DIGITIMES: News and Insight of the Global Supply Chain

Doosan Robotics targets automakers, chipmakers as Chinese rivals cut prices

DIGITIMES — Fri, 23 Oct 2026 08:59:00 GMT

Doosan Robotics is focusing its sales efforts on large automotive and semiconductor manufacturers as it develops AI-powered systems capable of handling more complex factory tasks, Hyeonchang Jeon, senior manager of the company's Korea sales team, said in an interview with DIGITIMES at FIX 2026 in Daegu, South Korea.

Taiwan's inaugural semiconductor strike pauses as nearly 70% of Micron Taoyuan Union rejects new bonus offer

Yunnie Cheng — Fri, 23 Oct 2026 08:43:34 GMT

Taiwan's first-ever strike in the semiconductor industry has temporarily drawn to a close. A 24-hour warning strike spearheaded by Micron Technology's Taoyuan union concluded on the morning of October 23, 2026. During the action, an internal ballot saw nearly 70% of all union members sign statements opposing management's proposed compensation structure. Formal labor-management negotiations are set to resume on October 27.

Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain

DIGITIMES — Fri, 23 Oct 2026 08:25:50 GMT

Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive and industrial products, prompting customers to secure 2027 supplies.

Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion

Yunnie Cheng — Fri, 23 Oct 2026 08:03:44 GMT

More than 30 years ago, Lenovo set out with a vision to bring personal computers into every household. Today, Chairman and CEO Yuanqing Yang has defined a new mission for the 42-year-old tech giant: bring artificial intelligence to every home and industry, while transforming Lenovo into an AI-native enterprise targeting over US$100 billion in annual revenue within two years.

Chinese luxury carmakers face barriers in Europe's premium market

Jingyue Hsiao — Fri, 23 Oct 2026 07:35:00 GMT

Chinese luxury carmakers are expanding in Europe but face barriers that differ from those in China. Brand recognition, sales and repair networks, financing, leasing, and used-car values could slow progress, while established German manufacturers retain most of Europe's premium market. The Chinese carmakers' efforts will test whether technology can overcome entrenched expectations.

Japan targets 2nm medical AI chip with IBM design, Rapidus eyed for foundry

Yunnie Cheng — Fri, 23 Oct 2026 07:22:37 GMT

Japan's Leading-edge Semiconductor Technology Center (LSTC), Hokkaido University, Fujifilm Corporation, GE HealthCare Japan, and imec announced a joint initiative in Tokyo on October 20 to develop a next-generation medical imaging system powered by a dedicated 2nm AI inference chip. The initiative aims to dramatically accelerate image processing efficiency and enable real-time computing directly on medical equipment.

Nvidia B300 chips reportedly surface on China Telecom-linked network, raising export-control questions

DIGITIMES — Fri, 23 Oct 2026 07:17:12 GMT

Israeli security firm Lava identified 32 Nvidia Blackwell Ultra B300 GPUs through monitoring endpoints linked to China Telecom, a state-owned carrier. The chips are barred from sale to China under US export controls. The finding adds to questions about whether the restrictions can keep advanced AI processors out of the country, but the network data does not establish where the GPUs are physically located.

First chip-level device on the list: US FCC bans two devices with Huawei HiSilicon chips under new rule

DIGITIMES — Fri, 23 Oct 2026 07:04:04 GMT

The US Federal Communications Commission (FCC) has banned two electronic devices from entering the US market because both contain surveillance chips made by Huawei's HiSilicon. The move marks the first time the FCC has used a new rule targeting devices whose chipmakers are deemed national security risks.

Samsung reportedly orders final tools for first Taylor fab as Texas site nears 2nm output cap

DIGITIMES — Fri, 23 Oct 2026 06:55:14 GMT

Samsung Electronics has ordered additional equipment to fill the remaining space at its first foundry fab in Taylor, Texas, a move that would lift the plant's 2nm capacity to 20,000 wafers per month in the second half of 2027, ZDNet Korea reported on October 23, citing industry sources.

Taiwan's top telecom spins off AI surveillance unit, plans global push with local hardware makers

Rodney Chan — Fri, 23 Oct 2026 06:55:00 GMT

Chunghwa Telecom (CHT) has established a new subsidiary, CHT Intelligent Vision Solutions (IVS), spinning off an internal team focused on smart security and intelligent video analytics. The new company will target enterprise security, public safety, and smart-city applications, while taking Taiwanese hardware partners overseas.

