DIGITIMES: News and Insight of the Global Supply Chain

AI server tracker: Aspeed tops NT$2 billion as cable suppliers diverge

DIGITIMES — Sat, 14 Nov 2026 03:41:29 GMT

Aspeed Technology posted its highest monthly revenue in records dating back to January 2019. BizLink's October sales also rose sharply, partly reflecting its first full month of consolidating Interplex Datacom. Four other cable and connector suppliers reported lower revenue than in September, although four of the five suppliers posted year-to-date growth.

Huang's resignation unlikely to disrupt Taiwan's AI industry, Acer founder says

Jingyue Hsiao — Sat, 14 Nov 2026 03:40:57 GMT

Jensen Huang's resignation as Nvidia's CEO is unlikely to disrupt Taiwan's technology industry or the broader development of artificial intelligence, Acer founder Stan Shih said. His comments signal that Taiwan's chip and server capabilities remain important to Nvidia's expansion, while highlighting potential adjustments in supplier relationships, investment, and market expectations.

Jensen Huang’s exit threatens to upend Nvidia’s global AI funding network

Yunnie Cheng — Sat, 14 Nov 2026 03:40:39 GMT

Nvidia CEO Jensen Huang's forced resignation over a personal controversy, alongside looming regulatory and legal battles, is set to reverberate far beyond GPU orders and product roadmaps. His departure directly threatens the sprawling global AI investment and financing network he personally orchestrated, leaving multiple pending deals in limbo.

UK steel city's deep-tech push faces mass-production and talent hurdles

Lily Hess — Sat, 14 Nov 2026 03:40:14 GMT

The United Kingdom's steelmaking hub of Sheffield is transforming from a heavy-industry center into a deep-tech startup cluster, but securing a foothold in the AI, quantum, and photonics wave will require the city to overcome both the mass-production barriers facing high-tech products and a shortage of talent.

AI lifts Foxconn profits as ROE targets 12%

DIGITIMES — Sat, 14 Nov 2026 03:40:00 GMT

Foxconn (Hon Hai) expects continued operational growth in 2027 as AI demand expands, chairman Young Liu said at the company's third-quarter 2026 earnings briefing on November 12. However, he warned that supply-chain constraints and global economic and political uncertainty will continue to affect the company's operations, investment decisions, and supply-chain planning.

Jensen Huang's Nvidia era may be over. But Taiwan isn't ready to say goodbye.

DIGITIMES — Sat, 14 Nov 2026 03:39:48 GMT

On a early November evening in 2022, two young women were performing on a street near Taipei Expo Park when a man in a black leather jacket stopped to listen.

Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era

DIGITIMES — Fri, 13 Nov 2026 08:35:48 GMT

When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what Nvidia will look like a decade from now is to ask the reverse question: had Huang stayed on, what kind of company would Nvidia have become by 2035? The gap between that original blueprint and the new reality is the true cost of his departure.

DEEPX tapes out AI chip on Samsung's 2nm process

DIGITIMES — Fri, 13 Nov 2026 08:35:00 GMT

South Korean AI chip developer DEEPX has completed the tape-out of its next-generation DX-M2 processor using Samsung Electronics' second-generation 2nm process, advancing plans to bring generative AI to robots and industrial equipment while reducing their reliance on cloud computing.

E Ink targets 2027 revenue from PTFE materials for AI data centers

Sherri Wang — Fri, 13 Nov 2026 08:25:00 GMT

E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene (PTFE) materials in 2027, with production ramping up in 2028.

Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27

DIGITIMES — Fri, 13 Nov 2026 08:15:00 GMT

Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant, company Vice President and spokesperson Ho Tsung-ming said at an investor conference this week. Looking ahead to 2027, existing product lines are expected to grow slightly, while the company's new edge server management chip (eBMC) line is expected to win customer approval in the second half, bringing orders into clearer view.

DIGITIMES Chairman urges Taiwan to become sovereign AI partner

Lily Hess — Fri, 13 Nov 2026 08:04:53 GMT

Digitimes Chairman and CEO Colley Hwang said Taiwan should leverage its strengths in chip manufacturing, advanced packaging, and ICT hardware production to pursue sovereign AI opportunities outside the US and China. Speaking at the 2026 Avnet Ecosystem Technology Forum on November 13, Hwang said AI and semiconductors will remain major industries over the next 10 to 20 years.

Samsung weighs separating memory and mobile leadership

DIGITIMES — Fri, 13 Nov 2026 07:55:00 GMT

Samsung Electronics may appoint separate heads of its memory and mobile businesses in an upcoming executive reshuffle, as record semiconductor profits contrast with losses in its consumer electronics division.

