DIGITIMES: News and Insight of the Global Supply Chain

CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh

DIGITIMES — Wed, 11 Nov 2026 00:58:10 GMT

CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh on its bottom line. The distinction matters for a specialist cloud provider: converting demand into revenue demonstrates execution, but it does not by itself establish that rapid infrastructure growth can produce sustainable net profit.

Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms

Eifeh Strom — Wed, 11 Nov 2026 00:47:27 GMT

Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI) if it wants to maintain its global leadership position, with data centers and other infrastructure among the areas where it can make the greatest progress. If investment drops, its competitiveness could gradually erode. However, he stated that even if the pace of AI infrastructure development changes, the impact on Quanta's business is expected to be limited.

Topco Scientific makes European semiconductor show debut, targets localized foundry opportunities

Eifeh Strom — Wed, 11 Nov 2026 00:34:44 GMT

Driven by the European Chips Act (ECA) and the trend toward localizing semiconductor manufacturing, demand for materials, equipment, and technical services in the European market has attracted growing attention. Topco Scientific Germany, a subsidiary of Topco Scientific (TSC), made its debut at SEMICON Europa 2026, being held at Messe Munchen in Germany from November 10 to 13. Together with supplier partners from Taiwan and Japan, the company showcased its ability to integrate cross-border resources and provide localized services.

TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy

Eifeh Strom — Wed, 11 Nov 2026 00:19:57 GMT

Taiwan Semiconductor Manufacturing Company (TSMC) approved three strategic investment plans on November 10. This includes committing up to US$500 million each to Anthropic and OpenAI Group, as well as approving an investment of up to US$500 million to establish an investment company for the purpose of making strategic investments in the semiconductor industry and related ecosystem. The three investments carry a combined ceiling of US$1.5 billion.

Spy probe highlights Nvidia's heavy reliance on CEO

DIGITIMES — Tue, 10 Nov 2026 09:35:00 GMT

Nvidia's management structure has become a topic of discussion after CEO Jensen Huang became embroiled in an espionage case following his affair with an alleged Chinese spy. With power within the company concentrated in Huang, Nvidia's lack of an obvious successor and Huang's influence on the board have raised questions about the company's future beyond its current leader.

UK space firms eye Taiwan's chip and hardware ecosystem, global satellite production scales up

Yunnie Cheng — Tue, 10 Nov 2026 08:59:00 GMT

As the global satellite industry shifts toward standardization and high-volume production, demand is accelerating for satellite subsystems, communications hardware, and onboard computing systems. Leveraging its strengths in advanced semiconductor fabrication, electronic hardware, and high-precision manufacturing, Taiwan has emerged as an indispensable supply-chain partner for international space companies.

Qisda ramps up AI investment, sees data-center slowdown as short-term

Charlene Chen — Tue, 10 Nov 2026 08:55:00 GMT

Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component shortages across the supply chain. Qisda expects fourth-quarter revenue to remain broadly in line with that of the third quarter while accelerating its AI initiatives.

Apple files China registration for Apple Intelligence on iPad, Mac

Charlene Chen — Tue, 10 Nov 2026 08:50:00 GMT

Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market.

SoftBank Group, Grab, PETROS commit US$1.85 billion to Malaysian AI infrastructure

DIGITIMES — Tue, 10 Nov 2026 08:35:16 GMT

SoftBank Group, Grab, and Petroleum Sarawak Berhad (PETROS) have entered into joint development agreements to deploy US$1.85 billion in initial seed capital for large-scale artificial intelligence infrastructure across Malaysia.

Anthropic's Fable 5.2 and Mythos 5.2 advance agentic AI

DIGITIMES — Tue, 10 Nov 2026 08:30:31 GMT

The launch of Claude Fable 5.2 and Claude Mythos 5.2 marks a decisive shift in artificial intelligence, transitioning models from passive task completion to true autonomous collaboration. Built on a shared neural foundation, the twin models divide responsibilities to balance sheer technical capability with safety. Fable 5.2 functions as the safeguarded, general-purpose workhorse for enterprise applications, whereas Mythos 5.2 provides unrestricted capabilities to vetted institutions tackling sensitive cybersecurity and life sciences research.

Y.S. Tech launches liquid-cooling lab as auto orders reach 2028

DIGITIMES — Tue, 10 Nov 2026 07:56:34 GMT

Y.S. Tech will open a high-performance computing liquid-cooling laboratory at its new Renwu plant in Kaohsiung by the end of 2026, strengthening its ability to develop high-efficiency, low-noise cooling solutions, while its automotive orders extend through 2028.

