https://www.digitimes.com A platform bridging customers and suppliers en-us Copyright 2026 DIGITIMES Inc. Thu, 29 Oct 2026 19:00:03 GMT 240 131 62 https://www.digitimes.com https://www.digitimes.com/images/rss_logo.jpg Thu, 29 Oct 2026 16:00:00 GMT https://www.digitimes.com/news/a20261029PD246/ase-profit-2026-electronics-revenue.html ASE Technology Holding reported net profit of NT$26.996 billion (US$831 million) for the third quarter of 2026, a 28% increase from the previous quarter and a 148% gain from a year earlier. The result marked the semiconductor packaging and electronics manufacturing services provider's highest profit in nearly 19 quarters. ASE also increased its 2026 capital expenditure budget by US$1 billion to US$11.5 billion and said spending is expected to rise again in 2027. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029PD246/ase-profit-2026-electronics-revenue.html Thu, 29 Oct 2026 15:59:00 GMT https://www.digitimes.com/news/a20261029PD235/revenue-capacity-2026-demand-silicon.html AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical communications epitaxy supplier posted third-quarter 2026 net income of NT$621 million (US$19.1 million), up 33% quarter-over-quarter and 5.28 times year-over-year, while major customers have already placed orders covering more than six months. Lily Hess Semiconductors https://www.digitimes.com/news/a20261029PD235/revenue-capacity-2026-demand-silicon.html Thu, 29 Oct 2026 12:00:00 GMT https://www.digitimes.com/news/a20261029PD236/episil-fire-epitaxy-wafer-equipment-production-capacity.html A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery timeline remain under clarification. With certain products from Episil already experiencing tight supply, largely driven by wafer manufacturing customers lacking internal adjustable capacity, any damage to existing mass-production equipment risks widening the current supply gap. Yunnie Cheng Semiconductors https://www.digitimes.com/news/a20261029PD236/episil-fire-epitaxy-wafer-equipment-production-capacity.html Thu, 29 Oct 2026 09:29:00 GMT https://www.digitimes.com/news/a20261028PD242/qisda-commercial-production-infrastructure-electricity.html Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing, and autonomous dispatching capabilities. She also disclosed that the company's commercial drones had already secured orders and entered production, while its quadruped robots were expected to be unveiled publicly in early 2027. Lily Hess Aerospace https://www.digitimes.com/news/a20261028PD242/qisda-commercial-production-infrastructure-electricity.html Thu, 29 Oct 2026 09:29:00 GMT https://www.digitimes.com/news/a20261029PD240/umt-revenue-leo-demand-growth.html UMT's revenue increased 71% year-over-year in the first three quarters of 2026 as global demand for low Earth orbit (LEO) satellite deployments lifted sales of millimeter-wave communications products. The Taiwan-based company said it would begin advancing manufacturing expansion plans in Taiwan, the US, and Vietnam from the fourth quarter of 2026 to support international customer demand and strengthen delivery flexibility. DIGITIMES ICT https://www.digitimes.com/news/a20261029PD240/umt-revenue-leo-demand-growth.html Thu, 29 Oct 2026 09:28:00 GMT https://www.digitimes.com/news/a20261029PD241/2026-demand-profit-eps-revenue.html ADATA Technology reported record results for the third quarter and first nine months of 2026, driven by strong demand for memory and storage products as global artificial intelligence (AI) infrastructure expanded. Net income attributable to shareholders reached NT$12.61 billion (US$388.6 million) in the third quarter, up 616.4% year-over-year, while earnings per share (EPS) rose to NT$38.69. For the first nine months, EPS reached NT$101.47, and net income exceeded ADATA's combined profit over its previous 25 years. DIGITIMES ICT https://www.digitimes.com/news/a20261029PD241/2026-demand-profit-eps-revenue.html Thu, 29 Oct 2026 09:06:35 GMT https://www.digitimes.com/news/a20261029PD237/auo-tsmc-plant-infrastructure-development.html AUO has approved the sale of its Taichung Plant Phase II facilities and related infrastructure to TSMC for NT$38.8 billion (US$1.2 billion), excluding taxes, and has terminated a planned NT$19.7 billion sale of its Huaya facilities to Quanta after the two companies failed to agree on usage specifications and delivery schedules. AUO expects the Taichung transaction to generate approximately NT$18.5 billion in disposal gains after related transaction costs and estimated taxes. Charlene Chen Semiconductors https://www.digitimes.com/news/a20261029PD237/auo-tsmc-plant-infrastructure-development.html Thu, 29 Oct 2026 08:55:00 GMT https://www.digitimes.com/news/a20261029PD205/commercial-2027-testing-manufacturing-arizona.html