DIGITIMES: News and Insight of the Global Supply Chain

Moonshot AI reportedly accessed restricted Nvidia chips in China despite US ban

DIGITIMES — Wed, 11 Nov 2026 09:18:11 GMT

Moonshot AI reportedly accessed advanced Nvidia chips this summer, according to documents filed with Chinese regulators. The finding shows that advanced US chips continue to make their way into China despite Washington's export restrictions. It also reveals Moonshot's continued reliance on American chips even as Beijing seeks to bolster domestic chipmaking.

AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story

DIGITIMES — Wed, 11 Nov 2026 08:53:42 GMT

Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal management had already exceeded their full-year 2025 sales in the January–October 2026 period, although October's results show differing shipment momentum.

Diamond Foundry says it has grown a 200mm single-crystal diamond

DIGITIMES — Wed, 11 Nov 2026 08:20:00 GMT

Diamond Foundry has produced what it calls the first-ever single-crystal diamond measuring 200mm in diameter, according to a company blog post published on November 5, 2026. The post describes the crystal, which the company calls D8-inch, as a single continuous crystal and a step toward treating diamond as a semiconductor-scale material.

Buima battery orders stretch six months as LEO projects advance

DIGITIMES — Wed, 11 Nov 2026 08:17:16 GMT

Buima Energy reported a slight month-on-month increase but a year-on-year decline in October 2026 revenue, as construction projects entered completion and acceptance phases while battery module shipments remained steady. The company said battery module order visibility has reached six months, with new low-Earth orbit (LEO) satellite projects for 2027 in development.

Samsung reportedly buys four silicon photonics patents from Rockley

DIGITIMES — Wed, 11 Nov 2026 07:50:00 GMT

Samsung Electronics acquired four US silicon photonics patents from UK-based Rockley Photonics in September 2026, South Korea's Shinailbo reported on November 11, citing US Patent and Trademark Office (USPTO) records. The reported acquisition could strengthen Samsung's intellectual property portfolio in optical interconnect technology as it expands its silicon photonics foundry business to compete with TSMC.

Canon to launch KrF lithography scanner rated at 400 wafers per hour in December

DIGITIMES — Wed, 11 Nov 2026 07:30:00 GMT

Canon Inc. said on November 10, 2026, that it will launch the FPA-6400ES6a, a krypton fluoride (KrF) scanner for manufacturing memory and logic semiconductors, in early December 2026. The company's release gave no exact launch date, price, or shipment volume.

Samsung targets early 2027 for first 3D Cube-H design kit

DIGITIMES — Wed, 11 Nov 2026 07:25:00 GMT

Samsung Electronics aims to complete its first 3D Cube-H design kit, a hybrid copper bonding technology for vertically stacked logic chips, in early 2027, with prospective customer evaluations to follow, ZDNet Korea reported on November 10, citing an industry source familiar with the plans.

OpenAI 3Q26 revenue tops US$10B as losses persist

DIGITIMES — Wed, 11 Nov 2026 07:10:54 GMT

OpenAI's revenue reached US$10 billion in the third quarter of 2026, up nearly 50% quarter-on-quarter, driven by demand from enterprises and new model products. However, its adjusted operating loss widened to US$10.9 billion, while revenue remained below that of rival Anthropic.

AMD unveils three-gen EPYC roadmap as TSMC 2nm process advances

Yunnie Cheng — Wed, 11 Nov 2026 06:58:18 GMT

As agentic AI rapidly advances, data center workloads are expanding from traditional model training into inference, agent collaboration, and real-time data processing. Consequently, CPUs are playing an increasingly vital role in task scheduling, data retrieval, tool execution, and workflow orchestration. Anticipating that AI demand will accelerate growth across the data center sector, AMD officially launched its 6th Gen EPYC 9006 Series Venice processors, the Helion Agentic AI rack platform, and the ROCm Agentic Toolkit on November 11.

Dynamic Holding posts record 3Q26 revenue and profit on mix, price hikes

DIGITIMES — Wed, 11 Nov 2026 06:57:46 GMT

PCB maker Dynamic Holding reported October 2026 consolidated revenue of NT$10.637 billion (approx. US$323.6 million), down slightly from NT$10.648 billion in September as extended holidays reduced working days, but up 70.3% from NT$6.245 billion a year earlier and the company's second-highest monthly figure on record.

