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Wednesday 4 February 2026
Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...
Wednesday 4 February 2026
Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

Wednesday 4 February 2026
China leads the humanoid robot supply chain, with 2026 sales forecast to jump
Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
Wednesday 4 February 2026
South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms
South Korean panel makers are about one to two years ahead of competitors in China and Taiwan in Micro LED driving and assembly technologies, according to analysts. However, the country...
Tuesday 3 February 2026
Univacco Technology to launch Vietnam factory, targets global market competitiveness
Vacuum coating film maker Univacco Technology plans to begin mass production at its new Vietnam facility in the first half of 2027. The overseas factory is designed to take advantage...
Tuesday 3 February 2026
SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
Tuesday 3 February 2026
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
Tuesday 3 February 2026
C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment
Semiconductor and printed circuit board (PCB) equipment maker C Sun announced plans to invest approximately NT$1.48 billion (US$46.87 million) to acquire a nearly 3,000-ping (106,750...
Tuesday 3 February 2026
Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders
Alchip, Global Unichip (GUC), and Faraday each hold unique strengths as leading ASIC design service providers. Benefiting from major US cloud service providers' (CSPs) push for in-house...
Tuesday 3 February 2026
Germany pivots to Korean chipmakers as Intel retreats

German state governments are stepping up efforts to secure new semiconductor partners in South Korea after Intel shelved plans to build...

Tuesday 3 February 2026
Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...
Monday 2 February 2026
Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration
With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...
Monday 2 February 2026
Kinsus approves US$744M ABF expansion on clear three-year demand outlook
Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...
Monday 2 February 2026
SMIC reportedly sets up advanced packaging research institute in Shanghai
As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with...
Monday 2 February 2026
Semco's Tianjin MLCC plant capacity runs flat out on EV, AI server expansion
Rising automotive electronics demand has pushed Samsung Electro-Mechanics (Semco)'s Tianjin plant to full capacity across its multilayer ceramic capacitor (MLCC) production lines,...