DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Column: Digital AI and Physical AI follow the same growth logic

Jul 14, 16:50

COLUMN

China rare-earth price dip ends seven-quarter rally, tight supply keeps magnets in focus

Jul 14, 14:00

SUSTAINABILITY

Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices

Jul 14, 13:02

SEMICONDUCTORS

Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

Jul 14, 11:19

SEMICONDUCTORS

TSMC and Vanguard drive Taiwan's silicon foundry revenue up 54% YoY in June

Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

Rambus unveils DDR5 9600 chipset for next-generation AI servers

Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest

Six-inch SiC substrate price rebounds as supply tightens

Gogolook revenue jumps 36% in June to record high

Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains

Bosch starts sample production at its first US chip plant after securing up to US$225 million

Apple supplier Lingyi iTech bets big on AI with US$590M bid for assets of bankrupt fiber maker Futong

Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples

Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

Innolux 1H26 revenue hits 5-year high on auto, advanced packaging

Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

Iron Force revenue rises in June as auto stability and AI cooling drive growth

Liying tops NT$100 million as AI chip demand lifts semiconductor services

Gemtek says optical module ramp will drive growth from 2027

Volkswagen pushes leaner 2030 overhaul as US sales and BEV demand lag

Agility Robotics-backed Mantis Robotics sets 2027 rollout for dual-arm MR-X robot

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.