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Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...
Monday 26 January 2026
AUO shifts US strategy from manufacturing base to market leverage
As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain...
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
Foxconn leads EMS/ODM rankings on AI servers and Apple boost
Honhai Precision posted strong revenue growth in the fourth quarter of 2025, driven by robust shipments of high-end AI servers and the launch of Apple's new iPhone generation. The...
Monday 26 January 2026
Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.
Monday 26 January 2026
The ASIC server wars begin as Nvidia squeezes the margins
ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
Sunday 25 January 2026
Nvidia's China AI chip share falls to 8% as local rivals ramp up

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

Saturday 24 January 2026
China advances T1000 carbon fiber supply chain for semiconductor materials
As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to...
Friday 23 January 2026
AcBel's 1MW HVDC launch signals a strategic shift toward AI data centers as a core growth engine
Kinpo Group's subsidiary AcBel Polytech officially launched a 1MW high-voltage direct current (HVDC) power system solution designed specifically for AI data centers during the group's...
Friday 23 January 2026
Compal chair predicts memory shortage, price surge to last until 2027
A global shortage of memory chips and rising prices are creating challenges in the electronics supply chain. Ray Chen, chairman of leading original design manufacturer (ODM) Compal...
Friday 23 January 2026
Analysis: How Howard Lutnick is redrawing the memory-chip map

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

Friday 23 January 2026
Fiberglass crunch spurs supply scramble as CCL makers ban order changes

As AI chip package sizes continue to grow, warpage issues in IC substrates have become more pronounced. Capacity constraints for low-CTE...

Thursday 22 January 2026
GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible
On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...
Thursday 22 January 2026
EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery
A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...
Thursday 22 January 2026
TYC expands presence in automotive supply chain with US manufacturing push
TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving...