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<title>DIGITIMES Asia: News and Insight of the Global Supply Chain</title>
<link>https://www.digitimes.com</link>
<description>A platform bridging customers and suppliers</description>
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<copyright>Copyright 2026 DIGITIMES Inc.</copyright>
<lastBuildDate>Mon, 1 Jun 2026 15:00:04 GMT</lastBuildDate>
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<title>Taiwan networking firms begin Wi-Fi 8 validation ahead of standard finalisation</title>
<pubDate>Mon, 1 Jun 2026 09:18:13 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD225/wi-fi-wi-fi-7-taiwan-supply-chain-development.html</link>
<description>Wi-Fi 7 has yet to reach mass adoption, but the networking supply chain is already preparing for the next generation. Sercomm, WNC, Zyxel, and Gemtek have showcased Wi-Fi 8 technology roadmaps at major international trade shows such as CES and MWC, while some networking equipment makers, including CyberTAN, have included Wi-Fi 8 routers and mesh products in their development plans.</description>
<dc:creator>Levi Li</dc:creator>
<category>Communications</category>
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<title>SK Hynix Cheongju plant fire triggers HF leak</title>
<pubDate>Mon, 1 Jun 2026 09:10:34 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD237/sk-hynix-fire-plant-2026-hospital.html</link>
<description>SK Hynix's Cheongju campus was hit by a fire on June 1, 2026, prompting the emergency evacuation of all 3,600 workers from the M15 and M15X plants. Seven people were taken to the hospital after hydrogen fluoride (HF) leaked in the incident, which came less than a week after a separate fire-related event at the site.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Semiconductors</category>
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<title>Formosa Plastics Group shifts to AI, semiconductors, and grid opportunities</title>
<pubDate>Mon, 1 Jun 2026 08:24:15 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD215/formosa-plastics-semiconductors-capacity-demand.html</link>
<description>Formosa Plastics Group (FPG) is stepping up its transformation into higher-value businesses, with AI, semiconductors, and power grid opportunities emerging as key new growth engines as the petrochemical industry faces a downcycle that started in 2023.</description>
<dc:creator>Rodney Chan</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Nanya Plastics chairman Chia-Chau Wu. Credit: DIGITIMES]]></media:description>
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<title>Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp</title>
<pubDate>Mon, 1 Jun 2026 07:57:58 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL216/nvidia-rubin-taiwan-production-ceo.html</link>
<description>Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing systems at scale for AI labs, cloud providers, and hyperscalers worldwide.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Microsoft previews Surface Laptop Ultra and AI-focused Windows platform ahead of Build</title>
<pubDate>Mon, 1 Jun 2026 07:38:06 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL214/microsoft-surface-windows-notebooks-nvidia-gtc.html</link>
<description>Microsoft used Nvidia GTC to preview Surface Laptop Ultra and its broader Windows platform strategy ahead of Build, highlighting a shift toward on-device AI agents and developer workloads. The company emphasized deeper Windows 11 integration with Nvidia hardware, aiming to unify performance, security, and AI tooling across next-generation PCs.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>GTC Taipei 2026: As AI automates its own development, demand shifts to human judgment</title>
<pubDate>Mon, 1 Jun 2026 07:29:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD232/talent-gtc-taipei-training-development.html</link>
<description>Artificial intelligence is reshaping how industries define talent. In the next phase of AI, the most valuable workers may not be those who train models, but those who understand demand, define problems, judge value, and oversee the direction of AI development, according to National Taiwan University electrical engineering professor Hung-Yi Lee.</description>
<dc:creator>Sherri Wang</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: NVIDIA GTC Taipei 2026]]></media:description>
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<title>LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain</title>
<pubDate>Mon, 1 Jun 2026 07:19:10 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD230/ai-server-liquid-cooling-production-revenue-supply-chain-2026.html</link>
<description>LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume production slated to begin in the second half of 2026. The company has developed a liquid-cooling floating fitting designed to pair with quick disconnects used between coolant lines and servers to support liquid-cooled AI servers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>ByteDance reportedly developing Groq-style chip with InnoStar</title>
<pubDate>Mon, 1 Jun 2026 07:12:36 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL215/bytedance-innostar-semiconductor-chips-investment-groq.html</link>
<description>ByteDance is creating a new chip similar to those made by Nvidia partner Groq to help the Chinese creator of TikTok handle its AI inference loads, according to &lt;em&gt;The Informatio&lt;/em&gt;n. Its expansion into language processing units (LPUs) marks another step in the development of its domestic AI infrastructure.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>RoboSense dominates LiDAR for robotics with 1,458.8% YoY shipment surge in 1Q26</title>
<pubDate>Mon, 1 Jun 2026 07:06:46 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260531VL200/robosense-lidar-robotics-adas-2026-shipments.html</link>
<description>RoboSense Technology, an AI-driven robotics technology company, announced a historic first quarter of the year in which the robotics business exceeded 50% of total LiDAR shipments for the first time in the company's history. Its dual-engine strategy across ADAS and robotics continues to drive growth, building on its first-ever profitable quarter in the fourth quarter of 2025.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Foxconn expands France push with Tessalia chip-packaging venture, Bull AI project</title>
<pubDate>Mon, 1 Jun 2026 06:59:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL213/foxconn-france-thales-packaging-infrastructure.html</link>
<description>&lt;p class="P1" data-start="119" data-end="391"&gt;Foxconn is expanding its footprint in France through two projects spanning artificial intelligence infrastructure and semiconductor packaging, as the Taiwanese electronics manufacturer deepens its role in Europe's efforts to build advanced computing and chip capabilities.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Suntek maintains upbeat 2H26 outlook for Taiwan's auto market, as tariffs, energy prices remain key</title>
<pubDate>Mon, 1 Jun 2026 06:58:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528PD229/market-taiwan-suntek-outlook-brand.html</link>
<description>PG Union Corporation, the Taiwanese distributor for the luxury car brand Alfa Romeo, launched the Alfa Romeo Junior on May 27, which comes in the Ibrida hybrid and Elettrica 280 Veloce pure electric high-performance variants. Speaking at the launch event, Suntek Motor Group's Ray Wu pointed out that Taiwan's auto market fell by roughly 4% in the first four months of 2026, but Suntek expects better sales in the second half of the year compared to the first, and full-year sales to improve on its past performance.</description>
<dc:creator>Kevin Wang</dc:creator>
<category>Electric Vehicles</category>
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<title>Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028</title>
<pubDate>Mon, 1 Jun 2026 06:58:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528PD236/compeq-manufacturing-infrastructure-revenue-2028-profit.html</link>
<description>Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity, reliability requirements and product gross margins higher, leading the firm to expect significant revenue and profit growth in 2027 and 2028. The company held its 2026 annual shareholders meeting where executives outlined the strategic shift toward AI servers, high-end switches, satellite communications and optical communications as core growth drivers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Zhen Ding sees AI reshaping PCB's role as demand accelerates</title>
<pubDate>Mon, 1 Jun 2026 06:55:49 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD210/advantech-growth-revenue-2025-dividend.html</link>
<description>PCB maker Zhen Ding said AI is driving a structural shift in electronics, redefining the role of printed circuit boards from passive signal connections to critical platforms for high-performance computing and system integration. Chairman Charles Shen made the remarks at the company's 2026 annual shareholders' meeting.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Delta Electronics sees AI data center power shift and manufacturing overhaul shaping future competition</title>
<pubDate>Mon, 1 Jun 2026 05:59:32 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD229/delta-electronics-ai-data-center-cooling-manufacturing.html</link>
<description>Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing shift. He made the remarks on June 1 during a pre-event dialogue ahead of Nvidia GTC Taipei.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>Eight PC brands commit to Nvidia-MediaTek RTX Spark as AI agent laptops take shape for fall</title>
<pubDate>Mon, 1 Jun 2026 05:05:48 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL212/rtx-nvidia-pc-ceo-taipei.html</link>
<description>Nvidia CEO Jensen Huang unveiled RTX Spark at Computex Taipei this morning, announcing a new superchip designed to power a generation of Windows laptops and compact desktops built around on-device AI agents. The announcement, made at GTC Taipei on May 31, comes as Computex 2026 opens in Taipei with AI hardware dominating the show floor. Devices from major PC manufacturers are expected to ship this fall.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Top memory maker executives gather in Taiwan in preparation for Computex 2026</title>
<pubDate>Mon, 1 Jun 2026 04:36:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD225/memory-chips-computex-2026-taiwan-nvidia-samsung-sk-hynix.html</link>
<description>After Nvidia CEO Jensen Huang wrapped up his "trillion-dollar banquet" for Taiwan AI supply-chain giants, GTC Taipei is set to become a highlight of Computex 2026. Nvidia will also host its first "South Korean partners night" in Taiwan.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Semiconductors</category>
