DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Why Chinese automakers are racing into humanoid robots

Aug 20, 17:18

ICT

China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers

Aug 20, 15:55

SEMICONDUCTORS

China tightens grip on global LCD market as TV panel share tops 70%

Aug 20, 15:55

EAST ASIA

AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan

Aug 20, 14:20

SEMICONDUCTORS

Commentary: How iPad Air became a catalyst for IT OLED expansion

Analysis: Unitree IPO exposes the economics behind China's humanoid robot boom

WRC 2026: Unitree GD01 mecha, Ubtech bionic U1 headline China's humanoid robot showcase

Analysis: Marvell's US$120bn Google deal is the AI chip industry's new playbook — equity for orders, not cash

Nvidia and AMD chase US open model lead as China shifts race

Aurotek targets humanoid robot rollout gap with Physical AI push

Samsung and Hyundai expand alliance from EV batteries into software-defined vehicles

AI boom lifts Taiwan tax revenue forecast to record NT$3.52 trillion in 2027

AI drives network equipment demand as parts shortages deepen

Nexcom brings together dozens of partners to build open AI robotics ecosystem

Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt

Jusung, PSK China sales plunge over 40% amid China's chip self-sufficiency drive

Nvidia, TSMC, chip gear makers ride AI boom into high-margin club

Delta expands AI automation push into robotics, semiconductors, machinery

OpenAI signals IPO could wait until 2027 as Anthropic weighs listing

Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue

LG Energy Solution starts production at US$2B Michigan plant, pivoting to energy storage boom

Taipower sees fuel costs jump over NT$120B as natural gas prices surge

Samsung to break ground on KRW6 trillion Onyang HBM packaging plant in September

LG acquires Mexico TV parts plant to cut production costs

AI robotics opens a bigger prize for Taiwan's precision manufacturing supply chain

Kenmec subsidiaries target SiC, AIDC growth

Taiwan chip designers see automotive demand rebound

Xiaomi's robotics ambitions reveal the next battleground for industrial AI

Xiaomi's AI strategy moves beyond models as MiMo becomes the intelligence layer across human-car-home ecosystem

Marvell issues Google warrant worth $12.2bn at exercise — custom chip work spans five TPU-related categories

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BIZ FOCUS

Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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MULTIMEDIA

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

In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as memory, CPU, and IC substrate, which curbed overall system shipment momentu

DIGITIMES notes that BYD Semiconductor's portfolio has expanded from the IGBTs and SiC power chips developed to meet early electric vehicle (EV) demand into high-computing-power smart-driving SoCs.

AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance