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<title>DIGITIMES: News and Insight of the Global Supply Chain</title>
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<description>A platform bridging customers and suppliers</description>
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<copyright>Copyright 2026 DIGITIMES Inc.</copyright>
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<title>GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs</title>
<pubDate>Fri, 10 Jul 2026 02:58:57 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD206/globalwafers-micron-semiconductors-localization-capacity-equipment.html</link>
<description>GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical materials.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>India scraps duties on electronics and battery components to boost local manufacturing</title>
<pubDate>Fri, 10 Jul 2026 02:48:30 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710VL202/electronics-manufacturing-production-display.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:287;152-438"&gt;India has scrapped import duties on a targeted set of components and factory machinery used to build smartphones, displays, and lithium-ion cells, a move that deepens New Delhi's drive to pull more of the global electronics supply chain onto Indian soil and away from China and Vietnam.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities</title>
<pubDate>Fri, 10 Jul 2026 02:46:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD225/taiwan-demand-chpt-capacity-president.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:384;146-529"&gt;Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>EU tariffs push Chinese carmakers to seek deeper ties in Europe</title>
<pubDate>Fri, 10 Jul 2026 02:45:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD210/eu-europe-renault-production-market.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:317;117-433"&gt;The EU's higher tariffs on China-made battery electric vehicles are reshaping global auto trade and investment. As Brussels tightens market access, Chinese carmakers are being pushed toward local production, while Europe's struggling manufacturers are becoming more important partners, targets, and bargaining chips.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Electric Vehicles</category>
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<title>Meta readies Iris chip, locks in supply for push to 14 gigawatts</title>
<pubDate>Fri, 10 Jul 2026 02:36:31 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710VL205/meta-ai-accelerator-infrastructure-manufacturing.html</link>
<description>Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion expected to reach 14 gigawatts in 2027.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Meta plans to begin Iris chip production in September 2026. Photo: Meta]]></media:description>
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<title>CSP ASIC demand drives structural growth in high-speed interconnects</title>
<pubDate>Fri, 10 Jul 2026 02:19:01 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD215/csp-asic-cables-demand-growth-2026.html</link>
<description>As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.</description>
<dc:creator>Scarlett Yu</dc:creator>
<category>Semiconductors</category>
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<title>HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market</title>
<pubDate>Fri, 10 Jul 2026 02:06:03 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD216/hbm-2027-demand-hbm4-capacity.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:253;127-379"&gt;High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.</description>
<dc:creator>Levi Li</dc:creator>
<category>Semiconductors</category>
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<title>India's clearance of the Dixon-Vivo venture marks a cautious opening for Chinese electronics money</title>
<pubDate>Fri, 10 Jul 2026 02:04:27 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710VL203/electronics-dixon-vivo-joint-venture-investment.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:341;138-478"&gt;India's decision to clear a smartphone-manufacturing joint venture between Dixon Technologies and Vivo Mobile India could reset how the country handles Chinese capital in its fast-growing electronics sector, signaling that Beijing-linked investment can pass New Delhi's tightened scrutiny when it is structured under local majority control.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>OpenAI pushes deeper into AI agents as Cursor joins intensifying enterprise race</title>
<pubDate>Fri, 10 Jul 2026 02:02:36 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710VL204/openai-chatgpt-launch-anthropic-market.html</link>
<description>&lt;p class="P1" data-sourcepos="7:1-7:476;163-638"&gt;OpenAI has expanded its push beyond conversational AI with the launch of ChatGPT Work, an agentic workspace that combines ChatGPT with its Codex coding capabilities, underscoring the industry's rapid shift toward AI agents that can complete complex tasks rather than simply answer questions. The announcement positions OpenAI at the center of an increasingly competitive market, where rivals including Anthropic and Cursor are racing to build autonomous workplace assistants.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>China's AI talent demand spreads into chips, rare earths, and new materials</title>
