DIGITIMES: News and Insight of the Global Supply Chain

Column: Digital AI and Physical AI follow the same growth logic

Jingyue Hsiao — Tue, 14 Jul 2026 08:50:01 GMT

At a humanoid robotics summit in Tokyo in May 2026, I saw a consulting firm's global labor automation map for Physical AI. After returning, I recreated the same map using the firm's research on Digital AI job functions. Placing the two side by side revealed something unexpected.

Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

Scarlett Yu — Tue, 14 Jul 2026 08:22:57 GMT

As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD TV panel prices begin to retreat, demand for monitor and notebook (NB) panels is cooling in the third quarter. Despite the slowdown, panel makers remain reluctant to cut prices amid elevated production costs, and IT panel prices are expected to remain flat in July as buyers and suppliers enter a period of pricing negotiations.

South Korea exports top US$100B in a month, stoking chip dependence fears

Scarlett Yu — Tue, 14 Jul 2026 08:19:38 GMT

South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country could exceed US$1 trillion in annual exports this year. While the milestone underscores the strength of South Korea's export sector, it has also renewed debate over the economy's growing dependence on semiconductors.

Japan tests reusable rocket as satellite launch ambitions face SpaceX cost gap

DIGITIMES — Tue, 14 Jul 2026 08:16:30 GMT

The Japan Aerospace Exploration Agency (JAXA) has completed the first flight test of its reusable small experimental rocket RV-X, marking an early step in Japan's effort to develop lower-cost launch technology for future satellite missions.

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

DIGITIMES — Tue, 14 Jul 2026 07:55:11 GMT

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Times reported the move, citing three people familiar with the matter.

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

DIGITIMES — Tue, 14 Jul 2026 07:01:15 GMT

Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For investors, companies with greater AI exposure, stronger product mix, and disciplined capacity are capturing the most upside.

Rambus unveils DDR5 9600 chipset for next-generation AI servers

DIGITIMES — Tue, 14 Jul 2026 06:56:40 GMT

Rambus has introduced a new DDR5 9600 server RDIMM chipset aimed at faster, denser data center memory systems. The move matters beyond one supplier because higher bandwidth and better power efficiency are becoming essential for AI inference, cloud computing, and HPC platforms used by businesses and consumers worldwide.

Commentary: AI computing power map reshapes ASEAN, with Singapore still central

Charlene Chen — Tue, 14 Jul 2026 06:29:05 GMT

In the second quarter of 2025, DIGITIMES visited the rapidly expanding Johor-Singapore Special Economic Zone (JS-SEZ) and Wiwynn's massive AI server system integration (SI) factory. Microsoft also granted a media interview, using the occasion to discuss Singapore's role as the hub of the broader ASEAN AI ecosystem.

China rare-earth price dip ends seven-quarter rally, tight supply keeps magnets in focus

DIGITIMES — Tue, 14 Jul 2026 06:00:00 GMT

China's largest rare-earth suppliers have cut their third-quarter 2026 concentrate transfer price for the first time in eight quarters, offering limited relief to magnet makers after a prolonged cost surge while leaving the broader supply-demand imbalance largely intact.

Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest

DIGITIMES — Tue, 14 Jul 2026 05:52:56 GMT

Chinese contract-manufacturing giant Huaqin Technology expects its net profit for the first half of 2026 to rise between 53.5% and 61.5% year-over-year, to a range of CNY2.9 billion (approx. US$427.73 million) to CNY3.05 billion, according to a preliminary earnings pre-announcement filed with the Shanghai Stock Exchange on July 14. Revenue is projected to grow 10.8% to 13.2% to between CNY93 billion and CNY95 billion, up from CNY83.9 billion a year earlier. The company said the disclosure was triggered because net profit was set to rise more than 50%.

Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices

DIGITIMES — Tue, 14 Jul 2026 05:02:53 GMT

Chinese chip designer Ingenic Semiconductor expects its net profit for the first half of 2026 to surge between 431% and 531% year-over-year, to a range of CNY1.079 billion (approx. US$159.14 million) to CNY1.282 billion, as a memory-market super-cycle drives up prices for its DRAM and Flash products, according to a preliminary earnings filing to the Shenzhen Stock Exchange on July 13. That compares with CNY203 million a year earlier. Total revenue rose about 77% to roughly CNY3.99 billion.

