<?xml version="1.0" encoding="UTF-8" ?>
<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:media="http://search.yahoo.com/mrss/">
<channel>
<atom:link href="https://www.digitimes.com/rss/daily.xml" rel="self" type="application/rss+xml" />
<title>DIGITIMES Asia: News and Insight of the Global Supply Chain</title>
<link>https://www.digitimes.com</link>
<description>A platform bridging customers and suppliers</description>
<language>en-us</language>
<copyright>Copyright 2026 DIGITIMES Inc.</copyright>
<lastBuildDate>Thu, 25 Jun 2026 20:00:04 GMT</lastBuildDate>
<ttl>240</ttl>
<image>
<title>DIGITIMES Asia</title>
<width>131</width>
<height>62</height>
<link>https://www.digitimes.com</link>
<url>https://www.digitimes.com/images/NewWLogo.gif</url>
</image>
<item>
<title>Taiwan electronics production jumps 93% in first five months of 2026 on AI boom</title>
<pubDate>Thu, 25 Jun 2026 09:38:29 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD200/taiwan-moea-production-electronics-2026.html</link>
<description>Taiwan's Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan's computer, electronic products, and optical products sector&#38;mdash;led by servers, switches, semiconductor testing equipment and components, and solid-state drives&#38;mdash;saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD200/taiwan-moea-production-electronics-2026.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd200_files/2_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>IntelliEPI targets record 2026 revenue amid InP substrate shortages</title>
<pubDate>Thu, 25 Jun 2026 09:31:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD240/inp-intelliepi-2026-substrate-wafer.html</link>
<description>Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to keep rising in 2026 and set another record. The company's biggest challenge remains a shortage of InP substrates, prompting it to rely mainly on Japanese suppliers while helping German manufacturers accelerate mass production of InP substrates.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD240/inp-intelliepi-2026-substrate-wafer.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd240_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Europe's AI infrastructure: the cost gap that policy cannot paper over</title>
<pubDate>Thu, 25 Jun 2026 09:29:49 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260622VL214/eu-europe-ai-computing-power-cost-2026-infrastructure.html</link>
<description>The EU currently hosts roughly 5% of the world's AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024 to 35 GW by 2030 &#38;mdash; a tripling driven almost entirely by AI. The infrastructure to close that gap does not yet exist, and building it in Europe costs substantially more than building the equivalent in the US.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260622VL214/eu-europe-ai-computing-power-cost-2026-infrastructure.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260622vl214_files/6_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Samsung chairman reviews HBM4 supply as revenue tops US$1 billion</title>
<pubDate>Thu, 25 Jun 2026 09:06:54 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624VL220/samsung-hbm-chairman-revenue-hbm4.html</link>
<description>&lt;p class="P1" data-start="716" data-end="1003"&gt;Samsung Electronics chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to review high-bandwidth memory production operations, as cumulative revenue from the company's latest HBM generation has crossed the US$1 billion mark and demand tied to AI chips continues to rise.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624VL220/samsung-hbm-chairman-revenue-hbm4.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624vl220_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit:  Samsung]]></media:description>
</media:content></item>
<item>
<title>Century Wind Power to acquire Century Huaxin and rebrand as Century Energy Equipment</title>
<pubDate>Thu, 25 Jun 2026 09:02:39 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD235/offshore-wind-acquisition-taipei-equipment-merger.html</link>
<description>Century Wind Power announced on June 25 that its board approved a share-swap acquisition of 100% of Century Huaxin Wind Energy Co. and a proposed corporate name change to Century Energy Equipment Co., Ltd. The deal will see Century Wind Power issue new shares at an exchange ratio of 0.22 ordinary shares for each Century Huaxin ordinary share, with an expected issuance of 44,000 thousand new shares representing about 18.64% of post-issuance share capital.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Sustainability</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD235/offshore-wind-acquisition-taipei-equipment-merger.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd235_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market</title>
<pubDate>Thu, 25 Jun 2026 08:46:39 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL212/kioxia-market-apple-nand-price.html</link>
<description>Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating demand for NAND flash memory, SSDs and next-generation storage used in AI and consumer electronics.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL212/kioxia-market-apple-nand-price.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl212_files/5_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>EU clears EUR76M in German aid for Munich quantum chip-testing plant</title>
<pubDate>Thu, 25 Jun 2026 08:36:47 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624VL219/eu-testing-equipment-funding-germany.html</link>
<description>The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds' plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels' push to reduce Europe's reliance on foreign chip technology and strengthen its industrial autonomy.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624VL219/eu-testing-equipment-funding-germany.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624vl219_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>Agility Robotics targets Nasdaq debut as Abico eyes robot mass production</title>
