DIGITIMES archived news

CES2026

REALTIME NEWS

AI demand driven structural chip shortage threatens auto industry

Tomorrow's Headlines

Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up

Tomorrow's Headlines

Taiwanese upstream firms question US investments profitability if gross margin fall under 50%

Tomorrow's Headlines

Samsung foundry to see turnaround as Chinese clients return in 2026

Tomorrow's Headlines

Analysis: Chip inflation is a major supply chain risk in 2026

Tomorrow's Headlines

China's AI path: Looking back at DeepSeek's one year anniversary

Tomorrow's Headlines

Jan

28

2026

ASML executives bet on chip demand strength past 2025

Toppan keeps legal options open for Giantplus Technology's share transfer dispute

SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary

ASML orders beat expectations as company plans 1,700 layoffs

SK Hynix reports record-breaking 2025 earnings driven by AI memory boom

Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark

MetaX revenue more than doubles to US$230 million as losses narrow

ASML posts record 2025 results on surging orders

Taiwan bets on drone swarms with Anduril Lattice AI command playing key role

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27

Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years

Powertech posts 4Q25 profit high, eyes growth momentum into 2026

Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output

LG Display returns to profitability as LCD exit takes effect

Tesla restarts Dojo development with new focus on space AI

SoftBank in talks to invest additional US$30 billion in OpenAI

'Taiwan Dome' drives shift toward networked defense warfare

Musk plans to cut AI chip design cycle to 9 months

Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

Apple's iPhone 17 powers a strong quarter as memory costs soar

BYD reportedly considers local assembly in India as local EV demand surges

Mouser Electronics expands manufacturer lineup with 63 new partners in 2025

Corning signs up to US$6 billion supply agreement with Meta for US data center expansion

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

TI outlook points to tentative recovery as cash flow strength offsets profit pressure

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

King Yuan Electronics recovers most stolen semiconductor test equipment, strengthens controls

Post-CES 2026: China leads humanoids, South Korea rivals the US

KGD joins memory price rally with China vendor raising prices by up to 80%

As China races to localize auto chips, Taiwan locks onto upmarket

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

Jensen Huang prioritizes 'empty chairs' over wrong hires; says Nvidia holds bench of 60 potential CEOs

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

TI accelerates capacity push, shrugs off memory shortages

Taiwan-US tariff resolution to boost machine tool industry, signaling structural recovery and growth

Efun Technology's shift toward niche optical films signals broader industry disruption amid supply chain challenges

Micron's US$100 billion New York megafab attracts local oversight

Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026

Ta-i Technology raises chip resistor prices from February as a cost squeeze mounts

Accton enters global top 20 EMS/ODM as AI products double revenue

AI EXPO Taiwan 2026 to expand, unveiling new AI industry blueprint on March 25

China's new commercial space plan aims to reshape global space economy by 2027

China's TV subsidies lose traction, shipments likely to decline in 2026

China's conditional H200 approval rewire Samsung-SK Hynix rivalry

Analysis: Does Foxconn's Mitsubishi venture make it an automaker?

Memory shortages raise alarm across the auto industry

South Korea's trade with Vietnam grows strongly; sets export value record in 2025

Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026

Jan

27

2026

Taiwan defends TSMC's US expansion as brain drain fears mount

The end of the copper age? Lightmatter builds an alliance to power the optical future

Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures

Nvidia launches open models to speed weather forecasting

Semco reports record revenue for 2025, driven by AI and automotive sectors

Taiwanese chipmakers eye Europe and US as visual AI market in China gets saturated

TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion

Nexperia supply crisis eases as Honda and GAC restart three China plants

US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say

Taiwan's machine tool industry faces pressure; China, Japan, and South Korea still struggle, even with price edge

Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin

Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues

Ennostar advances optical communication to meet AI-driven data transmission needs

Samsung favors high-margin memory clients, squeezing TV and appliance units

China reportedly enters semiconductor glass substrate market

TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift

Samsung doubles down on Galaxy A as Chinese brands take half the market

GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI

IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap

Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?

