DIGITIMES: News and Insight of the Global Supply Chain

MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027

Charlene Chen — Sat, 1 Aug 2026 01:45:22 GMT

MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for cloud ASICs will reach US$80 billion in 2027, while lifting the company's target market share to 15-20%.

AUO commits US$721M to TGV, glass core and CPO expansion

Levi Li — Sat, 1 Aug 2026 01:44:51 GMT

AUO sold three factories within two days, with disposal gains expected to reach NT$17.7 billion (approx. US$548 million). Chairman Paul Peng said the proceeds would be reinvested in high-value products, new technologies and AI-related initiatives.

Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

Joseph(C) Chen — Sat, 1 Aug 2026 01:44:09 GMT

Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang died on July 31, 2026, at age 76, closing a career that spanned medicine, electronics, DRAM and foundry manufacturing. His life traced nearly 30 years of booms and busts in Taiwan's memory and semiconductor industries.

Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

Scarlett Yu — Sat, 1 Aug 2026 00:42:27 GMT

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold in the sector. That progress stems from advances in Tandem OLED technology, which have significantly improved lifetime and reliability. As validation data accumulates and production costs decline, industry researchers expect automotive OLED adoption to accelerate after 2030.

Arcadyan targets satellite supply chain through smaller operators before pursuing top-tier customers

Scarlett Yu — Sat, 1 Aug 2026 00:42:17 GMT

Taiwan networking equipment maker Arcadyan Technology is accelerating its expansion beyond the residential broadband market.

Posiflex revenue rises 46% in the second quarter on Europe and Asia demand

DIGITIMES — Sat, 1 Aug 2026 00:41:51 GMT

Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial PC maker said net profit after tax increased 58% from the prior quarter to NT$467 million, or NT$4.34 per share, even as higher memory and CPU costs weighed on margins.

Elite Material posts record 2Q result on strong AI-related demand

Jingyue Hsiao — Sat, 1 Aug 2026 00:41:40 GMT

Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record levels. The Taiwan-based copper-clad laminate (CCL) maker expects tight production, broad customer demand, and expanding capacity to support growth across global markets over the coming year.

AUO sells two plants in two days and expects up to NT$17.7 billion gain

DIGITIMES — Sat, 1 Aug 2026 00:41:29 GMT

AUO said it moved to accelerate asset monetization in Taiwan by selling another factory on July 30 after announcing a separate disposal. The display maker agreed to sell its C5E plant and related facility infrastructure in Kaohsiung’s Lujhu district to Advanced Semiconductor Engineering (ASE) for NT$6.3 billion (US$193.6 million) before tax, with an estimated disposal gain of about NT$4.28 billion.

Realtek, Elan, and Parade set the tone for PC chip demand

Lily Hess — Sat, 1 Aug 2026 00:41:19 GMT

As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings this week to outline market conditions for the traditional peak season. Because the three companies hold key positions in the PC chip market, their comments are being watched as a barometer for PC chip demand in the second half of the year.

Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

Lily Hess — Sat, 1 Aug 2026 00:41:08 GMT

NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and margins also hit new highs. The company said third-quarter revenue will rise another 15% to 20% sequentially, and full-year 2026 revenue is set to reach a new record, with growth of more than 100% year-on-year.

Thintronics wins proposed US CHIPS incentives for advanced substrate technology

DIGITIMES — Sat, 1 Aug 2026 00:40:57 GMT

Thintronics, a semiconductor interconnect company, said in a press release on July 29 that it had signed a letter of intent with the US Department of Commerce and the CHIPS Research and Development Office for up to US$50 million in incentives under the CHIPS and Science Act.

Huawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PC

DIGITIMES — Sat, 1 Aug 2026 00:40:42 GMT

Huawei has introduced two PC processors, the Kirin X90 Plus and Kirin XE90, alongside new HarmonyOS laptops designed to extend its in-house chip strategy across high-performance and ultra-light computing.

Chinese display makers move deeper into Korean cockpits as BOE wins Hyundai's flagship display program

DIGITIMES — Sat, 1 Aug 2026 00:40:21 GMT

Chinese display suppliers are expanding into South Korea's automotive supply chain as competition shifts beyond televisions and smartphones toward software-defined vehicles, where cockpit displays are becoming a defining part of the user experience.

At OCP's Taiwan summit, servers take a back seat to optics and advanced packaging

DIGITIMES — Fri, 31 Jul 2026 17:57:00 GMT

When the agenda for this year's OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest, and ASE are sharing the stage with Microsoft, Nvidia, and Google.

Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight

Joseph(C) Chen — Fri, 31 Jul 2026 16:35:00 GMT

Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake in Singapore-based indium phosphide (InP) optical component maker DenseLight Photonics, along with a seat on its board.

Powerchip founder Frank Huang dies at 76; vice chair steps in as acting chief

DIGITIMES — Fri, 31 Jul 2026 10:41:58 GMT

Powerchip Semiconductor Manufacturing Corp. (PSMC, TWSE: 6770) said in a material-information filing on July 31 that its chairman, Frank Huang, died peacefully in his sleep at his home around midday that day of cardiopulmonary failure. He was 76.

Analysis: The AI buildout stopped being a demand story

DIGITIMES — Fri, 31 Jul 2026 09:22:38 GMT

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings of seven companies say the constraint has moved. It is now about who sets the price — and on that question the past five quarters have already taught a lesson from which most readers drew the wrong conclusion.

