DIGITIMES archived news

reportAIglasses

Aug

2

2026

MiniMax H3 pairs 2K video with native stereo audio in China's multimodal AI race

AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS

Research Insight: AIDVs reshape smart cars with world models and agents

Interview: Governance layer key to deploying AI agents in the finance sector

Roborock's overseas push lifts Chinese brands in robot vacuum market

Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%

Xiaomi adds SkyNomad N90 and N70 with 370,000 deliveries still needed for 2026 target

TASA opens space startup base to push Taiwan toward satellite ODM

Lawmakers debate wealth-sharing policies as AI-related gains push Taiwan toward K-shaped economy

Pittsburgh, Switzerland experts challenge Taiwan to move beyond robotics hardware

ESMT posts record second-quarter profit on higher contract memory prices

Ennoconn tender for Kontron closes as Germany reviews foreign investment approval

Aug

1

2026

MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027

AUO commits US$721M to TGV, glass core and CPO expansion

Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

Arcadyan targets satellite supply chain through smaller operators before pursuing top-tier customers

Posiflex revenue rises 46% in the second quarter on Europe and Asia demand

Elite Material posts record 2Q result on strong AI-related demand

AUO sells two plants in two days and expects up to NT$17.7 billion gain

Realtek, Elan, and Parade set the tone for PC chip demand

Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%

Thintronics wins proposed US CHIPS incentives for advanced substrate technology

Huawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PC

Chinese display makers move deeper into Korean cockpits as BOE wins Hyundai's flagship display program

At OCP's Taiwan summit, servers take a back seat to optics and advanced packaging

Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight

Jul

31

2026

Powerchip founder Frank Huang dies at 76; vice chair steps in as acting chief

Analysis: The AI buildout stopped being a demand story

MJ Taiwan names Maverick Shih chair, prioritizes AI, cybersecurity and space technologies

Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist

Exclusive: Asian chipmakers' shift to US helium raises concentration risk

Exclusive Interview: Helium shock threatens advanced chipmaking as Asia shifts dependence to the US

ASE lifts 2026 capex to record US$10.5 billion, expects LEAP revenue to double in 2027

Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap

Amazon's Zoox receives US approval for commercial deployment of robotaxis

Thunder Tiger calls for budget clarity as Taiwan pushes uncrewed surface vessel development

Pegatron chair says AI outlook remains strong, calls for Taiwan application push

ByteDance merges Lark with Doubao after AI revenue hits US$4B run rate

US CSP leaders keep capex growth as AI monetization deepens

Jensen Huang's open-source push signals a fight over who controls the AI market

Anthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents

Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war

AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

Analysis: Behind Microsoft's AI strategy to sharpen platform edge

Tokyo Electron raises outlook as AI data center spending lifts memory demand

Powertech bets on AMD FOPLP mass production in 2027

Amazon Leo nears 400 satellites, initial service to begin this year

Auto chip demand recovers, but restocking remains elusive

EU launches AI Gigafactories call to boost Europe's computing capacity

Rising smartphone prices are reshaping purchase plans in India

Memory shortages deepen as prices climb into the second half of 2026

Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices

Shanghai rises as China's lithography hub, powered by SMEE, Huawei and rising DUV rivals

Kioxia begins sampling 1TB 3D flash memory for AI devices

TSMC reportedly develops EMIB-like packaging to counter Intel

AIT reassures Taiwan-US auto ties remain strong amid ongoing tariff debate

India's first telecom manufacturing zone to land in Madhya Pradesh

Microsoft Windows price hikes add to PC cost pressure in 2026

AUO names current CFO president as Frank Ko steps down

LG Electronics' strong 2Q26 underscores push into robotics and AI infrastructure

AI server boom reshapes MLCC pricing as capacity shifts upmarket

CHPT raises 2026 capex to NT$500M

Semco reportedly expands SoulBrain partnership to advance glass substrate materials for AI chip packaging

Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

Intel's rare Atom IP deal gives RosaicLabs a shortcut to custom x86 chips

AI strains mature-node and packaging capacity, leaving chip designers with orders but no supply

Apple targets AI subscription revenue as Cook exits and Ternus inherits next growth strategy

Apple braces for "hundred-year flood" in component costs

Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook

Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism

Analysis: Samsung's HBM4 base die is the foundry weapon TSMC and Intel can't copy