Cerebras Systems 3Q26 earnings: macro resilience, sector performance, and future outlook

DIGITIMES — Fri, 13 Nov 2026 07:44:24 GMT

Cerebras Systems reported third-quarter 2026 results, delivering record core revenue of US$231 million, up 10% sequentially and 70% year-over-year, and positive core net income of US$30 million, its first positive non-GAAP net income as a public company.

Chinese AI firms reportedly race for overseas compute, fear upcoming chip curbs amid Nvidia spy case

DIGITIMES — Fri, 13 Nov 2026 07:41:48 GMT

Chinese AI companies reportedly are racing to sign overseas compute deals as they fear the political fallout of the Nvidia spy scandal could push US lawmakers to restrict their remote access to advanced chips. Congress could boost passage of such bills after mid-term elections revealed the US public's desire to rein in AI leaders and have possibly limited President Donald Trump's hold over Republican legislators.

Korean labor minister hears chipmakers on 52-hour cap amid dragging special-zone talks

DIGITIMES — Fri, 13 Nov 2026 07:37:44 GMT

South Korea's labor minister met semiconductor companies on November 13 to hear how the 52-hour workweek cap affects their research and development staff, as unions, employers, and the government remain split over exempting workers in planned super-regional special zones from the limit.

Samsung reportedly in talks to acquire data center cooling firm Modine

DIGITIMES — Fri, 13 Nov 2026 07:20:51 GMT

Samsung Electronics is in talks to acquire US data center cooling equipment maker Modine Manufacturing, Bloomberg reported on November 12, as the South Korean company expands its heating, ventilation and air conditioning (HVAC) business following last year's acquisition of Germany's FläktGroup.

China's eSSD order opens up US market opportunity for Samsung, SK Hynix

DIGITIMES — Fri, 13 Nov 2026 07:08:47 GMT

Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following order reductions by major Chinese AI companies struggling to secure advanced processors under US export restrictions.

Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom

Levi Li — Fri, 13 Nov 2026 06:49:32 GMT

China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86 server business, entered the Shenzhen Stock Exchange's ChiNext listing review process on 12 November, seeking to raise CNY8 billion (approx. US$1.2 billion) in net proceeds.

Samsung reportedly wins more AI chip orders from US cloud firms

DIGITIMES — Fri, 13 Nov 2026 06:44:47 GMT

Samsung Electronics has reportedly secured new AI chip manufacturing orders from major US cloud service providers for a second consecutive quarter, with commercial shipments expected to begin in 2028 as tight capacity at TSMC creates opportunities for Samsung's foundry business.

CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs

DIGITIMES — Fri, 13 Nov 2026 06:43:49 GMT

Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM at IC China 2026, which opened on November 12. The expansion, backed by manufacturing advances and higher research spending, signals CXMT's ambitions beyond its established mobile memory business.

SK Hynix, Intel explore shared memory to ease AI bottlenecks

Sherri Wang — Fri, 13 Nov 2026 06:42:52 GMT

SK Hynix is working with Intel and other industry partners to develop memory-centric computing architectures that would allow AI servers to share memory resources, as agentic AI drives up demand for memory capacity and bandwidth.

Intel forms 23-company Korean AI alliance as it pitches HBM-free inference GPU

DIGITIMES — Fri, 13 Nov 2026 06:40:01 GMT

Intel is courting South Korea's AI ecosystem on two fronts: a 23-company alliance built around Korean-made servers and an inference GPU that swaps costly high-bandwidth memory (HBM) for low-power DRAM. At the 2026 Intel AI Summit Seoul, held at COEX on November 12, the US chipmaker also offered its custom chip design and foundry services to a market crowded with neural processing unit (NPU) startups and home to two of the world's largest memory makers.

Megaspeed says it is strengthening US export-control compliance

DIGITIMES — Fri, 13 Nov 2026 06:32:11 GMT

Megaspeed International said it is reviewing its graphics processing unit inventory and export-control practices as it seeks to demonstrate compliance with applicable US laws. The company's statement, issued November 12, 2026, signals scrutiny of technology shipments and regulatory obligations, with relevance for businesses and governments that operate across markets.