<pubDate>Fri, 10 Jul 2026 01:51:55 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD207/china-talent-demand-salary.html</link>
<description>China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
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<title>Taiwan robot dog platform could give island early edge in global robotics race</title>
<pubDate>Fri, 10 Jul 2026 01:12:44 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD205/robot-robotics-component-taiwan-testing.html</link>
<description>Taiwan's new quadruped robot dog platform highlights how global robotics supply chains may shift as companies seek alternatives beyond China, Europe, and the US. Supporters say Taiwan's components performed well in testing, potentially giving international buyers more options as demand for next-generation robots grows.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
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<title>Malaysia solar firms rush to secure stock before China tax breaks end</title>
<pubDate>Fri, 10 Jul 2026 00:59:28 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD214/solar-2026-renewable-energy-market-data-center.html</link>
<description>Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already reshaping procurement plans. According to &lt;em&gt;TNGlobal&lt;/em&gt; and &lt;em&gt;Nanyang Siang Pau&lt;/em&gt;, local solar and storage firms are responding to higher costs and a looming end to key export tax rebates in China.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Sustainability</category>
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<title>Liteon Technology June revenue jumps 37% on AI server power demand</title>
<pubDate>Fri, 10 Jul 2026 00:57:49 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260710PD202/revenue-demand-ai-server-2026-high-end.html</link>
<description>Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end server power supplies and battery backup units continued to fuel growth. The Taiwan-based electronics supplier said second-quarter revenue reached NT$52.74 billion, up 21.5% quarter-over-quarter and 30.5% year on year, while first-half revenue totaled NT$96.1 billion, a 25% increase from the same period in 2025.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026</title>
<pubDate>Fri, 10 Jul 2026 00:54:37 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD239/revenue-demand-management-growth-ddr5.html</link>
<description>Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter revenue reached NT$2.238 billion, up 5.99% from the first quarter and down 0.46% year on year, while first-half revenue totaled NT$4.349 billion, a 1.30% decline from a year earlier.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<title>Hushan reports June sales as North America aftermarket demand cools briefly</title>
<pubDate>Fri, 10 Jul 2026 00:54:15 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD236/hushan-demand-north-america-revenue-2026.html</link>
<description>Hushan said its self-reported consolidated revenue for June was about NT$120 million (US$3.74 million), led by about NT$61 million from door-handle products, about NT$28 million from automotive cameras and radar products, and about NT$32 million from other products. The Taiwan-based supplier also said first-half 2026 revenue declined from a year earlier as geopolitical disruptions and uncertainty over US tariff policy made customers more cautious and slowed order pull-ins.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Electric Vehicles</category>
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<title>Arbor posts record June sales as edge AI demand lifts first-half revenue</title>
<pubDate>Fri, 10 Jul 2026 00:53:34 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD232/arbor-revenue-industrial-demand-pc.html</link>
<description>Taipei-based industrial PC maker Arbor reported record consolidated revenue in June 2026 and said demand for edge AI, smart manufacturing and industrial digital transformation continued to strengthen. The company also said the trend supported both quarterly and first-half performance, and it expects growth to continue in the second half as physical AI adoption expands.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>JPC Connectivity June revenue hits a new high on AI data center demand</title>
<pubDate>Fri, 10 Jul 2026 00:53:20 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD238/jpc-revenue-demand-data-center-2026.html</link>
<description>AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The trend matters beyond Taiwan, as global cloud builders, server makers, and network operators continue to expand infrastructure for artificial intelligence.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>Cadmen sees stronger revenue ahead as Industry 4.0 orders fill through 2026</title>
<pubDate>Fri, 10 Jul 2026 00:52:17 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD246/revenue-industry-4.0-2026-demand-growth.html</link>
<description>Cadmen said June revenue rose 9.28% year on year to NT$71.19 million (US$2.22 million), while first-half revenue climbed 9.66% to NT$401 million (US$12.52 million). The computer-aided engineering (CAE) provider said the gains reflected sustained demand across AI and semiconductor supply chains, with growth expected to continue as Industry 4.0 projects move toward delivery.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>EU mandates driver distraction alerts in new cars</title>
