DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Commentary: China's luxury cars reshapes market, causing global brands to lose ground

Oct 29, 12:00

EAST ASIA

Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up

Oct 29, 11:54

AEROSPACE

SenseCore captures nearly half of China's neocloud market as heterogeneous chips boost compute efficiency

Oct 29, 11:30

ICT

Analysis: Google opens its AI chips to rivals but won't say if it makes money

Oct 29, 10:59

SEMICONDUCTORS

Nvidia's Rubin Ultra cooling: 0.1mm microchannels vs vapor chambers

Microsoft cloud and AI revenue in 1QFY27surge past expectations, driven by robust Copilot and Azure growth

LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target

AUO's microLED setback in smartwatches, comeback in Peugeot cockpit

Macronix halts NOR expansion, phases out ROM, bets NT$30B expansion on eMMC NAND

Foxconn Tech Day 2026: Three EV signals to watch

Global Technology's first automotive chip headed for Hyundai, Kia

Intel CTO: process gap with TSMC down to a few points, but scale still lags

Phison wins Micron supplier awards for third straight year

Parade Technologies faces near-term revenue pressure as notebook demand weakens

Niche memory price rally lifts Ingenic's third-quarter profit 2,595%

Unitree Robotics posts 56% revenue growth in first nine months of 2026

Asus notebook shipments hold steady as commercial PCs offset gaming decline

Huawei deploys Tau Law in base-station design, rolling out new wireless baseband overseas

AerosoarX skips the mega-factory to take on global drone makers

KT turns AI tokens into a telecom utility with 500-model enterprise platform

Samsung's AI memory boom drives record profit as device division stays in loss

SpaceX's AI spending surge opens doors to direct orders for Taiwan ODMs

AerosoarX seeks to reshape Taiwan's drone industry through allied defense networks

Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier

Google's cloud expansion strengthens AI business but strains cash generation

Samsung's Harman expands China plant for ADAS, automotive computing

Google's Gemini 4 Carbon takes top spot on independent AI index, but most users must wait

Anduril, Qualcomm team up on domestic computing to rebuild the hardware supply chain

ASM's earlier growth target puts supply chain execution in focus

Japan reportedly moves to hand H3 rocket launches to Mitsubishi Heavy as early as 2027

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BIZ FOCUS

Oct 29, 08:00

STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO

MOST-READ

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.