E Ink invests in Soofa to expand outdoor e-paper signage

DIGITIMES — Wed, 11 Nov 2026 06:56:41 GMT

E Ink Holdings (EIH) announced on the November 10 that it has invested in US-based Soofa and formed a strategic partnership with the company. The investment will support Soofa’s growth and expand sustainable outdoor e-paper applications through solar-powered community information displays.

Nexperia's China split raises costly question: what is Wingtech owed?

Levi Li — Wed, 11 Nov 2026 06:51:26 GMT

Nexperia could eventually reunite its Chinese and international operations despite an unresolved control dispute with Chinese parent Wingtech Technology, acting CEO Stefan Tilger said recently. If the separation becomes permanent, Wingtech's ownership should entitle it to fair compensation.

Infineon says data center orders already exceed target as factory output sets ceiling

DIGITIMES — Wed, 11 Nov 2026 06:41:35 GMT

Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for its data center power products already exceed the close to EUR4 billion (approx. US$4.46 billion) of revenue it forecasts for fiscal 2027, and that how much of that it can book will depend on how fast its factories and outsourcing partners can ramp.

Ingentec revenue jumps 79% in first 10 months

DIGITIMES — Wed, 11 Nov 2026 06:41:16 GMT

Ingentec’s consolidated revenue reached NT$1.329 billion (US$40.4 million) from January to October 2026, up 79.32% from the same period in 2025. However, October revenue fell 8.59% month-over-month and 18.37% year-over-year to approximately NT$130 million as shipments of specialty gases to Japan, South Korea, and domestic customers declined slightly.

Intel targets agentic AI with GPUs and Xeon

DIGITIMES — Wed, 11 Nov 2026 06:39:25 GMT

Intel is expanding its CPU and GPU portfolio with the Intel GPU D-series, code-named Crescent Island, and next-generation Xeon processors, code-named Diamond Rapids, targeting large-model inference and enterprise high-performance orchestration workloads. The company outlined new GPU D-series technology at the 2026 Open Compute Project (OCP) Global Summit as it pursues server CPU upgrade opportunities driven by agentic AI.

TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat

Charlene Chen — Wed, 11 Nov 2026 06:37:55 GMT

Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request. TSMC declined to comment on market speculation and stressed that it remains focused on its core foundry business.

SK Hynix locks in over half of 2027–28 capacity as smaller buyers turn to spot market

DIGITIMES — Wed, 11 Nov 2026 06:35:00 GMT

Smaller electronics manufacturers are relying on the spot market for memory as major customers lock in future supply through long-term agreements, according to independent electronic components distributor Smith.

AI's grip on capacitor supply leaves consumer electronics facing steeper price hikes

Levi Li — Wed, 11 Nov 2026 06:25:00 GMT

Nichidenbo Corporation said successive AI server generations, designed for higher power consumption and voltages, are increasing demand for high-end capacitors offering high capacitance and resistance to heat and voltage. AI-related products now account for 55–60% of its revenue, up from about 40% in the first quarter, and could exceed 60% in 2027.

Infineon's record quarter shows power chips moving from cyclical recovery to AI-led growth

DIGITIMES — Wed, 11 Nov 2026 06:20:54 GMT

Infineon Technologies ended fiscal 2026 with its strongest quarter ever, and the shape of the result says more than its size: profitability rose much faster than sales, and the German chipmaker now plans for a year in which power supplies for data centers become one of its largest single businesses.

Advantech's Korea business grows 67% in first three quarters, says incoming CEO

Jingyue Hsiao — Wed, 11 Nov 2026 06:14:51 GMT

Advantech's South Korean business grew 67% in the first three quarters of 2026, as industrial equipment, networking and cloud infrastructure, and healthcare remained its largest local markets. Some South Korean customers and partners have moved edge AI solutions into mass production, while the company is looking to extend its industrial computing and software integration expertise into robotics and energy applications.

Alibaba files to spin off chip design unit T-Head for Hong Kong IPO

DIGITIMES — Wed, 11 Nov 2026 05:43:42 GMT

Alibaba filed for a Hong Kong IPO for its chip design unit, T-Head, as a spin-off on November 10. The separate listing would let investors gain direct exposure to the group's chipmaking business as China's AI ecosystem seeks to reduce its reliance on US semiconductors through domestic alternatives.