<pubDate>Fri, 10 Jul 2026 00:52:08 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD242/eu-automotive-technology-automakers-demand.html</link>
<description>&lt;p class="P1" data-sourcepos="7:1-7:400;147-546"&gt;As the EU's General Safety Regulation provisions on driver distraction take effect, direct driver monitoring has become a standard safety technology in one of the world's largest automotive markets. The new rule requires all new cars sold in Europe to be equipped with advanced driver distraction warning (ADDW) systems, making in-cabin cameras and sensors a critical requirement for vehicle safety.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>Largan sees variable-aperture ramp in 3Q26, eyes CPO samples</title>
<pubDate>Fri, 10 Jul 2026 00:51:55 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD243/cpo-shipments-2026-optics-production.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:677;115-791"&gt;Largan said on July 9, 2026, that shipments of its variable-aperture lens will begin ramping up in the third quarter, and that it has already received formal specifications from a volume customer for co-packaged optics (CPO) shipments, and will send samples this month. The second half of the year is the traditional peak season for the optics industry. Chairman En-Ping Lin said July would be a little better than June, and August would be better than July, adding that third quarter capacity utilization is currently full. Regarding the third quarter gross margin, Lin stressed that the key factor will be yield, as new products continue to roll out.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
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<title>BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp</title>
<pubDate>Fri, 10 Jul 2026 00:50:22 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL212/boe-profit-lcd-recovery-demand.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:259;92-350"&gt;BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD cycle, higher-end AMOLED shipments, and the start of mass production at its 8.6-generation OLED line for medium-sized panels.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Displays</category>
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<title>LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap</title>
<pubDate>Fri, 10 Jul 2026 00:50:05 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL215/lges-plant-data-demand-production.html</link>
<description>LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's largest battery maker is repurposing stranded American EV capacity to chase surging demand from AI data centers and the power grid &#38;mdash; while blunting a prolonged slump in electric-vehicle sales.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>China's silicon-to-agent AI stack headlines WAIC 2026 in Shanghai</title>
<pubDate>Fri, 10 Jul 2026 00:48:40 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL217/2026-shanghai-huawei-chips-atlas.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:349;116-464"&gt;When the 2026 World Artificial Intelligence Conference (WAIC) opens on July 17, its exhibition halls will double as a statement: China now fields a domestic AI stack running from silicon to agentic devices, at a moment when US export controls are tightening around the country's access to the most advanced foreign chips and models.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<title>China's StepFun, ZTE's Nubia vie for 'world's first AI agent smartphone' at WAIC</title>
<pubDate>Fri, 10 Jul 2026 00:47:11 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL218/ai-agent-smartphone-zte-2026.html</link>
<description>Two Chinese technology players will use the 2026 World Artificial Intelligence Conference (WAIC), running July 17-20 in Shanghai, to present what each bills as the world's first AI agent smartphone&#38;mdash;a device whose on-device AI operates apps on the user's behalf rather than merely answering questions.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:content url="https://img.digitimes.com/newsshow/20260709vl218_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<item>
<title>Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers</title>
<pubDate>Fri, 10 Jul 2026 00:46:46 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL220/mitsubishi-chemical-gan-substrate-capacity-demand.html</link>
<description>&lt;p class="P1" data-start="89" data-end="335"&gt;Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture growing demand from next-generation power semiconductors used in EVs, inverters and data center power systems.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260709VL220/mitsubishi-chemical-gan-substrate-capacity-demand.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260709vl220_files/2_r.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Semi Journal]]></media:description>
</media:content></item>
<item>
<title>King Slide leans on R&#38;amp;D, automation, and global expansion to defend margins</title>
<pubDate>Fri, 10 Jul 2026 00:45:53 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD212/king-slide-expansion-manufacturing-design-data.html</link>
