DIGITIMES: News and Insight of the Global Supply Chain

Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule

DIGITIMES — Thu, 9 Jul 2026 14:53:06 GMT

Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.

Micron to invest up to $3 billion in US semiconductor supply chain, anchored by GlobalWafers wafer deal

DIGITIMES — Thu, 9 Jul 2026 14:39:11 GMT

Micron Technology said July 9 it plans to invest up to $3 billion to strengthen the US semiconductor supply chain, with the bulk of the announcement centered on a new financing and supply arrangement with Taiwan's GlobalWafers.

Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

Charlene Chen — Thu, 9 Jul 2026 09:58:49 GMT

Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now extend visibility into first half 2027.

Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier

DIGITIMES — Thu, 9 Jul 2026 09:23:30 GMT

OpenAI and SpaceX have released new models laden with features that show the direction of frontier AI model development, including voice interaction, agentic workloads, coding capabilities, and token efficiency. Their new products arrive at a time of intense competition among model makers, and soon after, SpaceX filed for its record-breaking IPO and OpenAI began its own public listing process.

Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates

DIGITIMES — Thu, 9 Jul 2026 09:14:07 GMT

Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported consolidated revenue of NT$65.603 billion in June, up 11.3% from May and 55.4% from a year earlier, while first-half 2026 revenue reached NT$342.609 billion, up 41% year on year.

HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand

DIGITIMES — Thu, 9 Jul 2026 09:10:19 GMT

HIWIN and its subsidiary Hiwin Mikrosystem posted record June 2026 revenue as demand from semiconductors, industrial automation and robotics stayed strong. The Taiwan-based motion control supplier said the gains lifted both its core transmission components business and its broader robotics outlook.

CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

DIGITIMES — Thu, 9 Jul 2026 08:43:12 GMT

CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.

Notebook shipment update, May 2026

DIGITIMES — Thu, 9 Jul 2026 08:39:31 GMT

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

Tesla skips the AIDV talk—it already owns SDVs

Lily Hess — Thu, 9 Jul 2026 08:27:16 GMT

AI-defined vehicles (AIDVs) are built on software-defined vehicles (SDVs), and Tesla is arguably the world's most representative company at integrating and commercializing these technologies. Yet the market rarely hears Tesla emphasize or explain the AIDV concept.

CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

DIGITIMES — Thu, 9 Jul 2026 07:31:09 GMT

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.

Power-Win sees stronger momentum as battery recycling market expands

Jingyue Hsiao — Thu, 9 Jul 2026 07:23:03 GMT

Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle (EV) recycling projects lifted demand. The trend underscores a broader opportunity for investors and industries tied to the global shift toward electrification and energy storage.

Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

DIGITIMES — Thu, 9 Jul 2026 07:02:35 GMT

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.

Apple's Broadcom deal extension shows wireless independence remains a distant dream

Jingyue Hsiao — Thu, 9 Jul 2026 07:01:52 GMT

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.

Rebellions' IPO plan tests market appetite for inference chips

DIGITIMES — Thu, 9 Jul 2026 06:33:57 GMT

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.

GlobalWafers says wafer demand is improving as chip cycle heals

Jingyue Hsiao — Thu, 9 Jul 2026 05:54:48 GMT

GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could matter for manufacturers, cloud suppliers, automakers, and industrial users worldwide. The company said strong AI-related demand and high utilization supported the latest results.

Planet Technology reports June revenue growth as it expands cybersecurity lineup

Jingyue Hsiao — Thu, 9 Jul 2026 05:49:55 GMT

Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories, utilities, and transport operators worldwide. The company is also watching the fast-growing low-Earth-orbit (LEO) satellite market, underscoring how enterprise connectivity and security trends are reshaping global technology investment.

Samsung eyes broader Exynos 2700 use in Galaxy S27

Charlene Chen — Thu, 9 Jul 2026 05:44:26 GMT

Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Today and KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end Ultra model, however, is still likely to use Snapdragon across the board.

Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit

DIGITIMES — Thu, 9 Jul 2026 05:00:01 GMT

Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics and industrial supply chains. The company also cited gains from product upgrades and an investment valuation boost.

Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

Eifeh Strom — Thu, 9 Jul 2026 04:52:43 GMT

Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest single-month revenue on record, while second-quarter and first-half 2026 revenues both reached record highs.

Inventec expects server shipments to rise quarterly as component shortages loom

Eifeh Strom — Thu, 9 Jul 2026 04:26:33 GMT

Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the same period and a single month. Second-quarter revenue totaled NT$269.86 billion, also a record for the same period and a single quarter. First-half revenue reached NT$470.17 billion, up 36.83% year-over-year and hitting an all-time high.

Lynas signs long-term partnership with JS Link for Malaysia magnet factory

DIGITIMES — Thu, 9 Jul 2026 04:19:50 GMT

Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains for electric vehicles, wind power, and electronics. The deal may help diversify global rare-earth processing, reduce dependence on China, and boost regional manufacturing capacity.

Memory costs slash low-end phone output and pressure PA shipments

Lily Hess — Thu, 9 Jul 2026 04:12:12 GMT

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

SK Hynix targets AI infrastructure role with Nasdaq ADR listing

Charlene Chen — Thu, 9 Jul 2026 04:10:45 GMT

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastructure.

Server ODMs race to expand globally as parts shortages bite

Lily Hess — Thu, 9 Jul 2026 04:10:09 GMT

AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand, Malaysia, and Taiwan, expansion projects are now visible across the industry.

AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

DIGITIMES — Thu, 9 Jul 2026 04:06:55 GMT

Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new entrants such as Rapidus to compete carefully on cost.

Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

DIGITIMES — Thu, 9 Jul 2026 03:59:25 GMT

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell an affordable, lightweight successor to the Vision Pro is dissolving into the supply chain, as a key panel effort is shelved and Apple's mixed-reality talent migrates toward AI-powered smart glasses.

Grab says Uber CEO resigned from board as Foodpanda Taiwan deal advances

DIGITIMES — Thu, 9 Jul 2026 03:52:19 GMT

Grab said on July 6, 2026, that Uber CEO Dara Khosrowshahi had formally resigned from its board as the Southeast Asia ride-hailing and delivery group moved forward with its planned acquisition of foodpanda's Taiwan business. The change came as Grab sought to reinforce the independence of its governance structure while pursuing entry into Taiwan's food delivery market.

Gem Terminal June sales dipped as AI cooling and green power demand rose

DIGITIMES — Thu, 9 Jul 2026 03:50:53 GMT

Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based copper materials supplier said annual growth remained strong, supported by traditional products and newer applications tied to AI cooling and green energy projects.

Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

DIGITIMES — Thu, 9 Jul 2026 03:27:56 GMT

Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure, according to The Information. The latest example is a collaboration with inference chip startup d-Matrix, following a similar partnership announced with SambaNova, as Nvidia positions its GPUs alongside specialized accelerators rather than against them.

China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

DIGITIMES — Thu, 9 Jul 2026 03:17:18 GMT

China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code, further escalating technology tensions between Washington and Beijing.

Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM

DIGITIMES — Thu, 9 Jul 2026 03:11:56 GMT

Samsung Electronics and SK Hynix may take longer than expected to adopt hybrid bonding in next-generation high-bandwidth memory, as industry sources cited by ZDNetKorea say the near-term case for the technology has weakened even though its long-term relevance remains intact.

Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

Levi Li — Thu, 9 Jul 2026 03:08:40 GMT

China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

DIGITIMES — Thu, 9 Jul 2026 02:59:58 GMT

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.

Analog Devices acquires Empower Semiconductor and enters AI power market

DIGITIMES — Thu, 9 Jul 2026 02:59:22 GMT

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Sherri Wang — Thu, 9 Jul 2026 02:47:51 GMT

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Infineon blocks Innoscience GaN products from US market after patent win

DIGITIMES — Thu, 9 Jul 2026 02:39:14 GMT

Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.

Nan Pao Resins posts June sales record on price hikes and early customer orders

DIGITIMES — Thu, 9 Jul 2026 02:20:51 GMT

Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders ahead of expected price increases and the company adjusted some product prices to reflect higher costs. The Taiwanese adhesives maker said the trend lifted the second quarter and first-half top line as it pushed new products, expanded applications, and won more customers.

Univacco posts record revenue on card demand

DIGITIMES — Thu, 9 Jul 2026 02:19:44 GMT

Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing North American brand customers and a global surge in demand for collectible trading cards. The vacuum metallizing film and precision coating maker said June consolidated revenue rose to nearly NT$375 million (US$11.69 million), up 48.97% from a year earlier and 25.67% from May.

Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

Scarlett Yu — Thu, 9 Jul 2026 02:18:16 GMT

Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

DIGITIMES — Thu, 9 Jul 2026 02:01:12 GMT

Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.

Largan investor conference to spotlight optical communications push and smartphone demand

Jingyue Hsiao — Thu, 9 Jul 2026 01:23:35 GMT

Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.

China AI compute race enters supernode era with Huawei Atlas 950 WAIC debut

DIGITIMES — Thu, 9 Jul 2026 00:49:22 GMT

China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling surging large-model training and inference demand.

Taiwan firms accelerate overseas expansion as subsidy loan quotas run dry

DIGITIMES — Thu, 9 Jul 2026 00:48:43 GMT

Taiwanese companies are speeding up overseas expansion as China's economy slows and global supply chains shift toward resilience, and government-backed financing is being taken up quickly. The Ministry of Finance said the NT$30 billion (US$935 million) financing program for overseas investment in its 12th round is close to its limit, while the newly opened 13th-round NT$60 billion quota has already been fully registered.

Yesiang expects foundry expansion to drive revenue growth in 2H26

DIGITIMES — Thu, 9 Jul 2026 00:47:05 GMT

Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands capacity. The company reported consolidated revenue of NT$247 million (US$7.7 million) in June 2026, up 3.71% from May and 101.60% from a year earlier, setting another record.

Partner Tech posts 7.45% first-half revenue gain on higher-value product shift

DIGITIMES — Thu, 9 Jul 2026 00:46:04 GMT

Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first half of 2026, consolidated revenue reached NT$902 million, an increase of 7.45% from the same period in 2025, as the industrial computing and smart device supplier continued shifting toward higher-value products.

Foxconn expands RBA audits as AI server demand drives global factory growth

DIGITIMES — Thu, 9 Jul 2026 00:43:44 GMT

Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of 2025, the company had completed 85 Responsible Business Alliance Validated Assessment Program audits at 65 sites worldwide, according to a recent audit summary.

UMT lifts first-half profit 70% as satellite demand stays strong

DIGITIMES — Thu, 9 Jul 2026 00:43:03 GMT

Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion, a 70% increase from the same period in 2025. The Taiwanese supplier said the second quarter was affected by a customer redesign that shifted shipment timing, but demand trends in the low-Earth-orbit satellite market remained unchanged.

Anpec June revenue rises on fan motor driver IC demand

DIGITIMES — Thu, 9 Jul 2026 00:41:27 GMT

Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.

Tung Yang sees demand rebound as market uncertainty eases

Jingyue Hsiao — Thu, 9 Jul 2026 00:38:07 GMT

Tung Yang's latest sales update suggests a modestly improving outlook for the auto parts industry as trade policy becomes clearer and geopolitical risks appear to ease. For global buyers and suppliers, that matters because any pickup in ordering could ripple through production, inventories, and pricing across the vehicle parts supply chain.

Edom posts record first-half revenue on AI and networking demand

DIGITIMES — Thu, 9 Jul 2026 00:37:56 GMT

Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached NT$12.573 billion, down 9.23% from May but up 60.10% from a year earlier, marking its third-highest monthly result on record.

HHGalaxy to invest US$13.5 million in aCommerce to expand across Asia

Jingyue Hsiao — Thu, 9 Jul 2026 00:37:25 GMT

HHGalaxy's planned investment in aCommerce underscores how Asia's e-commerce growth is reshaping opportunities for brands worldwide. As markets across Southeast Asia, Japan, and Taiwan expand, companies are increasingly seeking partners to manage logistics, data, and sales across borders. The deal may signal a broader shift toward regional platform strategies.