Global regulators tighten smart glasses rules, testing Meta, Amazon

DIGITIMES — Wed, 11 Nov 2026 04:50:18 GMT

As smart glasses move from technology showcases into the consumer market, their resemblance to ordinary eyewear and ability to record images or audio without others' knowledge are raising privacy concerns worldwide. Reports from Bloomberg, Reuters, and Politico say authorities in Australia, Norway, the UK and parts of the US have begun restricting their use as Ray-Ban Meta glasses from Meta and EssilorLuxottica gain popularity, while the European Union is pressing companies to strengthen recording alerts, data-processing transparency and safeguards in sensitive locations.

Brinno posts five-quarter high on defense imaging demand

DIGITIMES — Wed, 11 Nov 2026 04:50:08 GMT

Time-lapse camera maker Brinno reported 3Q26 revenue of NT$151 million (US$4.59 million), up 15.3% year-on-year and 20.9% quarter-on-quarter, as defense imaging products began contributing to sales. The company also remained profitable at the operating level, with net income rising 81.4% from the previous quarter.

Cadmen CPC, Industry 4.0 projects lift 4Q26 outlook

DIGITIMES — Wed, 11 Nov 2026 04:49:52 GMT

Cadmen Technology reported October revenue of NT$75.61 million (US$2.3 million), up 11.91% year-over-year and marking a record high for the same period as well as its highest monthly revenue of 2026, as peak-season demand emerged. Revenue for the first 10 months reached NT$678 million, up 4.57% year-over-year, also setting a record for the same period.

Asia Electronic Materials advances PTFE Hybrid solution for AI clients

DIGITIMES — Wed, 11 Nov 2026 04:49:42 GMT

Asia Electronic Materials is developing high-frequency, high-speed substrate materials based on polytetrafluoroethylene (PTFE) through a Hybrid Coreless solution and continues to submit samples for AI customer validation, targeting advanced semiconductor and AI applications.

AI demand drives record revenue for Altos through October

DIGITIMES — Wed, 11 Nov 2026 04:49:34 GMT

Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41 billion, up 57.3%. Fueled by strong global demand for AI infrastructure, revenue through October surpassed its full-year 2025 total, setting new monthly and cumulative records.

Acer Synergy Tech rides semiconductor demand to record revenue

DIGITIMES — Wed, 11 Nov 2026 04:49:28 GMT

Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce service solutions. Its consolidated revenue reached NT$307 million (US$9.34 million) in October 2026, up 187.93% year-on-year and marking a record high for the second consecutive month.

Powerlogic revenue falls 39% as AI chip shortages hit gaming

DIGITIMES — Wed, 11 Nov 2026 04:49:22 GMT

Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing schedules. The fan manufacturer's revenue fell 39.25% year-on-year in the first 10 months of 2026.

Nvidia's OOI architecture paves way for optical interconnects in GPUs

Lily Hess — Wed, 11 Nov 2026 04:49:14 GMT

DIGITIMES observed that Nvidia is advancing an optics-on-interposer (OOI) architecture that moves the optical engine from an organic substrate to a silicon interposer to increase interconnect density and reduce transmission energy consumption.

Nvidia security probe puts Taiwan supply chain orders under scrutiny

Lily Hess — Wed, 11 Nov 2026 04:49:00 GMT

Nvidia is a key customer for Taiwan's semiconductor and AI server supply chains. If recent national security concerns around CEO Jensen Huang affect sales in China, export approvals for the H200, or reviews of customer transactions, it could reshape order allocation and shipment schedules across Taiwan's supply chain.

SK Hynix taps HBM veteran to lead US business as competition intensifies

DIGITIMES — Wed, 11 Nov 2026 04:48:41 GMT

South Korean memory chipmaker SK Hynix has named former development chief Hyun Ahn to lead a new Americas unit as competition for custom high-bandwidth memory (HBM) pushes suppliers closer to US chip designers.