<description>King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component maker is expanding in the US and beyond, as server demand tied to AI, cloud infrastructure, and data centers reshapes supply chains worldwide.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD212/king-slide-expansion-manufacturing-design-data.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd212_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<item>
<title>Mitsubishi Fuso, Foxconn move bus venture toward launch, signaling a push into electrified public transport</title>
<pubDate>Fri, 10 Jul 2026 00:45:41 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD217/fuso-mitsubishi-foxconn-launch-business.html</link>
<description>Mitsubishi Fuso Truck and Bus Corporation and Foxconn have taken a major step toward forming a new bus maker, naming the company, selecting its logo, and outlining senior leadership and strategy. The move suggests the joint venture is shifting from a preliminary alliance into a formal business launch with implications for Japan's bus market and beyond.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD217/fuso-mitsubishi-foxconn-launch-business.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd217_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>E&#38;amp;R Engineering advances glass substrate pilot production to 2H27</title>
<pubDate>Fri, 10 Jul 2026 00:45:21 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD219/glass-substrate-production-demand-equipment-packaging.html</link>
<description>E&#38;amp;R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global chip makers, the shift could accelerate next-generation packaging capacity, reshape supplier spending, and bring advanced process tools into volume production sooner than expected.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD219/glass-substrate-production-demand-equipment-packaging.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd219_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Ledlink says recovery gathers pace as auto lens sales hit record highs</title>
<pubDate>Fri, 10 Jul 2026 00:44:39 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD227/revenue-optical-lens-sales-2026-growth.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:295;119-413"&gt;Ledlink said its turnaround is strengthening, with losses narrowing in the first quarter of 2026 and growth returning in the second quarter. The shift reflects rising demand in automotive lighting, a trend with implications for global EV, smart-car, and professional lighting supply chains.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD227/revenue-optical-lens-sales-2026-growth.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd227_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Taiwan completes E10 gasoline standard, setting stage for wider bioethanol use</title>
<pubDate>Fri, 10 Jul 2026 00:44:09 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD230/taiwan-fuel-government-policy.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:358;129-486"&gt;Taiwan's completion of its national E10 gasoline standard gives the island a firmer basis for bioethanol-blended fuels, with implications beyond its borders as governments seek cleaner transport options, greater energy security, and lower emissions. However, industry support alone may not be enough without public trust and clearer policy planning.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Sustainability</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD230/taiwan-fuel-government-policy.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd230_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Ennostar's stake sale in Global Communication Semiconductors could lift 2Q results</title>
<pubDate>Fri, 10 Jul 2026 00:43:50 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD232/ennostar-profit-revenue-earnings-chip-supply.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:374;143-516"&gt;Ennostar's planned gain from selling Global Communication Semiconductors shares may help the Taiwanese company return to profit in the second quarter, a development that would matter to investors tracking the wider semiconductor cycle. The transaction also highlights how capital allocation decisions can reshape earnings and cash flow across global chip supply chains.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD232/ennostar-profit-revenue-earnings-chip-supply.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd232_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Winmate's June revenue hits record on defense and edge AI demand</title>
<pubDate>Fri, 10 Jul 2026 00:43:29 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD234/winmate-demand-growth-industrial-revenue-2026.html</link>
<description>Winmate said its June revenue reached a new record, underscoring how defense, unmanned systems, and edge AI demand are shaping industrial technology supply chains worldwide. The Taiwan-based maker said growth remained on track, with full-year performance expected to extend double-digit expansion as global orders broaden.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD234/winmate-demand-growth-industrial-revenue-2026.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd234_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Neousys posts June revenue growth as edge AI demand broadens globally</title>
<pubDate>Fri, 10 Jul 2026 00:43:17 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD236/edge-ai-automation-demand-growth-revenue-shipments.html</link>
