DIGITIMES news archive

Total: 192 items

Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC

Thursday 7 May 2026

A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.

Tags

Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call

Saturday 11 April 2026

Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the most comprehensive single-month...

Tags

Taiwan hardware revenue growth 2026

Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials

Friday 20 March 2026

DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural shift in its growth model. The...

Tags

high-end PCB capacity demand Taiwan

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Thursday 5 March 2026

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes that major economies, including...

Tags

PCB demand AI applications production supply chain

Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

Wednesday 21 January 2026

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM). Bottlenecks are increasingly...

Tags

fiberglass cloth demand AI server high-end supply chain

Commentary: China's PCB edge survives G2 decoupling

Thursday 11 December 2025

As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling and overseas clients pushing for...

Tags

PCB chips semiconductors Asia production

From substrate to system: A deep dive into Nvidia's CoWoP packaging shift

Wednesday 30 July 2025

As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have pushed the semiconductor industry toward...

Tags

packaging Nvidia substrate HPC growth

1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

Thursday 24 July 2025

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst...

Tags

DIGITIMES EMS revenue growth 2025

Stay or relocate: Taiwan makers weigh exodus amid weak government support

Thursday 10 July 2025

The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free...

Tags

Taiwan FTA production government cost

New insulating materials key to unlocking next-gen AI chip performance

Tuesday 18 March 2025

As AI continues to attract widespread attention, the race to build large-scale data centers is ongoing. Regarding energy consumption, the power demand of hyperscale data centers has reached GW, equivalent to the output...

Tags

materials performance data AI chip transmission

Equipment maker Csun discusses company transformation and succession in Q&A

Friday 13 September 2024

Csun Manufacturing has transitioned from producing constant temperature ovens and automatic exposure machines to becoming a semiconductor equipment supplier, focusing on wafer foundry and advanced packaging process...

Tags

Csun equipment packaging chairman supplier

Taiwan-based PCB industry navigates sustainability demands amid SEA expansion

Friday 9 August 2024

...Approaching the final quarter of 2024, major PCB and IC substrate manufacturers are expanding operations in Southeast Asia to reduce dependence on Chinese production. Needless to say, geopolitical tensions are poised to impact the PCB...

Tags

Taiwan PCB Sustainability demand Southeast Asia expansion

Elephantech seeks strategic partners for sustainable PCB manufacturing in response to surging demand

Thursday 13 June 2024

... a stable supply chain together," said Sugimoto. He explained that since the metal inkjet PCB is a very new process... of embracing this transformative change. Elephantech's P-Flex PCB was certified to UL94 V-0, a US safety standard, in 2021...

Tags

Elephantech Flexible PCB innovations metal inkjet printing startup

Hardware supply chain's pivotal value recognized in Nvidia's strategies

Thursday 16 May 2024

To maintain its leading position in Artificial Intelligence (AI), Nvidia has mastered its CUDA software, constantly emphasized its affiliation with Taiwan and TSMC, and has even secured strong connections with the...

Tags

Jensen Huang Nvidia Taiwan supply chain TSMC

AI, EVs, satellite communications to boost Taiwanese PCB industry this year; review of 2023

Wednesday 3 April 2024

The output value of Taiwan's PCB industry is anticipated to be propelled by emerging market applications, such as AI servers, EVs, and satellite communications this year.

Tags

Taiwan PCB AI EV satellite communications

What does it mean for Taiwan ICT firms if Apple ends its EV plans?

Friday 1 March 2024

According to reports, Apple has abandoned its nearly decade-long electric vehicle (EV) R&D and production strategy, leaving many wondering how this will impact Taiwan's ICT supply chain.

Tags

Apple Car Apple EV ICT manufacturing Taiwan

Singapore repitch incentives for TSMC to produce advanced chips there

Monday 22 January 2024

Taiwan Semiconductor Manufacturing Company (TSMC) recently disclosed its overseas expansion progress and plans in its earnings report conference on January 18 and expressed interest in building a second fab in Japan....

Tags

Kumamoto semiconductors subsidies TSMC

Semiconductor cybersecurity at stake: NXP hack and TSMC supply chain measures

Monday 11 December 2023

Seen as a strategic industry by many countries, the semiconductor supply chain is susceptible to cyber attacks looking to steal trade secrets and technology know-how, while others cripple and encrypt their networks for...

Tags

semiconductor cybersecurity NXP TSMC supply chain ASML

Generative AI is all the rage, who can monetize from the trend?

Tuesday 21 November 2023

Global opportunities in the generative AI (GenAI) application market have exploded with the rise of ChatGPT, leading to a substantial increase in demand for AI-related hardware and software. While the establishment of...

Tags

GenAI Nvidia TSMC AI applications

EV tear-up findings of China auto chip localization: Q&A with UBS tech analyst Jimmy Yu

Monday 30 October 2023

A recent UBS Evidence Lab's tear-up activity on a BYD Seal electrical vehicle showed that a high level of import substitution in automotive chips is taking place at China EV brands, and the trend is evident in the power...

Tags

ADAS Auto components automotive CIS Automotive IC BYD China EV IC design, distribution IC manufacturing Interview Passive, PCB, other IC components PMIC power IC powertrain semiconductor vehicle

1/10 pages

Date range

News overview

Relevant articles

Beta — AI answers are generated from DIGITIMES content by relevancy and available date ranges.
They may contain errors or miss the latest updates. Please verify critical information. Contact us if you experience issues.

Syntax	Example	Finds articles containing
AND && A B	Intel AND AMD Intel && AMD Intel AMD	"Intel" and "AMD"
OR \|\|	Intel OR AMD Intel \|\| AMD	"Intel" or "AMD"
NOT !	Intel NOT AMD Intel ! AMD	"Intel" but not "AMD"
"A B"	"Smart TV"	Phrase "Smart TV"
("A B" OR C) AND D NOT X	("Smart TV" OR panel) AND maker NOT Taiwan	Multiple terms form a complex query combined together with Boolean operators