DIGITIMES archived news

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Mar

18

2026

AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next

Nexcom launches humanoid robot development kit built on Nvidia IGX Thor

Nvidia partners with chipmakers to advance industrial robotics

Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply

MOEA says 6G standard to be finalized by 2029, urges early preparation

Asus, Foxconn take Taiwan smart city model global

Nvidia reportedly preparing Groq AI chips for the Chinese market

Exclusive: Britain and Taiwan forge new pipeline for space engineers

The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference

Jensen Huang's survival playbook: Nvidia navigates the next AI frontier

Tencent joins OpenClaw as sponsor after copy dispute, aligns with OpenAI and Baidu

Chinese automakers navigate North America but face 2027 compliance barriers

How Meta's Manus acquisition ignited a new tech war

Samsung taps Apple, IBM, Walmart executives in global talent push

GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure

TCL's OLED debut exposes China's Korean panel dependence

Adata profits soar on memory price rally amid supply crunch

IBM completes Confluent acquisition to power real-time AI data

OpenAI teams with AWS to target US govt AI contracts

GTC 2026: Nvidia charts optical-copper path

Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC

US Army inks US$20 billion deal with Anduril, consolidating procurement to accelerate AI-driven military modernization

Russia reportedly turns to Loongson to escape x86 sanctions

Mitsubishi Electric weighs stake sale in auto unit amid Foxconn talks

OpenAI shifts from building data centers to leasing cloud capacity

Taiwan launches 6G industry forum

In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle

Tata Semiconductor head reportedly steps down amid fab build-out

Syscom presents AI as a new operational workforce, promising measurable business change

China tightens Hong Kong IPO rules, curbs red-chip listings to stem capital outflows

Taiwan smart city expo spotlights AI robotics across industries

Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs

Nvidia secures approvals and orders for H200 in China, restarts supply chain production

Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources

Intel unveils Core Ultra 200HX Plus processors with up to 8% gaming boost

Analysis: Is Nvidia's Groq deal the endgame for AI chip startups?

Oppo seeks to offset component cost pressures with global expansion and premium push

HD Renewable Energy deepens presence in Japan's power market with 50MW Hokkaido energy storage project

India's Agnit Semiconductors raises US$2.6 million to commercialise GaN chips for telecom and power

The EV detour: Why carmakers are turning to range extenders to stay on track

Analysis: How Nvidia is leveraging DeepSeek R1 surge to cement hardware–model domination

Panel makers optimistic about 1Q26 despite February revenue declines

Exclusive: UK's space shake-up puts Taiwan in the orbit of Britain's ambitions

Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion

AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%

Laster Tech posts 4Q25 profit rebound, drives full-year turnaround

Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand

Dreame rollout plan for five chips: chips for robots today, AI data centers in orbit tomorrow

AI boom lifts Changs Ascending as data centers seek reliable power

Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges

China price competition hits Samsung Display shipments while Korean OLED makers regain share

Chipbond sets sights on SiPh and LPO for next phase of growth

Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers

Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal

Taiwan on track to outpace China's growth again in 2026

Wistron eyes sales model shift as AI server volume squeezes margins

Mar

17

2026

Mech-Mind Robotics champions eyes and brains for embodied AI industry

MSI to increase gaming product prices by up to 30% as memory costs spike

Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem

InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end

Hon Precision raises AI chip test capacity plan by 40% amid surging demand

Innodisk February profit jumps as cloud, AI demand lifts earnings

Korean AI trio takes industry spotlight—but can early promise survive the factory floor?

China reins in OpenClaw surge, flags AI agent security risks

MiroMind releases MiroThinker AI models focused on verifiable reasoning

Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink

MPI posts record 2025 revenue and profit, expands probe card production in Taiwan

Nvidia GTC 2026: Nvidia unveils NemoClaw to accelerate autonomous agent deployment on OpenClaw

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

Nvidia GTC 2026: NemoClaw adds security layer to OpenClaw AI agents

HBM4 showdown at GTC 2026: SK Hynix, Samsung, and Micron battle for AI memory supremacy

Nvidia GTC 2026: Jensen Huang projects US$1 trillion inference market, LPU chip to be made by Samsung

Foxconn eyes steady growth in 2026 with 5-year AI transformation plan

Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars

MOEA establishes high-speed silicon photonics verification lab to shorten development timelines

US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price

Samsung Electronics reports shifts in raw material costs and production output in fiscal 2025

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Micron enters high-volume production of HBM4 and PCIe Gen6 SSDs for Nvidia platforms

Apple acquires MotionVFX to strengthen creator tools and subscription strategy

How Nvidia and Taiwan's co-engineering pact is fueling a US$1 trillion token economy

