DIGITIMES: News and Insight of the Global Supply Chain

Infineon China pushes back after GaN products removed at Shanghai electronics show

DIGITIMES — Fri, 3 Jul 2026 08:22:12 GMT

Infineon China said on July 3 that it is pursuing legal remedies after several gallium nitride (GaN) products became the subject of a removal dispute at electronica Shanghai 2026, saying public accounts of the incident did not fully reflect the case's background or specific circumstances.

Ubtech's U1 companion robots test whether China is ready for AI intimacy

DIGITIMES — Fri, 3 Jul 2026 07:42:09 GMT

Ubtech has launched the U1 series, its first mass-produced full-size bionic humanoid robot line, under the U World sub-brand, testing China's market for AI companion robots beyond industrial and service uses.

Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030

DIGITIMES — Fri, 3 Jul 2026 07:24:35 GMT

Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030

Apple plans five iPhone launches to capture market share amid component shortages

DIGITIMES — Fri, 3 Jul 2026 07:20:22 GMT

Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

Scarlett Yu — Fri, 3 Jul 2026 07:12:50 GMT

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently notified its distribution partners that prices for its entire NOR flash memory product portfolio will increase by 25% beginning July 6, 2026. The new pricing will apply to both newly signed orders and outstanding orders that have yet to be delivered.

China's polarizer makers seek price hikes as material bottlenecks bite

DIGITIMES — Fri, 3 Jul 2026 07:07:18 GMT

Chinese polarizer film suppliers are seeking higher prices from panel makers after raw-material and logistics costs rose in the second quarter, exposing a weak point in China's display-material supply chain.

Taiwan's Turvo confirms full management authority, reaffirms robotics expansion plans

Scarlett Yu — Fri, 3 Jul 2026 07:00:29 GMT

Following recent reports of significant management changes at Turvo International Co., Ltd, President Steven Tsai addressed investors ahead of the company's earnings conference on July 2. He said representatives of the company's major shareholder, ZENG HSING Industrial Co., Ltd, were not present, and therefore he could not comment on their behalf. While acknowledging that the major shareholder has the legal authority to make such decisions, Tsai said the matter should be handled in a manner acceptable to all parties in order to avoid unnecessary controversy and disruption.

Turn Cloud shifts to AI infrastructure

Rodney Chan — Fri, 3 Jul 2026 06:59:08 GMT

Turn Cloud Technology is accelerating its transformation from a solution as a service (SolaaS) provider into an AI infrastructure provider for physical spaces, as demand for digital transformation across real-world venues continues to rise. The company says its new Tomorrow Space (TSpace) architecture will anchor its next phase of growth.

China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

DIGITIMES — Fri, 3 Jul 2026 06:49:45 GMT

Chinese AI company Z.ai, also known as Zhipu AI, is escalating its challenge to US leaders Anthropic and OpenAI with the release of its open-weight GLM-5.2 model and a new AI coding assistant, underscoring China's growing competitiveness in frontier AI.

South Korea bets on southwest semiconductor cluster, but key hurdles remain

Lily Hess — Fri, 3 Jul 2026 06:47:47 GMT

South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip demand, excessive industrial concentration in the Seoul capital area, and pressure for balanced regional development.

Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction

Scarlett Yu — Fri, 3 Jul 2026 06:35:31 GMT

With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has entered niche commercial and industrial applications, providing a stepping stone toward higher-end markets.

'Switchblade' drone maker AeroVironment deepens Taiwan supply chain ties

Kevin Wang — Fri, 3 Jul 2026 06:11:24 GMT

US drone maker AeroVironment has worked closely with Taiwan-based supply chain partners over the past three years, with the company noting that many of its product components are now co-developed and manufactured by both sides. Moreover, the defense tech company has also established a direct communication channel in Taiwan in recent years to support Taiwan's national defense resilience program.

Sharp, SES target Japan MEO satellite services as industrial connectivity demand rises

Scarlett Yu — Fri, 3 Jul 2026 05:58:39 GMT

Sharp is moving deeper into satellite communications as it seeks to extend its networking technologies beyond consumer devices and into industrial infrastructure.

