DIGITIMES news archive

Total: 3,207 items

Commentary: China's chip-model strategy pressures Nvidia's AI economics

Wednesday 29 April 2026

The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend chips as viable alternatives to...

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AI cost DeepSeek Nvidia Huawei Ascend

Analysis: Why Tokyo Electron's China problem goes deeper than a data breach

Tuesday 28 April 2026

Amid growing geopolitical tensions over the global semiconductor supply chain, what initially appeared to be an internal personnel matter is evolving into a broader case study of the operational risks that foreign...

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Tokyo Electron supply chain equipment governance investment

Commentary: What Amap reveals about AI navigation, data control

Tuesday 28 April 2026

AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time traffic light countdown and...

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data competition governance Taiwan adoption

Commentary: Tim Cook's sole omission during 15-year tenor

Tuesday 28 April 2026

On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in ceremony for TSMC's first Arizona...

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Apple Tim Cook John Ternus Taiwan TSMC

Analysis: Beijing Auto Show signals new phase in China's EV race

Monday 27 April 2026

The 2026 Beijing International Automotive Exhibition opened on April 24 with a scale that stands in sharp contrast to the contraction of many global auto shows. Spanning roughly 380,000 square meters and drawing more...

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Beijing 2026 automakers technology competition

Column: Where does robot training data come from?

Monday 27 April 2026

Across both sides of the Pacific, robot startups and leading laboratories have reached a consensus over the past year that model architecture is no longer the sole focus. Data has become the core competitive resource....

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robot training data Columns

Commentary: DeepSeek rethinks funding strategy under talent drain and AI race

Friday 24 April 2026

The trajectory of DeepSeek has drawn scrutiny, but its latest move marks a clear inflection point. According to a report by The Information, the company is seeking external funding for the first time, triggering...

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DeepSeek funding talent Tencent 2025

DIGITIMES Insight: SK Hynix's US HBM push sets up a showdown with Micron

Friday 24 April 2026

SK Hynix Inc. has moved to deepen its presence in the US by building an HBM packaging and testing plant and planning a US stock exchange listing to raise capital — steps that could bolster local high-bandwidth...

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HBM Micron SK Hynix packaging DIGITIMES

Column: US drone industry learns from Ukraine's low-cost, rapid production

Wednesday 22 April 2026

"The drone is not the weapon. The infrastructure to build it is." This statement, made by Ukrainian president Volodymyr Zelenskyy on March 31, 2026, encapsulates the direction of recent US policy reforms as America...

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low-cost military Drone production infrastructure Ukraine

Commentary: Apple CEO change sounds alarm for China suppliers

Wednesday 22 April 2026

Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had long circulated, the board's decision...

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Apple hardware supply chain manufacturing Tim Cook

Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

Tuesday 21 April 2026

At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions with its in-house robot...

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Honor robot robotics supply chain Beijing

Commentary: China motorcycle maker tests premium shift through performance engineering

Tuesday 21 April 2026

When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.

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China motorcycle brand performance

Commentary: Robots are selling, but profits are not; data is the real prize

Friday 17 April 2026

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Tags

humanoid robot robotics data revenue 2026

Analysis: ASML lifts 2026 guidance on strong EUV demand

Friday 17 April 2026

ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company announced plans to expand its...

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ASML 2026 demand EUV guidance

Analysis: Southeast Asia's language barrier is reshaping AI

Tuesday 14 April 2026

As the global generative AI boom shifts from scale to localization, Southeast Asia is emerging as a critical testing ground for the next phase of development. The region's linguistic diversity and complex cultural...

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Asia localization language region testing

Analysis: Agent computers target next PC role, push AI compute to the edge

Friday 10 April 2026

AI agents are moving beyond chat into execution, handling tasks, workflows, and decisions. That shift is giving rise to a new hardware category: the agent computer. Built for persistent, local AI operation with direct...

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data hardware

Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

Wednesday 8 April 2026

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled...

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China humanoid robot industrial market

Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain

Wednesday 8 April 2026

At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.

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2026 SEMICON China equipment Applied Materials ASML

Commentary: How Taiwan is becoming a strategic partner in America's auto reindustrialization

Wednesday 8 April 2026

Recently, the American Institute in Taiwan (AIT) has made a series of unusually high-profile appearances at promotional events for US automakers such as Jeep and Ford. The rare visibility has drawn intense attention...

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Taiwan automotive automakers Ford 2026

Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road

Wednesday 8 April 2026

The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.

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Tsinghua University TSMC UMC AI chip development

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