DIGITIMES: News and Insight of the Global Supply Chain

CSBC Taiwan, Havoc advance local production of unmanned boats

Charlene Chen — Tue, 3 Nov 2026 09:42:11 GMT

CSBC Taiwan is working with US autonomous systems company Havoc to localize production of autonomous surface vessels (ASVs) in Taiwan, showcasing their jointly developed "Rampage" alongside its domestically built "Endeavor Manta" at the 2026 Taiwan Marine Tech & Unmanned Robotics Expo (MATURE Taiwan) in Tainan.

South Korea urged to link chip fab support to local suppliers

DIGITIMES — Tue, 3 Nov 2026 09:27:10 GMT

South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded researcher proposed on November 2, a move that could influence chipmakers' sourcing decisions if adopted.

Nvidia selects Taipei tech park for overseas headquarters

DIGITIMES — Tue, 3 Nov 2026 09:12:50 GMT

Premier Jung-tai Cho said on November 3 that Taiwan's government provided Nvidia with timely support in three areas—budget, legal frameworks, and policy—to establish its first overseas R&D center and headquarters in Taipei's Beitou-Shilin Technology Park (BSTP). Nvidia's decision has also become a key achievement for Taipei Mayor Wayne Chiang as he seeks reelection.

Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs

Scarlett Yu — Tue, 3 Nov 2026 09:12:21 GMT

Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in the underlying quantum computing ecosystem.

Ceva takes NeuPro NPU into AI data centers, targeting efficiency gaps rather than Nvidia's dominance

Levi Li — Tue, 3 Nov 2026 09:11:55 GMT

US semiconductor intellectual property (IP) provider Ceva has expanded its NeuPro neural processing unit (NPU) portfolio into AI infrastructure for the first time. At a November 2 press conference in Taiwan, chief strategy officer Iri Trashanski said the company was not seeking to compete with Nvidia or other major chipmakers, but to meet demand for a common architecture spanning edge AI and cloud computing.

OpenAI expands Abu Dhabi partnerships across energy, government, investment

DIGITIMES — Tue, 3 Nov 2026 09:10:35 GMT

OpenAI has signed a series of agreements in Abu Dhabi covering energy, investment, and public-sector applications, as the artificial intelligence company expands generative AI deployment across the United Arab Emirates. The initiatives involve the Abu Dhabi government, sovereign investment institutions, and energy companies, while regional funds are also reportedly discussing participation in a potential US$20 billion to US$30 billion financing round.

Stellantis warns chip shortages could disrupt Fiat production in Italy

DIGITIMES — Tue, 3 Nov 2026 09:10:33 GMT

Stellantis said on November 2 that shortages of critical electronic components for engine control units (ECUs) had significantly disrupted production of several Fiat models in Italy. The automaker said the supply-chain problem had already affected October sales and could continue into November and December as it works to find alternative parts and gradually restore normal production.

Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea

DIGITIMES — Tue, 3 Nov 2026 09:10:08 GMT

Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic Daily and Financial News. The increase followed the iPhone Duo's South Korean debut on October 23, 2026, as reported problems involving shipment delays and cracked internal displays created additional attention for Samsung's competing foldable device.

Foxconn's EV strategy opens new export routes for Taiwan

Lily Hess — Tue, 3 Nov 2026 09:10:06 GMT

Foxconn outlined EV expansion plans for Europe and Japan at its 2026 Hon Hai Tech Day (HHTD 26), positioning Taiwan as more than a manufacturing base. The strategy could give Taiwan's auto industry new ways to enter international markets through vehicle exports, contract manufacturing, and overseas platform partnerships.

TDK invests JPY100B in physical AI sensors, targets 2029 production

Charlene Chen — Tue, 3 Nov 2026 09:09:13 GMT

Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor production. The company aims to double capacity by fiscal 2030, which runs from April 2030 to March 2031, to capture demand from humanoid robots and other physical AI applications.