Intel takes aim at TSMC's CoWoS lead with EMIB-T

DIGITIMES — Fri, 3 Jul 2026 05:44:58 GMT

As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits.

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO

Levi Li — Fri, 3 Jul 2026 04:48:50 GMT

BOE, China's leading display panel maker, is accelerating its move into next-generation packaging technologies for the AI era. The company recently disclosed that it has formed a dedicated project team for Micro LED optical interconnect systems and glass substrate-based co-packaged optics (CPO), working with ecosystem partners on early-stage technology research to advance optical interconnect and glass substrate CPO development.

How TSMC quietly turned its supply chain into a 'second fleet'

Charlene Chen — Fri, 3 Jul 2026 04:46:36 GMT

TSMC has accelerated efforts to localize its supply chain in recent years, using joint development, joint validation, and long-term partnerships to help Taiwanese equipment, materials, and chemical suppliers enter the advanced semiconductor supply chain. The move is steadily building a more resilient and complete local supply system, with both CoWoS and panel-level advanced packaging (CoPoS) now spawning a "second fleet."

Microsoft launches US$2.5 B unit to guide enterprise AI adoption using embedded engineers

DIGITIMES — Fri, 3 Jul 2026 04:43:22 GMT

Microsoft unveiled plans for a new business unit called "Microsoft Frontier Company," which is aimed at helping large organizations move beyond pilot projects and turn AI investments into measurable business results. The initiative echoes new services offered by other AI firms like OpenAI and Amazon Web Services (AWS) to embed engineers within enterprises and guide their AI adoption.

Global server demand is set to stay strong through 2027 as supply chain pressure widens

Jingyue Hsiao — Fri, 3 Jul 2026 04:36:48 GMT

Global server demand is expected to stay strong through 2027, with implications for cloud operators, hardware makers, and data center customers worldwide. Large-scale buildouts, rising AI deployments, and high-performance computing demand are keeping supply chains tight, lifting prices, extending lead times, and raising the risk of fresh bottlenecks.

Wistron chair urges Taiwan to shift beyond manufacturing mindset in AI era

Eifeh Strom — Fri, 3 Jul 2026 04:35:31 GMT

Wistron chairman Simon Lin said artificial intelligence (AI) is improving the quality of professional talent, noting that tasks that previously required 100 people may now be completed by as few as four or five. As a result, AI can help address labor shortages caused by declining birth rates, while also creating value at different levels.

Xiaomi and Huawei turn phone AI into a system-level fight for user workflows

Lily Hess — Fri, 3 Jul 2026 04:32:37 GMT

A public spat between Xiaomi and Huawei over large models has exposed growing anxiety in China's phone AI market this year, while Apple, Google, and Samsung Electronics pursue different routes to seize the AI agent entry point.

Exclusive: Chinese automakers pursue overseas production to shape future vehicle standards

Jingyue Hsiao — Fri, 3 Jul 2026 04:22:37 GMT

China's automakers are pushing more aggressively into overseas manufacturing as electric vehicle (EV) growth meets weaker margins, tougher competition, and rising trade barriers. The shift could reshape where vehicles are built, who sets standards, and how quickly China's auto industry gains influence beyond its home market.

Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns

Jingyue Hsiao — Fri, 3 Jul 2026 03:47:11 GMT

China's state media is increasingly framing large-capacity electric vehicle (EV) batteries as a policy issue, not just a market trend. The messaging points to two priorities: reducing fiscal strain from EV incentives and strengthening state control over strategic materials and pricing across the new-energy sector.

India and Japan deepen economic security ties at New Delhi summit

DIGITIMES — Fri, 3 Jul 2026 03:03:45 GMT

Japanese Prime Minister Sanae Takaichi held her first summit with Indian Prime Minister Narendra Modi in New Delhi on July 2, during a three-day visit that both governments framed as the next step in a long-running partnership.

SAP names Verena Siow Asia-Pacific President

Eifeh Strom — Fri, 3 Jul 2026 02:57:06 GMT

Enterprise software company SAP announced on July 2 that it has appointed Verena Siow as president of the Asia-Pacific (APAC) region, effective immediately. Based in Singapore, she will be responsible for driving customer business value and helping enterprises accelerate business transformation in the artificial intelligence (AI) era.

