DIGITIMES Asia: News and Insight of the Global Supply Chain

VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push

DIGITIMES — Tue, 9 Jun 2026 04:33:07 GMT

During its first quarter 2026 earnings call, VinFast Auto Ltd. unveiled a series of significant corporate moves, including a transition in board leadership, a major restructuring of its manufacturing assets, and the expansion of high-tech partnerships focused on autonomous mobility. These developments signal the company's shift toward a "capital-light" business model that prioritizes research and development (R&D) and brand growth over capital-intensive manufacturing.

TSMC capacity crunch pushes Google, Nvidia closer to Intel

DIGITIMES — Tue, 9 Jun 2026 04:32:16 GMT

TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.

Onsemi launches Elite Pairing Studio to simplify power design

DIGITIMES — Tue, 9 Jun 2026 04:24:00 GMT

Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error in power electronics, with potential implications for AI data centers, electric vehicles, industrial systems, and electrification infrastructure worldwide.

Nvidia and Hyundai deepen AI partnership in robotics and mobility

DIGITIMES — Tue, 9 Jun 2026 04:17:19 GMT

Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.

VinFast revenue rises 42%, but losses widen sharply in 1Q26

DIGITIMES — Tue, 9 Jun 2026 04:13:01 GMT

Vietnam-based electric vehicle maker VinFast reported strong revenue and delivery growth in the first quarter of 2026, but its financial results showed that losses continued to widen significantly as the company pursues aggressive global expansion.

SK Hynix orders Hanmi equipment for HBM4 capacity buildout

DIGITIMES — Tue, 9 Jun 2026 04:10:22 GMT

SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.

Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam

Levi Li — Tue, 9 Jun 2026 04:08:47 GMT

Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the HarmonyOS ecosystem, the market is also watching AI agents as a key test of Huawei's broader AI roadmap.

Delta, Liteon tackle AI power and load stability needs

Charlene Chen — Tue, 9 Jun 2026 03:59:45 GMT

As AI shifts from training to inference and agents, computing and power demand are growing exponentially, putting energy supply and load stability at the center of the industry's next challenge. At the recently concluded Computex 2026, Delta Electronics and Liteon Technology showcased power supply solutions as data centers grapple with "tokens per watt" efficiency metrics and sharp current peaks.

Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity

DIGITIMES — Tue, 9 Jun 2026 03:59:10 GMT

Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market. The package was designed to fund the rental of Tensor Processing Units developed with Alphabet's Google and Broadcom and closed this week, according to Financial Times and Bloomberg.

US Pentagon adds BYD, Alibaba to China military company list

DIGITIMES — Tue, 9 Jun 2026 03:55:02 GMT

The US Department of Defense has updated its list of companies identified as Chinese military companies operating in the US, adding a wide range of technology, telecom, semiconductor, drone, and artificial intelligence firms.

Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships

Levi Li — Tue, 9 Jun 2026 03:48:53 GMT

Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.

Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron

Sherri Wang — Tue, 9 Jun 2026 03:43:14 GMT

Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in years.

OpenAI begins IPO process with confidential SEC filing

DIGITIMES — Tue, 9 Jun 2026 03:15:25 GMT

OpenAI has taken its clearest step yet toward becoming a publicly traded company, announcing that it has confidentially submitted a draft S-1 registration statement to the US Securities and Exchange Commission (SEC).

Topco monthly sales hit third-highest level on chip materials demand

DIGITIMES — Tue, 9 Jun 2026 03:08:23 GMT

Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor materials sales posted double-digit growth.

Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output

DIGITIMES — Tue, 9 Jun 2026 03:08:14 GMT

Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to ripple beyond North Carolina by reinforcing domestic manufacturing and the networks that support cloud services, artificial intelligence, and digital infrastructure worldwide.

AMD commits up to GBP2 billion to speed AI research in the UK

DIGITIMES — Tue, 9 Jun 2026 03:04:47 GMT

AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.

Taiwan suppliers target physical AI platforms as robotics race moves beyond hardware

Levi Li — Tue, 9 Jun 2026 02:59:52 GMT

Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.

Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea

Elaine Chen — Tue, 9 Jun 2026 02:49:30 GMT

After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI development.

Yesiang begins shipping recycled filters as 2nm demand lifts AMC market

Jingyue Hsiao — Tue, 9 Jun 2026 02:29:53 GMT

Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control is becoming a critical yield factor for advanced chips, while cleaner manufacturing also aligns with lower-waste sourcing trends.

Apple's Siri AI reboot stirs optimism and doubt as Google Gemini role draws attention

DIGITIMES — Tue, 9 Jun 2026 02:15:56 GMT

Apple's annual developer conference on June 8 served as a long-awaited stage for the company to lay out its artificial intelligence (AI) roadmap, headlined by a rebuilt Siri called Siri AI and a broader set of Apple Intelligence updates. Reaction from analysts and industry watchers was broadly cautious but not dismissive — a recurring theme being that Apple has moved in the right direction, but the most consequential capabilities remain months away from reaching consumers.