Why South Korea's new AI law left manufacturing outside core rules

Micron breaks ground on US$24 billion advanced NAND fab in Singapore

Memory crunch accelerates notebook orders, reshapes 2026 demand

India, EU strike trade pact as Trump tariffs force global realignment

Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says

AI and localization reshape China's semiconductor supply chain as price hikes arrive

Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough

Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion

Sanmina reports surge in revenue driven by AI infrastructure expansion

Amazon: AI applications are already pervasive in 2026

Commentary: Behind the scenes of Jensen Huang's China trip

Microsoft launches Maia 200 AI chip, mass production progress draws attention

Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages

Pan-International eyes humanoid robot supply chain with Foxconn, Magnax backing

Analysis: Why Foxconn and Hotai are targeting Japan's toughest market

G-Tech Optoelectronics ventures into military drones with Firestorm Labs, Aerkomm

Taiwan aims for industrial-grade quantum computing within 5 years

Memory chip super cycle opens door for China to challenge South Korea

Jensen Huang is all about staying alive

Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor

Infineon pushes vertical power delivery for AI data center efficiency gains

Yageo leads chip resistor price hikes, Walsin follows

TSMC's capex surprise reveals blind spots in semiconductor forecasting

Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise

Jan

26

2026

Samsung expected to start HBM4 shipments to Nvidia, AMD in February

Lisa Su's toughest call: scrapping AMD's server roadmap

HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high

TAISIC Materials shifts focus to high-end SiC substrates

Blue Origin's new satellite network eye enterprise and govt sectors

Kenmec Mechanical Engineering outlines four growth engines toward AI future

Nvidia CEO's first 2026 China visit seeks to clarify H200 chip sales and compliance

Nvidia CEO heads to India AI summit as tech giants vie for emerging market

China's computing power market starts 2026 in turmoil

Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China

Taiwan firms face defense market barriers despite US tariff cut

AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade

Rising precious metal costs prompt Taiwan LED makers to assess price hike

Leading US defense companies deepen partnerships with Taiwan

AUO shifts US strategy from manufacturing base to market leverage

Pegatron bullish on AI server industry, chair sees 2026 as breakout year

Memory innovation demand urgent as startups and SMEs gain opportunities

Cybersight and L'Atitude 52°N target outdoor smart glasses for safety and lightweight design

Hyundai strengthens robot supply chain as Atlas plans trigger labor tensions

Cmsemicon enters NOR Flash with first SPI NOR chip, expands beyond MCUs

Roborock unveils stair-climbing vacuum as Chinese rivals heats up

Jabil names longtime director Steve Raymund chair

LG Display pushes into glass interposers as Korean panel makers seek growth

How rising memory prices are reshaping the smartphone supply chain

Foxconn leads EMS/ODM rankings on AI servers and Apple boost

China unveils flexible fiber chips, an alternative to traditional silicon architectures

Commentary: China's RISC-V progress from C-Sky to T-Head

Samsung reportedly plans to more than double 1Q26 NAND flash prices

Latecomer firms set to climb global EMS/ODM rankings in 2026

IT applications show potential for OLED DDI adoption, but upgrade pace remains slow

AI development shifts focus to real-world impact in 2026, signaling industry recalibration

Tienpin United shifts focus to AI server cleaning amid rising demand for liquid cooling solutions

MIPS expands RISC-V processor platform with ARC IP integration

MIPS accelerates S8200 RISC-V NPU timeline

Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Adata posts over NT$10 billion in profit before tax in 2025, December nears 3Q25 earnings

LG Electronics India receives Maharashtra eligibility certificate for incentives

Weekly news roundup: strategy shifts, supply chain realignments, scaling limits

Power transmission efficiency shapes future of AI computing and regional competitiveness

Apple appoints Craig Federighi to lead AI efforts, signaling strategic shift with Google Gemini integration

Pegatron aims for growth in AI servers and automotive sectors amid market challenges

India roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow

Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities

Commentary: Metalenses move from lab to market, reshaping optical design

Tariff uncertainty pushes US allies to rethink China ties

Humanoid robots edge toward mass production as Tesla aims for 2026 launch

Ennostar’s Micro LED bet targets a bottleneck inside AI server racks

iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply

The ASIC server wars begin as Nvidia squeezes the margins

Taiwanese precision optics reaps benefits of waveguide tech

Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector

Jan

25

2026

South Korea advances OLED and PeLED with higher efficiency and longer perovskite lifespan

From cars to robots: automakers expand into AI and wearable tech

Nvidia's China AI chip share falls to 8% as local rivals ramp up

Fan motor demand drives growth for Taiwan analog chip makers

Singapore moves to secure AI sovereignty with $786m investment

Jan

24

2026

China advances T1000 carbon fiber supply chain for semiconductor materials

US-Taiwan tariff deal masks deeper semiconductor geopolitics

Energy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains

Taiwan drone alliance sets US FCC certification in sight

Canada cuts tariffs on Chinese EVs, shaking the North American auto market

LinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%

European automakers face US-China squeeze as South America emerges as key buffer

Taiwanese optics industry poised to reshape automotive electronics amid autonomous driving boom

Mercedes-Benz Taiwan poised for price adjustments following anticipated US tariff reductions amid trade talks

Jan

23

2026

Kinpo Group strengthens profitability in 2026, accelerates AI business and ODM transformation

Higher display import duties signal India's push to localize flat panel manufacturing

AcBel's 1MW HVDC launch signals a strategic shift toward AI data centers as a core growth engine

SEALSQ, Gujarat govt, and Kaynes SemiCon sign MoU to establish India's first secure post-quantum semiconductor center

China pushes space-based AI from concept to deployment, industry group says

Pan-International pivots to humanoids with Magnax acquisition

Space industry investment surges to a new high after years of volatility

Taiwan's tech industry pushes govt on green energy supply and costs

15% relief without reassurance: Taiwan's auto industry after the tariff talks

Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform

Taiwan electronics makers lay out strategy for a shifting global economy

Taiwan reveals NT$1.25 trillion defense plan, targets 200,000-drone force

Micron to begin commercial output at Gujarat ATMP plant as India advances semiconductor push

Taiwan-US tariff agreement expected to boost machine tool industry's global growth and reshape market dynamics

Compal chair predicts memory shortage, price surge to last until 2027

Compal chair celebrates 50 years with Kinpo Group amid Taiwan's demographic concerns

Resistor price surge spreads as Walsin Technology hikes pricing

AI and automotive growth drive rising demand for quartz frequency components

Lite-On Technology launches public bid for U-Media to boost AI and 5G expansion

Compal eyes explosive AI server growth in 2026 after revenue dip

Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom

BOE production issues with iPhone OLED create opening for South Korean suppliers

China and Vietnam remain key manufacturing hubs even as US tariffs reshape Taiwanese investment

TikTok US joint venture formally established to comply with regulatory requirements

Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline

E Ink Holdings advances electronic shelf labels amid global smart retail growth

Tesla's BEV moat erodes as Europe's legacy depth meets China's digital speed

ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam

Tata Group to invest US$11 billion in Maharashtra's Innovation City, boosting India's AI and semiconductor ambitions

Qisda's US$101 million investment in Eastech signals push into high-value acoustic industry

Universal Microwave forecasts strong growth in LEO satellite orders, revenue set to surge 150% in 2026

Anthropic's funding round oversubscribed as revenue projection surges despite margin squeeze

Taiwan-US semiconductor pact's financing details spark interpretation issues with broader industrial implications

Samsung foundry ramps up utilization as Tesla orders near

India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow

EU Cybersecurity Act revision plans to phase out Chinese high-risk tech suppliers

Rayzher restructures to boost global expansion and innovation in high-tech gas supply

Taiwanese industry views US investment positively as Taiwan seeks win-win trade deal

Thailand's tech hub ambitions: US$3.1 billion data centers, chip roadmap to 2050

SAS charts new profit trajectory with GaN surge and semiconductor service chain value enhancement

EU's fuel-car ban reversal leaves Euro automakers scrambling against Chinese rivals

