https://www.digitimes.com A platform bridging customers and suppliers en-us Copyright 2026 DIGITIMES Inc. Tue, 27 Oct 2026 02:13:32 GMT 240 131 62 https://www.digitimes.com https://www.digitimes.com/images/rss_logo.jpg Tue, 27 Oct 2026 02:09:37 GMT https://www.digitimes.com/news/a20261027VL212/intel-quantum-computing-software-hardware-manufacturing.html Intel has entered into a definitive agreement to acquire Classiq, a quantum computing software company, in a move aimed at combining Classiq's quantum algorithm synthesis platform with Intel's silicon-based quantum hardware and semiconductor manufacturing capabilities. DIGITIMES ICT https://www.digitimes.com/news/a20261027VL212/intel-quantum-computing-software-hardware-manufacturing.html Tue, 27 Oct 2026 02:03:36 GMT https://www.digitimes.com/news/a20261027VL211/ipo-taiwan-anthropic-capacity-chips.html In its preliminary IPO registration statement filed with the US Securities and Exchange Commission, Anthropic describes how much of its capacity depends on a small group of chip and memory suppliers, most of them in East Asia. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261027VL211/ipo-taiwan-anthropic-capacity-chips.html Tue, 27 Oct 2026 01:55:21 GMT https://www.digitimes.com/news/a20261025VL200/india-semiconductors-incentives-investment-packaging.html India's semiconductor drive has largely been led by New Delhi, which selects projects for large central incentives while state governments add their own packages of land, infrastructure and financial support. Tamil Nadu is now giving semiconductor investors another route. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261025VL200/india-semiconductors-incentives-investment-packaging.html Tue, 27 Oct 2026 01:52:39 GMT https://www.digitimes.com/news/a20261024VL202/optics-cpo-data-center-himax-production.html South Korean optics maker Optoelec is seeing growing interest from AI data center customers as it seeks to expand its wafer-level optics (WLO) business into high-speed optical communications, a market where Taiwanese suppliers are already moving toward commercial production. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261024VL202/optics-cpo-data-center-himax-production.html Tue, 27 Oct 2026 01:46:21 GMT https://www.digitimes.com/news/a20261024VL201/2027-vehicle.html South Korean autonomous delivery company NT1 plans to begin assembling Chinese-designed delivery vans locally in 2027, gradually adding Korean-made components as it seeks approval to operate the vehicles on public roads. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20261024VL201/2027-vehicle.html Tue, 27 Oct 2026 01:38:21 GMT https://www.digitimes.com/news/a20261024VL200/robot-supplier-robotics-automotive-hyundai.html South Korean automotive supplier SL is considering deploying its mobile dual-arm robot at a US factory in 2027 or 2028, potentially marking the system's first overseas deployment, a company representative said in an interview with DIGITIMES at FIX 2026 in Daegu on October 24. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20261024VL200/robot-supplier-robotics-automotive-hyundai.html Tue, 27 Oct 2026 01:33:44 GMT https://www.digitimes.com/news/a20261027VL209/tata-group-india-data-center-infrastructure-capacity-demand.html Tata Communications announced on October 26 that it plans to invest US$400-450 million in approximately 10,000 kilometers of long-haul fiber across India, linking data centers and AI hubs as it expands its connectivity business. The network will connect domestic corridors with its global backbone. DIGITIMES Communications https://www.digitimes.com/news/a20261027VL209/tata-group-india-data-center-infrastructure-capacity-demand.html Tue, 27 Oct 2026 01:32:41 GMT https://www.digitimes.com/news/a20261023VL224/vehicle-robotaxi-2026-hyundai-software.html South Korean vehicle engineering company KAR plans to develop a monitoring system for the electronic controls it installs in autonomous vehicles, seeking recurring maintenance revenue as the country expands robotaxi trials. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20261023VL224/vehicle-robotaxi-2026-hyundai-software.html Tue, 27 Oct 2026 01:23:58 GMT https://www.digitimes.com/news/a20261024PD200/bytedance-2026-technology.html The claim that more than half of China's artificial intelligence (AI) computing power is being used to produce micro-dramas has reignited debate in China's technology sector over whether the country is directing too much of its AI computing resources to entertainment content while neglecting productivity applications. Eifeh Strom ICT https://www.digitimes.com/news/a20261024PD200/bytedance-2026-technology.html Tue, 27 Oct 2026 01:20:32 GMT https://www.digitimes.com/news/a20261027VL205/amkor-packaging-investment-expansion-manufacturing.html Amkor Technology is using customer prepayments and longer-term commitments to support an expanding manufacturing network across the US, South Korea, and Vietnam, as demand for advanced packaging outpaces the consumer electronics recovery. Management said those arrangements provide greater visibility for investments that will keep capital spending elevated for several years. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261027VL205/amkor-packaging-investment-expansion-manufacturing.html Tue, 27 Oct 2026 01:12:20 GMT https://www.digitimes.com/news/a20261027VL204/cadence-design-openai-synopsys-chipmakers.html Cadence Design Systems is betting that chipmakers will want AI models trained on its own design tools and run wherever customers choose. That puts it on a different route from rival Synopsys, which is building its specialized model with OpenAI on OpenAI-hosted infrastructure. On October 26, alongside its third-quarter results, Cadence introduced Maestro, a portfolio of domain-specialized AI models that power its AI super agents for chip and system design. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261027VL204/cadence-design-openai-synopsys-chipmakers.html Tue, 27 Oct 2026 01:07:13 GMT https://www.digitimes.com/news/a20261027VL203/demand-cadence-design-earnings-hardware.html Cadence Design Systems used its third-quarter earnings call to argue that demand for chip design tools is no longer tied only to the AI hardware buildout. It pointed to analog and memory chipmakers, system companies, and new entrants such as space and finance firms designing their own silicon. Analysts on the October 26 call pressed two questions that will shape the coming year: how much growth comes from agentic AI rather than hardware, and whether Cadence can match the long-term targets rival Synopsys set a month earlier. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261027VL203/demand-cadence-design-earnings-hardware.html Tue, 27 Oct 2026 00:46:13 GMT https://www.digitimes.com/news/a20261027VL206/brand-2028-smartphone-electronics-2026.html India's electronics and IT minister, Ashwini Vaishnaw, has set October 23, 2028, as the date by which the country will have mobile phones that are designed, manufactured, and branded domestically, as New Delhi seeks to move beyond assembling devices for foreign brands. DIGITIMES ICT https://www.digitimes.com/news/a20261027VL206/brand-2028-smartphone-electronics-2026.html Tue, 27 Oct 2026 00:44:23 GMT https://www.digitimes.com/news/a20261027VL202/celestica-revenue-growth-capacity-outlook.html Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control. The company forecast US$40 billion in revenue for 2027, putting manufacturing capacity and growth financing at the center of its outlook. DIGITIMES ICT https://www.digitimes.com/news/a20261027VL202/celestica-revenue-growth-capacity-outlook.html Tue, 27 Oct 2026 00:42:07 GMT https://www.digitimes.com/news/a20261027VL201/design-cadence-demand-revenue-outlook.html Cadence Design Systems' third quarter suggests demand for chip design tools is still rising, with AI-driven design work showing up in both revenue and backlog, while the cost of buying growth is hurting profitability. Revenue for the three months ended September 30, 2026, rose 22% from a year earlier, the company said on October 26, but operating income barely moved. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261027VL201/design-cadence-demand-revenue-outlook.html Tue, 27 Oct 2026 00:41:58 GMT https://www.digitimes.com/news/a20261027VL200/amkor-packaging-sales-demand-production.html Amkor Technology's latest quarter shows how a shift toward advanced packaging can strengthen profitability even when overall sales barely grow. Computing and automotive demand lifted the value of the company's production mix, while smartphone and consumer electronics headwinds kept the revenue recovery uneven. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261027VL200/amkor-packaging-sales-demand-production.html Mon, 26 Oct 2026 23:51:05 GMT https://www.digitimes.com/news/a20261023PD238/samsung-humanoid-robot-development-ces.html Samsung Electronics Executive Chairman Lee Jae-Yong is reportedly set to visit the company's Robotics eXperience (RX) business unit in Seoul's Umyeon-dong by the end of October to review humanoid robot development and preparations for CES 2027. If the visit takes place, it will be Lee's first visit since the organization was established, highlighting Samsung's strategy of commercializing robots through manufacturing applications. Charlene Chen ICT https://www.digitimes.com/news/a20261023PD238/samsung-humanoid-robot-development-ces.html