https://www.digitimes.com A platform bridging customers and suppliers en-us Copyright 2026 DIGITIMES Inc. Fri, 16 Oct 2026 02:00:03 GMT 240 131 62 https://www.digitimes.com https://www.digitimes.com/images/rss_logo.jpg Fri, 16 Oct 2026 01:53:08 GMT https://www.digitimes.com/news/a20261016PD209/shipping-capacity-2026-oem-revenue.html Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal peak. But tight container capacity and higher raw-material costs could shape performance, deputy general manager San-Liang Huang said, as shipping remains constrained. Jingyue Hsiao Electric Vehicles https://www.digitimes.com/news/a20261016PD209/shipping-capacity-2026-oem-revenue.html Fri, 16 Oct 2026 01:47:29 GMT https://www.digitimes.com/news/a20261016PD203/e-commerce-genai-2026-data-management.html As GenAI accelerates, e-commerce is shifting from traditional traffic management toward AI-assisted shopping and intelligent operations. Software-as-a-service (SaaS) e-commerce platform Shopline said its gross merchandise value (GMV) grew 20% in 2026 from 2025, 2.5 times the market average, highlighting strong performance amid intense retail competition. DIGITIMES ICT https://www.digitimes.com/news/a20261016PD203/e-commerce-genai-2026-data-management.html Fri, 16 Oct 2026 01:36:20 GMT https://www.digitimes.com/news/a20261016PD207/tsmc-capacity-production-earnings-manufacturing.html TSMC reported record earnings for the third quarter of 2026 and forecast a further 15% increase in fourth-quarter revenue, putting full-year US dollar revenue growth on course to reach 44%. Yet supply chain sources say the earnings call carried a more consequential message: TSMC's increasingly explicit assertion of the bargaining power afforded by its lead in advanced process technology and manufacturing scale. Levi Li Semiconductors https://www.digitimes.com/news/a20261016PD207/tsmc-capacity-production-earnings-manufacturing.html Fri, 16 Oct 2026 00:45:00 GMT https://www.digitimes.com/news/a20261016VL200/huawei-transistor-equipment-packaging-asml.html China's largest chip equipment makers are buying their way into hybrid bonding, the advanced packaging step that global players from Besi to ASML are also chasing. For Chinese firms, analysts say, the stakes are different: with US export controls limiting access to the tools needed for leading-edge transistor scaling, stacking and connecting chips more densely has become one of the few routes left to narrow the performance gap, an approach Huawei has framed as its Tau scaling law. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261016VL200/huawei-transistor-equipment-packaging-asml.html Fri, 16 Oct 2026 00:35:00 GMT https://www.digitimes.com/news/a20261016VL201/asml-packaging-2026-wafer-equipment.html As it becomes harder and costlier to shrink transistors, advanced packaging has become the place chip equipment makers look to for their next leg of growth, and ASML appears to be preparing its second move into it. Patent filings analyzed by research firm SemiAnalysis suggest the Dutch lithography leader is building a die-to-wafer (D2W) hybrid bonder, a tool that would pit it against Besi, the current leader, and a growing group of front-end rivals chasing the same market. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261016VL201/asml-packaging-2026-wafer-equipment.html Fri, 16 Oct 2026 00:29:00 GMT https://www.digitimes.com/news/a20261016PD204/investment-market-development-business-financing.html As interest rates fluctuate, bond yields rise, and Chinese AI models intensify competition, market attention is shifting from technological development and infrastructure expansion to investment returns and long-term debt-servicing capacity. The AI industry continues to attract capital but must also prove that its business models can generate profits. DIGITIMES ICT https://www.digitimes.com/news/a20261016PD204/investment-market-development-business-financing.html Fri, 16 Oct 2026 00:23:36 GMT https://www.digitimes.com/news/a20261016VL202/intel-cpu-israel-plant-loss.html Two workers have died, and a third remains in serious condition after an explosion at Intel's Kiryat Gat chip plant in southern Israel on October 14. Intel has not yet said whether production at the site, which makes chips on its capacity-constrained Intel 7 process, has been affected. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261016VL202/intel-cpu-israel-plant-loss.html Thu, 15 Oct 2026 23:57:29 GMT https://www.digitimes.com/news/a20261016PD200/2026-supply-chain-mobile.html Thunder Tiger showcased its latest defense systems at AUSA 2026, the Association of the United States Army's annual exhibition in the US, marking its fourth consecutive appearance at the event and its largest booth to date. The Taiwan-based company presented three key products in a bid to capture US defense opportunities. Eifeh Strom Aerospace https://www.digitimes.com/news/a20261016PD200/2026-supply-chain-mobile.html Thu, 15 Oct 2026 23:56:51 GMT https://www.digitimes.com/news/a20261015PD228/samsung-sdi-production-2027-demand-lithium.html Samsung SDI will begin mass-producing cylindrical lithium iron phosphate (LFP) batteries for AI servers as early as June 2027, marking the first adoption of cylindrical LFP backup batteries by a South Korean battery maker. The move expands the company's product portfolio beyond its traditional focus on ternary batteries as AI data centers drive rapidly growing demand for battery backup units (BBUs). Charlene Chen Electric Vehicles https://www.digitimes.com/news/a20261015PD228/samsung-sdi-production-2027-demand-lithium.html Thu, 15 Oct 2026 23:56:37 GMT https://www.digitimes.com/news/a20261015PD230/aidc-capacity-equipment-chips-electricity.html The focus of the global AI race has shifted from securing advanced chips to securing access to electricity, with electrical power now becoming the deciding factor for computing capacity. As power consumption surges at AI data centers (AIDCs), conventional public grids are increasingly facing bottlenecks, and self-generation and improved grid resilience are now requirements in major data center construction projects worldwide. Kevin Wang ICT https://www.digitimes.com/news/a20261015PD230/aidc-capacity-equipment-chips-electricity.html Thu, 15 Oct 2026 23:56:21 GMT https://www.digitimes.com/news/a20261015PD232/bytedance-mediatek-asic-chips-business.html ByteDance is in advanced talks with MediaTek to purchase custom data center chips, with the companies potentially reaching an agreement soon, according to people familiar with the matter. A deal would help ByteDance secure critical chip supplies while expanding MediaTek's data center business and intensifying competition with Qualcomm and other chipmakers. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261015PD232/bytedance-mediatek-asic-chips-business.html Thu, 15 Oct 2026 23:55:35 GMT https://www.digitimes.com/news/a20261015PD234/data-growth-technology-inflation-hbm.html Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices has come to an abrupt halt. At a SEMICON West 2026 industry outlook session, Duncan Meldrum, an economist at Hilltop Economics, warned that the shift is putting additional pressure on the broader semiconductor market. Lily Hess Semiconductors https://www.digitimes.com/news/a20261015PD234/data-growth-technology-inflation-hbm.html Thu, 15 Oct 2026 23:53:37 GMT https://www.digitimes.com/news/a20261015PD235/tsec-solar-market-expansion-taiwan.html TSEC is focusing its overseas expansion on Japan's rooftop solar market and expects Taiwan's solar installations to recover in 2027 from a market low point. For the Taiwan-based solar manufacturer, building a solar plant in the US remains an important direction, but it is not an immediate priority, as the company monitors the uncertainty around the US Minimum Import Price (MIP) policy. Lily Hess Sustainability https://www.digitimes.com/news/a20261015PD235/tsec-solar-market-expansion-taiwan.html Thu, 15 Oct 2026 23:52:51 GMT https://www.digitimes.com/news/a20261015PD251/tsmc-demand-taiwan-accelerator-growth.html Taiwan Semiconductor Manufacturing (TSMC) is seeing rising demand for CPUs related