<pubDate>Thu, 25 Jun 2026 08:35:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD230/robot-nasdaq-production-2026-ability-enterprise.html</link>
<description>US humanoid robot startup Agility Robotics announced on June 24 ET that it will go public on Nasdaq via a SPAC, aiming for a listing as early as September 2026. If completed, it will become the first publicly traded humanoid robot company in the US. Agility Robotics is currently valued at about US$11 billion.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD230/robot-nasdaq-production-2026-ability-enterprise.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd230_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp</title>
<pubDate>Thu, 25 Jun 2026 08:34:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624VL208/hua-hong-semiconductor-semiconductor-foundry-12-inch-40nm-capacity.html</link>
<description>Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624VL208/hua-hong-semiconductor-semiconductor-foundry-12-inch-40nm-capacity.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624vl208_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Baidu]]></media:description>
</media:content></item>
<item>
<title>Sigurd expands AI testing capacity as demand keeps facilities full</title>
<pubDate>Thu, 25 Jun 2026 08:16:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD217/sigurd-capacity-testing-demand-revenue.html</link>
<description>Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD217/sigurd-capacity-testing-demand-revenue.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd217_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>SambaNova targets US$10B valuation as demand rises for cheaper AI inference</title>
<pubDate>Thu, 25 Jun 2026 07:59:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL216/ai-inference-chips-demand-funding-nvidia.html</link>
<description>AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL216/ai-inference-chips-demand-funding-nvidia.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl216_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: SambaNova]]></media:description>
</media:content></item>
<item>
<title>ASE sees AI demand stretching packaging capacity into 2030</title>
<pubDate>Thu, 25 Jun 2026 07:40:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD232/ase-packaging-capacity-demand-2030.html</link>
<description>ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD232/ase-packaging-capacity-demand-2030.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd232_files/2_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[ASE Technology Holding COO Dr Tien Wu. Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>ADATA explores Thailand role in AI computing expansion</title>
<pubDate>Thu, 25 Jun 2026 07:18:41 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD227/adata-industrial-infrastructure-demand-growth.html</link>
<description>ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD227/adata-industrial-infrastructure-demand-growth.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd227_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: ADATA]]></media:description>
</media:content></item>
<item>
<title>How Gogoro plans to take Taiwan's electric scooter supply chain global</title>
<pubDate>Thu, 25 Jun 2026 07:08:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD225/gogoro-electric-scooter-launch-taiwan-supply-chain.html</link>
<description>During the launch event for the company's new scooter model "Luna," Gogoro CEO Henry Chiang said that the long-term goal is to become a sustainable and healthy enterprise, while also helping Taiwan's electric scooter supply chain expand into international markets.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD225/gogoro-electric-scooter-launch-taiwan-supply-chain.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd225_files/2_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Calin Tech eyes low-altitude economy opportunities, expands auto customer base in Europe, US, and Asia</title>
<pubDate>Thu, 25 Jun 2026 06:50:01 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD221/calin-optical-lens-revenue-growth.html</link>
<description>Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below economies of scale, Calin has demonstrated a strong commitment to transformation in recent years by actively developing higher-value products and gradually optimizing its product mix, laying a critical foundation for long-term growth.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Displays</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD221/calin-optical-lens-revenue-growth.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd221_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Aleees to build 100,000-tonne precursor plant in Taiwan to supply North American LFP demand</title>
<pubDate>Thu, 25 Jun 2026 05:55:31 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD228/aleees-demand-taiwan-plant-capacity.html</link>
<description>Advanced Lithium Electrochemistry, or Aleees, said on June 25 that it will accelerate construction of a phosphoric iron precursor plant in Taiwan, targeting an annual capacity of 100,000 tonnes. The move is aimed at meeting rising North American demand for lithium iron phosphate materials used in energy storage and electric vehicles, with broader implications for markets worldwide.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD228/aleees-demand-taiwan-plant-capacity.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd228_files/3_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>China tightens export controls on strategic minerals with new whistleblower system</title>
<pubDate>Thu, 25 Jun 2026 05:53:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD227/china-east-asia-ict-manufacturing-it+ce-technology.html</link>