<description>Neousys Technology reported stronger June revenue, reflecting rising global demand for edge AI, intelligent automation, and edge computing. The industrial PC maker said shipments from ongoing projects supported growth across Europe, Asia, and North America, and that the trend could continue into the second half of the year.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD236/edge-ai-automation-demand-growth-revenue-shipments.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd236_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Advantech posts sharp June revenue gains as edge AI demand spreads globally</title>
<pubDate>Fri, 10 Jul 2026 00:43:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD237/advantech-edge-ai-ipc-demand-revenue-sales.html</link>
<description>Advantech said June sales surged on stronger edge AI demand, lifting monthly and quarterly revenue to record highs and signaling firmer momentum for industrial technology markets worldwide. The Taiwanese maker of industrial computers (IPCs) also said its order pipeline remains healthy, suggesting broader global demand is still supporting shipments.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD237/advantech-edge-ai-ipc-demand-revenue-sales.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd237_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Advantech]]></media:description>
</media:content></item>
<item>
<title>Xiaomi Auto launches new sub-brand for long-range SUVs</title>
<pubDate>Fri, 10 Jul 2026 00:42:20 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD238/xiaomi-brand-demand-beijing-expansion.html</link>
<description>&lt;p class="P1" data-sourcepos="7:1-7:381;154-534"&gt;Xiaomi Auto has unveiled a new brand aimed at long-range SUVs, a move that could broaden its appeal beyond China and intensify competition in a global electric-vehicle market still shaped by range, charging access, and family-use demand. The startup also reported another month of strong deliveries, while continuing to expand production capacity in Beijing to support growth.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Electric Vehicles</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD238/xiaomi-brand-demand-beijing-expansion.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd238_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Xiaomi]]></media:description>
</media:content></item>
<item>
<title>D-Link wins SpaceX, German telecom orders in supply-chain and 4G push</title>
<pubDate>Fri, 10 Jul 2026 00:42:07 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD239/d-link-spacex-4g-telecom-security.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:418;125-542"&gt;D-Link Corporation has secured supply-chain access to SpaceX and won a separate 4G fixed wireless access order in Germany, underscoring demand for its networking gear across the sensitive aerospace and telecom sectors. The wins could extend the company's global footprint, while highlighting how security, compliance, and resilient connectivity are shaping procurement decisions worldwide.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Communications</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD239/d-link-spacex-4g-telecom-security.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd239_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>ADATA Technology to launch tender offer for Tittot in cultural industry push</title>
<pubDate>Fri, 10 Jul 2026 00:41:53 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD240/brand-2026-taiwan-technology-chairman.html</link>
<description>&lt;p class="P1" data-sourcepos="7:1-7:424;172-595"&gt;ADATA Technology's board has approved a public tender offer for Tittot's common shares at NT$24 (US$0.75) per share in cash, a move that could reshape Taiwan's cultural sector and attract attention from global investors watching how technology companies broaden beyond their core hardware businesses. The deal underscores growing cross-industry convergence and could strengthen brand positioning across Asia and beyond.</description>
<dc:creator>Jingyue Hsiao</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD240/brand-2026-taiwan-technology-chairman.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd240_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Thunder Tiger sees Taiwan's edge in drone supply chains</title>
<pubDate>Fri, 10 Jul 2026 00:41:42 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD243/thunder-tiger-drone-manufacturing-supply-chain-defense-taiwan.html</link>
<description>Drones should be seen as "flying computers," and Taiwan has an edge in the drone market with its supply chain advantages, according to Thunder Tiger chairman William Chen. Moreover, since as much as 80% of drone components on the frontlines in Russia and Eastern Europe come from China, defense buyers in Europe and the US have become more concerned about the urgent need for "non-red" supply chains.</description>
<dc:creator>Kevin Wang</dc:creator>
<category>Aerospace</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD243/thunder-tiger-drone-manufacturing-supply-chain-defense-taiwan.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd243_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Thunder Tiger chairman William Chen. Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>European startup unveils humanoid robot design, real-time learning system</title>