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<title>Meta reportedly to expand AI hardware push with pendant, smart glasses roadmap</title>
<pubDate>Mon, 1 Jun 2026 04:20:56 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL209/meta-ai-wearable-hardware-smart-glasses.html</link>
<description>Meta is reportedly accelerating its push into AI-powered hardware with plans that include a wearable AI pendant, an expanded lineup of smart glasses, and a new enterprise-focused service, according to a report by&lt;em&gt; The Information. &lt;/em&gt;The initiative underscores Meta's effort to establish a broader ecosystem around its AI services as competition intensifies among major technology companies seeking to define the next generation of consumer computing devices.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing</title>
<pubDate>Mon, 1 Jun 2026 04:19:19 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL208/pli-smartphone-electronics-government-manufacturing.html</link>
<description>India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects growing concern that the existing system has turned India into an assembly hub without building enough domestic manufacturing depth.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Nvidia expects AI boom to keep supply tight beyond 2027</title>
<pubDate>Mon, 1 Jun 2026 04:16:57 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD212/nvidia-2027-growth-demand-intel.html</link>
<description>Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain bottlenecks are likely to persist as demand continues to outstrip capacity.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>AI spillover puts CPUs and ASICs on Computex stage</title>
<pubDate>Mon, 1 Jun 2026 04:01:33 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD207/ai-asic-cpu-demand-intel-nvidia-computex-2026.html</link>
<description>Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation technologies. The event is likely to highlight a wider set of suppliers as AI moves deeper into inference, edge applications, and custom chips.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall</title>
<pubDate>Mon, 1 Jun 2026 03:39:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD223/huawei-tsmc-digitimes-soic-3d.html</link>
<description>The global semiconductor industry is at an inflection point, split between those who can still shrink transistors and those who can no longer do so. US export controls and the denial of EUV lithography equipment have effectively capped China's front-end chip manufacturing at older process nodes, while Taiwan's TSMC extends its lead by layering chips vertically in three dimensions &#38;mdash; a technique known as 3D stacking &#38;mdash; binding the world's top AI chip designers ever more tightly to its ecosystem.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<title>US moves to block Nvidia AI chips from reaching Chinese firms overseas</title>
<pubDate>Mon, 1 Jun 2026 03:39:29 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL206/nvidia-chips-usa-china-export-restrictions-guidance.html</link>
<description>&lt;p class="P1" data-start="479" data-end="739"&gt;The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to obtain advanced AI chips, including Nvidia's Blackwell processors, through subsidiaries outside China, according to &lt;em&gt;Reuters&lt;/em&gt;.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Nvidia courts Korea's industrial giants ahead of Computex</title>
<pubDate>Mon, 1 Jun 2026 03:31:40 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD226/nvidia-taipei-jensen-huang-samsung-supply-chain.html</link>
<description>Nvidia chief executive Jensen Huang's pre-Computex meetings in Taipei are drawing close attention from South Korean companies seeking a bigger role in the global AI supply chain. With demand for AI infrastructure rising, their interest reflects how the next phase of AI development could shape worldwide competition, partnerships, and technology access.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>MediaTek touts One MediaTek strategy, upbeat on ASIC ASPs</title>
<pubDate>Mon, 1 Jun 2026 03:27:53 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD218/mediatek-asic-business-data.html</link>
<description>MediaTek held a media event ahead of Computex, with several top executives taking part as the company highlighted progress in AI data centers and its broader "One MediaTek" strategy. The event opened with Rahul Sandil, newly appointed general manager of global marketing and communications, followed by speeches from president and COO Joe Chen, corporate vice president of the data center and compute business group Vince Hu, and vice president and general manager of the auto business Mike Chang.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas</title>
<pubDate>Mon, 1 Jun 2026 03:27:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD224/taiwan-semiconductors-exports-production-manufacturing.html</link>
<description>Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of Taiwan's exports to the US, Taipei is seeking tariff-free quotas and company-specific exemptions before any new duties are imposed.</description>
<dc:creator>Willis Ke</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: The Presidential Office]]></media:description>