<description>China's Commerce Ministry has expanded oversight of strategic minerals and dual-use goods, adding whistleblower channels, reporting rules, and penalties for evasion. The move could affect global supply chains, especially for companies relying on Chinese-sourced inputs, by increasing compliance demands, due diligence costs, and exposure to enforcement risks.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD227/china-east-asia-ict-manufacturing-it+ce-technology.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd227_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises</title>
<pubDate>Thu, 25 Jun 2026 05:48:32 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD226/ability-enterprise-robot-demand-investment-nasdaq.html</link>
<description>Ability Enterprises said it plans to increase its exposure to Agility Robotics after the robot maker disclosed plans for a Nasdaq listing via a SPAC. The move underscores rising demand for robot perception hardware, a market with implications for logistics, manufacturing, drones, and AI systems globally.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD226/ability-enterprise-robot-demand-investment-nasdaq.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd226_files/3_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem</title>
<pubDate>Thu, 25 Jun 2026 05:46:33 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD223/2026-logistics-hardware-supply-chain-electronics.html</link>
<description>Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD223/2026-logistics-hardware-supply-chain-electronics.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd223_files/3_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Foxtron pivots overseas strategy toward Europe as EV competition intensifies</title>
<pubDate>Thu, 25 Jun 2026 03:18:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD221/foxtron-europe-competition-market-vehicle.html</link>
<description>Foxtron is shifting its overseas plans toward Europe as global electric vehicle competition heats up and trade barriers rise. Chairman Andy Lee said the company will use local partnerships and its BOL model to build a stronger regional base while aiming to reduce risk, deepen supply chains, and expand long-term market reach.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD221/foxtron-europe-competition-market-vehicle.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd221_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Commentary: Micron turns AI memory crunch into a buyback story</title>
<pubDate>Thu, 25 Jun 2026 03:12:51 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL206/micron-dram-demand-hbm-revenue.html</link>
<description>Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL206/micron-dram-demand-hbm-revenue.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl206_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals</title>
<pubDate>Thu, 25 Jun 2026 03:12:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL204/micron-demand-revenue-earnings-2027.html</link>
<description>Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL204/micron-demand-revenue-earnings-2027.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl204_files/4_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>Automotive memory and LFP material costs surge, impact seen with Chinese automakers</title>
<pubDate>Thu, 25 Jun 2026 03:07:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD214/automakers-lithium-carbonate-automotive-market-price.html</link>
<description>Surging prices for automotive memory and lithium carbonate, a key upstream material for lithium batteries, have become a challenge regarding Chinese automakers' profit margins this year. Industry sources say that after BYD took the lead in raising prices in May, fifteen other automakers followed suit. However, the move was met with Tesla's effective price cuts and brands maintaining their pricing, attracting consumers away from competitors and forcing many automakers that had raised prices to quickly reverse course through various forms of disguised discounts to calm market concerns.</description>
<dc:creator>Emily Kuo</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD214/automakers-lithium-carbonate-automotive-market-price.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd214_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>TSMC-Amkor alliance jolts packaging map as ASE races to expand</title>
<pubDate>Thu, 25 Jun 2026 03:05:31 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD222/packaging-ase-testing-tsmc-amkor.html</link>
<description>The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to diversify supply-chain risk make deeper global investment inevitable.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD222/packaging-ase-testing-tsmc-amkor.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd222_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave</title>
<pubDate>Thu, 25 Jun 2026 03:01:10 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD213/nvidia-cpo-infrastructure-optics-roadmap-tsmc.html</link>
<description>Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the global AI race is rapidly expanding beyond GPU compute, with optical interconnects, silicon photonics, and CPO emerging as the next major battleground.</description>
<dc:creator>Scarlett Yu</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD213/nvidia-cpo-infrastructure-optics-roadmap-tsmc.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd213_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Michael Lee]]></media:description>
</media:content></item>
<item>
<title>Coplus developing Nvidia-backed AI headlights</title>
<pubDate>Thu, 25 Jun 2026 03:00:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD207/coplus-2026-development-nvidia-market.html</link>
