DIGITIMES: News and Insight of the Global Supply Chain

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

DIGITIMES — Thu, 9 Jul 2026 02:01:12 GMT

Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.

Largan investor conference to spotlight optical communications push and smartphone demand

Jingyue Hsiao — Thu, 9 Jul 2026 01:23:35 GMT

Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.

China AI compute race enters supernode era with Huawei Atlas 950 WAIC debut

DIGITIMES — Thu, 9 Jul 2026 00:49:22 GMT

China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling surging large-model training and inference demand.

Taiwan firms accelerate overseas expansion as subsidy loan quotas run dry

DIGITIMES — Thu, 9 Jul 2026 00:48:43 GMT

Taiwanese companies are speeding up overseas expansion as China's economy slows and global supply chains shift toward resilience, and government-backed financing is being taken up quickly. The Ministry of Finance said the NT$30 billion (US$935 million) financing program for overseas investment in its 12th round is close to its limit, while the newly opened 13th-round NT$60 billion quota has already been fully registered.

Yesiang expects foundry expansion to drive revenue growth in 2H26

DIGITIMES — Thu, 9 Jul 2026 00:47:05 GMT

Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands capacity. The company reported consolidated revenue of NT$247 million (US$7.7 million) in June 2026, up 3.71% from May and 101.60% from a year earlier, setting another record.

Partner Tech posts 7.45% first-half revenue gain on higher-value product shift

DIGITIMES — Thu, 9 Jul 2026 00:46:04 GMT

Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first half of 2026, consolidated revenue reached NT$902 million, an increase of 7.45% from the same period in 2025, as the industrial computing and smart device supplier continued shifting toward higher-value products.

Foxconn expands RBA audits as AI server demand drives global factory growth

DIGITIMES — Thu, 9 Jul 2026 00:43:44 GMT

Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of 2025, the company had completed 85 Responsible Business Alliance Validated Assessment Program audits at 65 sites worldwide, according to a recent audit summary.

UMT lifts first-half profit 70% as satellite demand stays strong

DIGITIMES — Thu, 9 Jul 2026 00:43:03 GMT

Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion, a 70% increase from the same period in 2025. The Taiwanese supplier said the second quarter was affected by a customer redesign that shifted shipment timing, but demand trends in the low-Earth-orbit satellite market remained unchanged.

Anpec June revenue rises on fan motor driver IC demand

DIGITIMES — Thu, 9 Jul 2026 00:41:27 GMT

Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.

Tung Yang sees demand rebound as market uncertainty eases

Jingyue Hsiao — Thu, 9 Jul 2026 00:38:07 GMT

Tung Yang's latest sales update suggests a modestly improving outlook for the auto parts industry as trade policy becomes clearer and geopolitical risks appear to ease. For global buyers and suppliers, that matters because any pickup in ordering could ripple through production, inventories, and pricing across the vehicle parts supply chain.

Edom posts record first-half revenue on AI and networking demand

DIGITIMES — Thu, 9 Jul 2026 00:37:56 GMT

Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached NT$12.573 billion, down 9.23% from May but up 60.10% from a year earlier, marking its third-highest monthly result on record.

HHGalaxy to invest US$13.5 million in aCommerce to expand across Asia

Jingyue Hsiao — Thu, 9 Jul 2026 00:37:25 GMT

HHGalaxy's planned investment in aCommerce underscores how Asia's e-commerce growth is reshaping opportunities for brands worldwide. As markets across Southeast Asia, Japan, and Taiwan expand, companies are increasingly seeking partners to manage logistics, data, and sales across borders. The deal may signal a broader shift toward regional platform strategies.

Taiwan says 2025 power supply stayed ample as demand eased

DIGITIMES — Thu, 9 Jul 2026 00:36:39 GMT

Taiwan's Ministry of Economic Affairs said electricity supply remained ample in 2025 even as demand slipped slightly, reinforcing its message to the Legislative Yuan after Pegatron chairman Tzu-Hsien Tung urged Taiwan to build 10 nuclear power units within 10 years. The ministry said reserve capacity stayed above 6% throughout the year and that days with reserves above 10%, known as green-light days, totaled 342.