Anthropic expands its business suite amid its IPO filing and launch of Fable 5.2 and Mythos 5.2

DIGITIMES — Wed, 11 Nov 2026 04:41:40 GMT

Anthropic is taking direct aim at the enterprise productivity market dominated by Microsoft and Alphabet's Google. Beyond its core strength in software engineering, the company is expanding into daily workplace operations by introducing a new suite of collaborative AI tools, including Claude Sheets, Claude Whiteboards, Claude Data, and the upcoming Claude Meetings.

Intel expands 18A reach with Wildcat Lake AI PC chips

DIGITIMES — Wed, 11 Nov 2026 04:36:24 GMT

Intel is expanding its computing platform strategy for agentic AI and enterprise workloads with the Intel Core Series 3 processor, codenamed Wildcat Lake, targeting mainstream consumer and commercial notebooks. The processor combines Intel 18A and Taiwan Semiconductor Manufacturing Co. (TSMC) 6nm processes in a two-chiplet design, using the Universal Chiplet Interconnect Express (UCIe) standard chiplet interconnects and organic-substrate multi-chip packaging (MCP) to lower the cost barrier for bringing advanced process technology to mainstream PCs.

China's Nebula project links AI chips to satellites in bid to take computing beyond Earth

Levi Li — Wed, 11 Nov 2026 04:32:57 GMT

Rising AI demand and constraints on power, land and cooling at terrestrial data centers are drawing international interest in space computing. Chinese cloud computing providers are assessing whether the concept can progress from validation to industrial development.

Anwar's China remarks threaten Taiwan investment in Malaysia

DIGITIMES — Wed, 11 Nov 2026 04:31:58 GMT

Malaysia's Prime Minister Anwar Ibrahim's comments supporting the one-China principle and the use of force to unify Taiwan continue to weigh on Taiwan-Malaysia ties nearly three months later, raising concerns over Taiwanese companies' willingness to invest in Malaysia.

SynPower and AblePrint to co-develop equipment to curb substrate warpage

DIGITIMES — Wed, 11 Nov 2026 04:29:44 GMT

SynPower has signed a strategic cooperation agreement with AblePrint Technology (APT) to jointly develop substrate equipment with warpage suppression annealing system (WSAS) functions, the companies said, deepening their collaboration in semiconductor advanced packaging and high-end Ajinomoto Build-up Film (ABF) products.

Cooling solutions provider AVC starts shipping double-sided cold plates for AI servers

Sherri Wang — Wed, 11 Nov 2026 04:20:27 GMT

Asia Vital Components (AVC) expects all GPU- and ASIC-based AI servers to adopt liquid cooling by the end of 2027, with customers increasingly turning to double-sided cold plates to accommodate vertical power delivery (VPD) designs.

Taiwan lets companies fast-track or delay patent examinations

Rodney Chan — Wed, 11 Nov 2026 04:12:58 GMT

Taiwan's Intellectual Property Office (TIPO) has introduced measures allowing companies to accelerate or delay patent examinations based on their business strategies. Intel, MediaTek, ASML and Ford are among the major companies using the delayed examination system, which allows invention patent reviews to be postponed for up to five years.

From lab to commercialization: will quantum tech see a 'Sputnik moment' by 2030?

Yunnie Cheng — Wed, 11 Nov 2026 04:04:17 GMT

As quantum computing transitions from academic research into commercial deployment across enterprise data centers, British quantum experts emphasize that system-level integration—combining photonics, heterogeneous integration, chiplets, and novel materials—has become critical. Moving away from the isolated development models of the past, the quantum industry is pivoting toward supply-chain specialization while establishing a complementary co-processing framework alongside traditional CPUs and GPUs, setting the stage for a potential "Sputnik moment" between 2029 and 2030.

DIGITIMES Insight: Why Linux could outpace Windows in race to power local AI agents

Levi Li — Wed, 11 Nov 2026 04:04:06 GMT

The rise of local large language models (LLMs) and AI agents is reshaping operating system competition, according to DIGITIMES Intelligence. While Windows dominates through its software ecosystem, gaming compatibility, and familiar interface, AI-enabled devices featuring mixture-of-experts (MoE) models and large-capacity unified memory are shifting priorities toward GPU acceleration, memory management, containerization, and inference frameworks. Linux is consequently gaining ground as a platform for local AI workloads, despite Windows' continued desktop dominance.