Alibaba forms 'Token Hub' unit to consolidate AI teams

AI-related impact on gaming industry goes beyond memory chip shortage

eMMC shortage sends NAND prices soaring, with further gains ahead

Taiwan's US$625 million drone ambition: Becoming the West's go-to supplier

Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain

Nvidia GTC 2026: Samsung unveils HBM4E, showcasing comprehensive AI solutions, Nvidia partnership, and vision

OpenAI reportedly exploring US$10B AI venture with private equity firms

China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness

Memory supply chain defies seasonality with contract price hikes in 1Q26

Foxconn eyes high double-digit AI server shipment growth in 1Q26

SK Hynix dethrones Samsung as South Korea's most desired employer

Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia

Middle East conflict and Section 301 put manufacturers in a double bind

Inter Battery 2026: Global battery market still centered on LFP

WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products

China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?

Taiwan's exports to US hit record highs as FedEx and UPS expand cargo hubs

Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook

Nvidia signals trillion dollar infrastructure shift at GTC 2026 keynote

Nvidia GTC 2026: The agentic AI era arrives via full-stack infrastructure, open models, and simulation blueprints

Mar

16

2026

India's 2026 budget targets semiconductor supply chain with five-year tax exemptions and near-zero import duties

ASML layoffs stall, leaving workers in limbo

Sony CIS yield issue raises Apple supply risks, opens door for Samsung

AI boom fuels cargo surge at Taoyuan Airport's free trade zone

Taiwan OSAT firms log double-digit annual growth despite slow season

Gogoro founder goes missing as reports on US$4.7M debt surfaces

ESMT sees DDR3 contract prices increase as supply tightens

ByteDance pauses global launch of AI video model under copyright clash

Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe

Nvidia, Wistron lead charge in Taiwan's intensifying AI talent race

DRAM prices surge 180% as HBM competition shifts to profitability

Samsung gives humanoid robots a hand with new dexterity-focused Hand Lab

Tesla's Terafab project launches in five days in bold push into AI chip manufacturing: 200bn AI chips annually?

IC design houses push 12-inch chips as 8-inch process price hikes loom

Solar wafer supplier Sino-American Silicon advances MWT BC cells for space power

AW 2026:Sentient AI emerges as a new industrial safety layer

Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI

Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant

Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom

CMMT pushes ahead into semiconductor materials despite polarizer headwinds

GEM Services upgrades copper clip bonding for AI server dual-sided cooling

Lotes tops US$1 billion in 2025 revenue on rising demand for high-value server connectors

Walrus Pump sees AI server liquid cooling driving tech pump shipments by the second quarter of 2026

US withdraws draft for rule requiring approval for AI chip exports anywhere in the world

Analysis: BYD eyes F1 entry as it moves from gas engines to electric muscle

EW 2026: addressing eyes & hands challenges in robotics

Nvidia GTC 2026: Jensen Huang targets AI bubble fears, unveils next-generation chips

Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge

AWS and Cerebras collaborate on faster AI inference for Amazon Bedrock

Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026

Vanguard to follow Nexchip with foundry price hikes starting in April

Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs

New F1 era begins with Mercedes dominance and technical debate

Micron completes acquisition of PSMC's Tongluo P5 site in Taiwan

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers

Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays

Taiwan's science park formula, now available for export to US

OpenAI rolls Sora into ChatGPT, seeing more in store for engagement

Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand

AI server tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip

Interview: Taiwan's industrial spirit — the hidden geopolitical layer

India roundup: A reality check of chipmaking dream

HyperLight, UMC, and Wavetek form foundry partnership for high-volume TFLN chiplet production

The next robotics battleground is in the fingertips

Y.S. Tech expects Renwu plant ramp to boost 2026 capacity and high-end IT revenue

Aurotek's robotics pivot drives record revenue, targets double-digit growth

Interview: Filtronic wins SpaceX contract, looks to Taiwan for next partnerships

Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026

Himax showcases palm vein authentication and WiseEye at Embedded World 2026

Mar

15

2026

SpeedTech enters LEO satellite supply chain, eyes double-digit growth

PCB supply chains feel the heat of Middle East

After Space-Comm: How global alliances and pension reform are scaling UK space

Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing

Think like an octopus: Microchip COO makes the case for distributed edge AI

Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years

Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure

SiliconAuto's MCU debut could reshape compute allocation in vehicle platforms

AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook

Niching sees AI-driven thermal products lift early 2026 revenue despite Lunar New Year slowdown