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<title>China to tighten controls on tech, data and talent flows in new overseas investment rules</title>
<pubDate>Mon, 1 Jun 2026 03:21:47 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD227/investment-data-talent-technology-personnel.html</link>
<description>China's State Council announced new regulations on June 1 that will tighten controls on overseas investment, restricting the export and transfer of prohibited goods, technologies, services and related data. The regulations were approved at the State Council's 83rd executive meeting on April 17 and will take effect on July 1, 2026, the announcement said, requiring firms and investors to comply with approval, filing, information reporting and cross-border capital registration procedures when investing abroad.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Analysis: Huawei's Tau Law masks a bigger target &#38;mdash; TSMC's node gap and Nvidia's compute moat</title>
<pubDate>Mon, 1 Jun 2026 03:15:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL203/huawei-tsmc-nvidia-manufacturing-chips.html</link>
<description>Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei can combine LogicFolding, optical interconnects, and system-level scaling to reduce China's reliance on Nvidia.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>MediaTek highlights supply chain advantage, says focus with Nvidia is product cooperation</title>
<pubDate>Mon, 1 Jun 2026 03:09:39 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260531PD201/mediatek-supply-chain-nvidia-taiwan-2026.html</link>
<description>MediaTek held a pre-Computex 2026 media event in Taipei, Taiwan, on May 29, after which president and COO Joe Chen and CFO and co-COO David Ku spoke with reporters. Ku shared his views on supply chain capacity planning as well as a range of capital market-related issues.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Semiconductors</category>
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<title>Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes</title>
<pubDate>Mon, 1 Jun 2026 03:05:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528PD220/actron-automotive-ic-demand-infrastructure-growth.html</link>
<description>Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening global emissions standards and resilient hybrid vehicle demand.</description>
<dc:creator>Willis Ke</dc:creator>
<category>Electric Vehicles</category>
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<title>SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure</title>
<pubDate>Mon, 1 Jun 2026 03:01:54 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL201/france-data-center-infrastructure-europe-investment.html</link>
<description>SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest AI infrastructure bases in Europe. The first phase targets 3.1GW in the Hauts-de-France region by 2031.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>MiniMax's A-share move could widen funding options for China's AI model companies</title>
<pubDate>Mon, 1 Jun 2026 02:40:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL200/china-ai-funding-stock-market-revenue.html</link>
<description>MiniMax has started preparations to sell yuan-denominated shares on China's stock market, a step that could give onshore investors exposure to AI model companies beyond chipmakers and extend the company's listing presence beyond Hong Kong.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Weekly news roundup: Nvidia CEO hosts trillion-dollar dinner; TSMC CEO to address bonus backlash in person</title>
<pubDate>Mon, 1 Jun 2026 02:24:47 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601VL204/digitimes-asia-weekly-news-roundup-nvidia-tsmc-2026.html</link>
<description>Below are the most-read&lt;em&gt; DIGITIMES Asia&lt;/em&gt; stories from the week of May 25-31, 2026:</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins</title>
<pubDate>Mon, 1 Jun 2026 02:16:59 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD205/servers-odm-demand-growth-taiwan-2026.html</link>
<description>The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more influence. Industry executives say the focus is shifting from whether share prices look expensive to whether companies have solid fundamentals and an indispensable role in the sector.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>MediaTek eyes AI glasses, PCs, and home servers as computing shifts beyond the cloud</title>
<pubDate>Mon, 1 Jun 2026 02:01:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD208/mediatek-smart-glasses-servers-chips.html</link>
<description>MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could reshape global demand for chips, data privacy, and device design, as companies race to build the next wave of AI hardware.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Advantech approves dividends, board election as it expands edge AI strategy</title>
<pubDate>Mon, 1 Jun 2026 01:47:58 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD209/advantech-ipc-dividend-profit-2026.html</link>
<description>Advantech approved its 2025 financial statements and a new board at its annual shareholders' meeting in Taipei, while outlining a broader push into edge AI platforms. The industrial computer (IPC) maker also raised dividends and set out succession and logistics upgrades that could shape its global operations.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>US FEOC rules and tariff cuts are redirecting global auto electronics supply chains to Taiwan</title>
<pubDate>Mon, 1 Jun 2026 01:43:30 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD203/taiwan-electronics-2026-tier-1-certification.html</link>
<description>US enforcement of foreign entities of concern, or FEOC, rules and a revised non-semiconductor Section 232 tariff preference have prompted a global shift in auto supply chains toward Taiwan, industry participants said, and the benefits are expected to flow through in 2026 and 2027. Executives and spokespeople described accelerating separation from China and a reorientation of orders to Taiwan as the US limits China-linked suppliers and seeks non-red, non-Russia sourcing across automotive electronics and parts.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
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<title>Asus ready to compete as Apple expands into budget laptop market</title>
<pubDate>Mon, 1 Jun 2026 01:40:14 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260531PD200/notebook-market-asus-chairman-jonney-shih-apple.html</link>
<description>Asustek Computer (Asus) chairman Jonney Shih outlined the company's artificial intelligence (AI) strategy roadmap and also commented on whether Apple's entry-level MacBook Neo could challenge the mainstream Windows notebook market at a company shareholders meeting on May 29.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Asus chairman Jonney Shih. Credit: DIGITIMES]]></media:description>
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<title>Taiwan Mobile says D2C satellite services not urgent priority as AI drives data-center and power concerns</title>
<pubDate>Mon, 1 Jun 2026 01:36:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD204/twm-taiwan-telecom-business-communications.html</link>
<description>Taiwan Mobile told shareholders on May 29 that direct-to-cell satellite services are not an urgent need for Taiwan and that the satellite-to-phone business model still requires proof, while the company outlined priorities around AI infrastructure, power-supply risks, and data-center expansion. Executives said continuing terrestrial base-station buildout limits direct-to-cell (D2C) utility for everyday use, and that direct satellite links are more suited to emergency communications and wartime scenarios.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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<title>Wistron invests in quantum computing and small satellites to power AI-era growth</title>
<pubDate>Mon, 1 Jun 2026 01:34:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD202/wistron-quantum-computing-growth-technology-launch.html</link>
<description>Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum computer and plans to run an internal project that integrates the device with conventional computing systems. The firm also said its first in-house experimental CubeSat is scheduled to launch into low-Earth orbit in late June. That work on a national communications satellite manufacturing industrialization platform, awarded in the third quarter of 2025, was progressing on schedule.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Skymizer launches HTX301 decode-first accelerator to bring large-model inference on-premises</title>
<pubDate>Mon, 1 Jun 2026 01:32:13 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD201/skymizer-accelerator-gpu-taiwan-2026.html</link>
<description>Skymizer said it unveiled HTX301, a decode-first accelerator chip for on-premises AI inference, at COMPUTEX 2026, to shift large-model serving away from cloud GPU racks and onto single PCIe cards that enterprises can run in their own environments. The firm announced a partnership with Taiwan's Institute for Information Industry to upgrade Taiwan's AI industry from edge AI to enterprise on-prem AI, and executives framed the product as aimed at regulated, low-latency settings such as hospitals, banks, government agencies, and factories where data must remain on-site.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>WPG says AI era will reward supply-chain ecosystems over individual firms</title>
<pubDate>Mon, 1 Jun 2026 01:31:38 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD206/wpg-ai-nvidia-supply-chain-taiwan.html</link>
<description>As Computex opens this week, Nvidia CEO Jensen Huang has arrived in Taiwan early to meet supply-chain partners. For global readers, the message from local industry leaders is clear: in the AI boom, competitiveness is increasingly shaped by coordinated ecosystems rather than individual companies.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>Ion Electronic Materials ramps Miaoli plant to mass production of high-end specialty gases</title>
<pubDate>Mon, 1 Jun 2026 01:30:15 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260601PD200/ion-plant-high-end-production-revenue.html</link>
<description>Ion Electronic Materials announced that its Tongluo plant in Miaoli has completed construction of Phase 1 and Phase 2 and is entering a mass-production stage for new products and a fluorine-based cleaning gas filling line, the firm said after its shareholders meeting on the 29th. The company said the planned filling line will be one of only two in Taiwan and will create the world's largest single-site implant gas production capacity, aimed at meeting demand from advanced semiconductor and display manufacturers.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Ion Electronic Materials]]></media:description>
