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Tuesday 27 January 2026
TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
Tuesday 27 January 2026
Nexperia supply crisis eases as Honda and GAC restart three China plants
Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary...
Tuesday 27 January 2026
Samsung favors high-margin memory clients, squeezing TV and appliance units
Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...
Tuesday 27 January 2026
China reportedly enters semiconductor glass substrate market
China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports.
Tuesday 27 January 2026
Micron breaks ground on US$24 billion advanced NAND fab in Singapore
Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
Tuesday 27 January 2026
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026
Microsoft launches Maia 200 AI chip, mass production progress draws attention
Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes...
Tuesday 27 January 2026
G-Tech Optoelectronics ventures into military drones with Firestorm Labs, Aerkomm

G-Tech Optoelectronics (GTOC) said its wholly owned subsidiary has partnered with US defense technology startup Firestorm Labs and aerospace...

Tuesday 27 January 2026
TSMC's capex surprise reveals blind spots in semiconductor forecasting
TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
Monday 26 January 2026
Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China
The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately...
Monday 26 January 2026
Hyundai strengthens robot supply chain as Atlas plans trigger labor tensions
Hyundai Motor is establishing a specialized parts procurement organization to build a scalable mass production system for its robotics business, focusing on securing the global supply...
Monday 26 January 2026
LG Display pushes into glass interposers as Korean panel makers seek growth
LG Display is moving from research toward execution in the emerging glass interposer market, working with domestic glass-processing partners to apply its display manufacturing experience...
Monday 26 January 2026
Latecomer firms set to climb global EMS/ODM rankings in 2026

DIGITIMES' tally of 2025 revenue for the world's top 20 electronics manufacturing services (EMS) and original design manufacturing (ODM)...

Monday 26 January 2026
Tienpin United shifts focus to AI server cleaning amid rising demand for liquid cooling solutions
Tienpin United has officially transitioned from traditional life services to the AI sector, with its AI server cleaning business demonstrating strong growth momentum. The company reported...
Monday 26 January 2026
India roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
With Micron's ATMP facility moving into commercial production and fresh investments from domestic players, India's semiconductor push is gaining firmer footing. However, despite its...