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Wednesday 11 November 2026
BMW adds LG Energy Solution and Samsung SDI to Gen6 battery supplier network
BMW has added LG Energy Solution (LGES) and Samsung SDI as suppliers of sixth-generation (Gen6) high-voltage battery cells, expanding regional sourcing in the US and Europe. The companies...
Wednesday 11 November 2026
AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty
Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to...
Wednesday 11 November 2026
Topco Scientific makes European semiconductor show debut, targets localized foundry opportunities
Driven by the European Chips Act (ECA) and the trend toward localizing semiconductor manufacturing, demand for materials, equipment, and technical services in the European market has...
Tuesday 10 November 2026
Apple's OLED iPad Air targets 2027, SDC leads panel supply
Apple is reportedly set to launch an OLED iPad Air in the first half of 2027, expanding its OLED tablet lineup. The supply chain expects Samsung Display (SDC) to lead overall OLED...
Tuesday 10 November 2026
CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network
Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment...
Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum...
Tuesday 10 November 2026
Exclusive: influx of Chinese capital drives gallium oxide substrate price cuts toward 2027
Gallium oxide (Ga2O3), a compound ultra-wide-bandgap semiconductor material, is poised to hit a critical turning point in 2027. Semiconductor supply chain sources...
Tuesday 10 November 2026
Inside Huawei's 100% domestic desktop: How China is accelerating supply chain self-reliance
At the HarmonyOS Office Industry Summit 2026, Huawei introduced the Qingyun HM650, its first HarmonyOS desktop PC built entirely with domestic components. The HM650 represents a major...
Monday 9 November 2026
KYEC warns AI demand is amplifying semiconductor supply-chain risks
King Yuan Electronics (KYEC) president Gauss Chang said the AI era is creating new challenges for capacity expansion, as rapidly rising chip prices and shorter product cycles are reshaping...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...
Friday 6 November 2026
ODMs confident Democratic midterm win won't derail AI data centers
The Democratic Party's sweeping victory in the US midterm elections has raised concerns that data-center construction and the broader AI supply chain could slow. However, supply-chain...
Friday 6 November 2026
Acer Gadget expands lifestyle accessories as PC market weakens
As the PC market outlook deteriorates, Acer subsidiary Acer Gadget is expanding its lifestyle accessories business to cushion the impact of a weaker market. General manager Chung I-chun...
Friday 6 November 2026
Apple's OLED shift challenges Radiant, but foldable iPhone offers a way forward
Apple's growing adoption of OLED displays is reshaping its supply chain, prompting key supplier Radiant Opto-Electronics to expand beyond conventional backlight modules into advanced...
Friday 6 November 2026
Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...