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    Low-cost cruise missiles drive a new drone cost race
    6h 51min ago
    Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk
    6h 51min ago
    China’s AI industry accelerates shift to Huawei’s Ascend ecosystem
    6h 51min ago
    Why did memory price surge hits Samsung mobile profits while Apple still posts record gains
    6h 51min ago
    Hyundai Motor Group pushes ecosystem strategy beyond humanoid robot hype
    6h 51min ago
    Nvidia and AMD deepens Taiwan-US strategic economic ties
    6h 55min ago
    Home Tech
    May 5, 07:46
    Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
    May 5, 16:47
    Tesla AI5 dual sourcing may not mean equal weight for Samsung
    May 5, 12:33
    As Nvidia goes to zero in China, Beijing races to fill the void
    Samsung's 2026 labor strike
    Samsung Electronics is facing its largest labor escalation in years after unions voted to authorize strike action. The dispute centers on compensation structures, particularly performance-based bonuses.
    SEMICONDUCTORS
    May 5, 07:51
    Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
    Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive into the fundamental facts, production bottlenecks, and competitive gaps behind Intel's surge during a recent podcast.
    May 5, 07:46
    SK Hynix weighs memory plant shift as HBM demand outlook changes

    SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from fifth-generation 10nm-class, or 1b, DRAM toward sixth-generation 10nm-class, or 1c, DRAM, as the high-bandwidth memory (HBM) supply chain prepares for its next technology transition, according to reports from ZDNet Korea and NewsPim.

    May 5, 14:58
    South Korea eyes memory-led AI order against Nvidia
    As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.
    ICT
    May 5, 15:00
    SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing
    Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability in semiconductor packaging production amid intensifying industry demands.
    May 5, 14:41
    Google's TPU push hits Nvidia's neocloud grip

    Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.

    May 5, 10:56
    Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
    The AI spending arms race just got more expensive — and more consequential.
    TRENDING
    MOBILE COMPONENTS
    MANUFACTURING
    CLOUD
    SK HYNIX
    LIQUID COOLING
    ARIZONA
    COMMUNICATIONS
    May 5, 12:27
    Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst
    DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market enters a seasonal slowdown. While weaker demand is typically expected across the board, recent data suggests a clear split in performance between the two camps.
    May 5, 11:58
    Taiwan networking vendors lose sync with global rebound, raising competitive and supply risks
    The global broadband customer premises equipment market entered a bottoming-and-rebound phase in 2026 after a prolonged inventory correction. Still, Taiwan networking vendors are losing ground as their shipments move out of step with broader market trends, according to a DIGITIMES Research report. The divergence carries implications for market share, pricing power, and supply-chain exposure.
    May 4
    TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
    Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor capacity, particularly at leading-edge process nodes.
    ELECTRIC VEHICLES
    May 5, 10:51
    Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
    US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies and purchase discounts, and weak purchasing power, are deepening market imbalance. The key variable remains American consumers' real buying power.
    May 5, 11:59
    Trump tariff forces Euro carmakers into a two-front squeeze
    US President Donald Trump ended the transatlantic tariff truce on May 1 by raising import tariffs on EU-made vehicles and auto parts from 15% back to 25%, with the new rate taking effect on May 4. The abrupt reversal is widening pressure on European automakers already losing ground in China, leaving them squeezed on two fronts.
    May 5, 10:37
    Automakers pivot to subscription-ready Level 2 and Level 2+ driver assistance as revenue strategy
    Automakers are repositioning advanced driver assistance systems away from optional equipment and toward recurring revenue sources, with a focus on Level 2 and Level 2+ capabilities that can be monetized through feature tiers and subscriptions. These systems are expected to become a central commercial pillar for smart vehicles over the next decade.
    SUSTAINABILITY
    May 5, 07:53
    Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition
    China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace development grow increasingly intertwined. More than a trade measure, it reflects a cross-domain effort to protect technological sovereignty and keep core R&D value within China.
    May 5, 11:10
    Taiwan's TCC plots European listing as green revenues overtake home market
    Taiwan Cement Corporation (TCC) Group Holdings is evaluating a listing in Europe as it expands its low-carbon cement and green energy businesses across the region. Europe already accounted for 44% of the company's 2025 sales, surpassing Taiwan and other parts of Asia. TCC chairman Nelson An-ping Chang said the company is assessing the move but did not disclose a timetable or details.
    May 4
    Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs
    Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund managers and a major developer of offshore wind projects across Asia Pacific, says the US–Iran war has prompted governments worldwide to place greater emphasis on energy independence and supply chain resilience. Marina Hsu, CIP's Asia Pacific managing director, adds that demand for green energy from Taiwan's high-tech and ICT sectors continues to rise.
    AEROSPACE
    May 5, 14:52
    European delegation meets Taiwan industry to bolster counter-drone cooperation
    A European delegation's closed-door talks with Taiwanese industry on counter-drone systems highlight accelerating global security implications as drone warfare evolves rapidly, informed by combat lessons from Ukraine and the Middle East; increased drone proliferation is driving urgent demand for multinational cooperation in technology, strategy, and logistics globally.
    May 5, 11:01
    Tron Future Tech's T.MicroSat-2 completes downlink verification
    Tron Future Tech's successful Ka-band downlink verification for T.MicroSat-1 and T.MicroSat-2 signals progress toward global low-earth-orbit (LEO) communication services, validating Taiwan-made ground terminals and hosted payloads and underscoring potential improvements in satellite rapid-redeployment and space computing reliability for international partners and operators.
    May 5, 09:57
    Ubiqconn establishes R&D base in Shalun to build collaborative unmanned vehicle ecosystem
    Ubiqconn Technology said it moved into the Shalun Artificial Intelligence Industrial Zone and established an R&D base to create Taiwan's first application ecosystem for a collaborative control platform for unmanned vehicles. The company announced this month its relocation to southern Taiwan to strengthen research and development in unmanned vehicles and edge computing, and to support the government's Big South New Silicon Valley initiative.
    DISPLAYS
    May 5, 12:48
    TCL reportedly in talks to sell majority stake in India display plant
    China's TCL Electronics is reportedly in advanced discussions to sell a majority stake in its Indian display manufacturing business. The move underscores accelerating localization pressure on foreign electronics firms in India and the ongoing restructuring of Chinese supply chain presence in the country.
    May 5, 16:57
    E Ink to launch major e-paper zone at COMPUTEX with 40 partners
    E Ink Holdings is making its COMPUTEX debut in 2026 with a 1,170 square-meter showcase featuring 40 ecosystem partners. The e-paper industry zone will demonstrate color e-paper and smart surface technology to global manufacturers and retailers.
    May 5, 09:36
    AUO to highlight Micro LED, AI and ultra-low-power displays at SID Display Week 2026
    Taiwan-based AUO said it will present integrated Micro LED, optics, sensing and AI display technologies at SID Display Week 2026, aiming to demonstrate transparent, interactive and energy-efficient displays for AR, smart mobility and long-duration platforms. The company announced that its exhibits will showcase how Micro LED and advanced packaging can serve as an interaction platform combining AR overlays, gaze and gesture sensing, and on-device AI inference.
    New Power WorldWide
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    MULTIMEDIA
    Post Space-Comm 2026: Insights & Takeaways