Tsinghua chip veteran’s US$1.8bn 3D AI chip startup targets China’s GPU gap

Levi Li — Fri, 3 Jul 2026 02:53:35 GMT

China's AI chip sector has a heavyweight new entrant: veteran semiconductor figure Shaojun Wei has formally unveiled Shanghai Orient Computing Core Technology Co., a 3D AI compute chip startup now valued at CNY12.2 billion (approx. US$1.8 billion), just two years after it was founded.

AI server PMIC demand drives spillover orders for Taiwan chip designers

Lily Hess — Fri, 3 Jul 2026 02:42:32 GMT

Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios in recent years, aiming to move beyond consumer electronics into higher-spec, more stable markets as the AI boom accelerates.

Samsung escalates South Korea buildout: maps fresh US$90 billion chip, display, battery push in central region

DIGITIMES — Fri, 3 Jul 2026 02:33:13 GMT

Samsung Group detailed plans on July 2 to invest KRW140 trillion (US$90 billion) in display panels, batteries, chips, and chip materials in South Korea's central Chungcheong region.

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

DIGITIMES — Fri, 3 Jul 2026 02:26:25 GMT

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange for a share of their future cloud revenue, according to The Information. The initiative is designed to help smaller cloud operators secure financing for costly AI chips while reducing Nvidia's dependence on hyperscale customers.

Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027

DIGITIMES — Fri, 3 Jul 2026 02:24:04 GMT

Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027

Meta's reported cloud push fuels debate over AI chip demand

Jingyue Hsiao — Fri, 3 Jul 2026 02:18:30 GMT

Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could signal either excess AI infrastructure spending or a broader push to monetize capacity, with implications for cloud AI demand, chip purchases, and the pace of industry investment worldwide.

SK Hynix puts US$64 billion into Cheongju chip buildout

DIGITIMES — Fri, 3 Jul 2026 02:12:25 GMT

SK Hynix plans to invest KRW100 trillion (approx. US$64.38 billion) to build new NAND memory chip and advanced packaging facilities in Cheongju, betting that AI demand will keep tightening supply for storage and server memory.

Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Jingyue Hsiao — Fri, 3 Jul 2026 02:12:05 GMT

Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating. Yet for the server supply chain, the more telling signal lies elsewhere: suppliers say demand remains strong, with no sign that cloud customers are pulling back on orders.

Infineon opens Dresden chip plant ahead of schedule, boosting global supply capacity

DIGITIMES — Fri, 3 Jul 2026 02:04:34 GMT

Infineon has opened its new Smart Power Fab in Dresden ahead of schedule, adding capacity for chips used in AI data centers, electric vehicles, renewable energy, and industrial systems. The move expands Europe's semiconductor base, strengthens supply chains, and could affect technology markets far beyond Germany and the continent.

Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia

DIGITIMES — Fri, 3 Jul 2026 01:54:33 GMT

Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.

Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race

Levi Li — Fri, 3 Jul 2026 01:54:21 GMT

A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.

Kioxia begins sample shipments of 10th-generation flash memory

DIGITIMES — Fri, 3 Jul 2026 01:46:16 GMT

Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply higher-capacity, lower-power storage for AI systems, data centers, and enterprise customers worldwide as demand for advanced memory continues to rise.

TSMC wins approval for US$20 billion Arizona expansion

Eifeh Strom — Fri, 3 Jul 2026 00:45:20 GMT

Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.

Sinbon lifts revenue to record levels as humanoid robot work advances

DIGITIMES — Fri, 3 Jul 2026 00:28:39 GMT

Sinbon reported record monthly revenue in June 2026 and new highs for the second quarter and the first half of 2026, driven by stronger demand in green energy and industrial applications. The connector and cable assembler said AI and humanoid robot programs are moving from development validation into pilot production, and it has accelerated capacity planning and regional expansion to prepare for future mass-production demand.

