DIGITIMES: News and Insight of the Global Supply Chain

WinWay revenue jumps as AI test socket orders drive growth

DIGITIMES — Fri, 7 Aug 2026 09:11:31 GMT

WinWay Technologies said orders from AI customers and stronger demand for advanced testing products lifted shipments in the second quarter of 2026, with revenue rising for a fourth straight quarter on a sequential basis. The semiconductor test interface maker said it expects momentum to continue into the third quarter of 2026 as order visibility improves and new capacity comes online.

Analysis: TSMC expands Japan footprint with 3nm fab, advanced packaging push

DIGITIMES — Fri, 7 Aug 2026 09:00:21 GMT

TSMC is expanding Japan's role in its global network as it prepares to add 3nm production in Kumamoto and deepens local capabilities in advanced packaging, chip design and next-generation image sensors.

Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Levi Li — Fri, 7 Aug 2026 08:41:38 GMT

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down 4.2% month-over-month but up 60.8% year-over-year. Revenue for the first seven months reached NT$2.05 trillion, up 88.2% from a year earlier. The company expects AI server shipments to grow sequentially throughout the second half of 2026.

VisEra Technologies sees stronger 2H26 on recovering demand across three end markets

Scarlett Yu — Fri, 7 Aug 2026 08:35:00 GMT

TSMC-affiliated optical sensing chipmaker VisEra Technologies said at its earnings conference on August 6 that business momentum rebounded significantly in the second quarter of 2026, driven by stable shipments of smartphone CMOS image sensors (CIS).

NCSIST and Shield AI complete autonomous drone mission

Charlene Chen — Fri, 7 Aug 2026 08:34:40 GMT

Shield AI and Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) said on August 6, 2026, that they have successfully completed a live demonstration of a multi-drone cooperative autonomous search mission, using three Mighty Hornet III drones developed by NCSIST. The two sides said they will continue working together to expand the use of Shield AI's Hivemind autonomous system across NCSIST research and development programs.

Chunghwa Telecom to launch dedicated Astranis satellite, Matsu cable in September

Scarlett Yu — Fri, 7 Aug 2026 08:30:00 GMT

As geopolitical tensions and natural disasters continue to highlight the importance of resilient communications infrastructure, Chunghwa Telecom is accelerating investments in both satellite and subsea cable networks to strengthen Taiwan's network redundancy.

Taiwan advances efforts to become global drone hub with non-China supply chain edge

Kevin Wang — Fri, 7 Aug 2026 08:30:00 GMT

Amid the escalation of geopolitical tensions and extreme weather events, Taiwan has stepped up efforts to become a global hub for drone manufacturing as countries around the world accelerate buildouts of non-red supply chains. Drones have now evolved from tools for aerial photography into crucial elements of national defense, disaster response, and the rising low-altitude economy.

Ibiden raises full-year profit forecast as AI server and substrate demand strengthens

DIGITIMES — Fri, 7 Aug 2026 08:15:00 GMT

Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results in the first quarter. The Japan-based IC substrate maker now expects full-year net profit to rise, reversing an earlier forecast for a decline.

Integrated ecosystems become focus of AI-driven smart vehicle development

Kevin Wang — Fri, 7 Aug 2026 08:07:31 GMT

The global automobile industry has been at the cusp of a critical transition into electrification and smart technologies, and the focus of future competition in the industry will move beyond mere performance to software-hardware integration, smart applications, and the building of cross-industry ecosystems, according to Larry Chang, director of planning and research and head of automobile electrification outreach at the Mechanical and Mechatronics Systems Research Labs (MMSL) of the Industrial Technology Research Institute (ITRI).

Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

DIGITIMES — Fri, 7 Aug 2026 08:04:06 GMT

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence data center in Akita Prefecture, according to Bloomberg. Abu Dhabi sovereign wealth fund Mubadala Investment is expected to lead the investment in a project that could become Japan's largest data center.

Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins

DIGITIMES — Fri, 7 Aug 2026 08:00:00 GMT

Raydium Semiconductor said its third-quarter 2026 momentum is likely to ease after customers pulled in orders for smartphone OLED display driver ICs in the second quarter. The Taiwan-based display driver IC maker reported second-quarter revenue of NT$6.82 billion, up 25.4% quarter-over-quarter and 16.6% year-over-year, as early stocking helped lift sales across its three main product lines.

Eris Technology posts record July revenue as subsidiary YS Tech plans listing

DIGITIMES — Fri, 7 Aug 2026 07:55:00 GMT

Power semiconductor group Eris Technology said its July 2026 consolidated revenue reached NT$291 million, up 29.78% year-on-year and setting a new monthly high. The company also reported that cumulative revenue for January through July totaled NT$1.776 billion, an increase of 19.02% from the same period in 2025.

Malaysia weighs loosening rare earth export limits as global supply chase intensifies

Jingyue Hsiao — Fri, 7 Aug 2026 07:50:26 GMT

Malaysia is reviewing limits on unprocessed rare earth exports as investors seek access and governments worldwide race to secure strategic minerals. Any policy shift could affect supply chains far beyond Southeast Asia, shaping how global manufacturers, defense industries, and clean-energy firms source critical materials in an increasingly geopoliticized market.

Wah Hong speeds AI cooling and semiconductor materials push with Taoyuan pilot line

DIGITIMES — Fri, 7 Aug 2026 07:49:16 GMT

Wah Hong Industrial Co. said that in the first half of 2026, it accelerated development of high-value-added products, new technologies and new application markets while continuing to protect its core businesses. The Taiwan-based materials maker also reported that net profit rose nearly 12% year over year, while earnings per share increased 16.83% during the period.

SK Hynix commits US$39 billion to new Yongin and Cheongju fabs as AI memory demand builds

DIGITIMES — Fri, 7 Aug 2026 07:42:19 GMT

SK Hynix has approved roughly KRW54 trillion (approx. US$39 billion) in new fab construction across two domestic sites, allocating KRW35.2 trillion to a second Yongin fab and KRW19.1 trillion to a new Cheongju NAND plant, in a move the company frames as securing supply capacity rather than chasing a cycle.

China launches review of Palo Alto Networks as trade tensions with US escalate

DIGITIMES — Fri, 7 Aug 2026 07:34:26 GMT

China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and critical infrastructure in its decision. This takes place during a time of heightened tensions between the US and China over technology supply chains and AI advancements.

Zhen Ding Tech hits July revenue record on AI and consumer electronics demand

Levi Li — Fri, 7 Aug 2026 06:52:25 GMT

Zhen Ding Tech (ZDT) said July revenue reached its highest level so far in 2026, supported by strong momentum across mobile communications, servers, optical modules and IC substrates. Its mobile communications business maintained double-digit year-on-year growth, while combined revenue from servers, optical modules and IC substrates sustained triple-digit growth, accelerated from the previous month and reached another monthly record. The gains were mainly driven by customers moving high-end AI products into adoption and mass production as planned, lifting ZDT's related shipments.

South Korea welcomes Trump polysilicon rules as boost to non-China suppliers

Jingyue Hsiao — Fri, 7 Aug 2026 06:40:11 GMT

US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing, sourcing, and investment decisions far beyond the US. South Korean producers welcomed the measure, while analysts said it targets low-cost Chinese supply and could reshape competition.

AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp

Sherri Wang — Fri, 7 Aug 2026 06:34:47 GMT

Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning in 2026, driven by continued expansion in IoTRAM demand and a rapid ramp-up of its Stack Silicon Capacitor (S-SiCap) product line for AI advanced packaging.

Smart vehicle rules are tightening as certification shifts to systems

Jingyue Hsiao — Fri, 7 Aug 2026 05:57:55 GMT

International smart vehicle rules are changing quickly, and the impact will reach automakers, suppliers, and drivers worldwide as approval moves beyond parts testing into software, cybersecurity, and full-system safety checks. The shift could raise compliance costs, but it may also accelerate the introduction of safer, more connected vehicles into global markets.