Taiwan says 2025 power supply stayed ample as demand eased

DIGITIMES — Thu, 9 Jul 2026 00:36:39 GMT

Taiwan's Ministry of Economic Affairs said electricity supply remained ample in 2025 even as demand slipped slightly, reinforcing its message to the Legislative Yuan after Pegatron chairman Tzu-Hsien Tung urged Taiwan to build 10 nuclear power units within 10 years. The ministry said reserve capacity stayed above 6% throughout the year and that days with reserves above 10%, known as green-light days, totaled 342.

Taiwan says China's slow growth could become the new normal

DIGITIMES — Thu, 9 Jul 2026 00:34:29 GMT

Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural problems remain unresolved. The council said China's low-speed growth could become the new normal as weak household spending, property market stress and financial risks continue to weigh on the economy.

Altos posts record first-half revenue as AI education demand rises

DIGITIMES — Thu, 9 Jul 2026 00:33:03 GMT

Acer subsidiary Altos reported record revenue for June, the second quarter, and the first half of 2026 as demand for AI infrastructure in education and enterprise markets continued to climb. The Taiwan-based systems provider said its AI hardware and software integration efforts were also starting to translate into stronger operating results.

OpenAI loses safety chief as leadership turnover continues ahead of IPO

DIGITIMES — Thu, 9 Jul 2026 00:31:41 GMT

OpenAI said one of its top safety and policy executives will leave the company on July 24, adding to a series of departures as it prepares for an initial public offering. The exit comes after several former OpenAI staffers have already moved to Anthropic.

Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event

DIGITIMES — Thu, 9 Jul 2026 00:28:44 GMT

Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation foldable phones and smartwatches, while a possible debut for its first AI glasses, called Galaxy Glass, has also drawn attention.

Honor expands Taiwan smartphone push with flagship and midrange launches

DIGITIMES — Thu, 9 Jul 2026 00:27:58 GMT

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced the X6d 5G, giving it coverage in both midrange and premium segments within just over three months in the market.

BTL Group completes first HVDC power rack test as AI bookings extend to year-end

DIGITIMES — Thu, 9 Jul 2026 00:25:34 GMT

BTL Group said it completed testing certification in early July 2026 for a VR200 server power rack using HVDC 800V/1MW specifications, and will next move into rack-level testing for the same server platform. The Taiwanese testing provider said demand tied to AI servers from cloud service providers continued to rise, pushing its project schedule through the end of 2026.

Arterytek posts record second-quarter revenue on stronger MCU demand

DIGITIMES — Thu, 9 Jul 2026 00:24:24 GMT

Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.

AWS to host 2026 summit in Taipei with OpenAI and Anthropic

DIGITIMES — Thu, 9 Jul 2026 00:22:57 GMT

Amazon Web Services announced on July 8 that it will hold the 2026 AWS Summit Taipei on July 15-16, bringing together AI partners, product demos, and enterprise sessions focused on AI agents. The event is designed to help companies explore how agent-driven tools could reshape industry applications and support growth.

Chang Wah Technology posts record June and second quarter revenue on stronger demand

DIGITIMES — Thu, 9 Jul 2026 00:21:55 GMT

Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and automotive electronics. The Taiwan-based lead frame maker said stronger demand for power management and microcontroller products helped drive the latest gains.

Wistron backs Taiwan open source AI model and boosts compute for startups

DIGITIMES — Thu, 9 Jul 2026 00:20:08 GMT

Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort is tied to a push to build a Traditional Chinese large language model through a planned Taiwan Open Source Foundation.

Chenbro posts record June revenue as server and AI demand accelerate

DIGITIMES — Thu, 9 Jul 2026 00:18:49 GMT

Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide. The results suggest continued momentum for data centers, with implications for suppliers, operators, and investors across global technology markets.

Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

Jingyue Hsiao — Thu, 9 Jul 2026 00:02:39 GMT

Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits, and green-energy rules are not keeping up. As countries race to host new computing hubs, the speed of AI deployment is increasingly determined by electricity access, not just chips.

China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

DIGITIMES — Thu, 9 Jul 2026 00:02:17 GMT

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.

Compeq says AI and satellite demand offset seasonal slowdown

Jingyue Hsiao — Thu, 9 Jul 2026 00:01:36 GMT

HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along with higher volumes and prices in its AI line, helped it avoid the usual second-quarter slowdown. The Taiwan-based company expects more momentum in the second half of 2026, with implications for global satellite, AI, and optical networking supply chains.