Apple reportedly taps BOE for LCD iMac development, keeps OLED timetable in question

DIGITIMES — Fri, 23 Oct 2026 06:46:50 GMT

Apple has reportedly asked BOE Technology and other panel makers for technical information on LCD panels for a future iMac, raising questions about the pace of its OLED transition. The potential LCD model's launch around 2029 overlaps with industry expectations for the first OLED iMac in 2029-2030.

TSMC advances CoPoS packaging at Taoyuan Longtan site

Charlene Chen — Fri, 23 Oct 2026 06:30:52 GMT

TSMC's Longtan Science Park Phase 3 in Taoyuan is restarting after nearly three years of delays, with Taiwan's National Development Council approving its development plan on September 17, 2026. The 104.65-hectare site is expected to focus first on advanced packaging technologies such as CoPoS, joining TSMC's Chiayi AP7 and Southern Taiwan Science Park AP8 facilities as the company expands capacity to meet surging AI demand.

Rapidus courts US AI customers ahead of planned 2H27 2nm mass production

Levi Li — Fri, 23 Oct 2026 06:21:57 GMT

Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a key challenge, and initial demand is expected to come mainly from the United States, where demand related to artificial intelligence is strong.

Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test

Scarlett Yu — Fri, 23 Oct 2026 06:15:31 GMT

Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive capital investments will translate into corresponding revenue and profits.

Chinese phone brands beat Samsung, Apple to high-refresh OLED

DIGITIMES — Fri, 23 Oct 2026 04:29:59 GMT

Chinese smartphone brands have brought high-refresh-rate OLED displays to market ahead of Samsung Electronics and Apple, with Visionox and BOE supplying 185Hz panels for the iQOO Neo 12 and RedMagic 12 Pro+, respectively. The move sets a new standard for smartphone applications, where power consumption remains a major concern, and has drawn market attention.

FCC grants Intel a waiver to foreign robot ban to prevent chip disruptions

DIGITIMES — Fri, 23 Oct 2026 04:00:22 GMT

The US Federal Communications Commission (FCC) granted Intel a waiver to its ban on foreign-made mobile robots, which will allow it to update its fleet of autonomous guided vehicles (AGVs). Intel had earlier petitioned the agency for an exemption, saying that not doing so would threaten chip production in the country.

China's weak car market squeezes automakers, suppliers and dealers

Jingyue Hsiao — Fri, 23 Oct 2026 03:59:00 GMT

China's weakening car market is challenging automakers, parts suppliers, and dealers as exports rise but domestic demand contracts. For global industry watchers, the downturn is a test of electric-vehicle resilience, subsidy dependence, and manufacturing overcapacity. Over time, planned capacity controls and corporate consolidation could reshape competition and supply chains worldwide.

Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play

Charlene Chen — Fri, 23 Oct 2026 03:58:39 GMT

Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the order's value nor its deployment scale has been disclosed, the deal underscores a broader shift in AI infrastructure competition toward full-stack system integration.

JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion

DIGITIMES — Fri, 23 Oct 2026 03:57:15 GMT

JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For the first nine months of 2026, revenue rose 7.96% to CNY30.95 billion, while net profit climbed 69.58% to CNY1.62 billion. Profit excluding non-recurring gains and losses increased 99.17% to CNY1.56 billion.

US signs up to US$389 million in CHIPS R&D deals for power chips and fusion

DIGITIMES — Fri, 23 Oct 2026 03:56:23 GMT

The US Department of Commerce has signed letters of intent with four companies to provide up to US$389 million in federal research and development awards under the CHIPS and Science Act, targeting the semiconductors and materials used to control, convert, and deliver power. The department announced the agreements on October 22, 2026.

Anthropic launches Claude Duet to automate cross-app tasks

DIGITIMES — Fri, 23 Oct 2026 03:51:35 GMT

Anthropic has launched a research preview of Claude Duet, an AI agent that connects to email, calendars, and business software to prioritize work, track to-do items, and execute tasks in the background. The standalone app extends AI beyond answering questions into real-world workflows.

DIGITIMES Insight: BCI grasping reaches market; implant stability and chip heat keep advanced uses beyond 2030

Levi Li — Fri, 23 Oct 2026 03:50:00 GMT

Invasive brain-computer interfaces (BCIs) are demonstrating long-term commercial potential. Neuralink has enabled paralysed patients to control computers and robotic arms through thought; Synchron's iOS integration lets patients operate iPads; and Science combines implanted chips with smart glasses to help visually impaired patients recognise text again. Potential applications extend to unmanned vehicles and defence.

Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity

Charlene Chen — Fri, 23 Oct 2026 03:44:29 GMT

Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities in South Korea. The move reflects growing efforts by global technology companies to secure stable supplies of high-performance semiconductor substrates for AI applications.

Taiwan sits out global chip selloff, thanks to typhoon

DIGITIMES — Fri, 23 Oct 2026 03:37:36 GMT

Taiwan doesn't stop often. On Friday, October 23, Typhoon Champi made it stop.

Care robots need AI modeling, physics simulation to understand humans

DIGITIMES — Fri, 23 Oct 2026 03:33:10 GMT

As Taiwan enters a super-aged society, labor shortages and mounting workloads in long-term care are making care robots more than an automation challenge. The key question is how to enable robots to understand the human body, determine appropriate care movements, and remain safe during close contact with patients.

Mounting R&D and memory costs push Huawei to borrow US$2.3B from six Chinese banks

DIGITIMES — Fri, 23 Oct 2026 03:29:45 GMT

Huawei Technologies has secured a seven-year, CNY15 billion (approx. US$2.3 billion) offshore yuan loan from six Chinese banks, as rising research spending and memory costs weigh on its cash flow. The financing, arranged by domestic lenders, is Huawei's first offshore syndicated borrowing since 2020, Bloomberg reported, citing a person familiar with the matter.

TSMC reportedly surveys suppliers on rare-earth-free motors as China's export-control pause nears legal expiry

DIGITIMES — Fri, 23 Oct 2026 03:24:14 GMT

The world's largest contract chipmaker is weighing whether the motors inside its factory-automation equipment can run without rare-earth magnets, a sign that China's grip on rare earths now reaches the machinery that keeps fabs running, just as a key Chinese export-control pause approaches its legal expiry date.

ChainSea Information Integration lists, targets AI revenue growth by 2027

DIGITIMES — Fri, 23 Oct 2026 03:11:48 GMT

Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it expands AI-related business to drive revenue growth from 2027.

Analysis: Nvidia's DSX POD reshapes AI factory supply chains

Lily Hess — Fri, 23 Oct 2026 03:02:26 GMT

As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site engineering. Nvidia unveiled its DSX POD reference design based on the Vera Rubin platform at GTC Berlin, with partners installing, integrating, and validating equipment inside containerized modules before transporting them to customer sites for final assembly and operation.

India becomes Taiwan's third-largest machine tool export market

Eifeh Strom — Fri, 23 Oct 2026 02:59:41 GMT

India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities presented by the country's manufacturing push.

Tech Mahindra teams up with SpaceXSI to scale AI-assisted software engineering for enterprises

DIGITIMES — Fri, 23 Oct 2026 02:52:01 GMT

Tech Mahindra has announced a collaboration with AI coding platform SpaceXSI to help global enterprises modernize legacy applications, accelerate software delivery, and improve developer productivity, according to a company announcement issued from Pune, India, on October 22, 2026.

SK Hynix halts Solidigm IPO review in face of broader AI and market volatility

DIGITIMES — Fri, 23 Oct 2026 02:47:25 GMT

Solidigm, the US-based subsidiary established by SK Hynix, has officially halted its review of potential pre-IPO and IPO options.

Apple's foldable iPhone Duo launches in China with delivery stretching into 2027

DIGITIMES — Fri, 23 Oct 2026 02:41:12 GMT

Apple Inc.'s first foldable iPhone, the iPhone Duo, went on sale in China on October 23, with limited initial supplies pushing some preorder delivery dates to late January 2027. The launch, just ahead of China's Single's Day shopping season, has become a key indicator for the country's smartphone market.

From robot hands to shipyard trials, South Korea tests humanoid readiness

DIGITIMES — Fri, 23 Oct 2026 02:36:27 GMT

South Korean robot makers are taking different routes into industrial humanoids: Tesollo is building dexterous hands, AeiROBOT is preparing bipedal systems for shipyards and construction sites, and HD Hyundai Robotics is developing a dual-arm platform that may eventually gain wheels and legs.

Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption

Levi Li — Fri, 23 Oct 2026 02:26:45 GMT

Apple's iPhone Duo has gone on sale, with pre-orders in several key markets reportedly exceeding the company's expectations. Delivery dates have stretched to late 2026 and even early 2027. The strong initial response could partly offset weaker-than-expected sales momentum for the iPhone 18 Pro series, pointing to growing consumer interest in foldable smartphones.

Monitors take over as LG Display's large OLED growth engine while auto panels stall

DIGITIMES — Fri, 23 Oct 2026 02:22:29 GMT

LG Display's large OLED business is shifting its growth from televisions to PC monitors, and the change is now large enough for the company to plan restarting idle factory capacity. Its automotive business is moving the other way. War, inflation, and a slowdown in European electric vehicles have weakened demand for its car OLED panels, leaving older low-temperature polycrystalline silicon LCD (LTPS-LCD) technology as the steadier earner.

Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output

DIGITIMES — Fri, 23 Oct 2026 02:10:18 GMT

Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call, the company said it will keep raising price per terabyte, pack more data into each drive, and spend its capital on recording heads and disk media rather than assembly capacity. That leaves its growth dependent on how quickly it moves to heat-assisted magnetic recording (HAMR), a technology in which Seagate is already shipping at scale.

LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival

DIGITIMES — Fri, 23 Oct 2026 02:09:46 GMT

LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens. On its third-quarter earnings call on October 22, Seung-ryong Baek, vice president for small display planning, said a customer's new foldable had drawn growing interest since pre-orders opened on October 16.

Jensen Huang warns Europe risks falling further behind US, China in AI

Jingyue Hsiao — Fri, 23 Oct 2026 02:01:47 GMT

Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany to combine manufacturing strength with faster AI adoption, expand infrastructure, and ease regulatory constraints before another transformation passes the region by.

Western Digital argues AI's longer payoff lies in stored data, not compute

DIGITIMES — Fri, 23 Oct 2026 01:59:00 GMT

Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the company said demand for disk storage now comes from four separate sources: cloud services, model training, inference and AI agents, and physical AI. Each, it said, could offset weakness in the others. The company is also trying to move hard drives into faster AI workloads that are currently served by flash memory.

AI cuts chip R&D cycles to 9 months, says Etron chair

Lily Hess — Fri, 23 Oct 2026 01:55:00 GMT

AI-driven growth will push the semiconductor industry past the US$1.6 trillion mark in 2026, while accelerating chip development cycles to one new product every nine months, Etron Chairman Nicky Lu said. He warned that the next 3 to 5 years will be critical for Taiwan, which risks facing intense competition unless it builds stronger software, system, and architecture advantages.

DeepSeek reportedly raises US$15B as IPO plans gather pace

DIGITIMES — Fri, 23 Oct 2026 01:54:48 GMT

Chinese artificial intelligence (AI) startup DeepSeek has raised about US$15 billion in its latest private funding round, giving it substantially more financial firepower as it prepares for a potential initial public offering (IPO) and intensifies its challenge to leading US AI developers.

LG Display returns to profit as OLED mix offsets chipflation drag

DIGITIMES — Fri, 23 Oct 2026 01:41:06 GMT

LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component costs turn against it. Operating profit was KRW250.6 billion (approx. US$188.96 million), compared with a loss in the second quarter, on revenue of KRW6.28 trillion, up 12% from the previous quarter but down 10% from a year earlier, according to the company's preliminary filing on October 22.

Unitree's cumulative G1 humanoid robot output reaches 10,000–20,000 units

Eifeh Strom — Fri, 23 Oct 2026 01:35:08 GMT

Unitree Robotics continues to expand production of its humanoid robots but still faces challenges in production capacity and artificial intelligence (AI) technology as it works to scale up production for widespread adoption.

LG Display pitches mask-free FLiPP as its answer to rivals' 8.6G OLED lines

DIGITIMES — Fri, 23 Oct 2026 01:33:30 GMT

LG Display is presenting FLiPP, its new OLED patterning process, as its answer to competitors' large IT OLED factories, but it has not yet committed to building a line. On its third-quarter earnings call on October 22, executives outlined the process's advantages and said, "the size or the timing of such investment and production have not been finalized yet."

Western Digital widens margins on pricing and exabyte growth

DIGITIMES — Fri, 23 Oct 2026 01:31:05 GMT

Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from a year earlier to US$4.38 billion, while GAAP gross margin climbed to 57.8% from 43.5%, according to the results release the company filed with the US Securities and Exchange Commission on October 22. Its guidance indicates margins will widen further in the December quarter.