Acer targets education market with AI teaching assistants and agents

Kevin Wang — Fri, 13 Nov 2026 06:30:00 GMT

Acer is expanding its smart-campus business with the unveiling of a classroom-of-the-future platform at the 2026 IT Month and EdTech Taiwan trade show, spanning AI teaching assistants, AI agents and a smart-campus management platform. Yung-yi Lin, head of innovative businesses at Acer Taiwan, noted that both schools and teachers working on the education frontline need the assistance of AI software, and Acer's efforts in this space will provide a wider range of AI applications for the education market.

Pegatron targets several-fold growth in 2027

Jingyue Hsiao — Fri, 13 Nov 2026 06:15:55 GMT

Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth" in 2027 and aims to catch up with peers in server scale and profitability.

Dutch court further curbs Wingtech's control of Nexperia, widening China chip supply chain split

Levi Li — Fri, 13 Nov 2026 06:08:55 GMT

The battle for control of Dutch chipmaker Nexperia is intensifying after a Dutch court further restricted Chinese parent Wingtech Technology and related parties from interfering with the company's operations. Meanwhile, Nexperia China is accelerating efforts to establish an independent supply chain, deepening the divide between the two sides' management and manufacturing operations.

Doosan clears SK Siltron merger reviews; deal could close by end-2026

DIGITIMES — Fri, 13 Nov 2026 05:50:00 GMT

Doosan Group has completed merger reviews in six countries for its acquisition of SK Siltron within about two months. The deal is valued at KRW2.3 trillion (US$1.73 billion). The key regulatory process finished ahead of expectations, potentially accelerating the transaction, industry sources said.

LGES, Samsung SDI target 2Q27 LFP battery production for AI servers

DIGITIMES — Fri, 13 Nov 2026 05:30:00 GMT

LG Energy Solution (LGES) and Samsung SDI plan to begin mass production of lithium iron phosphate (LFP) batteries for AI servers in the second quarter of 2027, expanding the technology beyond EVs and energy storage systems (ESS) into the AI data-center backup power market.

Reports emerge tying Alice Huang's business web to Huawei Cloud

DIGITIMES — Fri, 13 Nov 2026 05:01:54 GMT

CNBC reported that Alice Huang, with whom Nvidia CEO Jensen Huang allegedly had an extramarital relationship, may be connected to Huawei Cloud through a complex web of ownership and business ties involving a Shenzhen data center.

Cisco lifts FY2027 outlook after record earnings, with AI networking revenue set to double

DIGITIMES — Fri, 13 Nov 2026 04:53:33 GMT

Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more than 15 years. The networking equipment giant now expects revenue from hyperscaler AI infrastructure to more than double this fiscal year, signalling a broader recovery in networking demand.

Nvidia's 14-point GPU checks tighten AI server supply; full prepayment and 2027 price hikes loom

Levi Li — Fri, 13 Nov 2026 04:40:29 GMT

Nvidia CEO Jensen Huang has stepped down, while the US is preparing another round of tighter export controls on advanced AI chips. Industry sources expect Washington to extend its oversight beyond the physical movement of hardware to the use of computing power at overseas data centres. NVIDIA Announces CEO Transition+1

FICG returns to growth in 3Q26 as 1.6T enters mass production

Rodney Chan — Fri, 13 Nov 2026 04:27:58 GMT

FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed optical modules used in AI data centers. The company said its 1.6T products have entered mass production, while 3.2T and 6.4T products are moving into pilot production, strengthening its outlook.

AMD and PsiQuantum expand partnership on quantum computing infrastructure

DIGITIMES — Fri, 13 Nov 2026 04:23:04 GMT

PsiQuantum and AMD are expanding their partnership to develop infrastructure for utility-scale, fault-tolerant quantum computers and hybrid systems combining quantum, high-performance, and AI computing. The agreement includes AMD processors, GPUs, software, and an equity investment, with potential applications in drug discovery and other industries worldwide as systems scale globally.

Sheffield, Taiwan firms target aerospace, defense semiconductor opportunities

Lily Hess — Fri, 13 Nov 2026 04:21:53 GMT

Special Melted Products, a UK subsidiary of Taiwan-based wire, cable, and stainless steel manufacturer Walsin Lihwa, is partnering with National Taiwan University (NTU) and the University of Sheffield to establish an advanced international research center. The initiative will combine Sheffield's traditional steelmaking base with strengths in heterogeneous integration and compound semiconductors, targeting the aerospace and defense industries as key commercial outlets.

CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns

Eifeh Strom — Fri, 13 Nov 2026 04:20:00 GMT

Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing backed by customer contracts, chip assets, and prepayments. The company is also increasing its use of short-term capacity transactions to reduce financing costs and debt pressures.