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

DIGITIMES — Tue, 9 Jun 2026 02:08:50 GMT

Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive the full suite of new features at launch. The reasons differ significantly between the two regions, and industry watchers say the gap poses a strategic risk for a company whose AI pitch depends on delivering a consistent, platform-wide experience.

Apple unveils Siri AI and next-generation Apple Intelligence at WWDC 2026

DIGITIMES — Tue, 9 Jun 2026 01:56:15 GMT

On June 8, Apple launched its most ambitious AI initiative to date, integrating the next generation of Apple Intelligence across its entire ecosystem. Featuring a groundbreaking partnership with Google and a privacy-focused architecture, the company introduced Siri AI, an advanced conversational assistant, alongside major software updates like macOS Golden Gate and iOS 27.

VinFast targets top-tier status in India as electric two-wheelers near launch

DIGITIMES — Tue, 9 Jun 2026 01:33:06 GMT

During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business performance in the region has been "very positive," with VinFast ranking fourth among Battery Electric Vehicle (BEV) brands in India based on quarterly sales figures.

ELAN Microelectronics expands into AI PCs, drones, and optical chips

DIGITIMES — Tue, 9 Jun 2026 00:00:56 GMT

ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.

GSEO surpasses NT$10 billion in five-month revenue and plans July mass production

DIGITIMES — Mon, 8 Jun 2026 23:59:21 GMT

Genius Electronic Optical reported consolidated revenue of NT$1.629 billion (US$51.5 million) in May 2026, marking a month-on-month decline from NT$2.314 billion in April but a 30.24% increase from NT$1.251 billion in May 2025. For the period from January through May 2026, cumulative consolidated revenue reached NT$10.084 billion, exceeding NT$10 billion and representing a 19.67% rise from NT$8.426 billion in the same period of 2025.

Taiwan server makers post strong May sales as AI demand continues to drive orders

DIGITIMES — Mon, 8 Jun 2026 23:55:34 GMT

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to continued momentum in the second and third quarters, even as notebook markets remain weak and broader personal computer demand remains subdued.

YMTC returns to South Korea's consumer SSD market after four-year absence

DIGITIMES — Mon, 8 Jun 2026 23:48:29 GMT

Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth memory and enterprise storage.

MAtek posts record May revenue as AI chip power and 2-nanometer nodes drive testing demand

DIGITIMES — Mon, 8 Jun 2026 23:47:56 GMT

MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced materials analysis and failure analysis services driven by high-end AI chip development and advanced process transitions.

Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half

DIGITIMES — Mon, 8 Jun 2026 23:47:28 GMT

Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling component shipments in the second half of 2026, driven by a shift from air cooling to liquid cooling in data centers. The firm reported consolidated revenue of NT$761 million in May 2026, flat month-over-month and up 27% from May 2025, and cumulative revenue of NT$3.805 billion for the first five months of 2026, a 17% year-over-year increase.

Panasonic raises SP-Cap prices as AI drives passive component demand

Lily Hess — Mon, 8 Jun 2026 23:46:58 GMT

Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.

AI supply chain shortages shift from chips to equipment

Lily Hess — Mon, 8 Jun 2026 23:46:20 GMT

As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.

HiSilicon chip price hikes put China's AI compute supply chain back in focus

Levi Li — Mon, 8 Jun 2026 23:46:08 GMT

Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.

AI demand is turning memory chips into rationed assets, Morgan Stanley says

Jingyue Hsiao — Mon, 8 Jun 2026 23:45:53 GMT

AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.

Microsoft shifts AI cost burden toward devices as cloud bills climb

Jingyue Hsiao — Mon, 8 Jun 2026 23:45:24 GMT

Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model.

AI chip race lifts semiconductor equipment sales to record US$36.55bn

DIGITIMES — Mon, 8 Jun 2026 23:44:36 GMT

Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.

LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply

DIGITIMES — Mon, 8 Jun 2026 23:43:31 GMT

LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten.

Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst

DIGITIMES — Mon, 8 Jun 2026 23:43:07 GMT

Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same four products he had unveiled in Taipei. "Nvidia introduced four new products this week," he told reporters in Seoul.

Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia

Joseph(C) Chen — Mon, 8 Jun 2026 21:11:32 GMT

Samsung Electronics signaled that discussions on cooperation with Nvidia are progressing smoothly, and that collaboration in next-generation memory and foundry services will continue to expand. The comment was made by Samsung Electronics co-CEO and head of the Device Solutions (DS) division Young-hyun Jun following talks with Nvidia CEO Jensen Huang and senior executives at The Shilla hotel in Jung-gu, on June 8.

Molex expands in Taiwan as AI interconnect demand splits between copper and optics

Jingyue Hsiao — Mon, 8 Jun 2026 08:56:55 GMT

Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan operations to support the region's AI hardware supply chain.