Why is TSMC suddenly looking at Texas?

Yunnie Cheng — Fri, 23 Oct 2026 00:50:57 GMT

TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess expansion opportunities. TSMC is also discussing cooperation with Elon Musk's Terafab, on the condition that it keeps operational control. Together, the moves could shift TSMC's US strategy from expanding existing sites to choosing new locations and exploring capacity partnerships.

Interview: TI sees liquid cooling shift to tray-level control in AI data centers

Jingyue Hsiao — Fri, 23 Oct 2026 00:45:13 GMT

Liquid cooling in AI data centers is moving toward more granular control architectures. Patrick Zeng, general manager of data center thermal management at Texas Instruments (TI), told DIGITIMES that as next-generation GPU computing power and rack power continue to rise, thermal management will shift from centralized control by a CDU to independent control for each server tray, a shift that will increase the use of sensors, drivers, MCUs, and other components within each rack.

India's CleanMax partners with Apple, Meta to supply green power for AI data centers

Jingyue Hsiao — Fri, 23 Oct 2026 00:45:02 GMT

CleanMax's partnerships with Apple, Meta, and other technology companies highlight how artificial intelligence (AI) data centers are intensifying global demand for renewable power.

Elan targets drone market with solutions contributing revenue in 2026 and 2027

Lily Hess — Fri, 23 Oct 2026 00:44:49 GMT

Elan Microelectronics is pursuing drone opportunities across multiple applications, showcasing a broad range of solutions at the 2026 TAITRONICS expo. Solutions developed with Taiwanese drone maker Thunder Tiger stood out at the company's exhibition area, with several offerings expected to begin contributing to revenue in 2026 and 2027.

LG home appliance chip volume tops 1 million; spins off startup PADO to target GPU compute leasing

Yunnie Cheng — Fri, 23 Oct 2026 00:44:32 GMT

LG Electronics is expanding its artificial intelligence (AI) footprint on two fronts: in-house appliance chips and GPU compute services. On one hand, the company is scaling up the deployment of custom AI chips in its home appliances to boost product differentiation. On the other hand, PADO, a startup incubated and spun off by LG NOVA (LG's North American Innovation Center), is entering the GPU compute leasing and brokerage market to explore data center opportunities.

Salesforce Taiwan targets double-digit growth as AI adoption accelerates

Kevin Wang — Fri, 23 Oct 2026 00:43:49 GMT

Salesforce has seen sustained growth in both revenue and new customer count, as the company's Taiwan office approaches its first anniversary. According to Salesforce Taiwan general manager Chia-shen Hsu, Agentforce and Data 360 deployments account for roughly 40% of newly signed deals, showing that local companies are moving from evaluating AI technology to applying it in real business scenarios.

CHT launches AI imaging unit, targets IPO

DIGITIMES — Fri, 23 Oct 2026 00:38:01 GMT

Chunghwa Telecom (CHT) has established Chunghwa Yaocih Technology to expand into AI and intelligent imaging, holding its inauguration and unveiling ceremony on October 22. The new company will focus on AI, image recognition, and smart security as CHT deepens its digital transformation services for businesses and government agencies.

Analysis: Can Tesla's thruster-equipped Roadster hit public roads? US, China, EU regulations pose hurdles

Scarlett Yu — Fri, 23 Oct 2026 00:37:31 GMT

Tesla's three new Roadster variants could face different regulatory pathways before they are allowed on public roads—or take to the skies.

Samsung Foundry targets automotive, edge AI chips with 8LPU+

Lily Hess — Fri, 23 Oct 2026 00:37:06 GMT

Samsung Electronics' foundry business will extend its 8-nanometer process, now more than eight years old, into another generation with the launch of the second-generation 8LPU+ platform in 2026. The move targets demand for automotive electronics, robots, and edge AI chips while leveraging existing deep ultraviolet (DUV) production lines to control wafer costs.

AUO reshapes businesses with 'quasi-holding company' model

Charlene Chen — Fri, 23 Oct 2026 00:36:51 GMT

AUO is entering the next chapter of its transformation as Chairman and CEO Paul Peng establishes a "quasi-holding company" model, turning its three major operating pillars into separate corporate entities to sharpen performance evaluations and resource allocation while distinguishing core from noncore businesses.