Six-inch SiC substrate price rebounds as supply tightens

Lily Hess — Tue, 14 Jul 2026 04:40:09 GMT

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for the past two years, have clearly bottomed out and are even starting to recover as capacity remains constrained and demand emerges across multiple sectors. Semiconductor distributors say supply is now tight, and customers who want to buy more must pay more, with new orders becoming increasingly hard to absorb.

Gogolook revenue jumps 36% in June to record high

Eifeh Strom — Tue, 14 Jul 2026 04:23:34 GMT

Trust technology company Gogolook reported June 2026 consolidated revenue of NT$110 million (approx. US$3.43 million), up 36.5% from a year earlier. Consolidated revenue for the second quarter of 2026 reached NT$310 million, an increase of 28.4% from the same period in 2025. Cumulative revenue for the first half of 2026 totaled NT$613 million, up 27.5% year over year. Both second-quarter and first-half figures reached record highs.

Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

DIGITIMES — Tue, 14 Jul 2026 03:50:14 GMT

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring the memory crunch's impact on consumers, manufacturers, and retailers worldwide. Higher component costs, rising prices, and weaker demand in budget segments are now reshaping the market, with the disruption likely to influence availability, upgrade cycles, and handset pricing well beyond this year.

Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains

DIGITIMES — Tue, 14 Jul 2026 03:46:19 GMT

China's semiconductor packaging and testing firm Tianshui Huatian Technology said on July 14 it expects first-half 2026 net profit attributable to shareholders of CNY750 million (approx. US$110.62 million) to CNY850 million, up 231.16% to 275.31% from CNY226 million a year earlier, according to a forecast filed with the Shenzhen Stock Exchange. Diluted earnings per share are seen at CNY0.2290-0.2595, versus CNY0.0706 in the same period of 2025.

Bosch starts sample production at its first US chip plant after securing up to US$225 million

DIGITIMES — Tue, 14 Jul 2026 03:27:29 GMT

German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an agreement for up to US$225 million in federal funding. Commercial production of silicon carbide chips at the Roseville, California, site is expected to begin in 2026.

Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

Charlene Chen — Tue, 14 Jul 2026 03:19:21 GMT

US President Donald Trump recently claimed that Taiwan's TSMC will double the size of its Arizona fab project, reviving attention on his goal of raising the US share of the global chip market to 50% before the end of his term. TSMC declined to comment on the report, but investors may press the company on the issue at its second-quarter 2026 earnings call.

Apple supplier Lingyi iTech bets big on AI with US$590M bid for assets of bankrupt fiber maker Futong

DIGITIMES — Tue, 14 Jul 2026 03:17:34 GMT

Apple supplier Lingyi iTech is seeking to expand further into AI infrastructure, announcing plans to invest up to CNY4 billion (US$589.9 million) to acquire control of the assets and operations of bankrupt optical fiber manufacturer Futong Group Communication Technology (Futong Jiashan) through a restructuring process.

Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

DIGITIMES — Tue, 14 Jul 2026 03:12:56 GMT

Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia's dominance in AI infrastructure by courting "neocloud" providers that have traditionally built their businesses around Nvidia GPUs.

TSMC and Vanguard drive Taiwan's silicon foundry revenue up 54% YoY in June

DIGITIMES — Tue, 14 Jul 2026 03:01:20 GMT

Taiwan's silicon foundry industry posted a strong performance in June 2026, with aggregate revenue reaching US$15,131.2 million, up 5.9% from May and 54.0% from a year earlier — underscoring the sector's continued ride on AI and advanced-node chip demand.

Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

Lily Hess — Tue, 14 Jul 2026 03:00:00 GMT

Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization targeted for around 2030. Although the path is fraught with ecosystem barriers and compatibility hurdles, Intel's parallel development of Z-angle memory (ZAM) and cross-batch memory (XBM) underscores its determination to re-enter the DRAM market, as it simultaneously bets on AI compute and storage.

AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

Jingyue Hsiao — Tue, 14 Jul 2026 02:29:52 GMT

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the squeeze is expected to last for years.

Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

Levi Li — Tue, 14 Jul 2026 02:19:55 GMT

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation AI infrastructure.

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

Levi Li — Tue, 14 Jul 2026 02:19:08 GMT

Taiwan's IC design companies are stepping up investment in AI imaging solutions, with both industry leaders and smaller players accelerating development to capture emerging opportunities in the fast-growing market.

AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples

DIGITIMES — Tue, 14 Jul 2026 02:08:04 GMT

All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an industry-wide upcycle rather than gains concentrated in a single segment.

Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

Levi Li — Tue, 14 Jul 2026 01:54:34 GMT

The smart glasses market is developing rapidly, with brands adopting a more pragmatic approach to product design while placing greater emphasis on interactivity. Taiwanese companies are seeking to keep pace with this growth, while Chinese players are moving equally quickly. The emergence of numerous Chinese startups and their ability to attract funding have reinforced market optimism over smart glasses demand, while intensifying competition between Taiwan and China across the supply chain.

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

Levi Li — Tue, 14 Jul 2026 01:46:50 GMT

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.

Innolux 1H26 revenue hits 5-year high on auto, advanced packaging

Eifeh Strom — Tue, 14 Jul 2026 01:35:04 GMT

Taiwanese panel manufacturer Innolux reported unaudited consolidated revenue of NT$21.7 billion (approx. US$675.4 million) for June 2026, up 5.1% from the previous month and 17.25% from a year earlier. Unaudited consolidated revenue for the second quarter totaled NT$63.6 billion, down 4.6% from the first quarter. Cumulative revenue from the first half of 2026 reached NT$130.23 billion, up 16.11% year-over-year and the highest for the same period in the past five years.

Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

DIGITIMES — Tue, 14 Jul 2026 01:05:13 GMT

Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping far larger fab projects in Germany and Poland. The move signals that, under a turnaround intended to align capacity with real demand, the chipmaker sees consolidated, upgraded capacity in a proven site — rather than new greenfield megafabs — as its route back to competitiveness in the AI era.

UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

DIGITIMES — Tue, 14 Jul 2026 01:04:17 GMT

United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clusters.

Iron Force revenue rises in June as auto stability and AI cooling drive growth

DIGITIMES — Tue, 14 Jul 2026 00:46:48 GMT

Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business stayed resilient and its push into AI server cooling broadened its outlook. For the first half of 2026, consolidated revenue reached NT$2.442 billion, down 3.06% from the same period in 2025.

Liying tops NT$100 million as AI chip demand lifts semiconductor services

DIGITIMES — Tue, 14 Jul 2026 00:41:17 GMT

Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand for AI chips kept semiconductor utilization rates high. The company also reported record first-half revenue of NT$206 million, reflecting continued demand for its circular-economy services tied to waste hydrofluoric acid and calcium fluoride sludge.

Gemtek says optical module ramp will drive growth from 2027

DIGITIMES — Tue, 14 Jul 2026 00:35:05 GMT

Gemtek Technology said its high-speed optical module business is set to become a major growth driver from 2027, after a business model transition weighed on first-half revenue. The networking equipment maker reported June consolidated revenue of NT$1.193 billion (US$37.1 million), down 5.24% year on year, and first-half revenue of NT$6.715 billion, down 28.21% from a year earlier.

Volkswagen pushes leaner 2030 overhaul as US sales and BEV demand lag

DIGITIMES — Tue, 14 Jul 2026 00:33:48 GMT

Volkswagen Group is advancing a broad 2030 restructuring focused on simplifying products, reducing capacity and changing governance, while unresolved issues such as plant closures and layoffs remain a barrier to execution. The plan, outlined by executives and reflected in recent operating data, comes as the automaker faces weaker deliveries in China and the US, even as Europe shows steadier demand.

Agility Robotics-backed Mantis Robotics sets 2027 rollout for dual-arm MR-X robot

DIGITIMES — Tue, 14 Jul 2026 00:32:24 GMT

US robotics startup Mantis Robotics, backed by Agility Robotics, has unveiled its MR-X dual-arm industrial robot and said it will target manufacturing, logistics, warehousing and smart factories. The planned rollout adds another robotics track for Agility Group as it broadens its artificial intelligence robotics strategy across multiple automation formats.

Aurotek posts record first-half revenue on semiconductor automation demand

DIGITIMES — Tue, 14 Jul 2026 00:30:25 GMT

Aurotek Corp. said revenue in the second quarter and first half of 2026 reached record highs as demand from semiconductors and smart automation accelerated. The Taiwanese automation supplier said growth was driven by rising orders for subsystem integration, equipment and robotics tied to global foundry and advanced packaging expansion.