'Freedom isn't free': AIT director pledges US backing for Taiwan's asymmetric warfare strategy, defense supply chain

ASML leads chip equipment charge into advanced packaging

Analysis: How Howard Lutnick is redrawing the memory-chip map

TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains

Palo Alto Networks urges fighting AI threats with AI in 2026

TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms

South Korea-made EUV pellicles to be adopted at Samsung's Taylor fab

Google research finds that multi-agent debate within AI models improves reasoning beyond sheer computing power

RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike

Taiwanese firms remain cautious as AI bubble debate persists

Intel’s “better than guidance” quarter comes with a catch

Lip-Bu Tan faces Intel's first real bottleneck of the AI era

Intel slows its most ambitious node—and signals where the real battle is for now

Ennostar partners with Allos to mass-produce 8-inch GaN-on-Si microLED wafers

Pan-International and Foxconn's EUR32 million investment signals shift toward robotics and advanced motor systems

HBF likely overtaking HBM market by 2038 as commercialization speeds up

Fiberglass crunch spurs supply scramble as CCL makers ban order changes

Taiwan air cargo volume set to hit historic peak in 2026, driven by AI and chip exports

Chunghwa Telecom partners with SES to build North Asia's first O3b MEO ground station in Taiwan

BizLink's early move to Malaysia highlights shifting dynamics in global supply chains

NAND shortages help Phison to enter US server supply chain

Greenet eyes 123% revenue surge in 2025 amid rising semiconductor green power demand

Solum Advanced Materials develops ultrathin stainless steel foil for all-solid-state batteries

Jan

22

2026

AMI Labs in talks for EUR3 billion valuation in effort to challenge dominant AI models

China rolls out trade-in subsidies again to support ICT device sales

OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows

Rapidtek's Black Kite-1 signals Taiwan's push into global low-orbit communications

SAS shifts SiC strategy with 12-inch wafers and AI glasses innovation

AI PC battle heats up as Nvidia and MediaTek join forces

How Sony-TCL tie-up could chip away at Samsung's OLED advantage

Why Sony finally let go of TVs

MFTBC, Foxconn to form joint venture for e-bus manufacturing

Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Nvidia overtakes Apple as TSMC's largest customer

Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla

Kioxia warns of tight NAND supply through 2027

GlobalWafers' Texas plant holds six-phase expansion potential

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year

Chinese AI chipmakers face mixed reactions to Nvidia H200 block

Mercedes-Benz scales back L3 autonomy as AI reshapes the auto industry

EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships

Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk

PSMC to upgrade DRAM processes as demand strengthens

EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates

TYC expands presence in automotive supply chain with US manufacturing push

Chinese banks turn to satellites, boosting the country's commercial space industry

SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy

Commentary: China's NPI edge comes under pressure

Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk

Google's TPU strategy said to give Inventec larger role in AI server manufacturing

Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo

Taiwanese firms prepare for silicon photonics and CPO packaging opportunities as AI data center continues growth

US-Taiwan tariff deal clears key uncertainty for chipmakers, says GlobalWafers chair

EMS watch: The year AI servers broke the EMS rankings

Nanya expects memory shortage through 1H27 amid surging demand

Rising China-Japan tensions put semi materials in the spotlight

Lutnick warns memory chipmakers may face 100% tariffs without US production

Why Intel poached a Qualcomm GPU chief to bet on AI graphics

QCT eyes AI supply chain integration battle with full-spectrum server strategy

Taiwan says investment decisions remain with firms, even with US push for local manufacturing

Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

Raana Semiconductors raises US$3 million seed round to develop indigenous silicon ingot growth systems

US-Canada trade tensions rattle Detroit's Big Three

Taiwan PCB direct shipments to the US remain limited

Advanced lenses become critical as drones move beyond photography

Why Apple turns to Google's Gemini, sidelining OpenAI

Global robotaxi industry may take off in 2026

India-based Paras Defence enters semiconductor packaging with new subsidiary

BTL capitalizes on AI server testing capacity shortage

Taiwan machine tool industry poised for growth as US-Taiwan tariff agreement takes effect