<description>Coplus took a cautiously optimistic view of the second half of 2026 during an investors conference on June 24. The Taiwan-based auto parts supplier said it has lined up countermeasures after its first-quarter 2026 operations were hit by US tariffs and geopolitical tensions, and is moving from traditional automotive lighting into AIoT.</description>
<dc:creator>Rodney Chan</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD207/coplus-2026-development-nvidia-market.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd207_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Chinese chip packaging giant JCET plans US$1.1b AI chip packaging plant</title>
<pubDate>Thu, 25 Jun 2026 02:51:01 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL211/packaging-ai-chip-plant-jcet-investment.html</link>
<description>JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL211/packaging-ai-chip-plant-jcet-investment.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl211_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: JCET]]></media:description>
</media:content></item>
<item>
<title>China moves to build helium reserve as Nippon Sanso sets over 30% price hike</title>
<pubDate>Thu, 25 Jun 2026 02:46:47 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD216/industrial-wafer-supplier-equipment-packaging.html</link>
<description>&lt;p class="P1" data-start="137" data-end="459"&gt;Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.</description>
<dc:creator>Sherri Wang</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD216/industrial-wafer-supplier-equipment-packaging.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd216_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Guangzhou Guanggang Gases &#38; Energy]]></media:description>
</media:content></item>
<item>
<title>TSMC 3nm lead times surpass one year as Samsung faces Intel in foundry push</title>
<pubDate>Thu, 25 Jun 2026 02:39:41 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD220/samsung-semiconductor-foundry-chips-demand-intel-tsmc.html</link>
<description>As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD220/samsung-semiconductor-foundry-chips-demand-intel-tsmc.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd220_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>AI server demand drives sharp price gains in high-end MLCCs</title>
<pubDate>Thu, 25 Jun 2026 02:35:27 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD208/ai-server-high-end-mlcc-demand-price.html</link>
<description>Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD208/ai-server-high-end-mlcc-demand-price.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd208_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Fenghua Advanced Technology]]></media:description>
</media:content></item>
<item>
<title>JD.com targets 700,000 workers for retraining as robots reshape logistics</title>
<pubDate>Thu, 25 Jun 2026 02:27:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD242/logistics-chairman-2026-automation-apec.html</link>
<description>Founder and chairman of Chinese e-commerce platform JD.com Qiangdong Liu said at the 2026 APEC Business Leaders China Forum that logistics and delivery work will gradually be handled by robots, with many courier jobs likely to be replaced by automation. He added that JD.com has launched an internal program called the "Nirvana Plan" to help about 700,000 logistics and blue-collar employees retrain and transition as AI reshapes the industry.</description>
<dc:creator>Lily Hess</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD242/logistics-chairman-2026-automation-apec.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd242_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos</title>
<pubDate>Thu, 25 Jun 2026 02:25:53 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL208/ai-cybersecurity-software-china.html</link>
<description>Chinese cybersecurity company 360 Security Technology has unveiled a pair of AI-powered cybersecurity tools that it says can match the capabilities of Anthropic's highly restricted Mythos system, marking China's latest effort to narrow the gap with leading US AI technologies.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL208/ai-cybersecurity-software-china.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl208_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>ByteDance's reported AI chip orders mark breakthrough for Chinese GPU maker Iluvatar CoreX</title>
<pubDate>Thu, 25 Jun 2026 02:23:50 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL210/bytedance-gpu-chips-ai-chip-ai-inference.html</link>
<description>ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL210/bytedance-gpu-chips-ai-chip-ai-inference.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl210_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>IC design firms race to secure packaging capacity</title>
<pubDate>Thu, 25 Jun 2026 02:19:59 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD215/ic-design-packaging-capacity-testing-supply-chain.html</link>
<description>IC design firms are scrambling to expand their partner networks as tight packaging and testing capacity remain the most pressing bottleneck in the supply chain. Companies in Taiwan, Europe, and the US say the shortage is worse than expected, pushing packaging, testing, and related materials into broader supply constraints.</description>
<dc:creator>Lily Hess</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD215/ic-design-packaging-capacity-testing-supply-chain.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd215_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting</title>
<pubDate>Thu, 25 Jun 2026 02:09:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL207/nvidia-jensen-huang-ai-security-revenue.html</link>
<description>At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL207/nvidia-jensen-huang-ai-security-revenue.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl207_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>ProLogium and Elysian Aircraft sign MoU to explore solid-state batteries for electric aviation</title>