MJ Taiwan names Maverick Shih chair, prioritizes AI, cybersecurity and space technologies

Scarlett Yu — Fri, 31 Jul 2026 08:55:00 GMT

The Monte Jade Science and Technology Association of Taiwan (MJ Taiwan) elected Maverick Shih, chairman of Acer Cyber Security (ACSI), as its 13th chairman during the association's first board meeting of its new term on July 30.

Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Charlene Chen — Fri, 31 Jul 2026 08:25:00 GMT

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion) in 2025, driven by growing demand from AI data centers and energy infrastructure projects.

Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist

DIGITIMES — Fri, 31 Jul 2026 07:55:00 GMT

Tesla CEO Elon Musk has denied a Wall Street Journal report on an internal plan within Tesla to prepare for a possible separation of its China operations. Despite his rebuttal, the report has still drawn attention to a wider transformation underway across the technology industry,

Exclusive: Asian chipmakers' shift to US helium raises concentration risk

DIGITIMES — Fri, 31 Jul 2026 07:11:15 GMT

Chipmakers in Taiwan, South Korea, and Japan have avoided broad helium-related production disruptions so far, but their rapid shift toward US supply is creating a new concentration risk.

Exclusive Interview: Helium shock threatens advanced chipmaking as Asia shifts dependence to the US

DIGITIMES — Fri, 31 Jul 2026 06:55:00 GMT

As geopolitical tensions in the Middle East continue to intensify, shifting export conditions and a broader realignment of supply from Qatar to the United States are reshaping global access to one of semiconductor manufacturing's most fundamental materials: helium.

ASE lifts 2026 capex to record US$10.5 billion, expects LEAP revenue to double in 2027

Scarlett Yu — Fri, 31 Jul 2026 06:36:30 GMT

Driven by robust AI-related demand for advanced packaging and testing, ASE Technology Holding has raised its 2026 capital expenditure budget for a second time this year to a record US$10.5 billion, up from its original plan of US$8.5 billion.

Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap

Levi Li — Fri, 31 Jul 2026 05:46:49 GMT

CXMT's IPO marks a shift in China's DRAM strategy from capacity building towards mainstream products, process upgrades, and global competition, according to DIGITIMES Intelligence.

Amazon's Zoox receives US approval for commercial deployment of robotaxis

DIGITIMES — Fri, 31 Jul 2026 05:00:01 GMT

US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.

Pegatron chair says AI outlook remains strong, calls for Taiwan application push

Eifeh Strom — Fri, 31 Jul 2026 05:00:00 GMT

Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence (AI), despite recent volatility in the capital markets sparking debate over whether the AI boom has begun to fade. While short-term markets are inevitably subject to intense fluctuations driven by international events, what matters more is the strength of Taiwan's industrial base, with AI driving growth across upstream, midstream, and downstream supply chains and gradually expanding from a single "silicon shield" into a broader "mountain range" of strategic industries.

Thunder Tiger calls for budget clarity as Taiwan pushes uncrewed surface vessel development

Eifeh Strom — Fri, 31 Jul 2026 05:00:00 GMT

Taiwanese drone manufacturer Thunder Tiger demonstrated an uncrewed surface vessel (USV) equipped with mission autonomy software in collaboration with US-based defense technology startup Shield AI at Dapeng Bay, Taiwan, on July 29. While Taiwanese companies are actively pushing for greater autonomy in unmanned vehicle technologies, unclear policy direction at this stage has added to industry uncertainty.

ByteDance merges Lark with Doubao after AI revenue hits US$4B run rate

DIGITIMES — Fri, 31 Jul 2026 05:00:00 GMT

ByteDance is reorganising Doubao, Lark and Volcengine around a more unified enterprise AI strategy, combining product development, cloud commercialisation and workplace software as its large-model business reaches an annualised revenue run rate of US$4 billion.

US CSP leaders keep capex growth as AI monetization deepens

Charlene Chen — Fri, 31 Jul 2026 04:03:49 GMT

Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based on Google, Microsoft, and Meta, the answer to both remains yes, underscoring the strength of AI fundamentals.

Jensen Huang's open-source push signals a fight over who controls the AI market

Jingyue Hsiao — Fri, 31 Jul 2026 04:03:07 GMT

Nvidia chief executive Jensen Huang has used a rare public intervention to argue that the US should back open-source artificial intelligence, not just the largest closed systems. His message comes as Silicon Valley debates whether AI's next phase will reward broad adoption and customization, or concentrated control and pricing power.

Anthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents

DIGITIMES — Fri, 31 Jul 2026 04:00:11 GMT

Anthropic said three of its Claude models unintentionally accessed the systems of three organizations after a testing environment was misconfigured and connected to the public internet. The incidents were identified after the company reviewed 141,006 test sessions and found that the breaches had occurred since April 2026.

Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war

Scarlett Yu — Fri, 31 Jul 2026 03:59:11 GMT

Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco, highlighting the deepening ties among the companies driving the global AI supply chain.

AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

DIGITIMES — Fri, 31 Jul 2026 03:29:23 GMT

Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.

Analysis: Behind Microsoft's AI strategy to sharpen platform edge

Jingyue Hsiao — Fri, 31 Jul 2026 03:28:12 GMT

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself as the platform where customers can choose among many models. This shift could broaden its enterprise reach while reducing dependence on any one AI leader.

Tokyo Electron raises outlook as AI data center spending lifts memory demand

DIGITIMES — Fri, 31 Jul 2026 03:25:51 GMT

Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending. The Japanese equipment maker said demand for memory chips and advanced-process tools remained solid as major customers expanded capacity.