Mon, 26 Oct 2026 23:50:48 GMT https://www.digitimes.com/news/a20261023PD232/ai-server-power-components-transmission-efficiency-digitimes.html AI server power architectures are evolving toward high-voltage distribution and point-of-load voltage conversion, according to DIGITIMES Intelligence. Scarlett Yu ICT https://www.digitimes.com/news/a20261023PD232/ai-server-power-components-transmission-efficiency-digitimes.html Mon, 26 Oct 2026 23:50:23 GMT https://www.digitimes.com/news/a20261023PD229/packaging-materials-large-size-loss-substrate.html As advanced packaging shifts toward large-size glass substrates, Cheng Mei Materials Technology is developing materials to address warpage, heat resistance, and drilling challenges. Its cutting and grinding tapes have entered customer validation and small-volume testing, while its anti-warpage film and heat-resistant tape remain in development. Lily Hess Semiconductors https://www.digitimes.com/news/a20261023PD229/packaging-materials-large-size-loss-substrate.html Mon, 26 Oct 2026 23:50:01 GMT https://www.digitimes.com/news/a20261023PD205/oledos-equipment-wearable-xr-technology.html As AI expands into wearable devices, South Korean OLED deposition equipment maker Sunic System has secured another overseas order for OLEDoS (OLED on Silicon) deposition equipment, targeting growth in extended reality (XR) and smart glasses. DIGITIMES Displays https://www.digitimes.com/news/a20261023PD205/oledos-equipment-wearable-xr-technology.html Mon, 26 Oct 2026 02:59:13 GMT https://www.digitimes.com/news/a20261023PD234/taiwan-packaging-pcb-manufacturing.html In the era of AI and high-performance computing (HPC), the once-separate worlds of chip design, packaging, and circuit boards are converging. According to the Global Electronics Association, AI server motherboards have become the largest, thickest, and most structurally complex PCBs ever manufactured, drawing substrate and PCB makers, which historically reacted to decisions made by chipmakers and packaging clients, into the heart of AI hardware development. Yunnie Cheng Semiconductors https://www.digitimes.com/news/a20261023PD234/taiwan-packaging-pcb-manufacturing.html Mon, 26 Oct 2026 02:58:50 GMT https://www.digitimes.com/news/a20261023PD222/meta-quanta-cpu-demand-wiwynn.html Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital expenditure plans and investment priorities. Scarlett Yu ICT https://www.digitimes.com/news/a20261023PD222/meta-quanta-cpu-demand-wiwynn.html Mon, 26 Oct 2026 02:58:19 GMT https://www.digitimes.com/news/a20261023PD241/taiwan-testing-equipment-budget-investment.html Hermes Testing Solutions Inc. (HTSI), a semiconductor wafer-testing solutions provider, is expanding its Taiwan operations. Its board approved budget authorisations on October 22 for a new R&D centre in Hsinchu and a manufacturing centre in south-central Taiwan, with total investment expected to exceed NT$7 billion (approx. US$215 million). Levi Li Semiconductors https://www.digitimes.com/news/a20261023PD241/taiwan-testing-equipment-budget-investment.html Mon, 26 Oct 2026 02:57:50 GMT https://www.digitimes.com/news/a20261023PD235/tsmc-3nm-demand-samsung-hbm.html Following TSMC's third-quarter 2026 earnings call, DIGITIMES analyst Luke Lin provided in a podcast additional analysis of several details that received limited attention in market coverage, including a new 3nm fab at the Southern Taiwan Science Park (STSP), the transfer of Nvidia-related high-bandwidth memory (HBM) base die orders to TSMC, and whether demand for A14 includes Intel server CPUs. Lily Hess Semiconductors https://www.digitimes.com/news/a20261023PD235/tsmc-3nm-demand-samsung-hbm.html Mon, 26 Oct 2026 02:57:11 GMT https://www.digitimes.com/news/a20261023VL212/india-roundup-5g-ipo-fab-data.html India's tech push opens markets unevenly: foreign suppliers get first crack at Tata's fab, Lam courts local vendors, Jio's IPO tests its 5G pitch, and CleanMax powers AI data centers. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261023VL212/india-roundup-5g-ipo-fab-data.html Sun, 25 Oct 2026 00:45:44 GMT https://www.digitimes.com/news/a20261023PD240/nvidia-cpo-interposer-technology-2026.html Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from a conventional organic package substrate to the silicon interposer carrying the compute chips, increasing bandwidth density and reducing power consumption for future AI system interconnects. Charlene Chen Semiconductors https://www.digitimes.com/news/a20261023PD240/nvidia-cpo-interposer-technology-2026.html Sun, 25 Oct 2026 00:45:17 GMT https://www.digitimes.com/news/a20261023PD242/deepseek-beijing-tv-technology.html DeepSeek and MiniMax have received approval to deploy