China's Huaqin looks beyond AI servers with US$150M wafer foundry investment

DIGITIMES — Wed, 11 Nov 2026 04:03:51 GMT

China's leading smart-device original design manufacturer (ODM), Huaqin Technology, plans to invest CNY1 billion (approx. US$149.86 million) in a wafer foundry venture, strengthening upstream semiconductor ties while expanding its AI server and data center businesses.

Infineon says it processed functional power devices on 300mm SiC wafers

DIGITIMES — Wed, 11 Nov 2026 04:03:12 GMT

Infineon Technologies AG said on November 9, 2026, that it has processed 300mm silicon carbide (SiC) wafers into functional power devices at its fab in Villach, Austria, which it described as an industry first in a full-scale semiconductor fab environment. The company plans to show the first processed 300mm SiC wafer publicly at the electronica trade show in Munich, which opens on November 10.

China's HISIGK takes a specialty route into lithography with MEMS, AR optics

DIGITIMES — Wed, 11 Nov 2026 03:55:00 GMT

Jiangsu HISI Semiconductor (HISIGK) has prepared 14 automated lithography systems for delivery across 300mm, 200mm and 150mm wafer platforms, expanding its specialty semiconductor equipment business in markets ranging from MEMS to AR optics and LED chips.

Amtran surpasses 2025 revenue, launches SiPh product line in 4Q26

DIGITIMES — Wed, 11 Nov 2026 03:52:55 GMT

Amtran Technology said its self-reported revenue for the first 10 months of 2026 reached NT$25.06 billion (US$764.45 million), up 20% year on year and already above its full-year revenue for 2025. The company said that it set a new record for annual operating scale ahead of schedule.

Acbel enterprise power share rises to 59%; fuel cells, data centers drive growth

DIGITIMES — Wed, 11 Nov 2026 03:52:44 GMT

Acbel Polytech expanded its operations in the third quarter of 2026, driven primarily by growth in enterprise power supplies as demand for fuel-cell and data-center power products increased. Revenue growth and an improved expense ratio lifted operating profit significantly from the previous quarter, signaling a gradual recovery in core operations despite product-mix pressure on gross margin.

Wave Photonics eyes Singapore as Asian quantum hub

Lily Hess — Wed, 11 Nov 2026 03:52:02 GMT

UK photonic integrated circuit (PIC) startup Wave Photonics is expanding in Asia and, despite partnerships with the Hon Hai Research Institute (HHRI) and Taiwan-based EDA companies, is considering Singapore as a potential regional base. The company said Singapore offers a concentration of integrated photonics foundries, government support for quantum technology, and proximity to Malaysia's photonics cluster, helping it connect with Asia's supply chain.

Taiwan says it is reviewing information on alleged spy linked to Nvidia CEO

DIGITIMES — Wed, 11 Nov 2026 03:50:03 GMT

Taiwan will review information related to an alleged Chinese spy linked in media reports to Nvidia CEO Jensen Huang, Premier Jung-tai Cho said, as US authorities investigate related matters and the affair prompts investor litigation against the chipmaker.

Tatung October revenue falls 8% year on year as Elitegroup shipments slip

DIGITIMES — Wed, 11 Nov 2026 03:48:50 GMT

Tatung Co. said its consolidated revenue fell 8.06% year on year to NT$3.392 billion (US$103.47 million) in October 2026, down 8% from September, as weaker shipments of some products at its investee Elitegroup Computer Systems weighed on results. Revenue for the first 10 months totaled NT$39.642 billion, down 2.67% from a year earlier.

Changs Ascending rides semiconductor expansion into AI data-center power

DIGITIMES — Wed, 11 Nov 2026 03:47:00 GMT

Changs Ascending's October 2026 consolidated revenue rose 3.64% year on year, while revenue for both the month and the first 10 months reached record highs for the same period. The company said Taiwan's ongoing semiconductor fab expansion is driving demand for highly stable uninterruptible power supply (UPS) systems, supporting revenue growth.

Qualcomm names Samsung, Micron as memory suppliers in annual filing

DIGITIMES — Wed, 11 Nov 2026 03:36:41 GMT

Qualcomm has identified Samsung Electronics and Micron Technology as its primary memory suppliers for certain products, including automotive applications, in its fiscal 2026 annual report. The disclosure was absent from the previous two years' filings and comes as Qualcomm's automotive revenue jumped 52%.