<pubDate>Fri, 10 Jul 2026 00:41:30 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PR200/design-robot-industrial-capacity-labor.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:235;117-351"&gt;UMA, a Physical AI company, unveiled the design of its first humanoid robot at Machina Summit and introduced Real-Time Learning, an architecture that allows robots to learn new tasks from demonstrations rather than manual programming.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PR200/design-robot-industrial-capacity-labor.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pr200_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: UMA]]></media:description>
</media:content></item>
<item>
<title>Samsung's mobile business balances stronger demand against mounting profit pressure</title>
<pubDate>Fri, 10 Jul 2026 00:41:07 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708VL207/samsung-business-mobile-demand-smartphone.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:345;123-467"&gt;Samsung Electronics' mobile business has shown signs of improving demand in recent months, prompting the company to increase production of several smartphone models. However, rising component costs and intensifying competition continue to weigh on profitability, highlighting the challenges facing the world's largest Android smartphone vendor.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Communications</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708VL207/samsung-business-mobile-demand-smartphone.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708vl207_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>PCB midplane snags cast doubt on Nvidia's Kyber rack timeline</title>
<pubDate>Fri, 10 Jul 2026 00:39:45 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708VL212/nvidia-pcb-rubin-materials-ccl.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:283;103-385"&gt;Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains unchanged, after &lt;em&gt;SemiAnalysis&lt;/em&gt; pointed to manufacturing challenges in a key PCB midplane as a potential bottleneck for the Rubin Ultra platform.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708VL212/nvidia-pcb-rubin-materials-ccl.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708vl212_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: Nvidia]]></media:description>
</media:content></item>
<item>
<title>How semiconductors are turning Gujarat into India's next electronics powerhouse</title>
<pubDate>Fri, 10 Jul 2026 00:39:30 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708VL213/electronics-semiconductors-manufacturing.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:367;119-485"&gt;For years, India's electronics manufacturing has clustered in a handful of states &#38;mdash; mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708VL213/electronics-semiconductors-manufacturing.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708vl213_files/1_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
</media:content></item>
<item>
<title>Surviving 120&#38;deg;C: Taiwan's rescue robot dog passes its trial by fire</title>
<pubDate>Fri, 10 Jul 2026 00:00:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD234/robot-fire-itri-taiwan-nvidia.html</link>
<description>&lt;p class="P1" data-sourcepos="41:1-41:651;4231-4881"&gt;Smoke, heat, and a 100&#38;deg;C ceiling &#38;mdash; Taiwan's rescue robot walked right through it. Taiwan's domestically developed quadruped robot platform has become the first fire-rescue robot dog in the country to pass functional verification, clearing the way for future use at fire scenes. The milestone comes after the Industrial Technology Research Institute (ITRI) and local industry partners completed multiple field application validations with agencies including Taiwan Power and the National Fire Agency, and follows the platform's formal unveiling on July 8, 2026, with National Fire Agency Deputy Director-General Wan-Yao Chien attending in support.</description>
<dc:creator>Charlene Chen</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260709PD234/robot-fire-itri-taiwan-nvidia.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260709pd234_files/1_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Taiwan just built its own robot dog &#38;mdash; its first mission: fighting fires</title>
<pubDate>Thu, 9 Jul 2026 22:00:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709PD216/taiwan-robot-robotics-inspection-development.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:560;123-682"&gt;It walks, it climbs, it reads gauges &#38;mdash; and it's 100% homegrown. Taiwan's first domestically developed quadruped robot dog platform officially debuted on July 8, after the Industrial Technology Research Institute (ITRI) spent more than a year working with local academia and industry to complete two prototype models.</description>
<dc:creator>Rodney Chan</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260709PD216/taiwan-robot-robotics-inspection-development.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260709pd216_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years</title>
<pubDate>Thu, 9 Jul 2026 19:49:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260708PD233/asml-tsmc-taiwan-production-materials.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:309;137-445"&gt;ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor materials, marking a significant step toward commercializing technologies widely viewed as essential for extending Moore's Law beyond the limits of conventional silicon scaling.</description>