<pubDate>Thu, 25 Jun 2026 01:54:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624VL216/prologium-mou-aircraft-lithium-certification.html</link>
<description>ProLogium, a Taiwanese battery maker specializing in next generation lithium ceramic cells, has signed a memorandum of understanding with Elysian Aircraft, a Dutch aerospace startup developing large battery-electric aircraft.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624VL216/prologium-mou-aircraft-lithium-certification.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624vl216_files/2_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: ProLogium]]></media:description>
</media:content></item>
<item>
<title>MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G</title>
<pubDate>Thu, 25 Jun 2026 01:51:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD211/mediatek-google-asic-partnership-transmission.html</link>
<description>MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD211/mediatek-google-asic-partnership-transmission.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd211_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership</title>
<pubDate>Thu, 25 Jun 2026 01:41:11 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PR200/qualcomm-ai-partnership-data-center-infrastructure-cost.html</link>
<description>Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PR200/qualcomm-ai-partnership-data-center-infrastructure-cost.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pr200_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Qualcomm]]></media:description>
</media:content></item>
<item>
<title>SK Hynix eyes record Nasdaq ADR to fund AI memory expansion</title>
<pubDate>Thu, 25 Jun 2026 01:30:17 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624VL223/sk-hynix-nasdaq-hbm-demand-price.html</link>
<description>&lt;p class="P1" data-start="113" data-end="363"&gt;SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624VL223/sk-hynix-nasdaq-hbm-demand-price.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624vl223_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: SK Hynix]]></media:description>
</media:content></item>
<item>
<title>Anthropic accuses Alibaba of largest distillation attack on Claude, escalating the US-China AI fight</title>
<pubDate>Thu, 25 Jun 2026 01:04:16 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL203/anthropic-alibaba-claude-bloomberg.html</link>
<description>Anthropic's claim that Alibaba "illicitly" harvested its Claude model marks the biggest alleged case yet of a Chinese firm copying a top US lab, sharpening a national-security debate in Washington over AI intellectual property &#38;mdash; even as Anthropic, valued at US$965 billion and eyeing an IPO, feuds with the White House over its own export limits.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL203/anthropic-alibaba-claude-bloomberg.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl203_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon</title>
<pubDate>Thu, 25 Jun 2026 01:03:13 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL200/openai-silicon-broadcom-design-accelerator.html</link>
<description>OpenAI on June 24 unveiled "Jalape&#38;ntilde;o," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC &#38;mdash; the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL200/openai-silicon-broadcom-design-accelerator.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl200_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: OpenAI]]></media:description>
</media:content></item>
<item>
<title>Acer Gadget sees double-digit growth as PC peripherals and smart living drive expansion</title>
<pubDate>Thu, 25 Jun 2026 00:33:57 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD206/acer-growth-pc-peripherals-sales-2026.html</link>
<description>Acer Gadget said momentum in its core PC peripherals and smart living accessories businesses drove a record revenue start to 2026, signaling potential improvement in operating performance later this year. For global consumers and retailers, the company's gains highlight how cross-border e-commerce, pricing pressure, and product mix shifts are shaping demand across major online platforms.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD206/acer-growth-pc-peripherals-sales-2026.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd206_files/3_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>E Ink subsidiary scales solvent-free OCA to support higher-quality, lower-carbon displays</title>
<pubDate>Thu, 25 Jun 2026 00:30:18 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD205/subsidiary-e-ink-manufacturing-display-demand.html</link>
<description>E.Comis Technology, a subsidiary of E Ink Holdings Group, said it has scaled a self-developed, solvent-free optically clear adhesive to meet growing demand for thinner displays, better image quality, and more sustainable manufacturing. The development could affect display products sold worldwide, as brands and suppliers seek materials that improve performance, durability, and lower-carbon production.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD205/subsidiary-e-ink-manufacturing-display-demand.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd205_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: E Ink]]></media:description>
</media:content></item>
<item>
<title>Taiwan-US tariff deal cuts auto parts duties to 15% and reshapes supply chains</title>
<pubDate>Thu, 25 Jun 2026 00:27:51 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625PD201/taiwan-price-investment-capacity.html</link>
<description>Taiwan's agreement with the US to cap tariffs on auto parts at 15% is prompting suppliers to rethink production and shipping plans, with implications that extend beyond the island's factories. The move could reshape pricing for global buyers, shift sourcing away from China, and improve Taiwan's role in the North American aftermarket.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625PD201/taiwan-price-investment-capacity.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625pd201_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia</title>
