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    European carmakers urge delay to EU battery local-content rules
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    Huawei says Ascend passed Nvidia in China as it focuses on AI systems
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    Huawei claims it has largely cut US tech reliance, but advanced chip output still depends on DUV
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    NEWS TAGGED RESEARCH INSIGHTS
    Wednesday 16 September 2026
    DIGITIMES Insight: Intel may lack a price edge over TSMC on SK Hynix HBM base dies

    SK Hynix is reportedly considering Intel as an additional manufacturing source for high-bandwidth memory (HBM) base dies beginning with...

    Tuesday 15 September 2026
    DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
    DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
    Tuesday 15 September 2026
    Robot supply strategies split between US in-house tech and Chinese local ecosystem
    As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception...
    Monday 14 September 2026
    DIGITIMES Insight: High NA EUV chips near production, but economics will be the pacemaker
    ASML's latest update suggests High NA EUV is no longer confined to laboratory validation. With 10 systems already operating across four customers worldwide, and three more in shipment...
    Monday 14 September 2026
    DIGITIMES Insight: Taiwanese firms lead in FOPLP as overseas rivals race to catch up
    Taiwanese chip packaging firms are advancing fan-out panel-level packaging (FOPLP) and glass-substrate development as AI processors demand ever-larger reticle sizes and more complex...
    Monday 14 September 2026
    DIGITIMES Insight: China's GaN challengers are no longer playing catch-up
    Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...
    Tuesday 1 September 2026
    Research insights: AI Fabric optical interconnects move into racks as 400G/lane and CPO maturity emerge as key variables
    DIGITIMES observed that as AI systems continued to scale, interconnect requirements inside AI data centers had expanded from chips, packages, and boards to racks, clusters, and eventually...
    Friday 28 August 2026
    Insight: China's next AI frontier is silicon, not smarter models
    For the past two years, China's AI companies have competed on a single axis: whose model performs best. That contest is starting to give way to a harder one — whether those models...
    Monday 24 August 2026
    Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory
    ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...
    Friday 21 August 2026
    Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge
    The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES,...
    Friday 21 August 2026
    Research Insight: 2028 key year for optical interconnects in AI racks
    Optical communications will likely enter AI server racks in 2028, DIGITIMES analyst Joyce Chen said on August 20 at a semiconductor industry forum in Taipei, as rising AI cluster scale...
    Friday 21 August 2026
    Research Insight: CPO gains momentum as AI interconnect demands outpace chip gains
    The AI industry is watching the rise of co-packaged optics (CPO) as faster AI systems now depend on more efficient links between chips and data centers. At DIGITIMES Tech Forum 2026...
    Saturday 15 August 2026
    Research Insight: Unitree IPO reveals humanoid robot commercialization still in early innings
    Chinese humanoid robot maker Unitree Robotics has drawn significant market attention with its IPO. Based on DIGITIMES' review of the company's three-hour IPO roadshow and Q&A session...
    Friday 14 August 2026
    Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race
    The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...
    Friday 14 August 2026
    Podcast highlights: Intel raises US$20B, but its 14A ambitions may need twice as much

    DIGITIMES analyst Luke Lin, speaking on a recent podcast, used Intel's latest equity fundraising plan to examine who is benefiting...

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    Debate Before Decision: 7 AI Agents Reduce Crypto Market Bias
    Wednesday 7 October 2026
    Chunghwa Telecom's Simplified Modular Data Center delivers fast turnkey deployment
    Tuesday 6 October 2026
    Singapore Launches SG Semiconductor to Boost its Global Chip Role
    Tuesday 6 October 2026
    Hackathon Team Builds Trusted AI Agent for Smarter Investment Decisions