DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

The 1,000-watt problem: a TSMC veteran on the brute force forging Nvidia's AI chips

Sep 15, 00:09

SEMICONDUCTORS

Taiwan drone maker Twoway breaks into US defense supply chain with Oklahoma procurement deal

Sep 14

AEROSPACE

Yole Group takes outside capital for the first time, selling minority stake to new French fund

Sep 14

SEMICONDUCTORS

Fujitsu's Monaka targets 2027 mass production with TSMC 2nm boost

Sep 14

SEMICONDUCTORS

AI demand lifts UMC, VIS, PSMC revenue

DIGITIMES Insight: Taiwanese firms lead in FOPLP as overseas rivals race to catch up

DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

Beijing municipality bans civilian drones starting mid-November

Australia sets LNG reserve rules to protect domestic supply and cap prices

Kokusai Electric gains from Hitachi split as AI memory demand surges

LG sells 15 US image patents to Honor as IP monetization expands

UAE commits EUR40B to expand Germany ties in AI, energy and defense

AI power demand pushes Taiwan to overhaul energy rules

STMicro lead times top 1 year, boosting Taiwan chip makers

Taiwan eases investment rules for AI center infrastructure projects

Foxconn subsidiary broadens AI interconnect role as 1.6T enters deployment

Sandisk recruits engineers in Korea as memory talent race heats up

South Korea broadens espionage law to counter rising tech leaks

Gogoro sees turnaround ahead of schedule as Vietnam rollout gathers pace

LG Display's AI transformation turns employees into AI builders, yielding 450+ in-house projects

Taiwan taps Amazon Leo for next-generation government satellite network

Z.ai reloads with US$5 billion for China's AI race

Samsung, Qualcomm deepen 2nm talks as pricing and yield hurdles persist

Gritek to take full control of 12-inch silicon wafer venture in major restructuring

iPhone Duo's price opens room for Android rivals

AI's energy demand ignites global nuclear rush, straining Taiwan's restart

Foldable smartphone panel shipments to grow 23% in 2026

Lab self-investigations show AI agents improvising past their own guardrails

China's OLED expansion narrows South Korea's auto, IT panel lead

Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

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BIZ FOCUS

Sep 14, 08:00

Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects

MOST-READ

MULTIMEDIA

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

DIGITIMES' survey of July 2026 notebook shipments (excluding detachable models) from the world's top five notebook brands (excluding Apple) and the top three notebook ODMs

DIGITIMES identifies three main directions for memory development in cloud AI accelerators: processing near memory, 3D Stacked SRAM, and high-bandwidth flash.

According to DIGITIMES, smartphone memory contract prices surged by 50% to 80% in the first half of 2026, prompting most vendors to continue cutting shipments of mid- and low-end models and to raise product prices.