https://www.digitimes.com A platform bridging customers and suppliers en-us Copyright 2026 DIGITIMES Inc. Thu, 10 Sep 2026 03:00:04 GMT 240 131 62 https://www.digitimes.com https://www.digitimes.com/images/rss_logo.jpg Thu, 10 Sep 2026 02:56:12 GMT https://www.digitimes.com/news/a20260910VL207/apple-foldable-iphone-hinge-display.html Apple's first foldable iPhone is putting Chinese precision-component makers under closer scrutiny as its complex hinge creates new opportunities in structural parts, metal injection molding and other high-value components. DIGITIMES Communications https://www.digitimes.com/news/a20260910VL207/apple-foldable-iphone-hinge-display.html Thu, 10 Sep 2026 02:46:06 GMT https://www.digitimes.com/news/a20260910PD212/ic-testing-interface-ai-chip-high-end-capacity-demand.html AI chip demand is tightening high-end testing interface capacity, and supply-chain sources say Nvidia has raised prices to secure most of the probe card and test socket output from major testing interface vendors. The squeeze is also pushing Taiwan foundry leader TSMC and related IC design customers to assess diversified supply channels for early-stage R&D validation. Charlene Chen Semiconductors https://www.digitimes.com/news/a20260910PD212/ic-testing-interface-ai-chip-high-end-capacity-demand.html Thu, 10 Sep 2026 02:31:47 GMT https://www.digitimes.com/news/a20260910VL205/samsung-india-electronics-smartphone-sales-demand.html Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand squeeze margins across its local electronics operations. DIGITIMES ICT https://www.digitimes.com/news/a20260910VL205/samsung-india-electronics-smartphone-sales-demand.html Thu, 10 Sep 2026 02:21:12 GMT https://www.digitimes.com/news/a20260910PD209/aws-qualcomm-asic-ic-design-alchip-mediatek.html Qualcomm this week announced a multi-generation collaboration with Amazon to develop custom silicon for AI inference and high-performance optical connectivity for Amazon Web Services (AWS). Sherri Wang Semiconductors https://www.digitimes.com/news/a20260910PD209/aws-qualcomm-asic-ic-design-alchip-mediatek.html Thu, 10 Sep 2026 02:16:32 GMT https://www.digitimes.com/news/a20260910PD211/euv-high-na-chipmakers-manufacturing-production.html The extreme ultraviolet (EUV) lithography race is splitting into two tracks. Intel has moved High-NA EUV into production, Samsung Electronics and SK Hynix are targeting DRAM production in 2028, and TSMC plans to introduce the technology into advanced-node high-volume manufacturing in 2030. Sherri Wang Semiconductors https://www.digitimes.com/news/a20260910PD211/euv-high-na-chipmakers-manufacturing-production.html Thu, 10 Sep 2026 02:00:24 GMT https://www.digitimes.com/news/a20260910VL204/sumitomo-sakana-ai-startup-alliance-technology.html Sumitomo and its IT subsidiary SCSK are partnering with Japanese AI startup Sakana AI to expand the use of domestically developed AI among Japanese companies, leveraging Sumitomo's broad customer base to reach businesses of various sizes. DIGITIMES ICT https://www.digitimes.com/news/a20260910VL204/sumitomo-sakana-ai-startup-alliance-technology.html Thu, 10 Sep 2026 01:54:30 GMT https://www.digitimes.com/news/a20260910PD207/taiwan-power-supply-demand-2026.html Data-center power systems are entering a new phase as operators move toward 800V HVDC and denser DC-DC architectures, raising demand for high-voltage, low-loss, and high-frequency power devices. The shift is pushing suppliers toward integrated control, protection, and module solutions, while Taiwan manufacturers weigh how quickly they can adapt. Jingyue Hsiao Semiconductors https://www.digitimes.com/news/a20260910PD207/taiwan-power-supply-demand-2026.html Thu, 10 Sep 2026 01:24:21 GMT https://www.digitimes.com/news/a20260910PD206/taiwan-open-source-software-hardware-supply-chain.html Taiwan's hardware strength gives it a firm place in the global technology supply chain, but industry leaders say its next opportunity lies in open source. Jonathan Bryce, executive director of cloud and infrastructure at the Linux Foundation, said the most effective way for Taiwan to gain greater influence is for local developers to contribute code and help guide projects. Jingyue Hsiao ICT https://www.digitimes.com/news/a20260910PD206/taiwan-open-source-software-hardware-supply-chain.html Thu, 10 Sep 2026 01:17:20 GMT https://www.digitimes.com/news/a20260910VL203/sales-stmicroelectronics-2027-infrastructure-revenue.html STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer approvals allowing older factories to close, CFO Lorenzo Grandi said at Citi's Global TMT Conference on September 9. DIGITIMES Semiconductors https://www.digitimes.com/news/a20260910VL203/sales-stmicroelectronics-2027-infrastructure-revenue.html Thu, 10 Sep 2026 01:08:17 GMT