Memory shortage pushes server buyers to seek barebones systems, Smith says

DIGITIMES — Wed, 11 Nov 2026 03:35:00 GMT

Some server buyers are asking for barebones systems and planning to purchase memory separately as component shortages complicate deliveries, according to independent electronic components distributor Smith. Others are upgrading existing infrastructure rather than buying new servers.

CATL's lithium-air research confronts the endurance problem behind 2,000km EV range

DIGITIMES — Wed, 11 Nov 2026 03:35:00 GMT

CATL is exploring lithium-air batteries as a long-term research direction, attracting attention to the prospect of electric vehicles travelling more than 2,000km (≈ 1,243 miles) on a charge. That range remains a theoretical scenario, with no announced production battery or vehicle test demonstrating it.

Transcom Technology sees fourth quarter defense shipments gaining momentum

DIGITIMES — Wed, 11 Nov 2026 03:14:37 GMT

Transcom Technology, a power amplifier (PA) manufacturer, reported revenue of NT$568 million (US$17.33 million) and net income of NT$87.15 million for the first three quarters, with earnings per share of about NT$0.88. Gross margin remained above 50%, and the company expects defense tenders and overseas military product shipments in the fourth quarter to be markedly stronger than in the first three quarters.

Ubiqconn October revenue jumps 79% on month as component supply eases

DIGITIMES — Wed, 11 Nov 2026 03:13:18 GMT

Ubiqconn Technology reported consolidated revenue of NT$255 million (US$7.78 million) for October, up 79% month on month and 131% year on year and the highest monthly figure so far in 2026, as easing supplies of key components allowed it to ship previously accumulated and deferred products and new satellite communications projects added sales, the company said.

Taiwan connections draw attention in Jensen Huang controversy

DIGITIMES — Wed, 11 Nov 2026 03:07:38 GMT

Taiwan has emerged as a key part of the controversy surrounding Nvidia CEO Jensen Huang and Chinese businesswoman Alice Huang, with local media reports pointing to possible introductions through Taiwan's technology and media circles, as well as questions about her visits to the island.

Hiwin Technologies profit outpaces revenue as gross margin hits 36.3%

DIGITIMES — Wed, 11 Nov 2026 03:02:20 GMT

Driven by rising demand for AI, semiconductors, and automation equipment, Hiwin Technologies delivered strong results in the third quarter of 2026, with all three key profit margins improving. Gross margin reached 36.3%, boosted by four factors including a US subsidiary tariff refund, while net profit surged 1.76 times year-over-year to NT$1.23 billion (US$37.4 million).

SK Hynix taps Nvidia to speed up memory chip simulations

Sherri Wang — Wed, 11 Nov 2026 02:58:46 GMT

SK Hynix is using Nvidia's AI technology and GPU acceleration to speed up memory chip simulations, with improvements in etching-process development and tests of thermal and elastic deformation analysis. As memory structures and manufacturing processes become increasingly complex, the companies are working to reduce simulation time and computational demands to support process optimization during R&D.

Inside Anthropic's blockbuster IPO: strategic tech alliances, massive compute commitments, and the dual realities of AI growth

DIGITIMES — Wed, 11 Nov 2026 02:58:16 GMT

Anthropic's landmark initial public offering (IPO) filing to list on the Nasdaq under the ticker symbol ANT represents a defining milestone for both the company and the entire artificial intelligence landscape.

ChipMOS posts highest profit since 2022, revenue up 30% in 10 months

DIGITIMES — Wed, 11 Nov 2026 02:48:02 GMT

Memory testing and packaging company ChipMOS Technologies posted strong profit growth in the third quarter of 2026, with net income rising 48.4% quarter-over-quarter to NT$1.323 billion (approx. US$41.5 million) and earnings per share reaching NT$1.89, the highest quarterly level since 2022.

ASMedia raises own-brand prices as chip supply costs climb

DIGITIMES — Wed, 11 Nov 2026 02:40:34 GMT

ASMedia Technology reported consolidated revenue of NT$2.66 billion (approx. US$80.9 million) in the third quarter of 2026, with a gross margin of 51.6%, as rising substrate, outsourced semiconductor assembly and test (OSAT), and foundry costs prompted the company to adjust prices for its own-brand products and negotiate cost sharing with customers.

Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub

DIGITIMES — Wed, 11 Nov 2026 02:38:54 GMT

Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand for AI computing capacity across Southeast Asia.

Hiwin sees strong 2027 as orders stretch into midyear

Jingyue Hsiao — Wed, 11 Nov 2026 02:35:18 GMT

Hiwin Technologies Corp. expects demand from AI, data centers, and semiconductor equipment to keep orders for precision motion components strong into mid-2027, chairman Eddie Cho said at an investor briefing on November 10. Lead times for some ball screws have exceeded 6.5 months, while orders for linear guideways are also outpacing available capacity.

Commentary: Can Nvidia's founder-centric brand model hold up

Lily Hess — Wed, 11 Nov 2026 02:33:20 GMT

An apology over an extramarital-affair scandal has pushed Nvidia founder and CEO Jensen Huang into the center of public scrutiny. Global markets must now confront an unsettling reality: the AI ecosystem's first "too big to fail" corporate leader is suddenly facing a crisis, and the entire AI industry would have no ready replacement should he be forced to resign.

Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028

DIGITIMES — Wed, 11 Nov 2026 02:29:31 GMT

Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves the CEO post at Nvidia within the next two to three years. The gap between near-term and longer-term contracts suggests traders expect any change to come through a drawn-out board process rather than an abrupt removal.

CoreWeave rules out unsecured debt through 2027 and leans on customer prepayments, guiding to profit only in 2028

DIGITIMES — Wed, 11 Nov 2026 02:21:02 GMT

CoreWeave said on its third-quarter earnings call on November 10 that it will not tap the unsecured debt market through 2027 at current yields, making customer prepayments and loans secured on specific contracts the main support for one of the AI buildout's most heavily financed companies. According to the call transcript, management also said when it expects to stop losing money and offered pricing, backlog, and supply data that bear on whether AI infrastructure demand is outrunning capacity.

Sysgration targets doubled 2027 BBU orders from CSP upgrades

DIGITIMES — Wed, 11 Nov 2026 02:18:57 GMT

Sysgration returned to profitability in the third quarter of 2026 as shipments of new rugged industrial PC (IPC) projects ramped up, while gross margin rose to 22.73% from 22.23% in the second quarter. The company expects its battery backup unit (BBU) business to add momentum as it supplies power upgrades for existing data centers.

China, US extend trade suspensions ahead of APEC

DIGITIMES — Wed, 11 Nov 2026 02:15:30 GMT

China and the US have extended selected export-control, tariff, and maritime measures ahead of the Asia-Pacific Economic Cooperation (APEC) Economic Leaders' Meeting in Shenzhen on November 18-19. US President Donald Trump has said he expects to meet Chinese President Xi Jinping during the summit, though no bilateral meeting date has been formally announced.

Nvidia probe: Did Alice Huang's access to Jensen Huang yield an AI chip advantage?

DIGITIMES — Wed, 11 Nov 2026 02:12:33 GMT

Former colleagues and business associates describe Alice Huang as an executive skilled at turning relationships into commercial opportunities. Their accounts are now central to understanding how the former Megaspeed executive established credibility in AI infrastructure—and whether her access to Nvidia CEO Jensen Huang influenced hardware supply.

BMW adds LG Energy Solution and Samsung SDI to Gen6 battery supplier network

DIGITIMES — Wed, 11 Nov 2026 02:04:40 GMT

BMW has added LG Energy Solution (LGES) and Samsung SDI as suppliers of sixth-generation (Gen6) high-voltage battery cells, expanding regional sourcing in the US and Europe. The companies are expected to supply cells from established plants in their respective regions from the late 2020s, BMW said in a November 9 announcement. The automaker did not disclose volumes or contract values.

EU-UK electric vehicle origin rules due in 2027 sharpen tariff tensions with China

DIGITIMES — Wed, 11 Nov 2026 02:03:07 GMT

Tariff friction among the EU, the UK and China over electric vehicles and local supply-chain policy is intensifying as a critical 2027 deadline approaches, reshaping competition in the European car market. Under the EU-UK Trade and Cooperation Agreement (TCA), the strictest rules of origin will apply from January 2027 to bilateral trade in battery electric and plug-in hybrid vehicles.