Thunder Tiger flexes unmanned surface vessel capabilities alongside US companies

Lily Hess — Tue, 3 Nov 2026 09:09:11 GMT

Thunder Tiger has made steady progress in its unmanned aerial vehicle business while also pursuing opportunities in unmanned surface vessels (USVs). At the 2026 Taiwan Marine Tech & Unmanned Robotics Expo (MATURE Taiwan) held this week, Thunder Tiger conducted a live demonstration of its self-developed and self-manufactured SeaShark 600 USV. Chairman William Chen also outlined the company's research and development achievements for the SeaShark series.

Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing

Yunnie Cheng — Tue, 3 Nov 2026 09:09:09 GMT

Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised stores in 2026, targeting 20 locations by the end of the year, expanding to 100 in 2027, and aiming for 300 stores within three years. On the operational front, Car Quality Automotive plans to complete its Southeast Asian market rollout within two years, with plans to submit an application for a Taipei Exchange (TPEx) over-the-counter listing in April 2027 and officially list in the third quarter of 2027.

Samsung reportedly plans Galaxy-style TV lineup for 2027

DIGITIMES — Tue, 3 Nov 2026 09:09:05 GMT

Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks to increase shipments and expand its services business, South Korea's ETNews reported.

OpenAI recruits former US Army secretary Dan Driscoll to strengthen its national security, cybersecurity ambitions

Levi Li — Tue, 3 Nov 2026 09:08:01 GMT

OpenAI has appointed former US Army Secretary Daniel P. Driscoll as senior counselor for national security modernization, seeking to expand the use of artificial intelligence (AI) in national security and cybersecurity. Driscoll will advise the company's leadership on applying AI across both areas.

Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges

Scarlett Yu — Tue, 3 Nov 2026 09:05:55 GMT

Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment. The company is accelerating production expansion to meet sustained growth in market demand.

Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth

DIGITIMES — Tue, 3 Nov 2026 08:41:20 GMT

Onsemi reported stronger-than-expected third-quarter 2026 results, driven by accelerating demand for power management solutions in AI data centers and industrial applications, as the semiconductor supplier continued to improve profitability through operational restructuring and higher-value products.

Motorola taps Taboola to bring trusted-media AI to smartphones

Kevin Wang — Tue, 3 Nov 2026 08:11:05 GMT

Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new way to interact with AI.

Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%

Yunnie Cheng — Tue, 3 Nov 2026 07:50:09 GMT

The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers. With memory prices projected to keep climbing through 2027, industry observers generally expect end-market sales to remain sluggish, testing the resilience and strategy of players across the entire value chain.

Panasonic Industry to invest JPY92 billion in AI-related circuit board materials and capacitors

Yunnie Cheng — Tue, 3 Nov 2026 07:22:50 GMT

Panasonic Industry, the electronic components subsidiary of Panasonic Group, plans to invest approximately JPY92 billion (approx. US$582.8 million) in its AI-related businesses to meet surging demand driven by generative AI. The investment will accelerate production capacity expansion and R&D for advanced circuit board materials, specialized capacitors, and next-generation semiconductor materials.

Japanese distributor turns away new customers as DDR5 prices double

DIGITIMES — Tue, 3 Nov 2026 07:17:17 GMT

A Japanese electronics distributor has stopped accepting new customers because it cannot fully supply its existing ones, Nikkei reported, as demand from AI data centers tightens supply of the conventional DRAM used in PCs.

ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens

DIGITIMES — Tue, 3 Nov 2026 07:17:15 GMT

Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer procurement costs, while its average selling price (ASP) will rise from the third quarter of 2026. The company also expects tight DDR2 and DDR3 supply-demand conditions to keep prices stable in 2027 as it continues securing foundry and OSAT capacity to meet customer demand.

Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion

DIGITIMES — Tue, 3 Nov 2026 06:59:26 GMT

Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors are growing wary of hyperscalers' increasing debt before anticipated AI revenues trickle in.

Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

DIGITIMES — Tue, 3 Nov 2026 06:30:00 GMT

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough growth to justify a valuation approaching US$5 trillion? For new CEO John Ternus, the challenge is converting product innovation into lasting earnings growth rather than relying on Apple's established customer base.

