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Monday 5 October 2026
Deutsche Telekom targets US$2.8 billion in savings as AI business grows
Deutsche Telekom expects artificial intelligence and automation to generate around EUR2.5 billion (approx. US$2.8 billion) in indirect-cost savings by 2030 compared with 2023, Reuters...
Monday 5 October 2026
Southern Taiwan Science Park revenue climbs 36.5% in first eight months of 2026
Companies in the Southern Taiwan Science Park (STSP) posted record revenue of NT$2.495124 trillion (US$78.59 billion) in the first eight months of 2026, up 36.5% from a year earlier,...
Monday 5 October 2026
CHPT posts record quarterly revenue as chip test demand rises
Chunghwa Precision Test Tech (CHPT), a supplier of semiconductor test interfaces, posted record revenue for September and the third quarter of 2026 as demand for AI-related chip testing...
Monday 5 October 2026
Cheap SiC substrates ignite demand wave, reshape ecosystem
Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half...
Monday 5 October 2026
Climate tech investment cools, but green supply chains support long-term demand
Tighter green supply-chain requirements are driving demand for energy investment and infrastructure, while companies also face the challenge of matching power generation and consumption...
Monday 5 October 2026
Global AI servers shift production nearshore, slowing direct Taiwan exports to US
Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion...
Monday 5 October 2026
Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand
China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant:...
Monday 5 October 2026
AI server lines accelerate automation, boosting cobot demand
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
Monday 5 October 2026
Taiwan's GIS targets optical communications growth with fresh laser-packaging capacity
General Interface Solution (GIS) Holding is gaining traction in optical communications and other new products despite weak consumer electronics demand caused by rising memory prices...
Monday 5 October 2026
ESMT 3Q26 revenue jumps 58%, sets another record
Elite Semiconductor Microelectronics Technology (ESMT) reported September consolidated revenue of NT$7.461 billion (approx. US$234 million), up 470.23% from NT$1.308 billion a year...
Monday 5 October 2026
Samsung eyes record foldable smartphone sales
Samsung Electronics said its new Galaxy Z series foldable phones have beaten expectations after launch, with sales in the first month up significantly from the previous generation...
Monday 5 October 2026
Shield AI expands Taiwan supply chain in sovereign AI push
US defense technology unicorn Shield AI is expanding its presence in Taiwan as the Russia-Ukraine war drives growing demand for asymmetric warfare capabilities and defense technologies...
Monday 5 October 2026
LPDDR5X supply tightens around AI servers, squeezing PCs, smartphones into 2027
AI data center demand for LPDDR5X DRAM has continued to expand through 2026 and is expected to remain strong into 2027, tightening supply for PCs and smartphones and keeping device...
Monday 5 October 2026
Weekly news roundup: Musk looms large as AI chip boom drives capacity expansion and geopolitical risks
Across the week, Taiwan-linked semiconductor groups and their partners continued expanding capacity, while AI demand, export controls, and financing structures shaped the industry...
Monday 5 October 2026
DIGITIMES Insight: AI data demand surges as power and cooling become new bottlenecks
As the number of AI computing transistors integrated within a single CoWoS package rises rapidly, DIGITIMES observes that moving massive volumes of data to compute chips fast...