to agentic artificial intelligence (AI), but has not yet included CPUs in its calculations of AI accelerator demand growth. TSMC chairman C.C. Wei said at the company's earnings conference on October 15 that the company is maintaining its original, narrower definition of AI demand, mainly because it is difficult to clearly distinguish whether CPUs are used in traditional servers or AI servers. Actual demand also depends on how customers deploy the technology and configure their products. Eifeh Strom Semiconductors https://www.digitimes.com/news/a20261015PD251/tsmc-demand-taiwan-accelerator-growth.html Thu, 15 Oct 2026 23:52:23 GMT https://www.digitimes.com/news/a20261015VL209/hesai-data-robotics-robot.html As artificial intelligence increasingly blurs the boundary between the digital and physical worlds, complications associated with real-world deployment — particularly the extreme variability of physical environments — are emerging as a subtler configuration challenge in the industry spotlight. DIGITIMES ICT https://www.digitimes.com/news/a20261015VL209/hesai-data-robotics-robot.html Thu, 15 Oct 2026 23:52:06 GMT https://www.digitimes.com/news/a20261015VL213/euv-technology-commercial-shanghai-development.html Chinese semiconductor technology start-up Langdao Silex (Shanghai) Technology has publicly unveiled an extreme ultraviolet (EUV) light source prototype with a claimed 90% localization rate, marking progress in China's efforts to develop domestic lithography technology. However, the system remains three to five years from mass production, with output power and long-term stability posing major engineering challenges. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261015VL213/euv-technology-commercial-shanghai-development.html Thu, 15 Oct 2026 23:51:43 GMT https://www.digitimes.com/news/a20261015VL217/meta-acquisition-startup-financing-tencent.html?chid=10 As Manus, one of China's more distinctive AI startups, became entangled in the high-profile unwinding of its acquisition by Meta, the startup's failed attempt to capture opportunities beyond China left the industry speculating about its next steps after an abrupt regulatory reversal. DIGITIMES East Asia https://www.digitimes.com/news/a20261015VL217/meta-acquisition-startup-financing-tencent.html?chid=10 Thu, 15 Oct 2026 23:51:20 GMT https://www.digitimes.com/news/a20261015VL224/dram-ymtc-design-manufacturing-nand-flash.html China's Yangtze Memory Technologies (YMTC) is developing a next-generation 4F² DRAM design targeting data transfer speeds of 9,600 megatransfers per second (MT/s), expanding beyond NAND flash as the company pursues a CNY33 billion (approx. US$4.93 billion) Shanghai initial public offering. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261015VL224/dram-ymtc-design-manufacturing-nand-flash.html Thu, 15 Oct 2026 23:49:10 GMT https://www.digitimes.com/news/a20261015VL227/economy-funding-language.html AI is clearly making an enormous impact on the global economy, with capabilities extending from language chatbots to agentic teams and the physical realm within just a few years. A new report by consulting firm Bain takes stock of AI's effects on businesses so far and projects how it could shape the near future. DIGITIMES ICT https://www.digitimes.com/news/a20261015VL227/economy-funding-language.html Thu, 15 Oct 2026 23:48:28 GMT https://www.digitimes.com/news/a20261015VL228/samsung-texas-workforce-2nm-2025.html Samsung Electronics' semiconductor workforce in Austin, Texas, shrank 32% in 2025 as local operating expenditures plunged nearly 75%, contrasting with increased activity at its nearby Taylor foundry, which is preparing to begin operations by the end of 2026 and gradually ramp up 2nm chip production. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261015VL228/samsung-texas-workforce-2nm-2025.html Thu, 15 Oct 2026 23:44:55 GMT https://www.digitimes.com/news/a20261015VL229/lg-innotek-substrate-2027-growth-fc-bga.html South Korea's LG Innotek expects its semiconductor substrate business to improve in 2027 as it pursues long-term supply agreements (LTAs) with major technology companies and prepares to enter the high-end AI accelerator market. Under this strategy, the company aims to secure customer commitments before expanding production capacity as it seeks to diversify beyond smartphone camera modules. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261015VL229/lg-innotek-substrate-2027-growth-fc-bga.html Thu, 15 Oct 2026 23:44:38 GMT https://www.digitimes.com/news/a20261015VL230/revenue-taiwan-ai-server-growth-communications.html Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster data center connectivity continued to expand. The six optical suppliers tracked by DIGITIMES reported combined revenue of NT$3.73 billion (approx. US$116 million), up 90.2% year-over-year and 16.4% from August. DIGITIMES ICT https://www.digitimes.com/news/a20261015VL230/revenue-taiwan-ai-server-growth-communications.html Thu, 15 Oct 2026 23:44:07 GMT https://www.digitimes.com/news/a20261014PD217/line-taiwan-ai-cybersecurity.html LINE Taiwan marked its 15th year in the market with a strategy shift that signals broader ambitions beyond messaging. The company is expanding into AI-powered daily services, aiming to connect users, brands, and merchants through agentic AI tools, while also strengthening account security and anti-fraud defenses. Jingyue Hsiao ICT https://www.digitimes.com/news/a20261014PD217/line-taiwan-ai-cybersecurity.html Thu, 15 Oct 2026 23:43:44 GMT https://www.digitimes.com/news/a20261014PD232/qualcomm-ai-agent-chips-silicon-competition-infrastructure.html Qualcomm has historically provided standard chips primarily through its Snapdragon product line, serving a broad range of end customers. After officially launching its Dragonfly data center product line in June 2026, the company expanded its business to include multiple hyperscalers. Lily Hess Semiconductors https://www.digitimes.com/news/a20261014PD232/qualcomm-ai-agent-chips-silicon-competition-infrastructure.html Thu, 15 Oct 2026 15:24:00 GMT https://www.digitimes.com/news/a20261015PD248/anthropic-data-australia-government-capacity.html Anthropic plans to place new data centers in Australia away from densely populated areas, using renewable energy and previously developed sites to reduce conflicts with residents. The US artificial intelligence company is evaluating proposals from state and local governments competing for its investment, while expanding computing capacity in the country. DIGITIMES ICT https://www.digitimes.com/news/a20261015PD248/anthropic-data-australia-government-capacity.html Thu, 15 Oct 2026 14:24:00 GMT https://www.digitimes.com/news/a20261015PD249/physical-ai-2026-toyota-robot-robotics.html Japan Mobility Show Bizweek 2026 showcased Physical AI applications, including Toyota's basketball-playing robot and an air-ground inspection system, as automakers and startups explored new business opportunities beyond traditional vehicles. The business-focused exhibition, held in Japan, sought to demonstrate how robotics, artificial intelligence and mobility technologies could address industrial challenges through collaboration across sectors. DIGITIMES ICT https://www.digitimes.com/news/a20261015PD249/physical-ai-2026-toyota-robot-robotics.html Thu, 15 Oct 2026 12:23:00 GMT https://www.digitimes.com/news/a20261015PD250/toyota-2027-sales-vehicle-autonomous-driving.html Toyota Motor Corp. plans to sell 1,000 units of its compact electric bus, the e-Palette, within five to six years as it prepares to introduce a Level 4 autonomous driving version in fiscal 2027, which runs from April 2027 through March 2028. The target is more than 10 times the vehicle's current sales, positioning the e-Palette for broader use in mobility services across Japan. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20261015PD250/toyota-2027-sales-vehicle-autonomous-driving.html Thu, 15 Oct 2026 12:00:00 GMT https://www.digitimes.com/news/a20261015PD236/profit-2026-communications-capacity-expansion-growth.html Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings per share (EPS) of NT$0.72. September EPS exceeded half of the second-quarter 2026 EPS of NT$1.29, signaling strong momentum in the second half of the year. Lily Hess ICT https://www.digitimes.com/news/a20261015PD236/profit-2026-communications-capacity-expansion-growth.html Thu, 15 Oct 2026 09:20:45 GMT https://www.digitimes.com/news/a20261015PD244/tsmc-capacity-demand-wafer-technology.html TSMC will not let customers sublease or auction off their wafer capacity allocations, chairman C.C. Wei said during the company's October 15 earnings call. With AI chip demand still far outstripping supply, Wei said TSMC intends to leave no food on the table, making as much as it can, as fast as it can. Joseph Chen Semiconductors https://www.digitimes.com/news/a20261015PD244/tsmc-capacity-demand-wafer-technology.html Thu, 15 Oct 2026 09:15:13 GMT https://www.digitimes.com/news/a20261015PD243/tsmc-growth-3nm-2026-fab.html TSMC Chairman and CEO C.C. Wei announced that, driven by relentless AI momentum and strong demand for advanced process technologies, the company has raised its full-year 2026 US dollar revenue growth guidance to approximately 44%. AI and leading-edge nodes continue to serve as the core growth pillars for the foundry's operations. Yunnie Cheng Semiconductors https://www.digitimes.com/news/a20261015PD243/tsmc-growth-3nm-2026-fab.html Thu, 15 Oct 2026 09:13:15 GMT https://www.digitimes.com/news/a20261015PD247/apple-openai-lawsuit-hardware-investigation.html Apple's trade-secret lawsuit against OpenAI went to a hearing, where OpenAI pledged not to use confidential information that Apple claims was stolen. OpenAI also accused a former employee of taking more than 100 documents related to unreleased products when joining Apple. DIGITIMES ICT https://www.digitimes.com/news/a20261015PD247/apple-openai-lawsuit-hardware-investigation.html Thu, 15 Oct 2026 09:11:32 GMT https://www.digitimes.com/news/a20261015PD246/eu-asml-russia-business-beijing.html The European Union (EU) is negotiating with China to lift sanctions on Sindlhauser Materials GmbH, a small German business that is part of ASML's supply chain, according to people familiar with the matter. In exchange, the EU would remove trade restrictions on a Chinese company previously accused of assisting Russia's war against Ukraine. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261015PD246/eu-asml-russia-business-beijing.html Thu, 15 Oct 2026 09:09:46 GMT https://www.digitimes.com/news/a20261015PD245/cloud-tencent-alibaba-infrastructure-cybersecurity.html An international AI research team has detected a fleet of more than a dozen AI agents operating in a suspected Tencent Cloud infrastructure sandbox and repeatedly attempting to penetrate Amap, the mapping service owned by Alibaba Group Holding Ltd. DIGITIMES ICT https://www.digitimes.com/news/a20261015PD245/cloud-tencent-alibaba-infrastructure-cybersecurity.html Thu, 15 Oct 2026 08:40:58 GMT https://www.digitimes.com/news/a20261015PD241/revenue-demand-automation-growth-equipment.html Aurotek Corp. reported record consolidated revenue of NT$1.113 billion (US$34.7 million) in the third quarter of 2026, up 57.93% from a year earlier. Orders from semiconductor, high-end artificial intelligence (AI) server and electronics manufacturing customers drove demand for the company's automation equipment and subsystems. DIGITIMES ICT https://www.digitimes.com/news/a20261015PD241/revenue-demand-automation-growth-equipment.html Thu, 15 Oct 2026 08:39:50 GMT https://www.digitimes.com/news/a20261015PD242/smt-plant-production-johor-manufacturing.html FIC Group opened its PRO3C (Malaysia) Sdn. Bhd. manufacturing facility in Johor, Malaysia, on October 15, expanding its optical communications production footprint in Southeast Asia. The Johor Bahru site is designed to support global customers with 800G, 1.6T, 3.2T and 6.4T optical communication modules as demand grows across artificial intelligence, high-performance computing, data centers and semiconductor applications. DIGITIMES ICT https://www.digitimes.com/news/a20261015PD242/smt-plant-production-johor-manufacturing.html