Taiwan childcare subsidies face skepticism as survey shows limited birthrate impact

DIGITIMES — Tue, 14 Jul 2026 00:29:21 GMT

Taiwan's latest population policy push faced immediate skepticism despite a broad childcare package unveiled on May 27, while an Academia Sinica survey found only 12% of respondents believed the measures would encourage people to have and raise children. The package includes 18 measures and a universal "0 to 18 growth allowance" of NT$5,000 (US$155.36) per person per month.

Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

DIGITIMES — Tue, 14 Jul 2026 00:25:44 GMT

Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer spending. The revised outlook also pointed to a larger trade surplus and continued momentum in both external and domestic demand.

Taiwan raises 2026 growth outlook as AI demand drives exports and investment

DIGITIMES — Tue, 14 Jul 2026 00:22:53 GMT

Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute of Economics, the latest upgrade reflected stronger industrial momentum, a fading high-base effect and sustained demand tied to the global technology cycle.

Lite-On commits US$919 million to new Texas manufacturing base

DIGITIMES — Tue, 14 Jul 2026 00:20:10 GMT

Lite-On Technology has finalized plans to build a new manufacturing base in McKinney, Texas, in a US$919 million investment that is expected to create more than 600 jobs. The project marks a major expansion of the Taiwan-based electronics supplier's US footprint and is intended to support manufacturing, operations, engineering and research and development functions.

C Sun sees advanced packaging and PCB demand driving 2026 revenue

DIGITIMES — Tue, 14 Jul 2026 00:19:21 GMT

C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment demand. The PCB and semiconductor equipment maker said the outlook remained positive as foundry, outsourced semiconductor assembly and test, IC substrate, and high-end multilayer board customers increased capital spending.

Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand

DIGITIMES — Tue, 14 Jul 2026 00:10:08 GMT

Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers and 12-inch wafer carriers as advanced-node manufacturing accelerated. The Taiwan-based supplier said momentum should remain strong in the second half of 2026, keeping full-year results on pace to challenge another high.

iST June revenue rose as AI chip validation demand strengthened

DIGITIMES — Tue, 14 Jul 2026 00:08:38 GMT

Integrated Service Technology Inc. (iST) reported June 2026 consolidated revenue of about NT$426 million (US$13.24 million), up 10.47% from May and down 1.56% year on year. The Taiwan-based chip validation and analysis provider said the result reflected stronger demand tied to AI chip validation and a spillover effect from capacity constraints at packaging and testing plants.

Ion Electronic Materials posts 30% June revenue growth on advanced gas demand

DIGITIMES — Tue, 14 Jul 2026 00:07:30 GMT

Ion Electronic Materials reported June 2026 consolidated revenue of NT$51.852 million (US$1.61 million), up 30% from a year earlier, as demand for advanced gases continued to expand. First-half consolidated revenue reached NT$315 million, down 3% from the same period in 2025, mainly because equipment revenue was absent.

Trusval sets record first-half revenue as AI factory demand pushes orders to 2027

DIGITIMES — Tue, 14 Jul 2026 00:04:58 GMT

Trusval Technology posted record revenue in the second quarter and first half of 2026, supported by demand tied to global AI infrastructure buildouts and continued expansion of advanced process and advanced packaging capacity by semiconductor makers. The company said order visibility has now extended through 2027.

Quartz component makers raise prices as material costs bite

Lily Hess — Mon, 13 Jul 2026 23:09:44 GMT

Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry sources said ceramic base prices could climb by double-digit percentages, in some cases even doubling, pushing makers to pass on some of the increases.

Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion

DIGITIMES — Mon, 13 Jul 2026 23:09:33 GMT

Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx. US$250 million), even though they fell from May, as inventory checks, component shortages, and customer supply gaps delayed shipments.

TASC reshuffles management as PASC targets 2027 Taiwan Innovation Board listing

Lily Hess — Mon, 13 Jul 2026 23:09:18 GMT

Taiwan-Asia Semiconductor (TASC) has announced senior management changes at its group companies as ProAsia Semiconductor (PASC) prepares for a Taiwan Innovation Board listing, now expected in the first or second quarter of 2027. The overhaul is aimed at meeting listing requirements on corporate governance, independence, and the rule that senior executives cannot hold concurrent cross-company roles.