<pubDate>Thu, 25 Jun 2026 00:09:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL201/qualcomm-data-center-nvidia-meta-chips.html</link>
<description>Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance &#38;mdash; while courting Chinese demand and leaning on manufacturing partner TSMC.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL201/qualcomm-data-center-nvidia-meta-chips.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl201_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Qualcomm]]></media:description>
</media:content></item>
<item>
<title>Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market</title>
<pubDate>Thu, 25 Jun 2026 00:05:18 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260625VL202/micron-market-growth-demand-infrastructure.html</link>
<description>On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constraints are expected to support pricing and profitability through at least 2027.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260625VL202/micron-market-growth-demand-infrastructure.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260625vl202_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>Foxconn and Sharp sign strategic pact to prioritize AI servers and smart infrastructure</title>
<pubDate>Thu, 25 Jun 2026 00:01:33 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD239/foxconn-sharp-infrastructure-market-robotics.html</link>
<description>Foxconn announced on June 24 that it signed a memorandum of strategic cooperation with Japan's Sharp Corp., with both companies centering the partnership on complementary strengths and resource integration under Foxconn's "3+3+3" strategic framework.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Displays</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD239/foxconn-sharp-infrastructure-market-robotics.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd239_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>ITRI and 30 firms form Taiwan consortium to accelerate unmanned vehicle R&#38;amp;D and exports</title>
<pubDate>Thu, 25 Jun 2026 00:00:56 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD238/taiwan-itri-vehicle-exports-technology.html</link>
<description>In response to global non-red supply chain realignment and the need to develop key autonomous technologies for unmanned vehicles, Taiwan's Industrial Technology Research Institute (ITRI) recently joined with multiple major drone makers to form the Taiwan Unmanned Vehicle System Development Consortium (TUVSC). The consortium will focus on four core goals aimed at strengthening Taiwan's autonomous R&#38;amp;D capacity in unmanned vehicles and helping the industry connect with international markets.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD238/taiwan-itri-vehicle-exports-technology.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd238_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>China wafer champion turns to US$1.6B overhaul to stop losses</title>
<pubDate>Wed, 24 Jun 2026 23:59:59 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD231/nsig-shanghai-12-inch-wafer-silicon-wafer.html</link>
<description>National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD231/nsig-shanghai-12-inch-wafer-silicon-wafer.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd231_files/5_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Yicai]]></media:description>
</media:content></item>
<item>
<title>Acbel advances into Europe with onboard chargers and ChargePoint collaboration</title>
<pubDate>Wed, 24 Jun 2026 23:53:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD206/europe-infrastructure-vehicle-market-automakers.html</link>
<description>Acbel Polytech showcased onboard power conversion products and a co-developed charging station solution with ChargePoint at Power2Drive Europe in Munich on June 23, signaling a stepped-up push into Europe's electric vehicle power and charging infrastructure market. The company said the move targets growing European demand for energy-efficient EV systems, smart charging, and charging network expansion.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD206/europe-infrastructure-vehicle-market-automakers.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd206_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>China PC shipments fall as Huawei gains ground in weakening market</title>
<pubDate>Wed, 24 Jun 2026 23:53:17 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PR200/huawei-pc-shipments-omdia.html</link>
<description>China's personal computer market weakened in the first quarter of 2026, with shipments down 2% from a year earlier, according to Omdia. The decline reflects softer consumer demand, economic uncertainty, and rising component costs, trends that may affect global PC supply, pricing, and vendor strategy throughout the year.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PR200/huawei-pc-shipments-omdia.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pr200_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>Phison says NAND shortage has no end in sight as orders are booked into 2Q27</title>
<pubDate>Wed, 24 Jun 2026 23:52:52 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260623PD236/phison-nand-ceo-2026-market.html</link>
<description>&lt;p class="P1" data-start="220" data-end="421"&gt;Phison Electronics CEO Khein-seng Pua said the NAND flash market is facing a supply crunch with "no end in sight," as AI continues to crowd out memory capacity and push storage demand higher.</description>
<dc:creator>Sherri Wang</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260623PD236/phison-nand-ceo-2026-market.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260623pd236_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Nvidia and AWS deepen push to simplify AI infrastructure at scale</title>
