DIGITIMES news archive

Total: 288 items

Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

Saturday 23 May 2026

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing...

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AMD deepens China packaging alliance with TF-AMD expansion in Suzhou

Friday 22 May 2026

AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics), underscoring AMD's...

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AMD packaging expansion Lisa Su CEO

China doubles down on AI-driven manufacturing upgrade

Tuesday 19 May 2026

Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial competitiveness, and cultivate...

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China AI industrial manufacturing Beijing growth

Pan Jit AI revenue hits 11% as orders stretch 6 months

Monday 18 May 2026

Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders shift away from Nexperia,...

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revenue automotive demand 2026 management

TSMC's Vanguard stake sale signals AI-era capital pivot

Friday 15 May 2026

TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the...

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TSMC VIS Arm technology packaging

Nan Ya PCB targets high-end IC substrate growth amid AI demand

Friday 15 May 2026

Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The company's 2026 development plans and...

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PCB Nan Ya high-end demand IC substrate

Column: Why robots aren't ready for the real world — yet

Thursday 14 May 2026

Over the past 15 years, several major technological paradigms have crossed the commercial threshold from "zero to one" and into mass adoption.

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commercial

Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Wednesday 13 May 2026

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only for its implications for trade,...

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Beijing USA agriculture aircraft commercial

Indian firms step up EV battery development amid China technology concerns

Wednesday 13 May 2026

Indian conglomerates are accelerating efforts to develop domestic electric vehicle (EV) and battery technologies as access to Chinese know-how becomes increasingly uncertain.

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India EV battery development automakers

AI drives IC price hikes, lifts China chip exports 83.7% in April

Tuesday 12 May 2026

Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs show that China's IC export value...

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China IC exports demand price

Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals

Monday 11 May 2026

Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:

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DIGITIMES Asia weekly news roundup MediaTek NAND Taiwan 2026

PCL Technologies to buy precision plastics and metal parts maker to target CPO components for data centers

Monday 11 May 2026

PCL Technologies announced that its board approved a plan to acquire 100% of Pingood Group, including Pingood Enterprise Co., Pingood (Thailand) Co., Ltd., Pingji Electronics (Dongguan) Co., Ltd., and Suzhou Pingji...

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CPO data data center financing biomedical

US president considers inviting Nvidia and other CEOs to China trade talks

Friday 8 May 2026

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the trade negotiations, the US leader has...

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USA China government chips exports Nvidia

AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy

Friday 8 May 2026

Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while US peers such as Flex restructure...

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EMS supply chain AI capex demand infrastructure

Delta Electronics expands Malaysia presence as SEA becomes semiconductor growth hub

Thursday 7 May 2026

As global supply chains continue shifting under "China+1" and "Taiwan+1" strategies, Southeast Asia has emerged as a key destination for semiconductor and electronics investment. For Taiwanese power and automation...

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Asia Delta Electronics manufacturing electronics automation

Singapore chip firms showcase cross-border manufacturing and testing strengths

Thursday 7 May 2026

Headquartered in Singapore, MPics Innovations is staffed by several former executives from Broadcom's isolation products division. The company has long focused on the automotive, industrial, and medical markets, known...

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Singapore semiconductor industry Broadcom automotive industrial 2026

Gemtek sees no end to high-end optical demand, 1.6T mass production set for 4Q26

Thursday 7 May 2026

Network equipment maker Gemtek Technology, following the launch of its 800G linear-drive pluggable optics (LPO) optical module in 2025, announced on April 6 that it has successfully developed its next-generation 1.6T...

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equipment Gemtek demand production high-end

Taiwan delays in gas plants drive push for energy storage and virtual power plants

Thursday 7 May 2026

Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage and virtual power plants to fill gaps...

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Taiwan demand Taiwan Power Company electricity plant

AMD earnings call: AI is turning CPUs back into the main event

Wednesday 6 May 2026

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no...

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AMD earnings AI CPU data center 2026

Southeast Asia faces fab gap as chipmaking remains concentrated in China and Taiwan

Wednesday 6 May 2026

Global semiconductor sales are projected to reach US$1 trillion this year and could double to US$2 trillion by 2035, driven by rapid growth in AI data centers. But the boom is also shining new light on Southeast Asia's...

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Asia sales Taiwan 2035 manufacturing

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