Rapidus reportedly falls behind schedule on 2nm chip production target, raising questions over Japan's chip ambitions

DIGITIMES — Wed, 11 Nov 2026 01:59:26 GMT

Japan's state-backed chipmaker Rapidus is facing mounting technological challenges that could delay its plan to begin mass-producing 2nm semiconductors by March 2028, potentially undermining Tokyo's efforts to rebuild its domestic advanced semiconductor manufacturing capabilities.

OpenAI unveils AI data center pact amid community resistance

DIGITIMES — Wed, 11 Nov 2026 01:57:58 GMT

US local officials are intensifying scrutiny of data center expansion and artificial intelligence (AI) regulation. Against this backdrop, OpenAI on November 5 unveiled its "National Community Compact," pledging to make nondisclosure agreements less routine in future data center negotiations and ensure local residents do not bear the additional electricity costs created by new projects.

Winmate sets profit record, starts drone shipments in 2027

DIGITIMES — Wed, 11 Nov 2026 01:50:21 GMT

Winmate Inc. said third-quarter revenue and net income set records for the quarter, as warehouse and logistics demand and OEM and ODM shipments lifted revenue 40.4% year on year to NT$1.413 billion (US$43.10 million). The rugged industrial PC maker said the third quarter was its peak shipment period of 2026, while a shift in product mix edged gross margin lower from the second quarter.

Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty

DIGITIMES — Wed, 11 Nov 2026 01:49:44 GMT

Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery Industry (TAMI). The association warned, however, that the US midterm elections have added uncertainty to AI policy, which could make US capital spending more cautious.

Samsung and Nvidia demonstrate up to 3,800-fold speedup in chip simulation

Jingyue Hsiao — Wed, 11 Nov 2026 01:47:24 GMT

At Nvidia AI Day Seoul 2026, Samsung Electronics demonstrated a workflow that combined Nvidia's AI modeling tools and GPU computing with homogenization, cutting one semiconductor simulation from 18 hours to 17 seconds, an approximately 3,800-fold speedup using four H100 GPUs. The approach accelerates thermal and structural deformation analysis while reducing the computational burden of large-scale simulations, supporting semiconductor research and development.

Pegatron revenue falls 12% in October as AI server shipments stay strong

DIGITIMES — Wed, 11 Nov 2026 01:37:26 GMT

Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month but up 59.6% year-over-year. The decline from September primarily reflected weaker communications business.

Ion Electronic Materials targets 2027 profit as specialty gases scale

DIGITIMES — Wed, 11 Nov 2026 01:36:13 GMT

Ion Electronic Materials is capitalizing on rising demand for localized supplies of electronic specialty gases driven by advanced semiconductor processes, AI, and high-performance computing. Led by Taiwan's "DRAM godfather" Charles Kau, the company reported consolidated gas revenue of NT$534 million (US$16.2 million) in the first three quarters of 2026, up more than 30% year-over-year, while its third-quarter loss narrowed to about NT$800,000, bringing it close to break-even.

AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty

DIGITIMES — Wed, 11 Nov 2026 01:34:29 GMT

Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to a compilation of the companies' monthly sales filings, suggesting that orders for global AI infrastructure were still accelerating even as investor sentiment in the US turned more cautious.

Inventec sees high-double-digit server growth in 2027

DIGITIMES — Wed, 11 Nov 2026 01:34:10 GMT

Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are expected to post single-digit growth, president Jack Tsai said.

Sercomm posts 3Q26 triple-margin gains, sees strong 4Q26 shipments

DIGITIMES — Wed, 11 Nov 2026 01:28:40 GMT

Sercomm Corporation reported record third-quarter revenue of NT$21.83 billion (US$665.92 million) on November 10, up 48% from a year earlier and 5.9% from the previous quarter. The company cited strong demand for broadband infrastructure and networking equipment, and expects shipments to remain high in the fourth quarter.

China's AI data center boom reveals a missing link

Levi Li — Wed, 11 Nov 2026 01:14:43 GMT

China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction. Once facilities begin operating, however, a central question is emerging: whether customer demand can sustain the installed capacity.

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.