Zyxel Networks adds outdoor wireless access point for MSP customers

DIGITIMES — Fri, 3 Jul 2026 00:26:58 GMT

Zyxel Networks, the commercial networking brand under Zyxel Group, announced a new outdoor wireless access point on the 2nd as it targets managed service provider (MSP) demand for faster, more stable connectivity. The launch expands its outdoor wireless portfolio with the first NWA55AX point-to-point model, aimed at helping MSPs serve enterprise customers that need extended coverage outside traditional office spaces.

CSCC expands Pingnan plant to lift carbon materials output

DIGITIMES — Fri, 3 Jul 2026 00:16:26 GMT

China Steel Chemical Corporation (CSCC) is expanding its Pingnan plant to increase development capacity for advanced carbon materials and graphite blocks. The Taiwan-based subsidiary of China Steel Corporation said the new research and development building is scheduled to open at the end of July 2026, with new production lines expected to begin output in 2027.

Volkswagen takeover talk by BYD highlights Europe's auto industry strain

DIGITIMES — Fri, 3 Jul 2026 00:14:27 GMT

Germany's auto sector came under fresh scrutiny after a senior economist raised the possibility that BYD could one day acquire Volkswagen. The hypothetical remark quickly drew attention in Europe as policymakers and industry leaders grapple with slowing competitiveness, rising Chinese rivals and mounting geopolitical pressure.

Small-home living drives demand for mobile TVs and pico projectors

DIGITIMES — Fri, 3 Jul 2026 00:12:47 GMT

Smaller homes are reshaping display demand in Taiwan and beyond, with manufacturers repositioning mid-size TVs, mobile TVs and pico projectors for tighter living spaces. The shift is being driven by high housing prices and lower birth rates, according to the Ministry of the Interior's real-estate information platform.

Turvo shifts North America production as robot revenue target rises before 2029

DIGITIMES — Fri, 3 Jul 2026 00:11:13 GMT

Turvo International said it has expanded its manufacturing footprint across Taiwan, China and the US to reduce exposure to tariffs and geopolitical risk, while preparing for a bigger push into robotics. The company also said it is moving a planned Mexico plant into North America and expects site selection to be completed as early as 2026.

Volkswagen gives China joint venture control of exports as auto strategy shifts

DIGITIMES — Fri, 3 Jul 2026 00:09:35 GMT

Volkswagen has handed full export-market control to its China joint venture, marking a major shift in how the German automaker uses its Chinese operations. The move, unveiled at an expansion ceremony in Uzbekistan, reflects a strategy moving from "in China, for China" to "rooted in China, facing the world."

Trend Micro and Check Point expand enterprise AI security integrations

DIGITIMES — Fri, 3 Jul 2026 00:08:03 GMT

Trend Micro and Check Point Software are expanding AI security partnerships as large language model use spreads across corporate systems worldwide. The moves, aimed at enterprise customers in the US and beyond, reflect growing pressure on security teams to govern the use of generative AI, limit data exposure, and improve oversight as businesses embed AI into daily operations.

Turvo expands auto business and targets growth in five new markets

DIGITIMES — Fri, 3 Jul 2026 00:06:21 GMT

Turvo Technology said on July 2 that it is expanding beyond automotive parts into healthcare, semiconductors, and robotics, a move that may interest global manufacturers and investors tracking industrial supply chains. The Taiwan-based supplier also reported continued profitability in the first quarter, with overseas markets accounting for the majority of revenue.

Renesas trims chip portfolio to focus on AI servers and EVs

DIGITIMES — Thu, 2 Jul 2026 23:58:50 GMT

Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its portfolio around AI servers, electric vehicles, embedded computing and software-led chip design.

Seoul seeks Kumamoto's chip playbook, but Japan's model isn't easy to copy

DIGITIMES — Thu, 2 Jul 2026 23:58:13 GMT

As South Korea moves to accelerate a new semiconductor cluster in the country's southwest, ruling-party officials have returned to one comparison: Kumamoto.

Taiwan, Japan deepen end-of-life vehicle recycling cooperation to unlock circular economy opportunities

DIGITIMES — Thu, 2 Jul 2026 23:57:49 GMT

As global efforts toward the circular economy and net-zero emissions accelerate, the European Union has continued revising its End-of-Life Vehicles (ELV) Directive to establish a vehicle recycling framework centered on circular design, high-value material recovery, and life-cycle management. The policy is enforced to help drive worldwide development of end-of-life vehicle recycling and resource recovery.