https://www.digitimes.com/news/a20260910PR201/google-finland-investment-data-center-expansion.html Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming increasingly intertwined for global technology users, businesses, and energy markets. The company said the expansion will support its core services and deepen its long-running presence in the country. DIGITIMES ICT https://www.digitimes.com/news/a20260910PR201/google-finland-investment-data-center-expansion.html Thu, 10 Sep 2026 01:04:54 GMT https://www.digitimes.com/news/a20260910PR200/analog-devices-industrial-data-center-worldwide-on-device-ai.html Analog Devices has agreed to acquire Alif Semiconductor in a US$1.35 billion all-cash deal, a move that could broaden access to faster, more energy-efficient edge AI systems for industrial, defense, health, and consumer applications worldwide. The deal underscores a shift toward local, real-time computing beyond data centers. DIGITIMES Semiconductors https://www.digitimes.com/news/a20260910PR200/analog-devices-industrial-data-center-worldwide-on-device-ai.html Thu, 10 Sep 2026 00:00:23 GMT https://www.digitimes.com/news/a20260909PD239/tddi-himax-automotive-display-smart-cockpit.html Himax Technologies this week announced an industry-leading automotive touch and display driver integration chip (TDDI) that supports a high-speed eDP interface, combining eDP, touch sensing and display driving on a single chip to meet new-generation smart cockpit demand for large, high-resolution, high-quality displays and real-time touch. DIGITIMES Displays https://www.digitimes.com/news/a20260909PD239/tddi-himax-automotive-display-smart-cockpit.html Wed, 9 Sep 2026 23:59:42 GMT https://www.digitimes.com/news/a20260909PD238/yageo-revenue-demand-market-growth.html Yageo posted year-over-year and month-over-month revenue growth in August, extending its streak of record monthly highs to a sixth straight month. The passive components maker said strong AI-related demand and resilient demand in Asia helped offset holiday effects in Europe and the US. DIGITIMES Semiconductors https://www.digitimes.com/news/a20260909PD238/yageo-revenue-demand-market-growth.html Wed, 9 Sep 2026 23:59:03 GMT https://www.digitimes.com/news/a20260909PD235/ai-capacity-expansion-demand-expansion-2026-production.html Driven by sustained artificial intelligence (AI) demand, global semiconductor capacity expansion is accelerating. According to the 2026 Semiconductor Industry Talent Report released by 104 Job Bank, monthly job openings in Taiwan's semiconductor sector reached 47,000 in 2026, a year-over-year surge exceeding 20%. Yunnie Cheng ICT https://www.digitimes.com/news/a20260909PD235/ai-capacity-expansion-demand-expansion-2026-production.html Wed, 9 Sep 2026 23:58:07 GMT https://www.digitimes.com/news/a20260908PD235/arm-cpu-market-mobile-gpu.html Arm unveiled its second-generation mobile Compute Subsystem (CSS), Arm CSS for Mobile 2, at its annual Arm Everywhere China event in Shanghai on September 8, further integrating AI computing capabilities across the CPU, GPU, and system interconnect while strengthening its presence in the Chinese market. Scarlett Yu Semiconductors https://www.digitimes.com/news/a20260908PD235/arm-cpu-market-mobile-gpu.html Wed, 9 Sep 2026 23:56:23 GMT https://www.digitimes.com/news/a20260909PD227/global-pmx-shipments-revenue-automotive-growth.html Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending the company's growth momentum from July. The company said order visibility for semiconductor products now stretches through 2027, as AI server liquid-cooling parts and high-end semiconductor components ramp up. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20260909PD227/global-pmx-shipments-revenue-automotive-growth.html Wed, 9 Sep 2026 23:55:44 GMT https://www.digitimes.com/news/a20260909PD226/nvidia-rubin-component-revenue-ai-server.html Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in August. Industry sources said demand remains robust for both the H-series and GB-series products. Scarlett Yu ICT https://www.digitimes.com/news/a20260909PD226/nvidia-rubin-component-revenue-ai-server.html Wed, 9 Sep 2026 23:55:09 GMT https://www.digitimes.com/news/a20260909PD225/superalloy-aluminum-automotive-certification-revenue.html SuperAlloy Industrial, a global automotive wheel supplier, reported August consolidated revenue of NT$550 million (approx. US$17.4 million), up 2.46% from a year earlier, and NT$5.052 billion for January–August 2026, up 6.34% year on year. The company said the stronger sales base, along with progress in semiconductor material qualification, is setting up a second growth curve beyond its core auto business. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20260909PD225/superalloy-aluminum-automotive-certification-revenue.html Wed, 9 Sep 2026 23:54:24 GMT https://www.digitimes.com/news/a20260909PD222/photonics-inp-silicon-transmission-communications.html As AI drives the transition toward high-speed transmission technologies such as 800G and 1.6T, silicon photonics has become increasingly mainstream in high-speed optical communications, attracting investment from major industry players. Scarlett Yu Communications https://www.digitimes.com/news/a20260909PD222/photonics-inp-silicon-transmission-communications.html Wed, 9 Sep 2026 23:52:17 GMT https://www.digitimes.com/news/a20260909PD218/taiwan-ic-design-development-government-subsidies.html Taiwan's Ministry of Economic Affairs (MOEA) and National Science and Technology Council (NSTC) will hold a joint ministerial meeting in September to discuss subsidy applications submitted by domestic IC design firms for advanced chip development. If the applications are approved, the local IC design sector will receive a boost in its bid to raise the share of IC design industry output value generated by advanced-process chips from 45% to 47%. Rodney Chan Semiconductors https://www.digitimes.com/news/a20260909PD218/taiwan-ic-design-development-government-subsidies.html Wed, 9 Sep 2026 23:51:48 GMT https://www.digitimes.com/news/a20260909PD213/flex-epc-infrastructure-acquisition-competition.html Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers and racks into grid-side power, cooling, and energy management. The acquisition is expected to deepen Flex's role as rising compute density pushes data centers toward higher-voltage architectures. Jingyue Hsiao ICT https://www.digitimes.com/news/a20260909PD213/flex-epc-infrastructure-acquisition-competition.html Wed, 9 Sep 2026 23:50:53 GMT https://www.digitimes.com/news/a20260909PD217/germany-demand-vehicle-automotive.html The auto repair industry in Germany is facing a contradiction: confidence among industry players has been falling, even though the sector as a whole is seeing repair demand rising alongside average vehicle age, while workshop utilization is at a five-year high. Kevin Wang Electric Vehicles https://www.digitimes.com/news/a20260909PD217/germany-demand-vehicle-automotive.html Wed, 9 Sep 2026 23:50:32 GMT https://www.digitimes.com/news/a20260909PD214/semes-equipment-hiwin-technologies-market-samsung.html Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment, signaling a potential opening in South Korea's advanced packaging supply chain. The deal complements Hiwin's push to broaden its co-packaged optics (CPO) business and move into higher-value semiconductor equipment components. Jingyue Hsiao Semiconductors https://www.digitimes.com/news/a20260909PD214/semes-equipment-hiwin-technologies-market-samsung.html Wed, 9 Sep 2026 23:49:26 GMT https://www.digitimes.com/news/a20260909PD210/open-source-ai-applications-shanghai-technology-infrastructure.html As AI applications move from the lab to large-scale deployment, China's open source ecosystem is increasingly focused on how to connect once-siloed technology layers to improve computing costs and operating efficiency. The KubeCon + CloudNativeCon + OpenInfra Summit + PyTorch Conference China 2026 opened in Shanghai on September 6, marking the first joint appearance of CNCF, OpenInfra, and PyTorch have converged at a single event, with discussions centered on AI infrastructure, AI agent trends, and the Model Context Protocol (MCP). DIGITIMES ICT https://www.digitimes.com/news/a20260909PD210/open-source-ai-applications-shanghai-technology-infrastructure.html Wed, 9 Sep 2026 23:49:02 GMT https://www.digitimes.com/news/a20260909PD209/taiwan-finance-alliance-infrastructure-technology.html As global digital finance accelerates, stablecoins, real-world asset tokenization, and digital assets are becoming core to the next generation of financial services. With Taiwan's Virtual Asset Services Act passing its third reading in the Legislative Yuan on June 30, 2026, and being promulgated on July 22, Taiwan's digital finance sector has entered a transition toward compliance implementation, opening market opportunities. DIGITIMES ICT https://www.digitimes.com/news/a20260909PD209/taiwan-finance-alliance-infrastructure-technology.html Wed, 9 Sep 2026 23:48:39 GMT https://www.digitimes.com/news/a20260909PD208/taiwan-talent-2026-government-university.html?chid=10 Taiwan is stepping up efforts to attract and retain foreign talent as its population declines, with the government easing permanent residency rules and offering faster pathways for specialized professionals. The Executive Yuan said its latest policy report aims to improve the immigration environment and ease labor and talent shortages across industries. DIGITIMES East Asia https://www.digitimes.com/news/a20260909PD208/taiwan-talent-2026-government-university.html?chid=10 Wed, 