DIGITIMES ICT: ICT manufacturing news

Home Tech ICT ICT manufacturing

Friday 2 October 2026

SK Hynix says Solidigm IPO remains undecided as AI storage demand drives investment

SK Hynix has reiterated that no decision has been made on a potential US initial public offering (IPO) or other external financing for its Solidigm subsidiary, as the company weighs investment needs driven by growing demand for AI data center storage.

Friday 2 October 2026

Toshiba reportedly to double HDD production as AI drives storage demand

Toshiba plans to double production capacity for hard disk drives (HDDs) used in AI data centers by fiscal 2027, investing about JPY60 billion (US$379.4 million) to expand its Philippine operations, according to Nikkei Asia. The expansion will mark Toshiba's first major HDD investment in roughly five years and is intended to strengthen supplies as AI workloads drive demand for high-capacity storage.

Thursday 1 October 2026

TCC Group targets Ukraine's postwar rebuild with cement acquisition

Taiwan Cement recently authorized its Dutch subsidiary, TCC Group EMEA Holdings B.V., to acquire 100% of Ukrainian cement materials maker Ivano-Frankivskcement (IFCEM), roofing materials company Ivano-Frankivsk-Dakh, gypsum products maker KRU Gips, and dry-mix mortar company KRU Mix for a corporate value of up to EUR750 million (US$849.3 million). Taiwan Cement has moved into Ukraine to capture postwar reconstruction demand, while Taiwan Cement shareholder Chia Hsin Cement said the acquisition is likely to boost market positioning and profitability.

Thursday 1 October 2026

Samsung AI Forum 2026 puts agentic AI at center of transformation across devices, robotics, and chipmaking

Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver measurable business value across enterprise workflows, device-side applications, and semiconductor design and manufacturing.

Thursday 1 October 2026

Tata Electronics leans on INR612.8 billion in guarantees to fund iPhone, chip expansion

Tata Electronics, Apple's contract manufacturing partner, provided INR612.8 billion (US$6.38 billion) in corporate guarantees on behalf of its subsidiaries in fiscal 2026 as it expanded iPhone manufacturing and semiconductor projects, The Economic Times reported.

Thursday 1 October 2026

Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking

Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5 billion of cloud and data-center infrastructure revenue, up about 52%. That business sits inside an Intelligent Infrastructure segment forecast at about US$25.6 billion, up about 43%. Management laid out the roadmap segment by segment at its fourth-quarter earnings call and ninth annual investor briefing on September 30, 2026, according to a Bloomberg transcript.

Thursday 1 October 2026

Nextronics sees AI, robotics, medical demand reshaping revenue mix

Connector maker Nextronics Engineering said its humanoid robot-related products began shipping in 2026, while North American customers are preparing for mass production and have set a 2027 production target. The company expects those programs, alongside AI-related communications, to lift revenue sharply in 2027 and further shift its business mix toward higher-growth segments.

Thursday 1 October 2026

Jabil targets 24% growth in FY27 as AI hardware ramp reshapes business

Jabil's fourth quarter of fiscal 2026 marked the point at which AI data-center hardware became the clear center of gravity for the US contract manufacturer. Revenue for the three months ended August 31 rose 29% from a year earlier to US$10.6 billion. The GAAP operating margin widened to 5.7% from 4.1% as new capacity came online faster than planned and more hyperscale customers moved into volume production.

Thursday 1 October 2026

Jensen Huang wins Van Fleet Award as Nvidia, South Korea trio reunites

Nvidia CEO Jensen Huang attended the Korea Society's annual dinner in New York on September 28 local time and received the 2026 Van Fleet Award, with Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won on hand to congratulate him. The appearance underscored how Nvidia's ties with South Korea's semiconductor makers have expanded from memory supply into AI manufacturing, creating a two-way relationship in products and technology.

Thursday 1 October 2026

AI boom drives Southern Taiwan Science Park revenue past NT$1.7 trillion in 1H26

The Southern Taiwan Science Park (STSP) posted revenue of NT$1.77 trillion (approx. US$55.66 billion) in the first half of 2026, up 28.57% from the same period in 2025. Growth was mainly driven by the rapid development of the global artificial intelligence (AI) boom, coupled with Taiwan's leading role in the semiconductor industry, enabling the science park to maintain steady expansion momentum and further consolidate its position at the core of the global high-tech supply chain.

Wednesday 30 September 2026

Apple A20 Pro ditches PoP memory packaging for WMCM

Apple's A20 Pro chip has dropped traditional package-on-package (PoP) packaging in favor of Wafer-Level Multi-Chip Module (WMCM), with memory and processor dies laid out side by side to potentially improve packaging yield and thermal performance, according to a teardown analysis by TechInsights. The findings come as Qualcomm's Snapdragon 8 Elite Gen 6 and Apple's A20 Pro draw comparisons around 2-nanometer chip manufacturing and memory packaging.

