplex technology. The launch, announced August 5 on the Seed team's blog, points to where Chinese AI labs are increasingly competing: not just on text benchmarks, but on how naturally a model can see, hear, and respond in real time.

India proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill

DIGITIMES — Thu, 6 Aug 2026 01:46:04 GMT

India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some of the approval hurdles that had constrained foreign cloud and data-center operators, according to the bill text introduced in the Lok Sabha (the Lower House of India) on July 31, 2026, by Finance Minister Nirmala Sitharaman.

Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle

DIGITIMES — Thu, 6 Aug 2026 01:35:31 GMT

Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now locked into long-term contracts, according to the company's fourth-quarter earnings call on August 5, 2026.

WD points to HAMR ramp and long-term contracts as pricing power builds

DIGITIMES — Thu, 6 Aug 2026 01:35:15 GMT

At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer contracts, even as executives acknowledged a quarter-on-quarter slowdown in exabyte shipment growth.

Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market

DIGITIMES — Thu, 6 Aug 2026 01:14:25 GMT

Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory business, with the company's data center segment emerging as its primary growth engine and management locking in tens of billions of dollars in multi-year customer commitments to protect against the industry's traditionally volatile pricing cycles.

WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates

DIGITIMES — Thu, 6 Aug 2026 01:13:58 GMT

On August 5, Western Digital (WD) closed its fiscal 2026 with a fourth quarter that underscored how thoroughly artificial intelligence buildouts have reshaped the hard-disk-drive (HDD) market.

Google loses Jeff Dean, sidelines Hassabis from operations in biggest AI shake-up since 2023

DIGITIMES — Thu, 6 Aug 2026 01:00:07 GMT

Google is restructuring the leadership of its AI division at a moment when the company can least afford instability at the top of its research organization, with chief scientist Jeff Dean departing after 27 years and Demis Hassabis stepping back from day-to-day control of Google DeepMind.

US weighs Chinese optical transceiver ban, putting AI data center supply at risk

DIGITIMES — Thu, 6 Aug 2026 00:03:05 GMT

The Trump administration is preparing to extend US technology restrictions deeper into the artificial intelligence supply chain, with the Federal Communications Commission considering a ban on new Chinese-made optical transceiver models used in data centers.

Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains

Scarlett Yu — Thu, 6 Aug 2026 00:02:42 GMT

Taiwan's aerospace industry has reached another milestone with the successful launch of the KOYO-1 CubeSat in July 2026, helping local suppliers advance further into the global space supply chain.

China automakers struggle as margins plunge and battery supply chains skew

Lily Hess — Thu, 6 Aug 2026 00:02:22 GMT

China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide and the supply chain stays structurally unbalanced. The challenge comes as upstream miners, refiners, and lithium battery makers capture most of the gains while carmakers face intensifying competition.

Tung Yang July revenue rises 23% on stronger AM and OEM demand

DIGITIMES — Thu, 6 Aug 2026 00:02:04 GMT

Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative revenue for the first seven months reached NT$13.33 billion as tariff pressure on exports to the US eased and customer orders began to recover.

FOPLP leads production as CoPoS advances glass packaging

Lily Hess — Thu, 6 Aug 2026 00:01:38 GMT

AI chip computing power is rising rapidly, pushing advanced packaging toward larger form factors, higher bandwidth, and greater integration. Traditional Ajinomoto build-up film (ABF) substrates and silicon interposers are increasingly hitting bottlenecks in cost, warpage, and packaging efficiency, making glass substrates and glass interposers a key focus in next-generation advanced packaging plans.

Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

Levi Li — Thu, 6 Aug 2026 00:01:19 GMT

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become the industry's preferred growth narrative, while reports that Apple and Samsung Electronics are considering memory components from Chinese suppliers also reflect a market under mounting strain.

DRAM price surge lifts Samsung and Micron as SK Hynix loses share

Sherri Wang — Thu, 6 Aug 2026 00:00:42 GMT

Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed the expansion of its traditional DRAM business despite its leadership in HBM.

Dark fiber essential for next-gen distributed AI centers

Rodney Chan — Thu, 6 Aug 2026 00:00:23 GMT

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand its AI footprint in the US underscores why dark fiber is essential for distributed AI computing centers, according to Chau-Lyan Chang, director general of Taiwan's National Center for High-performance Computing (NCHC).

