DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown

Oct 29, 16:00

SEMICONDUCTORS

Nvidia under probe by US justice officials over Hugging Face acquisition

Oct 29, 15:26

SEMICONDUCTORS

LB Semicon to expand PMIC capacity under 10-year Qualcomm deal

Oct 29, 15:25

EAST ASIA

KLA: wafer fab equipment market exceeding US$200B in 2027

Oct 29, 14:20

SEMICONDUCTORS

NXP wins Volkswagen role in software-defined vehicle architecture

Kuen Tong debuts on TPEx Emerging Board, riding LEO satellite and AI cooling dual engines

CyberLink blasts Apple over developer account suspension

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

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

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

Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal

SDC chief meets Applied Materials executives amid FMM-free OLED push

Taiwan's Ministry of Environment deploys digital twin to simulate urban cooling

Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028

China's auto supply chain shifts from price wars to value competition

Samsung targets physical AI as Lee Jae-yong leads robotics push

LGD invests in Guangzhou for world's first 111-inch OLED line

Memory surge leaves CPI stable, hits consumer electronics hardest

Samsung EUV data leak case: researcher in university partnership indicted

Taiwan central bank head deems AI bubble crash scenario extreme

AI, semiconductors drive foreign investor gains, weakening Taiwan dollar

Team Group earnings per share surges 1,483% in 3Q26 as new plant targets 50% capacity boost

Microsoft cloud and AI revenue in 1QFY27 surge 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

SiC and GaN demand reshapes design, reliability and supply stability

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

More news

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.