China quantum research wins UNESCO, IEEE honors

Lily Hess — Mon, 13 Jul 2026 23:09:03 GMT

China's quantum technology research has drawn renewed international academic recognition. The University of Science and Technology of China (USTC) said Chinese Academy of Sciences academician Jianwei Pan has received the third UNESCO-Russia Mendeleev International Prize and later shared the 2026 IEEE Photonics Society Quantum Electronics Award with USTC professor Chaoyang Lu.

Analysis: Why Meta's AI strategy sparked a market misread

Scarlett Yu — Mon, 13 Jul 2026 23:04:04 GMT

Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.

US chases AI talent abroad as China strengthens its homegrown pipeline

DIGITIMES — Mon, 13 Jul 2026 23:03:52 GMT

The US can no longer close its artificial-intelligence talent gap with China through visa curbs or export controls alone, a new Hoover Institution and Stanford study argues, because China is now producing frontier-model researchers who never trained, worked, or published abroad, even as it also reclaims talent that spent years in American institutions.

US-funded researchers barred from working with blacklisted Chinese entities from 2027

DIGITIMES — Mon, 13 Jul 2026 23:03:39 GMT

The US National Science Foundation will prohibit the researchers it funds from collaborating with organizations on Washington's restricted-party lists, a roster heavily populated by Chinese firms and institutions, under a Dear Colleague Letter dated July 8, 2026. The agency said it intends to implement the prohibition in fiscal 2027.

China launches first 8-inch 2D chip line to bypass EUV limits

DIGITIMES — Mon, 13 Jul 2026 23:03:26 GMT

Shanghai AtomIC Technology has launched what it describes as the world's first 8-inch pilot line for two-dimensional semiconductors, marking a shift from laboratory research to engineering validation, small-batch tape-outs and early industrialisation.

Samsung brings HBM, logic, and optics together in packaging push

DIGITIMES — Mon, 13 Jul 2026 23:02:43 GMT

Samsung Electronics is developing advanced packaging technology that combines high-bandwidth memory (HBM), logic chips and silicon photonics (SiPh) as it seeks to address the rising power consumption and data-transfer bottlenecks facing AI data centers.

Column: Physical AI's rivalry shifts from companies to states

Jingyue Hsiao — Mon, 13 Jul 2026 23:02:31 GMT

At the Humanoids Summit in Tokyo at the end of May 2026, a conference that had originally focused on technology and commercialization also set aside a stage for government delegates and policy watchers. An executive at a major US robotics company said bluntly at the event: "Government intervention is no longer optional."

WeLeader Biomedical posts record 1H26 revenue on stronger health screening demand

DIGITIMES — Mon, 13 Jul 2026 23:01:42 GMT

WeLeader Biomedical reported that June 2026 consolidated revenue reached NT$113 million (US$3.52 million), its second-highest monthly level on record, as Taiwan's health screening demand and diagnostics shipments continued to rise. The company said the result marked the fourth consecutive month above NT$100 million and extended its year-on-year revenue growth streak to 17 months.

Commentary: Forget AI chips — China's top science awards reveal what Beijing is actually building

Levi Li — Mon, 13 Jul 2026 23:01:27 GMT

China has nine years left to meet its goal of becoming a global science and technology powerhouse by 2035.

Fiber filter maker sees June and first-half revenue rise on tech demand

DIGITIMES — Mon, 13 Jul 2026 23:01:10 GMT

Taiwan-based filter maker Fusheng International said on July 10 that stronger investment by high-tech customers lifted its June and first-half revenue to their second-highest levels for the same periods. Demand tied to semiconductor, memory and AI substrate projects, along with shipments of industrial liquid filtration equipment, supported the gain.

Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan

DIGITIMES — Mon, 13 Jul 2026 23:00:54 GMT

As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.

SK Hynix shares plunge after blockbuster Nasdaq ADR debut

DIGITIMES — Mon, 13 Jul 2026 10:05:05 GMT

SK hynix shares suffered their steepest-ever decline on Monday, just one trading day after the memory chipmaker made a strong debut on Nasdaq through its newly listed American depositary receipts (ADRs), as profit-taking, earnings concerns, and a possible shift by investors into the US-listed securities weighed on its Korean shares.