Interview: Ayar Labs CEO sees CPO scale-up volumes rising in 2028-2029

Jingyue Hsiao — Thu, 6 Aug 2026 00:00:01 GMT

The 2026 Open Compute Project (OCP) APAC Summit will be held in Taipei on August 11-12, bringing together global cloud service providers (CSPs), semiconductor firms, silicon photonics (SiPh) players, system makers and many Taiwanese suppliers to share the latest developments in compute architecture. Ayar Labs CEO Mark Wade, who will attend the event and spoke with DIGITIMES ahead of the summit, said Taiwan's supply chain is critical to the development of co-packaged optics (CPO) and that scale-up deployment is on track to ramp up 2028-2029.

Microdisplay advances push AR glasses closer to mainstream adoption

DIGITIMES — Wed, 5 Aug 2026 23:59:40 GMT

Taiwanese supply-chain players said new microdisplay designs and optical simulation tools are accelerating consumer augmented reality (AR) glasses adoption as the market shifts toward lighter devices, higher image quality, and better optical efficiency. The comments were tied to ongoing development in smart glasses and spatial computing, where hardware performance remains a central hurdle.

China auto exports shift production and pressure suppliers in the first half of 2026

DIGITIMES — Wed, 5 Aug 2026 23:59:08 GMT

China’s auto industry shifted sharply in the first half of 2026 as export growth offset weakening domestic demand, pushing production toward export-connected manufacturing hubs and putting suppliers in slower regions under pressure. The change was most visible in provinces with strong logistics links and export-oriented automakers, while areas tied to aging gasoline vehicle programs lost ground.

Fositek lifts server revenue mix to 56% and plans capacity expansion

DIGITIMES — Wed, 5 Aug 2026 23:58:34 GMT

Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales declined during a product transition period. The Taiwanese supplier said server-related products accounted for 55.7% of first-half revenue at the end of the quarter, up from 19.2% a year earlier, while it prepared to expand manufacturing in China and Vietnam.

Chicony Power wins US communications customer as AI server products move toward production

DIGITIMES — Wed, 5 Aug 2026 23:58:13 GMT

Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs and a firmer Chinese yuan (CNY) pressured margins. The Taiwan-based power supply maker said operating profit fell more than 40% quarter-over-quarter, but non-operating gains helped lift earnings per share and support a stronger first-half result.

HTC reports NT$280 million loss as AI glasses and XR products expand

DIGITIMES — Wed, 5 Aug 2026 23:57:55 GMT

HTC reported a net loss of NT$280 million (US$8.6 million) attributable to parent company owners for the second quarter of 2026 on August 4, with revenue of NT$610 million (US$18.8 million). The company also posted a gross margin of 42.6%, while operating loss widened to NT$570 million and operating margin fell to -93.2%.

Adlink posts record second-quarter revenue on AI edge computing demand

DIGITIMES — Wed, 5 Aug 2026 23:57:30 GMT

Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial PC maker said it will keep expanding in healthcare, semiconductor automation, robotics, and new energy as it pushes deeper into edge-based AI markets.

Myson Century expands health supplement business into Malaysia

DIGITIMES — Wed, 5 Aug 2026 23:57:09 GMT

Myson Century is taking its Chun Ho Biotech brand overseas through an expansion into Malaysia as part of a broader push to build a one-stop health and wellness ecosystem. The Taiwanese group said it is using a puzzle-style merger and acquisitions strategy to connect raw material development, contract development and manufacturing services, brand operations, and channel sales.

Wistron reports strong first-half profit and expands AI capex in Taiwan and the US

DIGITIMES — Wed, 5 Aug 2026 23:56:11 GMT

Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics manufacturer also approved additional capital spending in Taiwan, the US, and Vietnam as it prepared for further AI-related capacity expansion.

GlobalWafers says AI demand is lifting utilization and new LTA talks are underway

DIGITIMES — Wed, 5 Aug 2026 23:55:42 GMT

GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of long-term supply agreement talks. The Taiwan-based wafer supplier also said tighter supply could push spot prices higher in the second half of 2026.

Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

DIGITIMES — Wed, 5 Aug 2026 09:22:27 GMT

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing closer to US data center customers as delivery times, tariffs and local service become more important competitive factors.