Mar

14

2026

AI server boom lifts WPG Holdings to record February revenue

E Ink sees record revenue, profit in 2026 as e-paper demand grows

TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity

US leads global AI readiness ranking, Asia claims half of top ten

Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth

FedEx expands Taiwan hub to meet AI and semiconductor logistics surge

Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand

Southern Taiwan Science Park revenue nears NT$3 trillion in 2025

AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026

Portable X-ray detector maker InnoCare expands global network as US-Iran war triggers urgent orders

Samsung S26 sales in Taiwan rise 25%, 1TB model accounts for 15% of orders

M31's 2025 results show revenue lift but profit still weigh down by EDA costs and currency losses

Interview: EdgeRunner AI CEO on navigating ethical and strategic row over military AI

DRAM maker Nanya's custom AI memory gains traction with 10+ clients

Innolux puts Fab 2 and Fab 5 on sale as panel glut bites

Taiwan braces for Section 301 probes after US Supreme Court ruling, leveraging prior pacts to cushion impact

South Korean battery makers charge up InterBattery 2026 with solid-state push

Winbond raises DDR3 prices to match DDR4, accelerates shift to DDR4

IntelliEPI's optical products drive revenue shift, boost margins, sees forecasts faster growth for 2026

Pan-International pivots to AI servers and robotics in pursuit of double-digit growth

Mar

13

2026

War engulfs the Gulf: worst aviation crisis since Covid

In an age of AI and Trump, even supercomputers can't tell us what comes next

Flytech extends momentum in Europe and US, evaluates key component substitution

Hygon revenue jumps 57% as AI compute boom lifts China's x86 chip contender

China's Nexchip signals wafer price hikes amid capacity expansion and CIS growth

Tesla AI chip delay pushes South Korean NPU startup DeepX back six months

APMIC's US$7 million Series A financing could accelerate on-premise private AI small model adoption

ByteDance's overseas chip play puts Washington in a bind

Smart City Summit & Expo broadens scope with AI city pavilion, robotics and virtual power plants

AI server tracker: February revenue highlights across testing, design services, and rail kits

US puts East Asian countries on notice in sweeping 60-economy forced labor probe

MicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026

Chip material prices double, compound semiconductor supply chain on alert

China's NDRC warns memory price surge spreading across electronics supply chain

Acerpure expands in India with new AC line aimed at hot, energy-conscious market

USITC Section 337 investigation could reshape Taiwan's auto parts industry

Chenbro Micom revenue tops NT$20 billion on data center boom

Flytech's AI software drives revenue past NT$100M in 2025

US and Chile start talks on rare earths and critical minerals

Middle East turmoil disrupts South Korean SME exports, stokes chip supply concerns

Drone, robotics boom fuels Taiwan carbon fiber demand

Taiwanese chipmakers target drone market at Embedded World 2026

Wistron boosts investments in Taiwan and US to expand AI server capacity

South Korea passes US$350 billion investment act to anchor Korea-US strategic partnership

Lite-On sees AI infrastructure demand locked in for 18 months

JDI abandons plan to form AutoTech subsidiary, approval still subject to June 24 shareholder vote

Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients

T1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Apple slashes App Store commission in China following discussions with regulators

Ai+ Smartphone to add 3 million device production capacity in India with Optiemus Electronics

China claims T1200 carbon fiber mass production, opening doors to semiconductors and robotics

GUC outperforms as design services navigate volatility

Acer reports higher revenue and profit for fourth quarter and full year 2025

India weighs new smartphone export incentives and US$11 billion chip fund

Memory prices hit Chromebook hardest, even with AI boom

Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover

Middle East conflicts threaten affordable cars as automakers shift focus to flagship models

KYEC reports strong February revenue of NT$3.22 billion

Adobe reports strong earnings as CEO announces planned departure

Apple prepares for its 50th anniversary with global celebrations as speculation grows over new products

Innolux posts small 2025 profit during ongoing factory sale drama

GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue

Taiwan PCB output reaches $43B in 2025, TPCA says

FOCI targets CPO with automated lines, eyes revenue surge in 3 years

IT services provider Wistron ITS expects AI-driven growth in 2026

Flexium eyes 30% revenue from AI servers and smart glasses in 2026

AW 2026: a reality check for the fully autonomous era

AcBel Polytech posts strong fourth quarter 2025 results, pushes HVDC strategy for AI data centers

Samsung targets 2nm process for HBM4E base die to boost AI chip edge

Ayar Labs, Wiwynn team up to develop co-packaged optics rack-scale AI infrastructure

Monthly Chart: memory surge vs logic slump creates polarized February in Taiwan

Sysgration targets double-digit growth in AI server BBU power in 2026

Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown

Interview: Taiwan-UK MOU could deepen space supply chains and startup ties

Hotai Group shifts Taiwan car market strategies from volume to value in 2026

India's PC shipments hit record in 2025 on AI notebook and enterprise demand