Taiwan says China's slow growth could become the new normal

DIGITIMES — Thu, 9 Jul 2026 00:34:29 GMT

Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural problems remain unresolved. The council said China's low-speed growth could become the new normal as weak household spending, property market stress and financial risks continue to weigh on the economy.

Altos posts record first-half revenue as AI education demand rises

DIGITIMES — Thu, 9 Jul 2026 00:33:03 GMT

Acer subsidiary Altos reported record revenue for June, the second quarter, and the first half of 2026 as demand for AI infrastructure in education and enterprise markets continued to climb. The Taiwan-based systems provider said its AI hardware and software integration efforts were also starting to translate into stronger operating results.

OpenAI loses safety chief as leadership turnover continues ahead of IPO

DIGITIMES — Thu, 9 Jul 2026 00:31:41 GMT

OpenAI said one of its top safety and policy executives will leave the company on July 24, adding to a series of departures as it prepares for an initial public offering. The exit comes after several former OpenAI staffers have already moved to Anthropic.

Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event

DIGITIMES — Thu, 9 Jul 2026 00:28:44 GMT

Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation foldable phones and smartwatches, while a possible debut for its first AI glasses, called Galaxy Glass, has also drawn attention.

Honor expands Taiwan smartphone push with flagship and midrange launches

DIGITIMES — Thu, 9 Jul 2026 00:27:58 GMT

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced the X6d 5G, giving it coverage in both midrange and premium segments within just over three months in the market.

BTL Group completes first HVDC power rack test as AI bookings extend to year-end

DIGITIMES — Thu, 9 Jul 2026 00:25:34 GMT

BTL Group said it completed testing certification in early July 2026 for a VR200 server power rack using HVDC 800V/1MW specifications, and will next move into rack-level testing for the same server platform. The Taiwanese testing provider said demand tied to AI servers from cloud service providers continued to rise, pushing its project schedule through the end of 2026.

Arterytek posts record second-quarter revenue on stronger MCU demand

DIGITIMES — Thu, 9 Jul 2026 00:24:24 GMT

Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.

AWS to host 2026 summit in Taipei with OpenAI and Anthropic

DIGITIMES — Thu, 9 Jul 2026 00:22:57 GMT

Amazon Web Services announced on July 8 that it will hold the 2026 AWS Summit Taipei on July 15-16, bringing together AI partners, product demos, and enterprise sessions focused on AI agents. The event is designed to help companies explore how agent-driven tools could reshape industry applications and support growth.

Chang Wah Technology posts record June and second quarter revenue on stronger demand

DIGITIMES — Thu, 9 Jul 2026 00:21:55 GMT

Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and automotive electronics. The Taiwan-based lead frame maker said stronger demand for power management and microcontroller products helped drive the latest gains.

Wistron backs Taiwan open source AI model and boosts compute for startups

DIGITIMES — Thu, 9 Jul 2026 00:20:08 GMT

Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort is tied to a push to build a Traditional Chinese large language model through a planned Taiwan Open Source Foundation.

Chenbro posts record June revenue as server and AI demand accelerate

DIGITIMES — Thu, 9 Jul 2026 00:18:49 GMT

Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide. The results suggest continued momentum for data centers, with implications for suppliers, operators, and investors across global technology markets.

Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

Jingyue Hsiao — Thu, 9 Jul 2026 00:02:39 GMT

Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits, and green-energy rules are not keeping up. As countries race to host new computing hubs, the speed of AI deployment is increasingly determined by electricity access, not just chips.

China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

DIGITIMES — Thu, 9 Jul 2026 00:02:17 GMT

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.

Compeq says AI and satellite demand offset seasonal slowdown

Jingyue Hsiao — Thu, 9 Jul 2026 00:01:36 GMT

HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along with higher volumes and prices in its AI line, helped it avoid the usual second-quarter slowdown. The Taiwan-based company expects more momentum in the second half of 2026, with implications for global satellite, AI, and optical networking supply chains.

China 618 smartphone sales fall 13% as Huawei takes lead

DIGITIMES — Thu, 9 Jul 2026 00:01:10 GMT

China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according to Counterpoint Research.

Foxconn's Young Liu says sovereign AI is turning data center supply chains local

Levi Li — Thu, 9 Jul 2026 00:00:41 GMT

Foxconn chairman Young Liu said sovereign AI is expanding beyond data residency to AI data centers and their supply chains, forcing a structural shift in global manufacturing.

SK Hynix supplier talks show AI memory boom shifting pricing power

DIGITIMES — Thu, 9 Jul 2026 00:00:22 GMT

The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.

Asian VCs urge startups to expand regionally before targeting the US

DIGITIMES — Thu, 9 Jul 2026 00:00:00 GMT

Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.

Aurona sees strong PCB demand as AI and high-end chip trends lift sales

Jingyue Hsiao — Wed, 8 Jul 2026 23:59:37 GMT

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.

Innodisk revenue surges on AI memory demand and price hikes

DIGITIMES — Wed, 8 Jul 2026 23:59:12 GMT

Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher prices and AI-driven memory shortages that kept demand strong through the second quarter.

Interview: UK courts Taiwan suppliers for AI hardware buildout

DIGITIMES — Wed, 8 Jul 2026 23:58:57 GMT

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.

Yulon Nissan sticks to 2026 sales target as currency pressure builds

DIGITIMES — Wed, 8 Jul 2026 23:58:15 GMT

Yulon Nissan Motor said it is keeping its 2026 sales target at 13,000 units, while warning that exchange-rate volatility could become the biggest challenge to its full-year operating performance.

Ruihe Carbon targets diesel backup market with ammonia-to-hydrogen system

DIGITIMES — Wed, 8 Jul 2026 23:57:54 GMT

Ruihe Carbon is expanding its rooftop solar holdings and moving into low-carbon hydrogen as it looks to reshape backup power for Taiwan's technology sector.

Record 84-month auto loans raise concerns over longer US vehicle replacement cycles

DIGITIMES — Wed, 8 Jul 2026 23:57:41 GMT

Generative AI drives enterprise content automation as Taiwan localization gains momentum

DIGITIMES — Wed, 8 Jul 2026 23:57:26 GMT

Salesforce Ventures shares AI investment playbook at Asia VC Summit, eyes Taiwan startup

DIGITIMES — Wed, 8 Jul 2026 23:56:51 GMT

Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.

PLAUD rides AI hardware-subscription model to US$100 million ARR

DIGITIMES — Wed, 8 Jul 2026 23:55:58 GMT

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise to new AI-driven business models.

Team Group posts record first-half revenue on industrial and AI demand

DIGITIMES — Wed, 8 Jul 2026 23:55:21 GMT

Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company also said that its first-half revenue for the year reached NT$16.6 billion, a record for the period, as demand from the industrial and system integration (SI) sectors stayed firm.

Compal's Rayonnant expands liquid cooling lineup for AI servers

DIGITIMES — Wed, 8 Jul 2026 23:55:01 GMT

Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and in-row liquid-to-liquid solutions. The rollout gives the Taiwan-based electronics group a deeper in-house role in liquid cooling as rack power densities increase across AI factories, large-scale training clusters, and high-performance computing (HPC) environments.

Macronix and Winbond post record June revenue as memory prices stay firm

DIGITIMES — Wed, 8 Jul 2026 23:54:44 GMT

Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese makers benefited from a rally across the memory market, while industry watchers continued to flag the risk of volatility after a sharp price run-up.

SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain

Eifeh Strom — Wed, 8 Jul 2026 23:54:30 GMT

Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable energy continues to rise.

Grab's Uber-affiliated director steps down from board with foodpanda Taiwan acquisition in process

DIGITIMES — Wed, 8 Jul 2026 10:10:52 GMT

Grab Holdings Limited (NASDAQ: GRAB) announced that Uber Technologies CEO Dara Khosrowshahi has resigned from its board of directors, effective July 6, 2026, as the Singapore-based ride-hailing and delivery company works to close its proposed US$600 million acquisition of foodpanda's Taiwan business from Delivery Hero.