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Tuesday 3 November 2026
MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only...
Tuesday 3 November 2026
AI boom raises financial crisis fears among US regulators
The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could...
Tuesday 3 November 2026
Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom
Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions...
Tuesday 3 November 2026
DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.
Monday 2 November 2026
Powerchip Investment Holding files suit over NT$13.6B share-buying bid
Powerchip Investment Holding has filed a complaint over an alleged plan by unidentified buyers to acquire a 20% stake through coordinated share sales for more than NT$13.6 billion...
Monday 2 November 2026
Denso sees profits hit by memory costs, seeks price pass-through
Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset...
Monday 2 November 2026
TEL sees 90% profit surge as AI chip demand stays strong
Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an...
Monday 2 November 2026
AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend
Tong Hsing Electronic Industries (THEIL) outlined the latest developments and market trends across its four major product lines of optical communications, ceramic substrates, new semiconductor...
Monday 2 November 2026
South Korea builds SMR ecosystem as SK Innovation advances Natrium tech, Samsung C&T pushes modular construction
South Korean energy and engineering companies are positioning themselves for the emerging small modular reactor (SMR) market, with SK Innovation (SKI) seeking to build expertise through...
Monday 2 November 2026
MediaTek pins second ASIC project and customer to 2028
MediaTek's latest earnings call focused heavily on its data-center ASIC business, as CEO Rick Tsai and CFO David Ku addressed market rumors about delays to its second AI accelerator...
Monday 2 November 2026
Samsung partners with PXPay to bolster Samsung Wallet in Taiwan
Samsung Electronics Taiwan is partnering with local mobile payment platform PXPay as part of its expansion of Samsung Wallet applications. The move, announced on October 30 with services...
Monday 2 November 2026
DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race
Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the...
Monday 2 November 2026
Exclusive: How Germany's fast-follower economy reshapes the AI PC race as local AI awaits killer app
As AI PC configurations reach new technological heights amid a broader push toward higher-spec machines, the market is moving steadily toward wider adoption of AI-capable hardware.
Monday 2 November 2026
Lite-On boosts 2027 capex as AI race raises stakes for CSPs
Lite-On Technology will continue increasing capital expenditure in 2027 as cloud service providers (CSPs) pour money into the artificial intelligence (AI) infrastructure race, president...
Monday 2 November 2026
What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy
China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value...