<dc:creator>Willis Ke</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260708PD233/asml-tsmc-taiwan-production-materials.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260708pd233_files/2_2b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
</media:content></item>
<item>
<title>Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape</title>
<pubDate>Thu, 9 Jul 2026 19:48:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL222/kioxia-nand-sandisk-technology-shipping.html</link>
<description>Kioxia and SanDisk have begun shipping samples of 332-layer BiCS10 NAND, giving the Japanese memory maker a concrete technology milestone as CEO Hiroo Ota works to pull the company back toward the top of the NAND industry.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260709VL222/kioxia-nand-sandisk-technology-shipping.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260709vl222_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Kioxiaˇ¦s Kitakami fab in Iwate Prefecture. Credit: Kioxia]]></media:description>
</media:content></item>
<item>
<title>Z.ai widens lead over MiniMax: China's AI model race shifts from scale to staying power</title>
<pubDate>Thu, 9 Jul 2026 18:50:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL210/z.ai-revenue-market.html</link>
<description>&lt;p class="P1" data-start="72" data-end="287"&gt;China's AI model race is moving beyond parameter size, benchmark rankings and user buzz. Investors are now asking which companies can turn model spending into durable revenue, pricing power and enterprise workflows.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
<guid isPermaLink="true">https://www.digitimes.com/news/a20260709VL210/z.ai-revenue-market.html</guid>
<media:content url="https://img.digitimes.com/newsshow/20260709vl210_files/2_b.jpg" type="image/jpeg" expression="full">
<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes</title>
<pubDate>Thu, 9 Jul 2026 18:49:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260707PD248/realtek-revenue-demand-price-2026.html</link>
<description>Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first-half 2026 revenue reached record highs.</description>
<dc:creator>Eifeh Strom</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: DIGITIMES]]></media:description>
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<title>Mistral Robotics model puts France's industrial AI push in focus</title>
<pubDate>Thu, 9 Jul 2026 18:49:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL225/mistral-ai-industrial-france-robotics-training.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:146;102-247"&gt;Mistral AI has introduced its first robotics navigation model, extending the French AI startup's push into physical AI and industrial automation.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>ICT</category>
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<media:description type="plain"><![CDATA[Credit:Mistral]]></media:description>
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<title>LG Innotek expands Vietnam footprint with new IC substrate plant</title>
<pubDate>Thu, 9 Jul 2026 18:48:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL203/lg-innotek-plant-ic-substrate-investment-production.html</link>
<description>LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Out of the shadows, India's Northeast stakes its claim in electronics</title>
<pubDate>Thu, 9 Jul 2026 18:47:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL202/industrial-electronics-supply-chain-region-packaging.html</link>
<description>&lt;p class="P1" data-sourcepos="5:1-5:379;109-487"&gt;For most of its modern history, India's Northeast &#38;mdash; the eight states anchored by Assam &#38;mdash; has sat at the margins of the country's industrial economy. That is beginning to change, as a mix of federal industrial incentives, a flagship semiconductor packaging plant in Assam, and deepening ties with Japan give the region a modest but real foothold in India's electronics ambitions.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: AFP]]></media:description>
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<title>Former chip designer turned VC delivers reality check on AI, CPO hype</title>
<pubDate>Thu, 9 Jul 2026 18:47:00 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL224/asia-venture-capital-ai-cpo-design-taipei.html</link>
<description>A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives: that AI will solve chip design, and that co-packaged optics (CPO) is ready for prime time.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Digitimes]]></media:description>
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<title>Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule</title>
<pubDate>Thu, 9 Jul 2026 14:53:06 GMT</pubDate>
<link>https://www.digitimes.com/news/a20260709VL228/micron-fab-investment-demand-technology.html</link>
<description>Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.</description>
<dc:creator>DIGITIMES</dc:creator>
<category>Semiconductors</category>
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<media:description type="plain"><![CDATA[Credit: Digitimes]]></media:description>
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