UMC, AP Memory advance AI chip power delivery with validated DTC silicon capacitors for advanced packaging

Levi Li — Fri, 23 Oct 2026 00:36:39 GMT

UMC and AP Memory announced a technology and manufacturing partnership on October 22 to develop next-generation power delivery solutions for AI data centers, combining UMC's deep trench capacitor (DTC) technology and wafer manufacturing capabilities with AP Memory's silicon capacitor design and system integration expertise. The collaboration comes as rising power consumption in AI and high-performance computing (HPC) chips accelerates the shift towards near-chip power delivery and advanced packaging integration.

Oppo targets premium smartphone growth with global Find X10 launch

DIGITIMES — Fri, 23 Oct 2026 00:36:20 GMT

Oppo unveiled the international version of its Find X10 smartphone series in Spain on October 22 (Taiwan Standard Time), following the line's China launch in late September. The move marked the company's latest effort to strengthen premium smartphone shipments as competition intensifies and overall demand remains under pressure.

Taiwan, UK expand offshore wind, CCUS energy cooperation

DIGITIMES — Fri, 23 Oct 2026 00:36:09 GMT

Taiwan and the UK deepened cooperation on offshore wind, carbon capture, and energy security at two bilateral meetings held recently in Taipei. The 21st Taiwan-UK Renewable Energy Exchange Conference brought together about 80 government, industry, and research representatives to discuss energy policy, technical practices, and collaboration on low-carbon technologies. The eighth Taiwan-UK Energy Dialogue Conference followed that afternoon.

Lam Research sees WFE topping US$200 billion in 2027

Charlene Chen — Fri, 23 Oct 2026 00:35:36 GMT

Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million. The semiconductor equipment maker expects the wafer fabrication equipment (WFE) market to reach the mid-US$150 billion range in 2026 and initially forecasts more than US$200 billion in 2027, with percentage growth led by DRAM.

PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion

Charlene Chen — Fri, 23 Oct 2026 00:32:18 GMT

Powerchip Semiconductor Manufacturing (PSMC) is urgently expanding its 3D AI foundry business and evaluating new plants in Taiwan, Singapore, and Japan, while exploring strategic joint ventures with customers. Its product portfolio includes integrated passive devices (IPDs), interposers, wafer-on-wafer (WoW) technology, and post-wafer finish (PWF) services, with demand for IPDs expected to remain visible through 2028 as AI server power consumption rises.

Compal and Verda expand AI cloud infrastructure partnership

Lily Hess — Fri, 23 Oct 2026 00:32:03 GMT

Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding global manufacturing network and advanced AI server engineering capabilities. The companies showcased the results of their collaboration at GTC Berlin 2026 as demand for AI computing continues to rise across Europe and global markets.

Midea's Clivet targets AI cooling market with compressor redesign

DIGITIMES — Fri, 23 Oct 2026 00:31:52 GMT

Clivet, the Italian climate-control company owned by Midea, is applying its refrigeration expertise to the AI data center market, introducing a redesigned compressor as part of a broader cooling portfolio. The push builds on established air-conditioning technologies while addressing demands for efficient operation and uninterrupted cooling in high-density computing facilities.

SK Hynix reportedly engages suppliers to bring 30% more efficient iHBM cooling to HBM5 production

DIGITIMES — Fri, 23 Oct 2026 00:31:36 GMT

SK Hynix is reportedly working with materials and equipment suppliers to commercialise its next-generation iHBM cooling technology, targeting a reduction of more than 30% in thermal resistance. The initiative aims to address mounting heat dissipation challenges in HBM and strengthen the company's competitiveness in AI memory.

AMEC ships first Primo Domingo selective etching system, targeting critical gaps in China's advanced 3D chipmaking

DIGITIMES — Fri, 23 Oct 2026 00:26:04 GMT

China's Advanced Micro-Fabrication Equipment (AMEC) has shipped the first unit of its Primo Domingo high-selectivity vapor-phase etching system to a major domestic semiconductor research and manufacturing customer, marking a step forward in China's efforts to develop indigenous equipment for next-generation 3D chips.

Micron overhauls pay in Taiwan as unions push for profit sharing

DIGITIMES — Thu, 22 Oct 2026 12:59:37 GMT

Micron is overhauling how it pays employees, promising quarterly profit-sharing bonuses and better pay and benefits for its Taiwan staff. The changes follow a labor dispute with the company's unions in Taiwan.