DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Stargate Project initiates AI buildout, Fortune Electric transformer orders exceed NT$120 billion

Dec 15, 12:19

ICT

Foxconn's US$500M Kaohsiung bet on EVs and software

Dec 15, 12:17

ICT

Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand

Dec 15, 12:01

EAST ASIA

TSMC, Broadcom AI outlook signals strong growth for Samsung, SK Hynix in 2026

Dec 15, 10:50

SEMICONDUCTORS

Taiwan launches national cloud computing center to power sovereign AI under new major AI initiative

South Korea's nuclear fusion ambitions face regulatory roadblock

Meta's next AI model, 'Avocado,' signals shift to closed development

Taiwan forms computing alliance to advance sovereign AI applications

Unitech aims for 20% revenue from SE Asia LEO orders in 2026

Samsung chair, Musk reportedly meet at Texas fab as chip output looms

SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples

TASC partners with Itochu Taiwan to deepen compound semiconductor and smart medical ventures

HDD prices see largest increase in eight quarters, with surging demand in China and US markets

Huawei takes HarmonyOS PCs into Enterprise beta, testing China's dual-OS future

South Korea mandates 5G standalone conversion in spectrum renewals, bucking cautious global rollout

Japan's Sumitomo to invest US$13B in Indian renewables

Nvidia drives HVDC power with ST's 3-stage voltage conversion solution

CPC and Linde LienHwa launch Taiwan's first hydrogen stations

BYD's sales power endures as China's EV price war deepens

Taiwan's MTI advances in O-RAN and satellite markets with US funding and new deployments

Longwell's AI data center revenue share surpasses 36% amid CSP expansion

SpaceX eyes 2026 IPO as insider share sale lifts valuation to US$800 billion

ams OSRAM targets three auto growth drivers to challenge LED leadership

STMicroelectronics holds system-level development advantage upon entering humanoid robot market

Kentec eyes Japan with 2.5MW liquid-cooled CDU for AI data centers

Weekly news roundup: TSMC pauses Japan fab plans, Tesla Powerwall demand rises in Taiwan, Huawei flags AI oversupply risks

Intel CEO backs India's step-by-step semiconductor push

TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises

China to launch GPMI interface standard, pressuring USB-C and HDMI supply chains

The H200 gambit: Why China may buy less than Washington expects

BIZ FOCUS

Dec 12, 08:00

AWS Joint Innovation Center Kaohsiung Showcases Startups Accelerating Enterprise Modernization and Smart City Innovation

MOST-READ

MULTIMEDIA

The Chip Triangle: Why Taiwan, Japan, and Korea Must Unite

Commercial operation of CPO is counting down, with the Taiwanese ecosystem actively responding to technical challenges and strengthening its first-mover advantage.

Significant breakthroughs in specific areas of China's ITAI PC industry; the localized features of AI PC break the Wintel monopoly in the consumer market.

Global smartphone shipments reached 299.5 million units in the third quarter of 2025. It is estimated that the fourth quarter of 2025 will only see a year-on-year increase of 0.1%.