China 618 smartphone sales fall 13% as Huawei takes lead

DIGITIMES — Thu, 9 Jul 2026 00:01:10 GMT

China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according to Counterpoint Research.

Foxconn's Young Liu says sovereign AI is turning data center supply chains local

Levi Li — Thu, 9 Jul 2026 00:00:41 GMT

Foxconn chairman Young Liu said sovereign AI is expanding beyond data residency to AI data centers and their supply chains, forcing a structural shift in global manufacturing.

SK Hynix supplier talks show AI memory boom shifting pricing power

DIGITIMES — Thu, 9 Jul 2026 00:00:22 GMT

The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.

Asian VCs urge startups to expand regionally before targeting the US

DIGITIMES — Thu, 9 Jul 2026 00:00:00 GMT

Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.

Aurona sees strong PCB demand as AI and high-end chip trends lift sales

Jingyue Hsiao — Wed, 8 Jul 2026 23:59:37 GMT

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.

Innodisk revenue surges on AI memory demand and price hikes

DIGITIMES — Wed, 8 Jul 2026 23:59:12 GMT

Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher prices and AI-driven memory shortages that kept demand strong through the second quarter.

Interview: UK courts Taiwan suppliers for AI hardware buildout

DIGITIMES — Wed, 8 Jul 2026 23:58:57 GMT

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.

Yulon Nissan sticks to 2026 sales target as currency pressure builds

DIGITIMES — Wed, 8 Jul 2026 23:58:15 GMT

Yulon Nissan Motor said it is keeping its 2026 sales target at 13,000 units, while warning that exchange-rate volatility could become the biggest challenge to its full-year operating performance.

Ruihe Carbon targets diesel backup market with ammonia-to-hydrogen system

DIGITIMES — Wed, 8 Jul 2026 23:57:54 GMT

Ruihe Carbon is expanding its rooftop solar holdings and moving into low-carbon hydrogen as it looks to reshape backup power for Taiwan's technology sector.

Record 84-month auto loans raise concerns over longer US vehicle replacement cycles

DIGITIMES — Wed, 8 Jul 2026 23:57:41 GMT

Generative AI drives enterprise content automation as Taiwan localization gains momentum

DIGITIMES — Wed, 8 Jul 2026 23:57:26 GMT

Salesforce Ventures shares AI investment playbook at Asia VC Summit, eyes Taiwan startup

DIGITIMES — Wed, 8 Jul 2026 23:56:51 GMT

Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.

PLAUD rides AI hardware-subscription model to US$100 million ARR

DIGITIMES — Wed, 8 Jul 2026 23:55:58 GMT

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise to new AI-driven business models.

Team Group posts record first-half revenue on industrial and AI demand

DIGITIMES — Wed, 8 Jul 2026 23:55:21 GMT

Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company also said that its first-half revenue for the year reached NT$16.6 billion, a record for the period, as demand from the industrial and system integration (SI) sectors stayed firm.

Compal's Rayonnant expands liquid cooling lineup for AI servers

DIGITIMES — Wed, 8 Jul 2026 23:55:01 GMT

Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and in-row liquid-to-liquid solutions. The rollout gives the Taiwan-based electronics group a deeper in-house role in liquid cooling as rack power densities increase across AI factories, large-scale training clusters, and high-performance computing (HPC) environments.

Macronix and Winbond post record June revenue as memory prices stay firm

DIGITIMES — Wed, 8 Jul 2026 23:54:44 GMT

Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese makers benefited from a rally across the memory market, while industry watchers continued to flag the risk of volatility after a sharp price run-up.

SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain

Eifeh Strom — Wed, 8 Jul 2026 23:54:30 GMT

Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.

Grab's Uber-affiliated director steps down from board with foodpanda Taiwan acquisition in process

DIGITIMES — Wed, 8 Jul 2026 10:10:52 GMT

Grab Holdings Limited (NASDAQ: GRAB) announced that Uber Technologies CEO Dara Khosrowshahi has resigned from its board of directors, effective July 6, 2026, as the Singapore-based ride-hailing and delivery company works to close its proposed US$600 million acquisition of foodpanda's Taiwan business from Delivery Hero.