News tagged AI at DIGITIMES

NEWS TAGGED AI

Monday 6 July 2026

Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance

Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper...

Monday 6 July 2026

Taiwan drone makers gain as Europe focuses on trust and supply chain resilience

Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price...

Monday 6 July 2026

Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong

Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...

Monday 6 July 2026

Kingboard raises CCL prices again as AI demand tightens PCB material supply

Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.

Monday 6 July 2026

South Korea lines up US$204 billion Yeongnam manufacturing push

South Korean conglomerates will invest a combined KRW312 trillion (approx. US$203.6 billion) in the Yeongnam region, as the government...

Monday 6 July 2026

SEMI warns Trump admin against meddling in memory market

SEMI has warned the Trump administration that intervening in memory-chip pricing or production capacity could worsen a historic supply...

Monday 6 July 2026

Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to...

Monday 6 July 2026

Alibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools

Alibaba has instructed employees to stop using Anthropic's Claude Code for work and remove Claude models from company computers, according to respective sources cited by Yicai,...

Monday 6 July 2026

Meta's AI cloud idea underscores a search for returns, not an AI retreat

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...

Monday 6 July 2026

AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...

Sunday 5 July 2026

From Bloomberg to DIGITIMES: building a media model for the AI era

Manhattan is where financial giants gather. By the weekend, the crowds become so dense that near Times Square, even moving through the streets can be difficult. At moments like this,...

Sunday 5 July 2026

AI PCs, AR glasses, and robots reshape display tech

The rapid expansion of AI applications is redefining what device makers need from display technology.

Sunday 5 July 2026

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have...

Sunday 5 July 2026

AI, HPC test interface demand drives CHPT June revenue to new monthly high

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive...

Sunday 5 July 2026

Why enterprise AI in manufacturing is stuck at the pilot stage

At a late-June industry forum, experts from Taiwan's TPIsoftware, the Institute for Information Industry (III), and Phison Electronics...

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