<pubDate>Wed, 24 Jun 2026 23:51:54 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PR201/nvidia-aws-ai-inference-infrastructure.html</link>
<description>Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PR201/nvidia-aws-ai-inference-infrastructure.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pr201_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Nvidia]]></media:description>
</media:content></item>
<item>
<title>Japan, France push to secure rare-earth supply beyond China</title>
<pubDate>Wed, 24 Jun 2026 23:51:29 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260623VL219/france-materials-shipments-equipment-data.html</link>
<description>&lt;p class="P1" data-start="596" data-end="883"&gt;Japan and France are moving to reduce their reliance on Chinese heavy rare earths, backing a recycling project in southwestern France that is expected to supply materials used in high-performance permanent magnets for electric vehicles, defense equipment, aircraft and wind-power motors.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Sustainability</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260623VL219/france-materials-shipments-equipment-data.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260623vl219_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>SK Group to meet Tesla and SpaceX leadership to pursue AI-infrastructure and memory partnerships</title>
<pubDate>Wed, 24 Jun 2026 23:51:07 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD234/sk-group-spacex-tesla-xai.html</link>
<description>SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet &lt;em&gt;Ddaily&lt;/em&gt; reported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date was kept confidential.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD234/sk-group-spacex-tesla-xai.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd234_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>EverFocus launches Nvidia-based edge AI vision push into North America</title>
<pubDate>Wed, 24 Jun 2026 23:50:40 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD207/north-america-logistics-market-nvidia-expansion.html</link>
<description>EverFocus Electronics has announced a North America market expansion that includes participation in Automate 2026 and inclusion in Nvidia's official Interactive Ecosystem Map, aimed at bringing Taiwan supplier edge AI vision technology into US advanced manufacturing and logistics. The firm said it will leverage an Nvidia-based edge AI platform to demonstrate multimodal integration of imaging and voice, and to showcase a mobile robot connection model for smart factory inspections.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD207/north-america-logistics-market-nvidia-expansion.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd207_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Power-Win expands into EV battery recycling as Jiadong plant ramps up</title>
<pubDate>Wed, 24 Jun 2026 23:50:12 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD205/recycling-revenue-lithium-battery-efficiency-capacity.html</link>
<description>Power-Win Technology Co. Chairman Lin Pei-yi said following the company's June 23 shareholders meeting that its core battery recycling and processing business has benefited from process improvements, equipment-efficiency upgrades, and enhanced production management, driving growth in both processing volumes and revenue.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD205/recycling-revenue-lithium-battery-efficiency-capacity.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd205_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Power-Win]]></media:description>
</media:content></item>
<item>
<title>Techzone builds circular economy to tap rising semiconductor expansion demand</title>
<pubDate>Wed, 24 Jun 2026 23:49:37 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD201/demand-expansion-taiwan-renewable-energy-electricity.html</link>
<description>Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD201/demand-expansion-taiwan-renewable-energy-electricity.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd201_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Foxtron enters overseas expansion phase as passenger vehicles, buses scale in 2027</title>
<pubDate>Wed, 24 Jun 2026 23:48:51 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624PD200/foxtron-2026-2027-expansion-revenue.html</link>
<description>Foxtron Vehicle Technologies held its investor conference call on June 23, stating operations in the first half of 2026 followed a pattern of a slow start but strong finish.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624PD200/foxtron-2026-2027-expansion-revenue.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624pd200_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>SK Hynix to issue US$29 billion in new shares for Nasdaq ADR listing on July 10</title>
<pubDate>Wed, 24 Jun 2026 10:06:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260624VL222/sk-hynix-funding-capacity-demand.html</link>
<description>SK Hynix disclosed in regulatory filings to South Korea's Financial Supervisory Service and the Korea Exchange on June 24 that its board has approved the issuance of new shares worth KRW45,453,450,000,000 (approx. USUS$29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The filings represent the company's formal confirmation of a listing plan that market rumors had pointed to since at least December 2025, when SK Hynix first received and responded to regulatory inquiries about the speculation.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260624VL222/sk-hynix-funding-capacity-demand.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260624vl222_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Bloomberg]]></media:description>
</media:content></item>
</channel>
</rss>