UBTech CEO says robots will take over most physical jobs in 20 years

Lily Hess — Thu, 2 Jul 2026 23:57:26 GMT

UBtech Robotics founder and CEO Jian Zhou said at the company's 2026 global launch event that humanoid robots will gradually take over most physical and repetitive work within the next 20 years, as China's labor-intensive manufacturing sector faces mounting worker shortages and rising costs.

Chinese power chip price hikes lift Taiwanese suppliers

Lily Hess — Thu, 2 Jul 2026 23:57:01 GMT

Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.

Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron

Levi Li — Thu, 2 Jul 2026 23:56:27 GMT

Samsung Electronics is moving closer to commercialising HBM4E, its seventh-generation high-bandwidth memory (HBM), after internal testing showed reliability yields above 70%, strengthening its bid to gain ground in the AI memory market.

Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Levi Li — Thu, 2 Jul 2026 23:56:06 GMT

Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.

Innoscience says Infineon removed disputed GaN products from Shanghai trade show after patent challenge

Scarlett Yu — Thu, 2 Jul 2026 23:55:40 GMT

Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China 2026 were covered by an ongoing patent dispute and had already been barred from sale under a Chinese court ruling. According to Innoscience, after its representatives identified the products during the exhibition and raised objections, the disputed exhibits were removed from Infineon's booth.

South Korea battery industry urges tax reform as US, Europe rules bite

Rodney Chan — Thu, 2 Jul 2026 23:55:13 GMT

The South Korean government treats batteries as a strategic asset tied to national economic and energy security, but industry leaders say the growth and survival of South Korea's companies now depend almost entirely on regulatory shifts in the US and Europe amid fierce competition from China. They are calling for urgent, concrete tax support at home, especially a direct refund system that would also benefit loss-making companies.

Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Jingyue Hsiao — Thu, 2 Jul 2026 23:54:45 GMT

Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and test customers worldwide. The company's progress with customers in China and Taiwan could lift shipments in the second half of 2025, even as its core polarizer business faces weaker demand, cost pressure, and tighter order cycles.

Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Jingyue Hsiao — Thu, 2 Jul 2026 23:54:30 GMT

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the industrial computer industry. IPC vendors are seeing stronger edge AI demand, broader vertical exposure, and a deeper strategic focus on North America.

Taiwan carriers, banks roll out MID+ to fight fraud

DIGITIMES — Thu, 2 Jul 2026 23:54:13 GMT

Taiwan Network Authentication Co. (TWCA) on the 1st joined Chunghwa Telecom, Taiwan Mobile, Far EasTone Telecommunications, First Bank, E.SUN Bank and Bank of Taiwan SME to launch the new-generation MID+ mobile identity verification service. The rollout was presented as part of the government-backed push for technology-led anti-fraud cooperation between the public and private sectors.

EU weighs 'super credits' for small EVs to support affordable car sales

DIGITIMES — Thu, 2 Jul 2026 23:53:51 GMT

The European Commission is considering a new credit system for electric vehicles as part of its latest Automotive Package, Reuters reported, in a move aimed at speeding EV adoption while easing pressure on automakers as the EU moves toward its 2035 internal combustion engine ban. The plan would give smaller battery electric vehicles (BEVs) extra weight in fleet emissions calculations, a change that could reshape competition between mass-market and premium brands.

Musk eyes Mesh Optical deal as AI data centers push beyond copper

DIGITIMES — Thu, 2 Jul 2026 23:53:19 GMT

Elon Musk has moved to acquire optical communications startup Mesh Optical Technologies, according to reports cited by Reuters on June 27 in the US. The deal comes as high-speed interconnects have become a major constraint in AI data center builds, where copper cabling is struggling with limits on power, distance and bandwidth.

Apple's iPhone slips in China as local brands hold off challenge

DIGITIMES — Thu, 2 Jul 2026 23:52:43 GMT

Apple's iPhone lost momentum in China in the first five months of 2026, while domestic smartphone brands largely preserved their home-market advantage. The shift came as volatile memory prices, changing pricing strategies and government subsidies made competition in China's handset market harder to predict.