Controlled scarcity: MP Materials builds America's rare earth answer while China keeps the heavies at home

DIGITIMES — Fri, 7 Aug 2026 05:57:17 GMT

MP Materials' second quarter is best read as a status report on an industrial contest. On the one hand, China has tightened its grip on the parts of the rare earth chain that matter most for defense and high-performance motors. On the other hand, the US is paying to stand up a parallel supply chain inside a single company.

Samsung sounds out Novatek for Galaxy S28 Ultra DDI

DIGITIMES — Fri, 7 Aug 2026 05:56:00 GMT

Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move that could break System LSI's long-standing exclusive hold on the business.

SK Hynix's Solidigm weighs up to US$7 billion in pre-IPO funding

DIGITIMES — Fri, 7 Aug 2026 05:55:00 GMT

Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion, roughly US$3.5 billion to US$7 billion, ahead of a potential Nasdaq listing, a move that could establish a standalone valuation for the business as enterprise storage demand strengthens.

Taiwan's film and TV industry expands as more local films top NT$100 million

Eifeh Strom — Fri, 7 Aug 2026 05:50:53 GMT

Taiwan's Development of Cultural and Creative Industries Act has formally designated the film and TV industry as one of the island's national strategic industries. Companies investing in the sector are eligible for tax credits, while film and television productions may also apply for investment from Taiwan's National Development Fund (NDF).

Iron Force Industrial posts weaker first half as it pushes AI server cooling parts

DIGITIMES — Fri, 7 Aug 2026 04:55:00 GMT

Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results. The Taiwan-based manufacturer said gross margin fell to 22% and net profit after tax dropped 40.32% to NT$139 million, while it moved to expand the AI server cooling components business as a new growth area.

Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases

DIGITIMES — Fri, 7 Aug 2026 04:48:23 GMT

Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial licensing models as they seek more sustainable returns on growing AI investments.

US optical transceiver ban risks slowing AI data center build-out

DIGITIMES — Fri, 7 Aug 2026 04:44:33 GMT

A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising the risk of higher costs, delayed cluster deployments and stranded GPU capacity.

Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

Levi Li — Fri, 7 Aug 2026 04:15:00 GMT

AI chip demand is sustaining a global rise in semiconductor packaging and testing prices, with STATS ChipPAC preparing a broad round of price increases for the second half of 2026. Some customers have recently received notices of varying adjustments from the Singapore-based subsidiary of China's JCET.

Interview: Nvidia exec on progress of CPO production and pluggable optics

Charlene Chen — Fri, 7 Aug 2026 04:12:18 GMT

Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments at scale, in a DIGITIMES interview ahead of the OCP APAC Summit on August 11-12, 2026. He said the biggest shift in AI factories is that the computing unit is no longer a single server but the entire data center, while Nvidia's announcement that co-packaged optics (CPO) switch has entered mass production signals a new round of upgrades for the optical communications industry and the AI networking market.

LG plans three-tier AI chips for appliances, home robots

DIGITIMES — Fri, 7 Aug 2026 03:49:57 GMT

LG Electronics plans to develop premium, midrange and entry-level on-device AI chips for products ranging from refrigerators and washing machines to smart-home hubs and service robots, according to ETNews.

Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

DIGITIMES — Fri, 7 Aug 2026 03:49:24 GMT

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure.

Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

DIGITIMES — Fri, 7 Aug 2026 03:47:09 GMT

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.

Panel makers turn old fabs into AI-advanced packaging hubs

Lily Hess — Fri, 7 Aug 2026 03:30:00 GMT

AI-driven demand for advanced packaging is giving old-generation panel fabs and equipment new value. As Taiwan's panel makers accelerate the phaseout of LCD capacity at the 5.5 generation and below, they are splitting into two tracks: selling factories to foundries and outsourced semiconductor assembly and test (OSAT) providers, or keeping lines in-house to develop fan-out panel-level packaging (FOPLP), through-glass via (TGV), redistribution layer (RDL), and glass core technologies.

