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Thursday 9 July 2026
Interview: UK courts Taiwan suppliers for AI hardware buildout
The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.
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Monday 6 July 2026
Exclusive Interview: Dutch startup Nearfield bets on process control to rival EUV in AI chip manufacturing
As Moore's Law approaches its physical limits, simply shrinking semiconductor process nodes is no longer the sole path to improving chip performance.
Monday 6 July 2026
Exclusive Interview: Dutch startup Nearfield targets AI chip process control expansion after US$380 million funding round
Dutch semiconductor equipment startup Nearfield Instruments has completed a US$380 million Series D funding round, the largest-ever fundraising for a Dutch deep-tech company. The company is now targeting an initial public offering (IPO) in 2028.
Monday 6 July 2026
Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030
The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.
Monday 6 July 2026
Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar
Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.
Sunday 5 July 2026
From Bloomberg to DIGITIMES: building a media model for the AI era
Manhattan is where financial giants gather. By the weekend, the crowds become so dense that near Times Square, even moving through the streets can be difficult. At moments like this, a walk through Central Park becomes the best choice. With its forests, streams, and seemingly natural ecology, and with plane trees, pines, and olive trees arranged in irregular patterns, Central Park truly is the best place for New Yorkers to rest in the heart of the city.
Saturday 4 July 2026
Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock
South Korean President Lee Jae-myung, Samsung Electronics, and SK Hynix have announced the country's largest-ever semiconductor expansion plan, while soaring memory prices have opened a separate fight between Micron and Apple.
Friday 3 July 2026
Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns
China's state media is increasingly framing large-capacity electric vehicle (EV) batteries as a policy issue, not just a market trend. The messaging points to two priorities: reducing fiscal strain from EV incentives and strengthening state control over strategic materials and pricing across the new-energy sector.
Friday 3 July 2026
Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered by a Chinese court injunction.
Thursday 2 July 2026
Commentary: G2 rivalry simmers– China quietly watches as US pressure sends Asia's defense industry into overdrive
The annual Shangri-La Dialogue, considered the most important defense and security conference in the Asia-Pacific region, was held this year in Singapore at the end of May. For this year's conference, however, China kept a low profile by sending a deputy president from its National Defense University, a move seen as its attempt to minimize the significance of the conference.
Thursday 2 July 2026
Analysis: How long can memory's AI-driven boom last?
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
Wednesday 1 July 2026
Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that has overwhelmed global DRAM and NAND supply. Apple raised prices on its MacBook and iPad lines, too. However, to group Apple's move with everyone else's is to miss what is actually happening.
Wednesday 1 July 2026
AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns
As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become a key bottleneck for AI-related shipments. To keep pace with AI investment, Qnity was spun off from US chemical giant DuPont and listed independently in November 2025.
Tuesday 30 June 2026
Interview: Why DuPont spinoff Qnity is betting its Taiwan growth on packaging, not process nodes
As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals giant DuPont and separately listed — is likewise expanding its production capacity investment in Taiwan. Asia-Pacific president Dennis Chen said in an interview with DIGITIMES that future investment will center closely on three main battlegrounds: advanced processes, advanced packaging, and thermal management.
Tuesday 30 June 2026
Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber
Protecting patents around the world is a core value for any R&D-driven company. It is also a commitment to partnering with customers. In 2025, glass giant Corning filed nearly 400 patent applications and close to 1,000 international applications. Its active patent portfolio now totals around 11,400 patents worldwide.
Tuesday 30 June 2026
Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.