Acer posts 13-year revenue high on commercial PCs, tablets

DIGITIMES — Tue, 10 Nov 2026 07:44:40 GMT

Acer Inc. reported consolidated revenue of NT$26.391 billion in October, a five-year high for the month, up 24.3% year-over-year. Revenue for the first 10 months reached NT$275.940 billion, a 13-year high, rising 24.0% year-over-year.

Ericsson CEO bets on AI and in-house RAN chips as 6G, satellite competition loom

DIGITIMES — Tue, 10 Nov 2026 07:31:56 GMT

Ericsson CEO Per Narvinger is betting on AI to drive the next wave of telecom equipment demand, as the Swedish vendor develops dedicated radio access network (RAN) chips, strengthens its indoor 5G business and targets opportunities in the 6G era.

Yageo posts record October sales as China holiday weighs on Walsin's revenue

Sherri Wang — Tue, 10 Nov 2026 07:04:54 GMT

Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales declined from September due to China's National Day holidays. Both companies recorded year-over-year revenue growth of more than 50%.

Nvidia showcases factory AI at Seoul event; Jensen Huang's daughter absent

Sherri Wang — Tue, 10 Nov 2026 06:56:03 GMT

Nvidia showcased its work with South Korean manufacturers on robot simulation, precision sanding and factory digital twins as its AI Day Seoul event opened on November 9, despite the absence of senior director Madison Huang, who canceled her planned visit to South Korea.

Tesla to add production shift to meet Cybertruck backlog before its phase-out

DIGITIMES — Tue, 10 Nov 2026 06:40:19 GMT

Tesla CEO Elon Musk said that the company will add an extra production shift for its Cybertrucks to meet order backlogs before it stops manufacturing them. The vehicles —iconic to some and infamous to others— are being phased out after years of sales far below expectations as the company pivots toward robotics and AI.

Nvidia legal chief accused of interfering in Megaspeed probe

DIGITIMES — Tue, 10 Nov 2026 06:33:17 GMT

An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau of Industry and Security (BIS) launched an investigation into Megaspeed's alleged chip smuggling. New reports indicate that Nvidia closely monitored the probe and was accused of attempting to intervene.

TSMC October 2026 revenue surges 59.7% on strong AI chip demand

DIGITIMES — Tue, 10 Nov 2026 06:27:36 GMT

TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure continues to support the semiconductor industry.

Nvidia could face more scrutiny by new Congress in wake of spy probe

DIGITIMES — Tue, 10 Nov 2026 06:15:02 GMT

An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair with an alleged Chinese spy. The legislature is already advancing a series of bills that seek to halt the flow of advanced US chips to China.

Three workers die at Tata iPhone parts plant, reviving scrutiny of Apple's India supply chain

DIGITIMES — Tue, 10 Nov 2026 06:14:30 GMT

A fatal gas exposure at an Apple supplier's factory in southern India has renewed scrutiny of worker safety as the company expands production in a country that has already seen fires, hazardous factory conditions, and labor disputes at iPhone-linked facilities.

Tesla plans Cybertruck exit after Model S and Model X; raises stakes for Cybercab and Optimus

Levi Li — Tue, 10 Nov 2026 04:48:03 GMT

Tesla's Cybertruck, once hailed by CEO Elon Musk as the company's "best product," is heading towards discontinuation. Musk recently announced on X that production at Tesla's Texas Gigafactory would be phased out around mid-2027, freeing capacity for the autonomous Cybercab robotaxi.

SpaceX's US$24B Texas AI data center plan signals a bigger play for energy control

DIGITIMES — Tue, 10 Nov 2026 04:45:00 GMT

SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling the energy infrastructure behind the company's expanding AI and space operations.

Foxconn extends vertical integration across 5 battery layers

Rodney Chan — Tue, 10 Nov 2026 04:30:00 GMT

Young Liu, chairman of Hon Hai Technology Group (Foxconn), repeatedly highlighted the company's strength in vertical integration at Hon Hai Tech Day 2026 (HHTD26), underscoring progress beyond AI data centers and into battery applications. Foxconn is linking materials, cells, battery management systems (BMS), battery packs and end applications as it targets EVs, energy storage, drones and AI data-center backup systems.

AI server demand squeezes India's PCB supply as material costs surge

DIGITIMES — Tue, 10 Nov 2026 04:29:14 GMT

India's electronics manufacturers are paying sharply more for printed circuit boards (PCBs) as material suppliers shift capacity to artificial intelligence servers, with industry groups warning of production cuts and higher consumer prices.

Intel looks beyond 18A and 14A to reshape computing

Lily Hess — Tue, 10 Nov 2026 04:21:43 GMT

Intel has fallen noticeably behind rivals including Nvidia and AMD in the generative AI boom. Rather than concentrating all its resources on catching current market leaders, the company is pursuing quantum computing, neuromorphic computing, silicon photonics, new materials, and in-memory computing to prepare for the next shift in computing architectures.