Winbond's record 2Q points to tighter memory markets and more pricing power ahead

Jingyue Hsiao — Fri, 7 Aug 2026 03:20:00 GMT

Winbond Electronics Corp. reported record second-quarter revenue, profit, gross margin, and operating margin as DRAM prices jumped and demand stayed exceptionally strong. The results suggest the memory maker is benefiting from a sharp supply squeeze that could keep pricing elevated into the second half of 2026 and beyond.

South Korea clears ITU hurdle for world's first SDV standard

DIGITIMES — Fri, 7 Aug 2026 03:01:20 GMT

A South Korea-backed draft standard for software-defined vehicles (SDVs) has cleared a key milestone at the International Telecommunication Union (ITU), giving automakers and suppliers a common technical reference as the industry shifts toward software-centric vehicle architectures.

Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

DIGITIMES — Fri, 7 Aug 2026 02:42:36 GMT

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the AI infrastructure race is expanding beyond GPUs and memory into the optical components needed to connect increasingly dense data-center clusters.

Microsoft launches fourth cloud region in India as AI demand accelerates

DIGITIMES — Fri, 7 Aug 2026 02:38:54 GMT

Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could matter well beyond India, giving global enterprises more options for sovereign-ready AI, regulated workloads, and lower-latency cloud services in Asia's second-largest internet economy.

Taiwan Innotech Expo to showcase application-ready tech research

Rodney Chan — Fri, 7 Aug 2026 02:30:34 GMT

The government-organized 2026 Taiwan Innotech Expo (TIE) will open in Taipei on September 17, with the National Science and Technology Council's (NSTC) Future Tech Pavilion set to showcase the latest research achievements that are ready for proof-of-concept validation and technology licensing. This year's exhibition will spotlight six priority areas: AI applications, semiconductors, precision health, space technology, disaster prevention technology, and net-zero technology.

China's MLCC supply chain ramps up as AI boom drives global component shortage

DIGITIMES — Fri, 7 Aug 2026 02:24:25 GMT

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive electronics fuels one of the industry's strongest growth cycles, with domestic materials suppliers moving quickly to capture opportunities created by tightening global supply.

Chinese equipment maker breaks into LG Display's OLED supply chain

DIGITIMES — Fri, 7 Aug 2026 02:20:40 GMT

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese supplier a foothold in a production network long served by Korean equipment makers.

Wistron rumored to win Oracle AI server order as new customers expand

Lily Hess — Fri, 7 Aug 2026 02:17:56 GMT

Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order from Oracle, underscoring Taiwan ODMs' growing role in AI server manufacturing as demand surges and production becomes more complex.

Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question

DIGITIMES — Fri, 7 Aug 2026 02:02:21 GMT

Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications of even the AI chip leader's most advanced products. The potential redesign could force cloud providers and AI developers to reconsider how many GPUs they need for large models, while handing memory suppliers greater leverage over the economics of the 2027 AI infrastructure build-out.

Transcend July 2026 revenue tops NT$5 billion as AI boosts high-end memory demand

Eifeh Strom — Fri, 7 Aug 2026 01:39:03 GMT

Memory module maker Transcend Information reported July 2026 consolidated revenue of NT$5.2 billion (approx. US$161.44 million), surging 308% from a year earlier and 3% from the previous month, with operating performance remaining at a high level.

China's surging export numbers shows automakers pivoting from price wars to value wars

DIGITIMES — Fri, 7 Aug 2026 01:28:58 GMT

China's auto exports climbed sharply in the first half of 2026 as the sector shifted from price-based competition to a focus on product value, according to the China Association of Automotive Manufacturers (CAAM).

AMD to buy Taalas in push for faster AI inference chips

DIGITIMES — Fri, 7 Aug 2026 01:21:12 GMT

AMD said on August 6 that it has agreed to buy Taalas, a Toronto-based startup focused on specialized AI inference silicon, in a move aimed at improving the efficiency of AI systems worldwide. The deal could help AMD compete in a rapidly growing market where companies need faster, lower-cost computing for real-time applications.

US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

DIGITIMES — Fri, 7 Aug 2026 01:17:29 GMT

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures aimed at lifting domestic production. The proclamation reflects a broader effort to reduce the US's reliance on foreign supply for solar manufacturing, semiconductors, and other advanced technologies.

Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21

DIGITIMES — Fri, 7 Aug 2026 01:04:17 GMT

US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024, according to UN Comtrade trade data.

Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers

DIGITIMES — Fri, 7 Aug 2026 01:03:26 GMT

US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing advantage to US and non-Chinese producers while squeezing Chinese manufacturers out of price competitiveness in the American market.

Nvidia denies report of seeking China AI-RAN partners for 6G networks

DIGITIMES — Fri, 7 Aug 2026 00:05:24 GMT

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according to Chinese media reports, as the chipmaker looks to extend its computing platform beyond data centres and into wireless networks and edge AI infrastructure. In a written response to DIGITIMES, however, Nvidia has categorically denied the report. "The report is unfounded, and the characterization of our activities in the region are false," an Nvidia spokesperson states.

Commentary: Why playing it safe could cost Taiwan the next battery boom

Scarlett Yu — Fri, 7 Aug 2026 00:04:53 GMT

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding drone industry, batteries have become the indispensable power source behind virtually every next-generation technology. More than just the "heart" of these products, batteries have also become one of the world's largest strategic growth markets.

Inventec forecasts weaker notebook shipments as server growth continues in the third quarter

DIGITIMES — Fri, 7 Aug 2026 00:03:23 GMT

Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments are set to keep rising. The Taiwanese electronics maker reported that it shipped 1.6 million notebook units in July, down from 2.4 million in June, and expects third-quarter notebook shipments to fall by a single-digit percentage from the second quarter.

Naver speeds up defense AI push, flags data and procurement hurdles

Lily Hess — Fri, 7 Aug 2026 00:02:36 GMT

South Korean internet giant Naver is accelerating its move into defense AI after falling short in the country's independent AI foundation model race, seeing the sector as its next growth engine. Through Naver Cloud, the company has set up a dedicated defense AI team and dispatched field engineers into military systems for customized deployments.

Chicony Electronics lifts second-quarter profit on commercial demand and AI products

DIGITIMES — Fri, 7 Aug 2026 00:01:59 GMT

Chicony Electronics reported stronger second-quarter earnings on August 5 as demand from the commercial market outpaced consumer spending. The Taiwanese electronics maker said higher-end products such as smart video conferencing systems and gaming keyboards helped improve its profit mix even as DRAM-related cost pressure remained a drag on end-market demand.

Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries

Scarlett Yu — Fri, 7 Aug 2026 00:01:33 GMT

Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers in Europe, the US, Japan, and South Korea have traditionally maintained strong bargaining power over critical components through rigorous contracts and tightly controlled supply chain management. Lithium batteries have historically been no exception.

Taiwan raises 2027 central government spending to NT$3.6 trillion

DIGITIMES — Fri, 7 Aug 2026 00:00:49 GMT

Taiwan's central government said it would lift 2027 spending to NT$3.6 trillion, as President Lai Ching-te outlined a budget plan aimed at boosting industrial upgrading, technological innovation, and public welfare. The announcement followed a strong second quarter for Taiwan's electronics and information and communications shipments, which helped drive economic growth to 12.9%.

Chinese optical suppliers confront FCC threat after US$19.1B sell-off

DIGITIMES — Fri, 7 Aug 2026 00:00:20 GMT

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may restrict new China-made data-center components, threatening a supply chain central to global AI infrastructure.

