https://www.digitimes.com A platform bridging customers and suppliers en-us Copyright 2026 DIGITIMES Inc. Wed, 11 Nov 2026 02:00:03 GMT 240 131 62 https://www.digitimes.com https://www.digitimes.com/images/rss_logo.jpg Wed, 11 Nov 2026 01:59:26 GMT https://www.digitimes.com/news/a20261111VL204/rapidus-2nm-production-manufacturing-development.html Japan's state-backed chipmaker Rapidus is facing mounting technological challenges that could delay its plan to begin mass-producing 2nm semiconductors by March 2028, potentially undermining Tokyo's efforts to rebuild its domestic advanced semiconductor manufacturing capabilities. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261111VL204/rapidus-2nm-production-manufacturing-development.html Wed, 11 Nov 2026 01:57:58 GMT https://www.digitimes.com/news/a20261111PD201/data-center-openai-expansion-electricity-regulation.html US local officials are intensifying scrutiny of data center expansion and artificial intelligence (AI) regulation. Against this backdrop, OpenAI on November 5 unveiled its "National Community Compact," pledging to make nondisclosure agreements less routine in future data center negotiations and ensure local residents do not bear the additional electricity costs created by new projects. DIGITIMES ICT https://www.digitimes.com/news/a20261111PD201/data-center-openai-expansion-electricity-regulation.html Wed, 11 Nov 2026 01:50:21 GMT https://www.digitimes.com/news/a20261111PD212/2027-industrial-revenue-shipments-profit.html Winmate Inc. said third-quarter revenue and net income set records for the quarter, as warehouse and logistics demand and OEM and ODM shipments lifted revenue 40.4% year on year to NT$1.413 billion (US$43.10 million). The rugged industrial PC maker said the third quarter was its peak shipment period of 2026, while a shift in product mix edged gross margin lower from the second quarter. DIGITIMES ICT https://www.digitimes.com/news/a20261111PD212/2027-industrial-revenue-shipments-profit.html Wed, 11 Nov 2026 01:49:44 GMT https://www.digitimes.com/news/a20261111PD210/taiwan-investment-infrastructure-exports-equipment.html Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery Industry (TAMI). The association warned, however, that the US midterm elections have added uncertainty to AI policy, which could make US capital spending more cautious. DIGITIMES ICT https://www.digitimes.com/news/a20261111PD210/taiwan-investment-infrastructure-exports-equipment.html Wed, 11 Nov 2026 01:47:24 GMT https://www.digitimes.com/news/a20261111PD241/nvidia-samsung-gpu-2026-materials.html At Nvidia AI Day Seoul 2026, Samsung Electronics demonstrated a workflow that combined Nvidia's AI modeling tools and GPU computing with homogenization, cutting one semiconductor simulation from 18 hours to 17 seconds, an approximately 3,800-fold speedup using four H100 GPUs. The approach accelerates thermal and structural deformation analysis while reducing the computational burden of large-scale simulations, supporting semiconductor research and development. Jingyue Hsiao Semiconductors https://www.digitimes.com/news/a20261111PD241/nvidia-samsung-gpu-2026-materials.html Wed, 11 Nov 2026 01:37:26 GMT https://www.digitimes.com/news/a20261111PD203/pegatron-revenue-shipments-2026-ai-server.html Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month but up 59.6% year-over-year. The decline from September primarily reflected weaker communications business. DIGITIMES ICT https://www.digitimes.com/news/a20261111PD203/pegatron-revenue-shipments-2026-ai-server.html Wed, 11 Nov 2026 01:36:13 GMT https://www.digitimes.com/news/a20261111PD202/ion-profit-2027-revenue-production.html Ion Electronic Materials is capitalizing on rising demand for localized supplies of electronic specialty gases driven by advanced semiconductor processes, AI, and high-performance computing. Led by Taiwan's "DRAM godfather" Charles Kau, the company reported consolidated gas revenue of NT$534 million (US$16.2 million) in the first three quarters of 2026, up more than 30% year-over-year, while its third-quarter loss narrowed to about NT$800,000, bringing it close to break-even. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261111PD202/ion-profit-2027-revenue-production.html Wed, 11 Nov 2026 01:34:29 GMT https://www.digitimes.com/news/a20261111VL202/ai-server-supply-chain-revenue-sales-taiwan.html Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to a compilation of the companies' monthly sales filings, suggesting that orders for global AI infrastructure were still accelerating even as investor sentiment in the US turned more cautious. DIGITIMES ICT https://www.digitimes.com/news/a20261111VL202/ai-server-supply-chain-revenue-sales-taiwan.html Wed, 11 Nov 2026 01:34:10 GMT https://www.digitimes.com/news/a20261111PD207/inventec-growth-2027-revenue-shipments.html Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are expected to post single-digit growth, president Jack Tsai said. DIGITIMES ICT https://www.digitimes.com/news/a20261111PD207/inventec-growth-2027-revenue-shipments.html Wed, 11 Nov 2026 01:28:40 GMT https://www.digitimes.com/news/a20261111PD206/sercomm-revenue-equipment-shipments-2026.html Sercomm Corporation reported record third-quarter revenue of NT$21.83 billion (US$665.92 million) on November 10, up 48% from a year earlier and 5.9% from the previous quarter. The company cited strong demand for broadband infrastructure and networking equipment, and expects shipments to remain high in the fourth quarter. DIGITIMES Communications https://www.digitimes.com/news/a20261111PD206/sercomm-revenue-equipment-shipments-2026.html Wed, 11 Nov 2026 01:14:43 GMT https://www.digitimes.com/news/a20261111PD223/data-center-capacity-investment-demand-equipment.html China's AI computing infrastructure is expanding rapidly, with local governments and state-backed investment platforms funding GPU purchases, server deployments, and data center construction. Once facilities begin operating, however, a central question is emerging: whether customer demand can sustain the installed capacity. Levi Li ICT https://www.digitimes.com/news/a20261111PD223/data-center-capacity-investment-demand-equipment.html Wed, 11 Nov 2026 00:58:10 GMT https://www.digitimes.com/news/a20261111VL200/capacity-financing-outlook-revenue-expansion.html CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh on its bottom line. The distinction matters for a specialist cloud provider: converting demand into revenue demonstrates execution, but it does not by itself establish that rapid infrastructure growth can produce sustainable net profit. DIGITIMES ICT https://www.digitimes.com/news/a20261111VL200/capacity-financing-outlook-revenue-expansion.html Wed, 11 Nov 2026 00:47:27 GMT https://www.digitimes.com/news/a20261110PD256/quanta-chairman-infrastructure-investment-development.html Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI) if it wants to maintain its global leadership position, with data centers and other infrastructure among the areas where it can make the greatest progress. If investment drops, its competitiveness could gradually erode. However, he stated that even if the pace of AI infrastructure development changes, the impact on Quanta's business is expected to be limited. Eifeh Strom ICT https://www.digitimes.com/news/a20261110PD256/quanta-chairman-infrastructure-investment-development.html Wed, 11 Nov 2026 00:34:44 GMT https://www.digitimes.com/news/a20261110PD255/topco-equipment-materials-germany-manufacturing.html Driven by the European Chips Act (ECA) and the trend toward localizing semiconductor manufacturing, demand for materials, equipment, and technical services in the European market has attracted growing attention. Topco Scientific Germany, a subsidiary of Topco Scientific (TSC), made its debut at SEMICON Europa 2026, being held at Messe Munchen in Germany from November 10 to 13. Together with supplier partners from Taiwan and Japan, the company showcased its ability to integrate cross-border resources and provide localized services. Eifeh Strom Semiconductors https://www.digitimes.com/news/a20261110PD255/topco-equipment-materials-germany-manufacturing.html Wed, 11 Nov 2026 00:19:57 GMT https://www.digitimes.com/news/a20261111PD200/tsmc-investment-taiwan-anthropic-openai.html Taiwan Semiconductor Manufacturing Company (TSMC) approved three strategic investment plans on November 10. This includes committing up to US$500 million each to Anthropic and OpenAI Group, as well as approving an investment of up to US$500 million to establish an investment company for the purpose of making strategic investments in the semiconductor industry and related ecosystem. The three investments carry a combined ceiling of US$1.5 billion. Eifeh Strom Semiconductors https://www.digitimes.com/news/a20261111PD200/tsmc-investment-taiwan-anthropic-openai.html Tue, 10 Nov 2026 09:35:00 GMT https://www.digitimes.com/news/a20261110VL217/nvidia-jensen-huang-management-probe-ceo.html Nvidia's management structure has become a topic of discussion after CEO Jensen Huang became embroiled in an espionage case following his affair with an alleged Chinese spy. With power within the company concentrated in Huang, Nvidia's lack of an obvious successor and Huang's influence on the board have raised questions about the company's future beyond its current leader. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261110VL217/nvidia-jensen-huang-management-probe-ceo.html Tue, 10 Nov 2026 08:59:00 GMT https://www.digitimes.com/news/a20261110PD253/taiwan-hardware-uk-production-manufacturing.html As the global satellite industry shifts toward standardization and high-volume production, demand is accelerating for satellite subsystems, communications hardware, and onboard computing systems. Leveraging its strengths in advanced semiconductor fabrication, electronic hardware, and high-precision manufacturing, Taiwan has emerged as an indispensable supply-chain partner for international space companies. Yunnie Cheng Aerospace https://www.digitimes.com/news/a20261110PD253/taiwan-hardware-uk-production-manufacturing.html Tue, 10 Nov 2026 08:55:00 GMT https://www.digitimes.com/news/a20261110PD237/qisda-chairman-investment-development-taiwan.html Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component shortages across the supply chain. Qisda expects fourth-quarter revenue to remain broadly in line with that of the third quarter while accelerating its AI initiatives. Charlene Chen ICT https://www.digitimes.com/news/a20261110PD237/qisda-chairman-investment-development-taiwan.html Tue, 10 Nov 2026 08:50:00 GMT https://www.digitimes.com/news/a20261110PD251/apple-genai-ipad-apple-intelligence-language.html Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing the company's AI strategy in the Chinese market. Charlene Chen ICT https://www.digitimes.com/news/a20261110PD251/apple-genai-ipad-apple-intelligence-language.html Tue, 10 Nov 2026 08:35:16 GMT https://www.digitimes.com/news/a20261110PR202/grab-infrastructure-asia-development-2030.html SoftBank Group, Grab, and Petroleum Sarawak Berhad (PETROS) have entered into joint development agreements to deploy US$1.85 billion in initial seed capital for large-scale artificial intelligence infrastructure across Malaysia. DIGITIMES ICT https://www.digitimes.com/news/a20261110PR202/grab-infrastructure-asia-development-2030.html Tue, 10 Nov 2026 08:30:31 GMT https://www.digitimes.com/news/a20261110VL214/claude-anthropic-launch-passive.html The launch of Claude Fable 5.2 and Claude Mythos 5.2 marks a decisive shift in artificial intelligence, transitioning models from passive task completion to true autonomous collaboration. Built on a shared neural foundation, the twin models divide responsibilities to balance sheer technical capability with safety. Fable 5.2 functions as the safeguarded, general-purpose workhorse for enterprise applications, whereas Mythos 5.2 provides unrestricted capabilities to vetted institutions tackling sensitive cybersecurity and life sciences research. DIGITIMES ICT https://www.digitimes.com/news/a20261110VL214/claude-anthropic-launch-passive.html Tue, 10 Nov 2026 07:56:34 GMT https://www.digitimes.com/news/a20261110PD240/revenue-automotive-growth-plant-2026.html Y.S. Tech will open a high-performance computing liquid-cooling laboratory at its new Renwu plant in Kaohsiung by the end of 2026, strengthening its ability to develop high-efficiency, low-noise cooling solutions, while its automotive orders extend through 2028. DIGITIMES ICT https://www.digitimes.com/news/a20261110PD240/revenue-automotive-growth-plant-2026.html Tue, 10 Nov 2026 07:44:40 GMT https://www.digitimes.com/news/a20261110PD243/revenue-acer-pc-business-chromebook.html Acer Inc. reported consolidated revenue of NT$26.391 billion in October, a five-year high for the month, up 24.3% year-over-year. Revenue for the first 10 months reached NT$275.940 billion, a 13-year high, rising 24.0% year-over-year. DIGITIMES Devices https://www.digitimes.com/news/a20261110PD243/revenue-acer-pc-business-chromebook.html Tue, 10 Nov 2026 07:31:56 GMT https://www.digitimes.com/news/a20261110PD238/ericsson-ceo-chips-6g-telecom.html Ericsson CEO Per Narvinger is betting on AI to drive the next wave of telecom equipment demand, as the Swedish vendor develops dedicated radio access network (RAN) chips, strengthens its indoor 5G business and targets opportunities in the 6G era. DIGITIMES Devices https://www.digitimes.com/news/a20261110PD238/ericsson-ceo-chips-6g-telecom.html Tue, 10 Nov 2026 07:04:54 GMT https://www.digitimes.com/news/a20261110PD236/yageo-revenue-passive-component-demand.html Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales declined from September due to China's National Day holidays. Both companies recorded year-over-year revenue growth of more than 50%. Sherri Wang Semiconductors https://www.digitimes.com/news/a20261110PD236/yageo-revenue-passive-component-demand.html Tue, 10 Nov 2026 06:56:03 GMT https://www.digitimes.com/news/a20261110PD221/nvidia-industrial-manufacturing-robot-testing-south-korea.html?chid=10 Nvidia showcased its work with South Korean manufacturers on robot simulation, precision sanding and factory digital twins as its AI Day Seoul event opened on November 9, despite the absence of senior director Madison Huang, who canceled her planned visit to South Korea. Sherri Wang East Asia https://www.digitimes.com/news/a20261110PD221/nvidia-industrial-manufacturing-robot-testing-south-korea.html?chid=10 Tue, 10 Nov 2026 06:40:19 GMT https://www.digitimes.com/news/a20261109VL230/tesla-cybertruck-production-elon-musk.html Tesla CEO Elon Musk said that the company will add an extra production shift for its Cybertrucks to meet order backlogs before it stops manufacturing them. The vehicles —iconic to some and infamous to others— are being phased out after years of sales far below expectations as the company pivots toward robotics and AI. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20261109VL230/tesla-cybertruck-production-elon-musk.html Tue, 10 Nov 2026 06:33:17 GMT https://www.digitimes.com/news/a20261110PD242/nvidia-probe-jensen-huang-investigation-ceo.html An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau of Industry and Security (BIS) launched an investigation into Megaspeed's alleged chip smuggling. New reports indicate that Nvidia closely monitored the probe and was accused of attempting to intervene. DIGITIMES ICT https://www.digitimes.com/news/a20261110PD242/nvidia-probe-jensen-huang-investigation-ceo.html Tue, 10 Nov 2026 06:27:36 GMT https://www.digitimes.com/news/a20261110VL212/tsmc-revenue-demand-2026-growth.html TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure continues to support the semiconductor industry. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261110VL212/tsmc-revenue-demand-2026-growth.html Tue, 10 Nov 2026 06:15:02 GMT https://www.digitimes.com/news/a20261110VL210/nvidia-jensen-huang-chips-sales-china-usa.html An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair with an alleged Chinese spy. The legislature is already advancing a series of bills that seek to halt the flow of advanced US chips to China. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261110VL210/nvidia-jensen-huang-chips-sales-china-usa.html Tue, 10 Nov 2026 06:14:30 GMT https://www.digitimes.com/news/a20261110VL211/apple-plant-iphone-supplier-production.html A fatal gas exposure at an Apple supplier's factory in southern India has renewed scrutiny of worker safety as the company expands production in a country that has already seen fires, hazardous factory conditions, and labor disputes at iPhone-linked facilities. DIGITIMES ICT https://www.digitimes.com/news/a20261110VL211/apple-plant-iphone-supplier-production.html Tue, 10 Nov 2026 04:48:03 GMT https://www.digitimes.com/news/a20261110PD235/tesla-cybertruck-production-elon-musk.html Tesla's Cybertruck, once hailed by CEO Elon Musk as the company's "best product," is heading towards discontinuation. Musk recently announced on X that production at Tesla's Texas Gigafactory would be phased out around mid-2027, freeing capacity for the autonomous Cybercab robotaxi. Levi Li Electric Vehicles https://www.digitimes.com/news/a20261110PD235/tesla-cybertruck-production-elon-musk.html Tue, 10 Nov 2026 04:45:00 GMT https://www.digitimes.com/news/a20261110VL206/spacex-texas-data-center-power-plant-investment.html SpaceX plans to invest approximately US$24 billion in a natural gas-fired power plant and supercomputing facility in Starbase, Texas, extending Elon Musk's strategy of controlling the energy infrastructure behind the company's expanding AI and space operations. DIGITIMES ICT https://www.digitimes.com/news/a20261110VL206/spacex-texas-data-center-power-plant-investment.html Tue, 10 Nov 2026 04:30:00 GMT https://www.digitimes.com/news/a20261110PD218/foxconn-young-liu-manufacturing-chairman-materials.html Young Liu, chairman of Hon Hai Technology Group (Foxconn), repeatedly highlighted the company's strength in vertical integration at Hon Hai Tech Day 2026 (HHTD26), underscoring progress beyond AI data centers and into battery applications. Foxconn is linking materials, cells, battery management systems (BMS), battery packs and end applications as it targets EVs, energy storage, drones and AI data-center backup systems. Rodney Chan Electric Vehicles https://www.digitimes.com/news/a20261110PD218/foxconn-young-liu-manufacturing-chairman-materials.html Tue, 10 Nov 2026 04:29:14 GMT https://www.digitimes.com/news/a20261110VL204/pcb-electronics-ccl-asia-nikkei.html India's electronics manufacturers are paying sharply more for printed circuit boards (PCBs) as material suppliers shift capacity to artificial intelligence servers, with industry groups warning of production cuts and higher consumer prices. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261110VL204/pcb-electronics-ccl-asia-nikkei.html