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<title>AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028</title>
<pubDate>Sun, 31 May 2026 23:58:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260527VL206/copper-cpo-silicon-capacity-infrastructure.html</link>
<description>Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical limitations of legacy copper cabling have created a severe, industry-wide obstacle that is disrupting financial and operational roadmaps, prompting companies to lock down silicon photonics foundry capacity through 2028.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Flexium targets higher-value products and AI applications as turnaround expected in second half of 2026</title>
<pubDate>Sun, 31 May 2026 23:58:18 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528PD230/2026-flexium-revenue-technology-2025.html</link>
<description>Flexium Interconnect held its 2026 annual shareholders meeting on May 28 and outlined a strategic shift toward technology upgrades, higher-value products and improved operational efficiency as the company pursues a transformation expected to accelerate in the second half of 2026. Executives said global macroeconomic and geopolitical uncertainties persist, but management forecast that initiatives begun this year will start to deliver results later in the year.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Taiwan supply chains draw US interest in defense and drone tech</title>
<pubDate>Sun, 31 May 2026 23:57:53 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528VL230/taiwan-military-security-technology-sales.html</link>
<description>A defense industry forum in Taiwan signaled growing interest among US military tech companies in Taiwan's supply chain, particularly as a new era of warfare defined by AI and unmanned systems takes shape. Speakers at the event noted a need to shift from governments relying solely on traditional weapons procurement to supply chain integration between companies.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Aerospace</category>
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<title>LG denies report on sale to Hisense TV as Chinese rivals gain ground</title>
<pubDate>Sun, 31 May 2026 23:57:15 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528VL223/lg-electronics-hisense-tv-business.html</link>
<description>LG Electronics has denied a Korean media report that it discussed a possible sale or restructuring of its TV business with China's Hisense, as intensifying competition from Chinese brands puts new pressure on legacy TV makers in South Korea and Japan.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Displays</category>
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<media:content url="https://img.digitimes.com/newsshow/20260528vl223_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: LG Electronics]]></media:description>
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<title>Taiwan's AI boom has a blind spot &#38;mdash; and lenders are filling it</title>
<pubDate>Sun, 31 May 2026 23:56:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528PD234/yulon-taiwan-economy-2025-revenue.html</link>
<description>Taiwan's economy has become one of the most closely watched in the world, riding a surge in global demand for semiconductors and advanced AI servers that have powered exports and private investment to new highs. But that prosperity has a sharp edge. Much of the growth has been concentrated in the technology sector and among wealthier households, while traditional industries, small businesses, and lower-income workers have seen far more limited gains.</description>
<dc:creator>Elaine Chen</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260528PD234/yulon-taiwan-economy-2025-revenue.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260528pd234_files/2_b.jpg" type="image/jpeg" expression="full">
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<title>E Ink sees AI power crunch driving city, outdoor growth</title>
<pubDate>Sun, 31 May 2026 23:56:18 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528PD227/e-ink-growth-e-paper-display-2026.html</link>
<description>E Ink Holdings held its annual shareholders' meeting on May 27, 2026, and passed all proposals. Chairman Johnson Lee said the global tech industry is rapidly entering a new stage in which energy efficiency has become the core competitive edge, and that the sector is shifting from pursuing process shrink and performance gains to optimizing energy acquisition and use. As global demands for energy saving and carbon reduction grow stricter, Lee said this trend will accelerate the adoption of e-paper in outdoor advertising and smart city applications.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>Displays</category>
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<title>Myson Century eyes drone, AI health expansion through quick acquisitions</title>
<pubDate>Sun, 31 May 2026 23:55:59 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260528PD212/revenue-growth-2026.html</link>