Gemtek joins three optical standards groups for AI data center development

Jingyue Hsiao — Tue, 3 Nov 2026 04:45:29 GMT

Gemtek Technology has joined three optical communications standards groups as the industry develops alternatives for connecting AI data centers. The move could influence interoperability, power use, scalability, and supply-chain integration across global data-center networks, while giving the company exposure to specifications for pluggable, co-packaged, and near-packaged optical architectures across markets.

TSMC's next US chip plant could land in Sherman

DIGITIMES — Tue, 3 Nov 2026 04:29:40 GMT

Sherman, a city north of Dallas, has emerged as a possible site for TSMC's next US chip plant, with Texas development documents describing a proposed US$45 billion investment in two semiconductor fabs by an unidentified manufacturer.

Analysis: AI supply chain expansion persists despite concerns over a downturn

Charlene Chen — Tue, 3 Nov 2026 04:19:36 GMT

AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of the AI boom. Murata, Ibiden, Sumitomo Electric, and Toto are among the companies investing to expand production, while Kioxia reported a sharp increase in profits driven by AI-related demand.

Metaage posts 17% revenue growth through 3Q26, eyes AI expansion

DIGITIMES — Tue, 3 Nov 2026 04:12:09 GMT

Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the same period of 2025, as enterprise IT infrastructure, software, and cloud businesses expanded. The company is targeting AI infrastructure and cloud opportunities in 2027.

Commentary: Foxconn charts its own path beyond humanoid robot hype

Charlene Chen — Tue, 3 Nov 2026 04:01:40 GMT

Although robots received less coverage at Foxconn's 2026 Hon Hai Tech Day (HHTD 26) than in 2025, the company demonstrated the confidence of a global manufacturing leader by looking beyond the humanoid, bipedal form factor. Instead, it highlighted industrial and medical robots, supply-chain partners, and physical intelligence technologies to show how different robotic platforms can serve specialized industries.

Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge

DIGITIMES — Tue, 3 Nov 2026 03:49:12 GMT

Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages are reshaping investment. Its November 2 results reveal both a deliberate push into new capabilities and the growing financial burden of keeping devices and services available.

China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture

DIGITIMES — Tue, 3 Nov 2026 03:47:03 GMT

China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter results also show how much reported profit growth rests on investment gains and lower taxes, and how heavily the sector is now spending to close an advanced packaging gap that AI demand has exposed.

Geopolitical risks, sustainability pressures reshape Taiwan's specialty chemicals industry

Willis Ke — Tue, 3 Nov 2026 03:37:04 GMT

Geopolitical tensions, volatile crude oil prices, and tightening sustainability requirements are reshaping the global chemical industry, creating new challenges and opportunities for Taiwan's specialty chemicals sector. Against this backdrop, the government-funded Industrial Technology Research Institute (ITRI) forecasts that Taiwan's specialty chemicals output will reach NT$185.7 billion (US$5.7 billion) in 2026, up 10.9% from 2025, partly driven by higher oil prices pushing up specialty chemical prices.

South Korea aims to speed up chip fab openings by two years

DIGITIMES — Tue, 3 Nov 2026 03:22:10 GMT

South Korea plans to bring new semiconductor fabs into operation at least two years ahead of schedule by speeding up construction approvals and infrastructure development, as the government seeks to support KRW1,600 trillion (approx. US$1.2 trillion) in planned private investment, Yonhap reported on November 2.

Apple says 2nm transition is easing its advanced-node chip constraints

DIGITIMES — Tue, 3 Nov 2026 03:12:44 GMT

Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the constraint is easing as more of its products move to 2nm technology.

Samsung to exit 8-inch foundry business by 2030, report says

DIGITIMES — Tue, 3 Nov 2026 03:10:39 GMT

Samsung Electronics plans to shut down its remaining 8-inch foundry lines by the end of 2030, forcing South Korean chip designers to seek alternative manufacturing capacity as competing foundries operate near full capacity, The Elec reported.