Ennostar sees weak 4Q26, eyes micro LED, optical communications as growth drivers for 2027

Kevin Wang — Tue, 10 Nov 2026 04:21:37 GMT

Ennostar Holdings posted NT$1.27 billion (US$38.7 million) in net profit for the third quarter of 2026, returning to the black from a loss in the same quarter a year earlier due to pre-stocking demand for the upcoming peak-season and gains from non-operating asset disposals. However, chairman Paul Peng cautions that the fourth quarter will be a "weak peak season," as AI-driven demand continues to crowd out memory and CPUs for conventional electronics firms, and although shipments are expected to increase as usual, quarterly revenue will likely see a marked drop.

Taiwan's GIS targets 800G/1.6T AI optics, with laser packaging ramp-up starting 4Q26

Levi Li — Tue, 10 Nov 2026 04:21:06 GMT

GIS is shifting from touch displays to semiconductor optics, with laser packaging entering small-volume production in the fourth quarter of 2026 and full capacity expected by the second or third quarter of 2027. Chairman Hsien-ying Chou said production lines have been installed progressively since the second quarter, supported by incoming equipment and customer-supplied materials. Passive optical components and Micro LED applications are also part of the company's expansion.

SK Hynix-backed Trinity Fab to test chipmaking tools in 2027

DIGITIMES — Tue, 10 Nov 2026 04:12:18 GMT

Trinity Fab, a semiconductor testing facility backed by SK Hynix and South Korean public bodies, will begin testing chipmaking equipment and materials in October 2027, The Elec reported on November 8. The KRW874.6 billion (approx. US$651 million) facility will operate under SK Hynix's mass-production standards, giving domestic suppliers access to production-grade testing without building their own facilities.

Jensen Huang drawn into spy allegations as China denies complicity

DIGITIMES — Tue, 10 Nov 2026 04:05:09 GMT

Nvidia CEO Jensen Huang’s admission of an extramarital affair with Alice Huang, a former senior executive at Singapore-based Megaspeed, has triggered controversy, while China’s Ministry of Foreign Affairs has again rejected allegations that she was a Chinese spy.

Wistron ITS eyes 2027 growth driven by semiconductors and gaming

Kevin Wang — Tue, 10 Nov 2026 04:05:00 GMT

Wistron ITS posted strong results in the third quarter of 2026, driven by growth in the semiconductor, gaming, and entertainment industries. According to chairman and CEO Ching Hsiao, the company will prioritize improving its profit structure moving forward as it expands into semiconductors and other new fields, with plans to build a 100-strong team by year-end dedicated to serving semiconductor customers.

Anthropic breach exposes 100+ South Korean enterprise Claude accounts

DIGITIMES — Tue, 10 Nov 2026 04:01:17 GMT

Anthropic’s generative AI service Claude suffered a data breach affecting more than 100 South Korean enterprise accounts, exposing customer names, email addresses, account IDs, organization IDs, subscription tiers, and usage and spending metrics.

Middle East conflict and supply chain strains squeeze global automakers' margins

Willis Ke — Tue, 10 Nov 2026 03:55:00 GMT

The prolonged Middle East conflict is adding to mounting pressure on the global automotive industry, disrupting shipping through the Strait of Hormuz and driving up energy, logistics and raw-material costs. With consumer confidence weakening and vehicle prices already elevated, automakers are finding it increasingly difficult to pass on higher expenses, forcing many to absorb the impact through shrinking profit margins.

Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent

Yunnie Cheng — Tue, 10 Nov 2026 03:55:00 GMT

The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster its AI optical communications portfolio, Nokia is actively evaluating entry into the optical interconnect space and may even supply laser components directly to the market.

South Korea approves advanced display research platform

DIGITIMES — Tue, 10 Nov 2026 03:48:41 GMT

South Korea has approved a seven-year national research program to support display technology development and provide companies with shared testing and commercialization facilities. The Ministry of Trade, Industry and Resources said the program will run from 2027 to 2033, with a total budget of KRW368.87 billion (US$272.15 million), including KRW278.9 billion in government funding.

Rebellions calls for govt support to test AI chips in space

Sherri Wang — Tue, 10 Nov 2026 03:45:00 GMT

Space-based data centers could open a new market for low-power AI chips, but moving computing workloads into orbit presents challenges involving radiation, cooling, and hardware reliability. South Korean AI chip developer Rebellions is calling for government support to help companies establish a track record in space, while researchers recommend adapting existing processors rather than developing new chips from scratch.