Virgin Galactic on October 28 moved its first Delta-class suborbital spacecraft, D1, from its assembly facility in Mesa, Arizona, to its operations base at Spaceport America in New Mexico. The transfer marks the next-generation fleet's shift from assembly to flight-test preparations, with commercial crewed flights targeted for early in the second quarter of 2027. DIGITIMES Aerospace https://www.digitimes.com/news/a20261029PD205/commercial-2027-testing-manufacturing-arizona.html Thu, 29 Oct 2026 08:35:00 GMT https://www.digitimes.com/news/a20261029VL220/deepseek-openai-moonshot.html Chinese AI developers DeepSeek and Moonshot AI reportedly used outputs from OpenAI's GPT-6 Astra to train their latest models, raising questions about how US companies can protect their technological advantage as rivals seek to reproduce advanced AI capabilities at lower cost. DIGITIMES ICT https://www.digitimes.com/news/a20261029VL220/deepseek-openai-moonshot.html Thu, 29 Oct 2026 08:30:00 GMT https://www.digitimes.com/news/a20261029VL217/samsung-hbm-chips-profit-2028.html Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors the shortage behind those prices will last into 2028, even as chipmakers raise spending. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029VL217/samsung-hbm-chips-profit-2028.html Thu, 29 Oct 2026 08:20:00 GMT https://www.digitimes.com/news/a20261029PD230/circ-coretronic-partnership-government-subsidiary.html Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Group, is partnering with US drone maker Aevex Aerospace to pursue Taiwan government tenders and opportunities in overseas markets. According to CoreIntelligence Holdings (CiHC) president Frank Ho, the partnership combines CIRC's manufacturing and maintenance capabilities in Taiwan with Aevex's 3D-printing technology to improve production speed, flexibility, and cost competitiveness. Kevin Wang Aerospace https://www.digitimes.com/news/a20261029PD230/circ-coretronic-partnership-government-subsidiary.html Thu, 29 Oct 2026 08:00:00 GMT https://www.digitimes.com/news/a20261029PD226/ai-server-cpu-shipments-amd-revenue-2027.html Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide shift from AI training to inference, according to DIGITIMES Intelligence. While Intel is expected to retain its shipment crown, rival AMD is closing in fast. Yunnie Cheng Semiconductors https://www.digitimes.com/news/a20261029PD226/ai-server-cpu-shipments-amd-revenue-2027.html Thu, 29 Oct 2026 07:45:00 GMT https://www.digitimes.com/news/a20261029PD222/marvell-data-bloomberg-component-photonics.html Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware supply-chain deal. The transaction could be announced as early as next week. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029PD222/marvell-data-bloomberg-component-photonics.html Thu, 29 Oct 2026 07:26:11 GMT https://www.digitimes.com/news/a20261029VL218/nvidia-acquisition-doj-probe-investigation.html The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues into the company's broader practices. The probes target a chipmaker that has grown into the world's biggest company by market capitalization, with business interests spanning multiple parts of the AI value chain, and is a major backer of data center development. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029VL218/nvidia-acquisition-doj-probe-investigation.html Thu, 29 Oct 2026 07:25:27 GMT https://www.digitimes.com/news/a20261028VL231/semicon-qualcomm-capacity-pmic-packaging.html South Korean semiconductor packaging and testing company LB Semicon reportedly plans to invest KRW30 billion (approx. US$22.4 million) to expand its power management IC (PMIC) back-end capacity under a 10-year supply agreement with Qualcomm. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261028VL231/semicon-qualcomm-capacity-pmic-packaging.html Thu, 29 Oct 2026 06:20:00 GMT https://www.digitimes.com/news/a20261029VL214/kla-equipment-wafer-market-2027.html KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth memory (HBM), according to executives on the company's October 28 earnings call. The projection marks an improvement over its outlook for the current year and reflects growing confidence in a prolonged semiconductor investment cycle. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029VL214/kla-equipment-wafer-market-2027.html Thu, 29 Oct 2026 06:00:00 GMT https://www.digitimes.com/news/a20261029PD206/sdc-applied-materials-equipment-technology-development.html Samsung Display (SDC) President Lee Chung-hwan recently met with senior executives from US equipment maker Applied Materials as SDC accelerates development of fine metal mask (FMM)-free OLED technology. The meeting has drawn attention as SDC and Chinese panel maker Visionox compete to advance FMM-free technologies such as MPO and ViP, along with the related equipment infrastructure. DIGITIMES Displays https://www.digitimes.com/news/a20261029PD206/sdc-applied-materials-equipment-technology-development.html Thu, 29 Oct 2026 05:51:30 GMT https://www.digitimes.com/news/a20261028VL224/volkswagen-vehicle-nxp-partnership-rivian.html Volkswagen Group and NXP Semiconductors have agreed on a strategic partnership under which NXP's S32K5 microcontrollers (MCUs) are intended to serve as a building block of the carmaker's future software-defined vehicle architecture. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261028VL224/volkswagen-vehicle-nxp-partnership-rivian.html Thu, 29 Oct 2026 05:00:00 GMT https://www.digitimes.com/news/a20261029PD219/leo-satellite-taiwan-cooling-high-end.html Taiwan's Kuen Tong Technology, a high-end precision metal components maker and major supplier to a US low-Earth orbit (LEO) satellite operator, is set to list on the Taipei Exchange's Emerging Stock Board on October 29 at a reference price of NT$390 (approx. US$12.03) per share. Riding rising satellite demand, the company plans to expand production capacity in Thailand from 2027 while developing AI server liquid cooling and semiconductor equipment businesses. Willis Ke Aerospace https://www.digitimes.com/news/a20261029PD219/leo-satellite-taiwan-cooling-high-end.html Thu, 29 Oct 2026 04:29:07 GMT https://www.digitimes.com/news/a20261029PD214/cyberlink-apple-revenue-software-business.html CyberLink faces mounting pressure from rising memory prices and removal of some of its products from Apple's platform, with the multimedia software provider warning that restoring its developer account could take up to a year. CyberLink chairman Jau Huang criticized Apple for what he called heavy-handed handling of small software developers. Rodney Chan ICT https://www.digitimes.com/news/a20261029PD214/cyberlink-apple-revenue-software-business.html Thu, 29 Oct 2026 04:22:08 GMT https://www.digitimes.com/news/a20261029PD218/umc-2027-growth-revenue-asp.html United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's full-year average selling price (ASP). Scarlett Yu Semiconductors https://www.digitimes.com/news/a20261029PD218/umc-2027-growth-revenue-asp.html Thu, 29 Oct 2026 04:15:28 GMT https://www.digitimes.com/news/a20261029VL216/cxmt-production-hbm3e-market-dram.html ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This reflects the memory shortage faced by China's market as it seeks to expand its domestic capacity while facing restrictions on critical equipment imports. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029VL216/cxmt-production-hbm3e-market-dram.html Thu, 29 Oct 2026 04:00:12 GMT https://www.digitimes.com/news/a20261029PD220/market-brand-sales-automakers-mercedes-benz.html China's luxury car market is undergoing a major brand reshuffle. BMW, Mercedes-Benz, Audi, and Porsche all recorded significant sales or delivery declines in China in the third quarter of 2026, while domestic automakers continued moving upmarket with new energy vehicles (NEVs), smart cockpits, and driver-assistance technology. Charlene Chen Electric Vehicles https://www.digitimes.com/news/a20261029PD220/market-brand-sales-automakers-mercedes-benz.html Thu, 29 Oct 2026 03:54:42 GMT https://www.digitimes.com/news/a20261029PD221/win-semi-optical-communications-starlink-spacex-demand-2027.html SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th test flight is expected within weeks. Scarlett Yu Aerospace https://www.digitimes.com/news/a20261029PD221/win-semi-optical-communications-starlink-spacex-demand-2027.html Thu, 29 Oct 2026 03:51:27 GMT https://www.digitimes.com/news/a20261029PD209/digital-twin-cooling-data-technology-taipei.html Taiwan's Ministry of Environment (MOENV) will establish an urban forestry smart governance demonstration site around National Taipei University of Technology and the cultural site at the former Air Force Command Headquarters, using digital twin technology to simulate shade and cooling. The system is scheduled to be completed and launched by the end of 2026, with the goal of expanding it to more cities. DIGITIMES ICT https://www.digitimes.com/news/a20261029PD209/digital-twin-cooling-data-technology-taipei.html Thu, 29 Oct 2026 03:47:21 GMT https://www.digitimes.com/news/a20261029PD208/samsung-sk-hynix-2028-equipment-2026.html Samsung Electronics and SK Hynix are undertaking their largest-ever equipment investments in 2026, but the memory supply increase is not expected to materialize until 2028. By then, however, new South Korean plants and expanded capacity at China's ChangXin Memory Technologies (CXMT) are expected to come online simultaneously, potentially triggering price competition in commodity DRAM. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029PD208/samsung-sk-hynix-2028-equipment-2026.html Thu, 29 Oct 2026 03:36:54 GMT https://www.digitimes.com/news/a20261029PD204/competition-price-supply-chain-price-war-cooling.html China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb malicious price cuts. Automakers are being pushed to compete through technological improvements and service quality rather than aggressive discounting, easing margin pressure on parts suppliers. DIGITIMES Electric Vehicles https://www.digitimes.com/news/a20261029PD204/competition-price-supply-chain-price-war-cooling.html Thu, 29 Oct 2026 03:30:12 GMT https://www.digitimes.com/news/a20261028PD238/sensetime-ai-chips-acquisition.html As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost & Sullivan and LeadLeo Research indicates that SenseTime Group secured nearly half of China's neocloud market in the first half of 2026. The market share was captured primarily through its AI infrastructure platform, SenseCore. Yunnie Cheng ICT https://www.digitimes.com/news/a20261028PD238/sensetime-ai-chips-acquisition.html Thu, 29 Oct 2026 03:22:00 GMT https://www.digitimes.com/news/a20261029PD207/samsung-robotics-technology-manufacturing-chairman.html Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology and preparations for commercialization, instead of holding a commemorative event. As Samsung integrates its research organizations and plans manufacturing-floor applications, robotics is emerging as a key pillar of its physical AI strategy. DIGITIMES ICT https://www.digitimes.com/news/a20261029PD207/samsung-robotics-technology-manufacturing-chairman.html Thu, 29 Oct 2026 03:20:28 GMT https://www.digitimes.com/news/a20261029PD203/lg-display-investment-plant-production-large-size.html LG Display (LGD) is increasing its investment to upgrade its OLED plant in Guangzhou, China, with plans to build the world's first dedicated 111-inch OLED module production line. The move targets the premium TV and commercial display markets, expanding customers' choices with ultra-large displays and strengthening LGD's product competitiveness. DIGITIMES Displays https://www.digitimes.com/news/a20261029PD203/lg-display-investment-plant-production-large-size.html Thu, 29 Oct 2026 03:09:45 GMT https://www.digitimes.com/news/a20261029PD202/nvidia-hbm4-bandwidth-rubin-hbm.html Nvidia is reportedly adjusting the fourth-generation high-bandwidth memory (HBM4) specification for its Vera Rubin NVL72 platform, cutting bandwidth per GPU from the previously announced 22TB/s to 19.2TB/s, a reduction of about 13%. South Korean industry observers said the move could increase supply flexibility and help balance performance with mass-production delivery, although the reason for the change and its actual impact on supplier orders remain unconfirmed. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029PD202/nvidia-hbm4-bandwidth-rubin-hbm.html Thu, 29 Oct 2026 02:59:47 GMT https://www.digitimes.com/news/a20261029VL213/google-chips-tpu-alphabet.html Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive, and outside volume lowers the cost of every chip Google uses itself. However, it would not say how much money the business makes. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029VL213/google-chips-tpu-alphabet.html Thu, 29 Oct 2026 02:59:23 GMT https://www.digitimes.com/news/a20261029PD201/electronics-taiwan-dram-2026-ic-design.html Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that still need DRAM face challenges in passing on higher costs and securing supply through long-term contracts. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261029PD201/electronics-taiwan-dram-2026-ic-design.html Thu, 29 Oct 2026 02:55:00 GMT https://www.digitimes.com/news/a20261028PD241/samsung-euv-data-technology-security.html Samsung Electronics' next-generation semiconductor process data was allegedly removed without authorization by a university-industry research partner in South Korea, raising concerns over security vulnerabilities in industry-academia collaborations. The researcher, who reportedly retained Samsung employee access while working on the project, was indicted after allegedly transferring extreme ultraviolet (EUV) lithography information to a personal cloud account for use in the collaboration. DIGITIMES Semiconductors https://www.digitimes.com/news/a20261028PD241/samsung-euv-data-technology-security.html Thu, 29 Oct 2026 02:55:00 GMT https://www.digitimes.com/news/a20261028PD248/funding-taiwan-capacity-2028-growth.html Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting funding pressure to build computing capacity and deploy future applications. DIGITIMES ICT https://www.digitimes.com/news/a20261028PD248/funding-taiwan-capacity-2028-growth.html