NEO seeks partner by end-2026 for fivefold-density X-SRAM

Sherri Wang — Thu, 6 Aug 2026 23:59:46 GMT

AI memory startup NEO Semiconductor has unveiled X-SRAM, a new architecture designed to address the difficulty of scaling conventional SRAM at advanced logic process nodes.

Huawei's Richard Yu warns of smartphone price hikes as memory costs soar

DIGITIMES — Thu, 6 Aug 2026 23:59:01 GMT

Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying handset makers risk losses if they continue selling devices at previous price levels.

Why countering drones is the ultimate stress test for on-device AI

Willis Ke — Thu, 6 Aug 2026 23:58:39 GMT

Drones, robots and self-driving vehicles are becoming the new proving ground for artificial intelligence. Machines are taking on more decision-making themselves, rather than relying on the cloud. The reason is speed. When a system has to react in milliseconds, waiting on a round trip to external servers is not an option, whether it's avoiding a collision or detecting an unauthorized drone. Elan Microelectronics chairman I-hau Yeh says this shift, moving AI processing from edge computing directly onto the device itself, is becoming essential for unmanned systems. Few applications demand more speed and accuracy than counter-unmanned aircraft systems, or C-UAS: technology built to detect and respond to unauthorized drones.

Ex-White House official urges South Korea to avoid excessive digital regulation

Rodney Chan — Thu, 6 Aug 2026 23:58:12 GMT

Former White House National Security Council chief of staff Alexander Gray has called on South Korea to deepen supply chain cooperation with the US and avoid following the European Union's digital regulation path.

Hughes files for Chapter 11 as Starlink reshapes satellite broadband

DIGITIMES — Thu, 6 Aug 2026 23:57:39 GMT

EchoStar Group's broadband business subsidiary Hughes Satellite Systems filed for Chapter 11 bankruptcy protection in the US on August 3, saying it will use the process to reduce debt and shift more of its focus to enterprise, government, and defense customers. Service is expected to continue during the restructuring.

Transcend warns memory shortage could extend through 2027

DIGITIMES — Thu, 6 Aug 2026 23:57:27 GMT

Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream suppliers had warned that supply in 2027 could be even tighter than in 2026, keeping price increases in place for an extended period.

Taiwan business optimism eases in the third quarter as supply chains soften

DIGITIMES — Thu, 6 Aug 2026 23:57:08 GMT

Dun & Bradstreet said Taiwan business confidence slipped slightly in the third quarter of 2026, with its Taiwan Business Optimism Insights survey measuring an overall index of 107. The reading was down 0.8% from the previous quarter but remained 4.5% higher than a year earlier, pointing to a modest cooldown rather than a broad decline.

Metaage 1H26 profit surges 330% on AI-driven enterprise demand

DIGITIMES — Thu, 6 Aug 2026 23:56:53 GMT

Metaage, a Qisda group company, reported sharply higher results for the first half of 2026 as demand tied to artificial intelligence accelerated across enterprise customers. The board approved the consolidated financial report for the second quarter of 2026, showing 1H26 revenue of about NT$12.6 billion, up 19% from NT$10.6 billion a year earlier, while net profit attributable to the parent company rose to about NT$349 million.

V5 July revenue reaches NT$273 million on AI chip demand, packaging expansion

DIGITIMES — Thu, 6 Aug 2026 23:56:34 GMT

V5 Technologies reported record consolidated revenue of NT$273 million in July 2026, as demand for AI chips and semiconductor packaging capacity expansion lifted orders. Revenue rose 7.78% from June and 63.4% from a year earlier, while revenue for the first seven months of 2026 climbed to NT$1.692 billion, up 86.26% from NT$908 million in the same period of 2025.

Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

DIGITIMES — Thu, 6 Aug 2026 09:21:15 GMT

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about US$1 billion worth of next-generation processors reportedly remain unable to move into packaging without sufficient memory supply.