OpenAI's 5% stake pitch pulls AI deeper into Washington

DIGITIMES — Thu, 2 Jul 2026 08:15:59 GMT

OpenAI has discussed giving the US government a 5% stake in the company, according to the Financial Times, as the AI developer seeks to ease political pressure over model risks and whether Americans should share in the industry's profits. Reuters said it could not independently verify the report.

DIGITIMES: News and Insight of the Global Supply Chain

Infineon China pushes back after GaN products removed at Shanghai electronics show

Ubtech's U1 companion robots test whether China is ready for AI intimacy

Megawatt AI Racks: Infrastructure Evolution &amp; Wide-Bandgap Power Semiconductor Opportunities by 2030

Apple plans five iPhone launches to capture market share amid component shortages

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's polarizer makers seek price hikes as material bottlenecks bite

Taiwan's Turvo confirms full management authority, reaffirms robotics expansion plans

Turn Cloud shifts to AI infrastructure

China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

South Korea bets on southwest semiconductor cluster, but key hurdles remain

Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction

'Switchblade' drone maker AeroVironment deepens Taiwan supply chain ties

Sharp, SES target Japan MEO satellite services as industrial connectivity demand rises

Intel takes aim at TSMC's CoWoS lead with EMIB-T

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO

How TSMC quietly turned its supply chain into a 'second fleet'

Microsoft launches US$2.5 B unit to guide enterprise AI adoption using embedded engineers

Global server demand is set to stay strong through 2027 as supply chain pressure widens

Wistron chair urges Taiwan to shift beyond manufacturing mindset in AI era

Xiaomi and Huawei turn phone AI into a system-level fight for user workflows

Exclusive: Chinese automakers pursue overseas production to shape future vehicle standards

Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns

India and Japan deepen economic security ties at New Delhi summit

SAP names Verena Siow Asia-Pacific President

Tsinghua chip veteran&rsquo;s US$1.8bn 3D AI chip startup targets China&rsquo;s GPU gap

AI server PMIC demand drives spillover orders for Taiwan chip designers

Samsung escalates South Korea buildout: maps fresh US$90 billion chip, display, battery push in central region

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027

Meta's reported cloud push fuels debate over AI chip demand

SK Hynix puts US$64 billion into Cheongju chip buildout

Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Infineon opens Dresden chip plant ahead of schedule, boosting global supply capacity

Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia

Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race

Kioxia begins sample shipments of 10th-generation flash memory

TSMC wins approval for US$20 billion Arizona expansion

Sinbon lifts revenue to record levels as humanoid robot work advances

Zyxel Networks adds outdoor wireless access point for MSP customers

CSCC expands Pingnan plant to lift carbon materials output

Volkswagen takeover talk by BYD highlights Europe's auto industry strain

Small-home living drives demand for mobile TVs and pico projectors

Turvo shifts North America production as robot revenue target rises before 2029

Volkswagen gives China joint venture control of exports as auto strategy shifts

Trend Micro and Check Point expand enterprise AI security integrations

Turvo expands auto business and targets growth in five new markets

Renesas trims chip portfolio to focus on AI servers and EVs

Seoul seeks Kumamoto's chip playbook, but Japan's model isn't easy to copy

Taiwan, Japan deepen end-of-life vehicle recycling cooperation to unlock circular economy opportunities

UBTech CEO says robots will take over most physical jobs in 20 years

Chinese power chip price hikes lift Taiwanese suppliers

Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron

Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Innoscience says Infineon removed disputed GaN products from Shanghai trade show after patent challenge

South Korea battery industry urges tax reform as US, Europe rules bite

Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Taiwan carriers, banks roll out MID+ to fight fraud

EU weighs 'super credits' for small EVs to support affordable car sales

Musk eyes Mesh Optical deal as AI data centers push beyond copper

Apple's iPhone slips in China as local brands hold off challenge

OpenAI's 5% stake pitch pulls AI deeper into Washington

Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030

Tsinghua chip veteran’s US$1.8bn 3D AI chip startup targets China’s GPU gap