9 Sep 2026 23:47:59 GMT https://www.digitimes.com/news/a20260909PD207/startup-taiwan-2026-investment-national-development-council.html?chid=10 StartupBlink, a globally recognized startup ecosystem research platform, has released its "2026 Global Startup Ecosystem Index," ranking Taiwan 20th out of 120 countries and recording the highest annual growth rate among the global top 20. The ranking comes as Taiwan has doubled the National Development Fund's Business Angel Investment Program from NT$5 billion to NT$10 billion. DIGITIMES East Asia https://www.digitimes.com/news/a20260909PD207/startup-taiwan-2026-investment-national-development-council.html?chid=10 Wed, 9 Sep 2026 23:47:40 GMT https://www.digitimes.com/news/a20260909PD204/2026-revenue-ev-charging-ai-server-growth.html Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging all rose at the same time. The company also benefited from a richer product mix tilted toward higher-margin new-energy products, lifting second-quarter consolidated revenue and gross margin to record levels and swinging net profit back into the black from a year earlier. DIGITIMES Sustainability https://www.digitimes.com/news/a20260909PD204/2026-revenue-ev-charging-ai-server-growth.html Wed, 9 Sep 2026 23:47:06 GMT https://www.digitimes.com/news/a20260909PD201/revenue-acer-pc-2026-business.html Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August revenue and first-eight-month revenue hit their highest levels in 13 years, as the company's multi-engine business strategy continued to gain traction. DIGITIMES ICT https://www.digitimes.com/news/a20260909PD201/revenue-acer-pc-2026-business.html Wed, 9 Sep 2026 23:46:45 GMT https://www.digitimes.com/news/a20260909PD200/chenbro-revenue-chassis-2026-demand.html Server chassis maker Chenbro Micom reported August 2026 revenue of NT$2.46 billion, up 41% year-over-year. Cumulative revenue for the first eight months reached NT$19.85 billion, up 51.7%, as AI-driven demand for data center infrastructure continued to climb. DIGITIMES ICT https://www.digitimes.com/news/a20260909PD200/chenbro-revenue-chassis-2026-demand.html Wed, 9 Sep 2026 23:06:35 GMT https://www.digitimes.com/news/a20260910VL200/apple-iphone-launch-2nm-2026.html Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point to the same pressure. Memory is expensive, the packaging that binds memory to logic has become the hard part of building a phone chip, and Apple has stopped absorbing the cost. DIGITIMES Communications https://www.digitimes.com/news/a20260910VL200/apple-iphone-launch-2nm-2026.html Wed, 9 Sep 2026 23:00:56 GMT https://www.digitimes.com/news/a20260910VL202/apple-watch-airpods-hardware-2026.html Behind the foldable, Apple used the same event to rebuild the sensing hardware in its wearables and to push active noise cancellation down to US$129. Apple announced the Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5 in Cupertino on 9 September, and the two watches share the key upgrades: an all-new Health Sensing System and the S11 chip, which Apple calls its most powerful wearable silicon. DIGITIMES ICT https://www.digitimes.com/news/a20260910VL202/apple-watch-airpods-hardware-2026.html Wed, 9 Sep 2026 22:58:21 GMT https://www.digitimes.com/news/a20260910VL201/apple-foldable-iphone-panel-market.html Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899 Samsung charges for the wide-format Galaxy Z Fold8 — and is priced as a halo product rather than a volume one. The interesting question is not whether Apple can sell it. It is who gets to build it, and how few of them there are. DIGITIMES Communications https://www.digitimes.com/news/a20260910VL201/apple-foldable-iphone-panel-market.html Wed, 9 Sep 2026 11:21:40 GMT https://www.digitimes.com/news/a20260909PD249/asus-revenue-2026-pc-guidance.html Asus reported consolidated revenue of NT$94.96 billion (US$3.02 billion) in August 2026, up 12.87% from July and 51.17% from a year earlier — the second-highest monthly figure in company history. Revenue for the first eight months reached NT$645.19 billion (US$20.5 billion), up 42.3% year over year. The company attributed the gain to AI server and PC demand, with motherboard orders also recovering. Joseph Chen ICT https://www.digitimes.com/news/a20260909PD249/asus-revenue-2026-pc-guidance.html Wed, 9 Sep 2026 10:28:57 GMT https://www.digitimes.com/news/a20260909VL233/samsung-openai-capacity-chips-2nm.html For Samsung Electronics' two loss-making logic businesses, OpenAI's declaration that it is jointly producing and researching next-generation chips with the Korean company matters less as a new logo on the customer list than as a sign of where Samsung's advanced wafers actually go. DIGITIMES Semiconductors https://www.digitimes.com/news/a20260909VL233/samsung-openai-capacity-chips-2nm.html