<description>Myson Century, a Sun Yad Group company, has acquired five companies over the past 10 months, including Y-S Electronic, GCC, Ever-Clear, TL Biotech, and Dacome International through Hsin-Li Chemical Industrial. Myson Century chairman Jhang You-Ming said the company will keep pursuing acquisitions, especially in the drone sector, and expects to acquire more domestic firms in 2026.</description>
<dc:creator>Rodney Chan</dc:creator>
<category>Aerospace</category>
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<title>India roundup: EMS providers face margin pressure as Anthropic steps up local hiring</title>
<pubDate>Sun, 31 May 2026 23:55:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529VL204/india-roundup-anthropic-electronics-expansion.html</link>
<description>&lt;p class="P1" data-start="142" data-end="557" data-is-last-node="" data-is-only-node=""&gt;India's technology ecosystem is seeing parallel expansion across AI software adoption, electronics manufacturing, and semiconductor investment. Anthropic is scaling its India leadership to capture enterprise demand, while manufacturers move into higher-margin products. At the same time, Wi-Fi 7 production and fresh chip funding highlight deepening industrial capability across the ecosystem.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Thinking Electronic sees tighter capacity and AI orders push 2026 momentum</title>
<pubDate>Sun, 31 May 2026 23:55:23 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD213/thinking-electronic-thinking-capacity-growth-2026.html</link>
<description>Thinking Electronics' outlook points to broader implications for global supply chains, as rising demand for protection components, AI data-center equipment, and electric vehicles tightens capacity across Asia. The Taiwan-based maker is also seeking to offset higher material costs, a trend that could affect pricing and sourcing for customers worldwide.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>Interview: Sharp CEO taps Foxconn ecosystem for brand revival</title>
<pubDate>Sun, 31 May 2026 23:55:12 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD223/sharp-ceo-foxconn-brand-development.html</link>
<description>Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses, and accelerate globalization simultaneously. He outlined the strategy in an interview with &lt;em&gt;DIGITIMES&lt;/em&gt;.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Displays</category>
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<title>Column: As token costs collapse, AI infrastructure splits into five layers</title>
<pubDate>Sun, 31 May 2026 23:54:54 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD221/ai-inference-demand-data-infrastructure-efficiency.html</link>
<description>Falling inference prices and tightening data regulations are pushing AI compute beyond the hyperscale data center &#38;mdash; reshaping infrastructure decisions for enterprises, governments, and device makers worldwide</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>South Korea's ETRI maps three-part plan to scale physical AI and robot sovereignty</title>
<pubDate>Sun, 31 May 2026 23:54:25 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD209/mobile+telecom-adoption-data-telecom-service-infrastructure-development-meta-robot.html</link>
<description>South Korea's Electronics and Telecommunications Research Institute (ETRI) unveiled a medium- to long-term strategy to advance physical AI and robot intelligence at its 50th anniversary forum, proposing three core initiatives to strengthen national competitiveness as global tech firms accelerate investment. Executives and industry participants gathered to discuss a K-physical AI approach centered on Meta RFM sovereignty, robot data governance, and an ecosystem for self-growing AI robots.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
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<title>AWSC targets optical comms growth by 2027</title>
<pubDate>Sun, 31 May 2026 23:54:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD212/data-2027-demand-communications-awsc.html</link>
<description>AI data centers are driving increased demand for faster transmission worldwide, prompting compound semiconductor foundries to shift toward optical communications. Advanced Wireless Semiconductor Company said the segment is emerging as a major growth engine, with early products under customer testing and more meaningful results expected in 2027 as adoption broadens.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>AuthenX targets CPO bottlenecks with detachable metalens FAU</title>
<pubDate>Sun, 31 May 2026 23:53:43 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD204/production-12-inch-commercial-wafer-silicon.html</link>
<description>AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges in co-packaged optics.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Niching buys control of thermal partner as cooling demand rises</title>
<pubDate>Sun, 31 May 2026 08:19:48 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260529PD205/niching-vertical-integration-cooling-manufacturing-growth.html</link>
<description>Niching Industrial Corp. said on May 28 that it will acquire an 82% stake in Ming Chun Yuan Precision Technology for NT$508 million, with the transaction expected to close on July 1 after the required legal procedures are completed.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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