DIGITIMES: News and Insight of the Global Supply Chain

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SK Hynix says customers want more than twice the HBM it can supply

Oct 28, 23:18

EAST ASIA

UMC utilization tops 90% in 2H26 as AI demand drives expansion

Oct 28, 23:08

SEMICONDUCTORS

Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent

Oct 28, 16:51

SEMICONDUCTORS

Microsoft medical AI tops 80% accuracy in complex cases

Oct 28, 11:20

ICT

PC makers reportedly shift production back to China as AI boom drives up component costs

India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh

Alibaba wins injunction over Pentagon rule targeting shared lobbying firms

SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade

CHPT posts record 3Q26 results as nine-month profit jumps over 90%

HTC launches Vivee AI companion pet in US

Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

Kentec targets CSP opportunities with AIDC infrastructure integration

AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7

AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing

SK Hynix's next bet goes beyond memory chips

Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows

SK Hynix looks beyond IPO to fund Solidigm's US expansion

Google TPUs land Oracle, with OpenAI reportedly next

SK Hynix's next AI memory bet isn't HBM

Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale

Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase

IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests

Celestica says awarded programs already put 2028 demand above its 2027 outlook

Micron recruits in South Korea for Taiwan roles as Taoyuan strike dispute persists

Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek

Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028

Seagate's pricing gains strengthen profitability as HAMR transition advances

NXP's automotive content gains, industrial demand strengthen its growth outlook

Corning's AI fiber growth puts capacity delivery, customer funding in focus

Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing

More news

BIZ FOCUS

Oct 28, 08:17

SK hynix Announces 3Q26 Financial Results

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MULTIMEDIA

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

According to DIGITIMES, Agentic AI, AI server expansion, cloud service provider (CSP) in-house CPU ramp-up, and replacement demand for general-purpose servers will lift global server CPU shipments to 52.6 million units in 2027, up 45.7% year-over-year, wi12_s.jpg

DIGITIMES says the most closely watched model in Apple's high-end iPhone 18 lineup, launched in September 2026, is the long-anticipated first foldable smartphone, the iPhone Duo.

DIGITIMES observed that cloud service providers (CSPs) such as Google and AWS will sharply ramp up self-developed ASICs in 2027, lifting high-end cloud AI accelerator shipments to 25.951 million units, up 64.5% year-over-year.