AI demand, resin shock stretch India PCB shortage into 2027

DIGITIMES — Tue, 3 Nov 2026 03:00:50 GMT

The printed circuit board (PCB) shortage that Indian electronics makers expect to worsen in the coming months is part of a global squeeze. AI servers are absorbing high-end laminate, glass fiber cloth, and Ajinomoto Build-up Film (ABF) capacity; the war in West Asia has cut off a key resin; and equipment for new capacity can take up to 30 months to deliver. Supply chain estimates cited in Taiwan suggest the tightest materials will ease only gradually, from the second half of 2027 through 2028.

China's anti-price-war drive fails to ease solar overcapacity as four industry giants remain in the red

Scarlett Yu — Tue, 3 Nov 2026 02:56:40 GMT

China's leading solar manufacturers have reported their third-quarter 2026 financial results, showing signs of improving profitability but continued heavy losses, underscoring the persistence of excess production capacity across the industry.

China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build

DIGITIMES — Tue, 3 Nov 2026 02:54:39 GMT

China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter profit, and its chip designers are still lifting sales on tight supply. The same third-quarter results also show where risks are accumulating — rapid capacity expansion, swelling inventories, and a US policy debate that could reach the equipment domestic fabs depend on.

Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra

DIGITIMES — Tue, 3 Nov 2026 02:35:41 GMT

Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive pressure, regional usability hurdles, and AI challenges. These ongoing software and AI bottlenecks are directly impacting Apple's future roadmap, most notably delaying the company's ambitious robotic smart display, internally known as project J595 and widely referred to as the HomeView Ultra.

Malaysia sets 30% renewable energy rule for data centers as it tightens grid, water access

DIGITIMES — Tue, 3 Nov 2026 02:29:59 GMT

Malaysia is attaching tougher conditions to its data center boom, pairing a newly approved renewable energy quota with stricter screening of power and water requests and pressure on operators to supply more of their own electricity.

Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029

Scarlett Yu — Tue, 3 Nov 2026 02:16:34 GMT

Surging demand for optical communications driven by AI and data center expansion has prompted Japan's Sumitomo Electric Industries to accelerate production capacity expansion for indium phosphide (InP) substrates.

Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided

Levi Li — Tue, 3 Nov 2026 02:15:49 GMT

Micron Technology and China's CXMT have taken sharply different approaches to next-generation DRAM scaling, exposing a divide over the commercial viability of 4F-squared memory-cell architecture. While CXMT is advancing 4F-squared towards commercial production to improve bit density, Micron argues that capacitor-scaling constraints undermine its cost advantages and is prioritising 6F-squared technology and a longer-term transition to 3D DRAM. Samsung Electronics and SK Hynix, meanwhile, are pursuing alternative development paths, highlighting the industry's competing approaches to extending DRAM density and manufacturing efficiency.

Nvidia strengthens South Korea ties at AI Day Seoul

DIGITIMES — Tue, 3 Nov 2026 02:10:08 GMT

Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using Nvidia AI technologies. LG Electronics and Doosan Robotics will demonstrate robotics technologies, while SK Telecom (SKT), Naver Cloud, and Coupang will discuss the development and operation of AI data centers and infrastructure.

Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

DIGITIMES — Tue, 3 Nov 2026 02:07:51 GMT

Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting new CEO John Ternus to an early test on the company's pricing power and investment strategy. The central question is no longer whether Apple can sustain sales growth, but how much of that growth it can convert into profit.

AI spending surge puts tech giants’ cash flow under scrutiny

DIGITIMES — Tue, 3 Nov 2026 02:01:01 GMT

Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two years ago. Investors are watching closely to see when the spending will begin generating returns.

MediaTek, Marvell, Broadcom battle for ASIC supply through 2028

Lily Hess — Tue, 3 Nov 2026 01:52:39 GMT

Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only for design wins, but also for secure access to wafers, advanced packaging, substrates, and high-bandwidth memory (HBM). The effectiveness of their supply-chain partnerships will determine how much revenue each company can ultimately generate.

AI boom raises financial crisis fears among US regulators

DIGITIMES — Tue, 3 Nov 2026 01:42:24 GMT

The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could trigger shocks across financial markets and the broader economy.

Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom

Eifeh Strom — Tue, 3 Nov 2026 01:36:58 GMT

Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions (DS) division Young Hyun Jun said the company's technological competitiveness has yet to fully recover. He urged employees to strengthen next-generation technologies, quality, and yields, and maintain customer trust during the industry boom while building long-term competitiveness capable of adapting to market changes.

China’s tech self-sufficiency drive keeps overcapacity in place

DIGITIMES — Tue, 3 Nov 2026 01:22:16 GMT

China’s push for technological self-sufficiency will continue expanding its industrial overcapacity and exporting it worldwide, according to Roy Chun Lee, senior deputy executive director of the Center for International Trade Policy at the Chung-Hua Institution for Economic Research. Lee made the remarks at a forum on global supply chain restructuring and Taiwan-US economic and trade cooperation held in Taipei on November 2.

High inventories threaten Taiwan manufacturing PMI expansion

Eifeh Strom — Tue, 3 Nov 2026 01:15:29 GMT

The Chung-Hua Institution for Economic Research (CIER) released Taiwan's purchasing managers' index (PMI) for October 2026 on November 2, showing continued expansion, with the outlook remaining optimistic. Notably, customer inventories in the manufacturing sector have stayed excessively high for two consecutive months, while the backlog of orders index fell to its slowest pace of expansion since January 2026.

Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven

DIGITIMES — Tue, 3 Nov 2026 01:08:26 GMT

Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time high in Services revenue. The results lifted full-year revenue to a record US$478.8 billion, up 15% from fiscal 2025.

Apple's iPhone growth meets a tougher test on costs

DIGITIMES — Mon, 2 Nov 2026 23:33:39 GMT

Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating profit growth. Record September-quarter iPhone revenue and an all-time high for Services supported the business as research spending increased and tariff refunds helped reported margins.

Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers

DIGITIMES — Mon, 2 Nov 2026 23:32:48 GMT

Marvell Technology's agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data center networking, and make it one of the few suppliers spanning both the electrical and optical sides of the link. The deal positions Marvell more directly against Broadcom as connections inside AI clusters move from copper toward optics packaged alongside processors and switches.

SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices

DIGITIMES — Mon, 2 Nov 2026 23:31:04 GMT

SK Hynix is increasing orders for small outline compression attached memory module 2 (SOCAMM2) printed circuit boards (PCBs) as production ramps up for Nvidia's Vera Rubin AI platform, while shortages of copper-clad laminate (CCL) and other materials are pushing up substrate prices, South Korea's Dealsite reported on October 30.

Beyond the robots: Three companies to watch at FIX 2026

DIGITIMES — Mon, 2 Nov 2026 23:30:53 GMT

Humanoid robots and self-driving cars were hard to miss at South Korea's Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just as interesting.

Samsung Electro-Mechanics starts mass production of ADAS MLCCs

DIGITIMES — Mon, 2 Nov 2026 23:30:41 GMT

Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS), as increasingly powerful automotive processors drive demand for smaller components capable of maintaining stable power supplies.

Samsung reportedly in talks with Nidec to develop robot motors

DIGITIMES — Mon, 2 Nov 2026 23:30:24 GMT

Samsung Electronics is reportedly in talks with Japanese motor maker Nidec to jointly develop robot motors as the South Korean company expands its humanoid robotics business and pushes to automate its factories.

Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join

Lily Hess — Mon, 2 Nov 2026 23:30:07 GMT

Nuvoton expects its baseboard management controller (BMC) business to grow faster in 2027 than in 2026, driven by strong AI demand, higher orders from existing customers, and new customers entering mass production. The company said new customers, including cloud service providers (CSPs) and startups, will expand its BMC shipment base.

DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals

Scarlett Yu — Mon, 2 Nov 2026 23:29:49 GMT

As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.

Powerchip Investment Holding files suit over NT$13.6B share-buying bid

Lily Hess — Mon, 2 Nov 2026 10:14:42 GMT

Powerchip Investment Holding has filed a complaint over an alleged plan by unidentified buyers to acquire a 20% stake through coordinated share sales for more than NT$13.6 billion (US$417.4 million), raising concerns over the legality of the offer and the source of the funds.