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Thursday 29 October 2026
Parade Technologies faces near-term revenue pressure as notebook demand weakens
Parade Technologies expects fourth-quarter revenue to fall as notebook inventory digestion continues, underscoring pressure on the chipmaker's near-term results. The company is relying...
Thursday 29 October 2026
SpaceX's AI spending surge opens doors to direct orders for Taiwan ODMs
SpaceX is expanding its AI computing infrastructure to meet rising demand for AI applications, securing US$40 billion in financing commitments for GPUs and equipment. The surge in...
Thursday 29 October 2026
Anduril, Qualcomm team up on domestic computing to rebuild the hardware supply chain
In an effort to reduce national security vulnerabilities tied to foreign electronics supply chains, defense technology startup Anduril Industries and chipmaker Qualcomm Technologies...
Thursday 29 October 2026
Rokid launches full-color AI glasses with microLED display
Chinese smart-glasses maker Rokid unveiled its full-color AI glasses, Rokid Color, in Hangzhou on October 27, alongside the second-generation Rokid Glasses 2 and the Rokid Ring smart...
Thursday 29 October 2026
LG Innotek revenue tops KRW6T in 3Q26, profit halves
LG Innotek’s 2026 third-quarter revenue topped KRW6 trillion (approximately US$4.52 billion) for the first time, driven by new mobile-device launches and technology adoption...
Wednesday 28 October 2026
Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals
Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor...
Wednesday 28 October 2026
Analysis: 3M's investment in Genius Electronic Optical puts EBO mass production to the test
US materials giant 3M recently entered into a strategic partnership with Taiwanese optical component manufacturer Genius Electronic Optical (GSEO), with plans to acquire a 4.7% stake...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...
Tuesday 27 October 2026
OPTOELEC seeks AI data center orders as Himax advances CPO optics
South Korean optics maker Optoelec is seeing growing interest from AI data center customers as it seeks to expand its wafer-level optics (WLO) business into high-speed optical communications,...
Sunday 25 October 2026
Namuga expands beyond Samsung with humanoid robot camera modules
South Korean image-sensing module maker Namuga is accelerating its physical AI strategy after securing a supply deal with a global humanoid robot company. The company is preparing...
Friday 23 October 2026
DIGITIMES Insight: BCI grasping reaches market; implant stability and chip heat keep advanced uses beyond 2030
Invasive brain-computer interfaces (BCIs) are demonstrating long-term commercial potential. Neuralink has enabled paralysed patients to control computers and robotic arms through thought;...
Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Friday 23 October 2026
India becomes Taiwan's third-largest machine tool export market
India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities...
Friday 23 October 2026
Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output
Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call,...
Friday 23 October 2026
Elan targets drone market with solutions contributing revenue in 2026 and 2027
Elan Microelectronics is pursuing drone opportunities across multiple applications, showcasing a broad range of solutions at the 2026 TAITRONICS expo. Solutions developed with Taiwanese...