Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking a sharp improvement from the start of mass production as competition with SK Hynix increasingly shifts toward production capacity and supply stability.
Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising prices strain global supply, according to reports. The testing has also drawn bipartisan pressure from US lawmakers, who are urging the Commerce Department and Apple leadership to tighten restrictions on Chinese suppliers.
The Seoul High Court has upheld an 18-month prison sentence for a former SK Hynix employee who leaked trade secrets tied to CMOS image sensor (CIS) technology to Chinese companies while seeking new employment, including with Huawei chip unit HiSilicon.
Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president Gilad Shainer told DIGITIMES in an interview. The island, he said, is increasingly serving as an engineering partner for next-generation AI factories rather than simply an assembler.
Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according to Chinese media reports, as the chipmaker looks to extend its computing platform beyond data centres and into wireless networks and edge AI infrastructure. In a written response to DIGITIMES, however, Nvidia has categorically denied the report. "The report is unfounded, and the characterization of our activities in the region are false," an Nvidia spokesperson states.
Taiwan's three major telecom operators — Chunghwa Telecom, Taiwan Mobile and Far EasTone Telecommunications — all reported strong July 2026 results, with revenue and profit supported by seasonal roaming demand, 5G upgrade plans and resilient handset sales. The operators said July marked a record period for several key metrics, while AI-related demand in enterprise and infrastructure businesses provided an additional growth driver.
Germany's car market posted only modest growth in July, but battery electric vehicles and plug-in hybrids surged as internal combustion engine sales fell sharply. The shift was driven in part by government subsidies, which have boosted demand for new energy vehicles and helped Chinese automakers gain ground in Europe's biggest auto market.
Hotai Motor's all-round mobility services unit, Hotai Leasing, will officially launch its public listing on August 11. Hotai Leasing posted NT$2.7 billion (US$83.8 million) in consolidated revenue for July 2026, up 7.0% from the same period in 2025, reflecting strong profitability and a solid financial position.
Driven by global net-zero commitments and China's "dual carbon" goals of peaking carbon emissions before achieving carbon neutrality, Inner Mongolia is rapidly transforming from a traditional resource-based economy into a strategic hub for renewable energy and AI computing infrastructure.
In the US Federal Communications Commission's (FCC) latest processing round for Ku-, Ka- and V-band spectrum, established and emerging satellite operators alike are seeking to enter the non-geostationary satellite orbit (NGSO) market. But as giants including SpaceX and Amazon continue to expand, the barriers facing latecomers seeking a foothold in satellite broadband are rising rapidly.
Demand for non-China drone supply chains is clear in Europe and the US, while calls to reduce reliance on Chinese suppliers have recently emerged even in Southeast Asian countries friendly to China. The opportunity comes as Taiwan's drone exports have posted explosive growth for two consecutive years, underscoring the competitiveness of Taiwanese drones in international markets.
LCD TV panel prices fell across the board in July and have extended their decline in August as high utilization at makers' high-generation lines has kept the supply and demand situation from improving, even as brands stepped up procurement for the traditional third-quarter stocking season. Industry sources said the sector is pursuing a strategy of "trading volume for price," with Black Friday and Single's Day demand failing to stop the slide.
Ennostar Holdings is targeting a return to full-year profitability after stronger seasonal demand, asset-disposal gains, and a sharp rise in memory prices boosted second-quarter 2026 earnings and unexpectedly revived demand for RGB direct-view LCD TVs. The company said high memory costs are prompting some TV brands to favor RGB backlight solutions over OLED models because they offer lower system costs while delivering improved picture quality.