their artificial intelligence models overseas, according to a post published October 22 by China Central Television’s Yuyuantantan account. The move signals that Beijing intends to permit Chinese AI companies to pursue global commercialization, even as proposed export controls could raise the threshold for transferring some advanced technologies abroad. DIGITIMES ICT https://www.digitimes.com/news/a20261023PD242/deepseek-beijing-tv-technology.html Sun, 25 Oct 2026 00:44:27 GMT https://www.digitimes.com/news/a20261023PD237/robot-camera-samsung-production-revenue.html South Korean image-sensing module maker Namuga is accelerating its physical AI strategy after securing a supply deal with a global humanoid robot company. The company is preparing for shipments and mass production while targeting revenue of KRW1 trillion (approximately US$754.7 million) by 2030. Lily Hess ICT https://www.digitimes.com/news/a20261023PD237/robot-camera-samsung-production-revenue.html Sun, 25 Oct 2026 00:44:13 GMT https://www.digitimes.com/news/a20261023PD236/europe-automakers-shipments-sales-market-share.html Chinese automakers achieved record sales in Europe in September, doubling their monthly volume to 194,800 vehicles and capturing an unprecedented 14.6% market share. Beyond their expanding model portfolios, the surge appears to reflect accelerated shipments ahead of potential European Union restrictions on Chinese hybrid vehicle imports, expected to take effect in 2027. Willis Ke Electric Vehicles https://www.digitimes.com/news/a20261023PD236/europe-automakers-shipments-sales-market-share.html Sun, 25 Oct 2026 00:43:37 GMT https://www.digitimes.com/news/a20261023PD233/data-equipment-epc-demand-taiwan.html As demand for AI data centers expands, next-generation AI servers are raising requirements for power supply, cooling efficiency, and deployment speed. Taiwan's electrical and mechanical equipment providers are therefore moving beyond standalone equipment supply into system integration, engineering, procurement, and construction (EPC), and modular data center solutions. Charlene Chen ICT https://www.digitimes.com/news/a20261023PD233/data-equipment-epc-demand-taiwan.html Sun, 25 Oct 2026 00:43:06 GMT https://www.digitimes.com/news/a20261023PD220/meta-financing-infrastructure-investment-capex.html Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable contract commitments climbing to about US$825 billion. The company also raised the lower end of its 2026 capex forecast by US$5 billion to US$135 billion, signaling continued AI expansion as financing and investment returns become new challenges. DIGITIMES ICT https://www.digitimes.com/news/a20261023PD220/meta-financing-infrastructure-investment-capex.html Sun, 25 Oct 2026 00:42:49 GMT https://www.digitimes.com/news/a20261023PD218/texas-instruments-robot-earnings-2026-revenue.html Texas Instruments (TI) held its latest earnings call this week, projecting fourth-quarter 2026 revenue of US$5.8 billion to US$6.3 billion. The midpoint of its guidance is broadly in line with third-quarter revenue, outperforming the seasonal declines typically seen in the fourth quarter. Scarlett Yu Semiconductors https://www.digitimes.com/news/a20261023PD218/texas-instruments-robot-earnings-2026-revenue.html Sun, 25 Oct 2026 00:42:25 GMT https://www.digitimes.com/news/a20261023PD210/physical-ai-robot-robotics-3d-2026.html After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained on large amounts of robot data. Jingyue Hsiao ICT https://www.digitimes.com/news/a20261023PD210/physical-ai-robot-robotics-3d-2026.html Sun, 25 Oct 2026 00:41:58 GMT https://www.digitimes.com/news/a20261023PD207/growth-revenue-aircraft-demand-equipment.html Magnate Technology expects rising aircraft engine demand and semiconductor equipment opportunities to support growth as it expands production capacity, with implications for global aviation and chip supply chains. The aerospace components maker forecasts revenue of nearly NT$2 billion (US$61.5 million) in 2026 and expects 15% to 20% revenue growth in 2027. Jingyue Hsiao ICT https://www.digitimes.com/news/a20261023PD207/growth-revenue-aircraft-demand-equipment.html Sun, 25 Oct 2026 00:41:45 GMT https://www.digitimes.com/news/a20261023VL209/moonshot-sales-revenue-business-cloud.html Moonshot AI's first visible overseas sales hire marks a new stage in how Chinese developers of open-weight models compete outside China. They have given away model weights to win developers and earned money through cloud platforms and license terms; Moonshot now appears to be adding staff on the ground to manage partners and large customers. DIGITIMES ICT https://www.digitimes.com/news/a20261023VL209/moonshot-sales-revenue-business-cloud.html