Wednesday 30 September 2026

EOI lays out three growth engines, eyes AI optical communications

Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module maker expands in Mexico, adds non-headlamp automotive electronics, and pushes into AI optical communications with a sample target in early 2027.

Wednesday 30 September 2026

Foxconn links motors, humanoids, smart factories into a vertically integrated robotics strategy

Foxconn has partnered with Chinese automotive design and engineering services provider IAT Automotive Technology to establish Beijing Futekang Intelligent Robot Technology, extending its push into embodied intelligence and robotics.

Wednesday 30 September 2026

Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom

As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group of tech giants. At the core of its business is an increasingly circular financial network in which companies like Amazon and Alphabet's Google act simultaneously as equity investors, cloud suppliers, distribution channels, and direct AI competitors.

Wednesday 30 September 2026

Taiwan upgrades Circular Redesign Center as govt pushes top-down circular economy ecosystem

Taiwan's Resource Circulation Administration (RECA), under the Ministry of Environment, has launched an upgraded version of its Circular Redesign Center, with Environment Minister Peng Chi-Ming outlining plans to build a more comprehensive circular economy ecosystem through a top-down approach.

Wednesday 30 September 2026

Tesla secures US$30B credit package to fuel AI and robot capex race

Tesla disclosed on September 29 that it has arranged US$30 billion in new loans and credit facilities as it ramps up investment in AI and robotics, according to a regulatory filing. The funding comes as the company prepares for a record 2026 spending surge across AI compute infrastructure, solar cell manufacturing, and a semiconductor wafer project with SpaceX.

Wednesday 30 September 2026

AT&T and Corning strike more than US$3 billion fiber supply deal

AT&T and Corning have agreed to a multi-year deal worth more than US$3 billion to expand US fiber networks. The agreement underscores how rising internet use, streaming, and artificial intelligence (AI) are increasing demand for higher-capacity connectivity worldwide, as operators race to build faster, more resilient infrastructure for homes and businesses.

Wednesday 30 September 2026

Acer turns 50, marks it with a musical produced by its founder

Acer marked its 50th anniversary on September 28, 2026, with the premiere of Smile for Half a Century, a commemorative musical that traces the company's journey from a small startup to a global technology brand while looking ahead to its next chapter.

Wednesday 30 September 2026

Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026

Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining as neocloud customers ramp up AI demand. DIGITIMES Intelligence expects the ODM-direct share of contract manufacturing to fall to 79.1% in 2026, dropping below 80% for the first time.

Wednesday 30 September 2026

Rare earths loom over US-China trade truce

The US-China trade truce was extended after last week's Trump-Xi summit, but China's dominance of rare-earth supply chains remains a key pressure point as Washington tries to stabilize economic ties while reducing its dependence on Chinese critical minerals.

Tuesday 29 September 2026

Anthropic's US$2 trillion IPO bet comes with 80 pages of warnings

Confidential details of Anthropic's initial public offering (IPO) prospectus, reviewed by Reuters, reveal an enterprise operating at an unprecedented scale and making a historic wager that artificial intelligence will transform the global economy far more profoundly than industrialization, electricity, or the internet. To capture that future, the startup is targeting a public valuation of more than US$2 trillion.

Tuesday 29 September 2026

RoboTechnik completes Hong Kong listing to fund ficonTEC expansion in silicon photonics

RoboTechnik completed a Hong Kong listing on September 29 and began trading on the Hong Kong stock exchange, according to its German photonics automation subsidiary ficonTEC. The new capital will be used for further investment in ficonTEC, which is expanding its role in silicon photonics and optical interconnect manufacturing for AI and high-performance computing infrastructure.

Tuesday 29 September 2026

Cerebras to power Gimlet's push for faster AI inference

Cerebras Systems is expanding its push into AI inference infrastructure through a collaboration with Gimlet Labs, as demand grows for computing systems capable of delivering faster responses from increasingly complex AI models.

Tuesday 29 September 2026

South Korea AI compute squeeze hits researchers and startups

South Korea's AI sector is facing a growing GPU shortage as research institutes and small companies struggle to secure enough compute for model training and deployment. As government support ends, research teams are finding it harder to continue training, while startups are being squeezed by rising rental costs and long-term contract demands from suppliers.

Tuesday 29 September 2026

GlobalFoundries eyes GaN expansion to challenge TSMC in AI

GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services in 2027. GF said it was the first foundry to proactively approach TSMC and secure a GaN technology license, positioning itself to give existing customers a "seamless migration" path to its own platform.

More ICT manufacturing coverage

BIZ FOCUS

Oct 1, 08:00

Speed 3D Showcases On-Device AI Generation with Snapdragon X2 Elite

MOST-READ
7 DAYS NEWS

Full list

MULTIMEDIA

K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue

INDUSTRY GUIDEBOOKS

Geopolitics may bring dramatic shifts in semiconductor industry