German joint ventures in China fall below 50% utilization as imports weaken

WAIC 2026 unveils AIDV shift as physical AI gains ground

Unimicron says Intel's EMIB-T will not reach mass production until 2027, sharpening advanced packaging rivalry

SPIL AI packaging investment boosts CTSP Erlin Park as first standard factory opens in 2H26

UMC raises capex to US$2B, eyes AI SiPh

ams OSRAM's Micro LED links trade speed for scale in AI data centres

TAIONE foundation launches with NT$300 million to build Taiwan's open source AI push

Shield AI and Thunder Tiger demo autonomous USV swarm in Taiwan

US manufacturing push draws Taiwan suppliers; electronics investment up nearly 500%

Qualcomm, MediaTek set Sept flagship SoC showdown

Chang Wah sees broadening demand recovery and higher margins in 2Q26

AI server BBU demand triples battery-module capacity ahead of 800V HVDC rollout

Coretronic drone unit shifts to four fronts amid procurement delay

Automakers shift to larger in-car displays as smaller center screens decline

Samsung boosts Hwaseong DRAM capacity as it converts older NAND lines

CSCC develops SiC crucibles to strengthen Taiwan’s AI data center supply chain

Roborock sees AI and niche features driving robot vacuum growth

Jul

30

2026

OpenAI's ChatGPT about to reach 1B weekly users as AI rivalry heats up

ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity

Samsung signs five-year memory deals as chip shortage stretches to 2028

South Korean chip exports increasingly flow to Taiwan for TSMC packaging amid rising AI demand

Microsoft's AI buildout: 88 new data centers, broader model catalog, silicon gains

China's DUV shock: the secretive Aishengna rattles ASML with US$1B state backing

Kumamoto quake exposes Kyushu auto supply-chain fault lines

South Korean suppliers win HBM4 tester orders from SK Hynix

GlobalFoundries lands US$300M CHIPS backing for AI silicon photonics

High memory prices could slow China's AI push, analyst says

Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand

Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts

Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'

Taiwan delays car tax cuts over supply chain concerns

US rallies global partners on 6G as competition with China intensifies

Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Ennoconn deepens Singapore push with SMF pact and AI forum

China rejects 'overcapacity' claims in new policy paper, defends industrial strategy

Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals

Marvell opens expanded Bengaluru R&D hub, doubling India headcount

Italy, US to sign Pax Silica pact on AI, chip supply chains

Intel's reported DDR4 CPU revival expected to boost PC demand in second half

Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow

Qualcomm's push into data centers and cars signals a broader shift in chip strategy

Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Qualcomm completes Modular acquisition to expand AI software platform

Marvell plans US$250 million India investment to expand semiconductor R&D

Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion

Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares

Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security

Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth

Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares

UMC, Intel advance 12nm process collab with no next-gen plans at this time

UMC posts NT$42.26B profit on non-operating investment gains in 2Q26

Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026

Research Insight: German automakers shift strategy as AI powers next-gen cars

AMD's Helios gains ground in challenge to Nvidia's CUDA

As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

Interview: Meet the Taiwan firm that wants to be the world's next big supplier of smart-vehicle 'eyes' with Japan— without China

India launches homegrown silicon photonics tools to widen access for researchers and industry

Japan and South Korea MLCC makers signal further price hikes amid AI demand

Roborock sees Taiwan as a test market for smart cleaning devices

Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption

Nvidia invests US$1B in Naver's sovereign AI push

Taiwan launches first robotics competition to benchmark service robots for real-world deployment

Robotics makers race to commercialize dexterous hands for Physical AI

AI demand squeezes memory supply, pressuring PC and TV markets

Greatek sees sustained AI demand, plans Philippines packaging plant acquisition

China's robot vacuum makers race ahead as innovation cycle outpaces smartphones

Less hardware, smarter AI: how a Taiwan startup is making smart glasses weightless

Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging

Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits

BMW secures US battery supply with two-stage plan as AESC site stalls

Taiwan semiconductor power demand is set to reach 52 billion kWh in 2026

Volkswagen backs EU tariffs on Chinese PHEVs as market pressure builds

CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

Jul

29

2026

TSMC: JASM utilities back to normal, equipment calibration underway; construction resumes

Coretronic reports first-half loss as margins weaken and demand stays uneven

Taiwan sets non-China supply chain as key requirement for Presidential Cup Drone Competition

Coretronic Intelligent Logistics plans AI logistics demo at AI Wave Show 2026

Faraday lifts revenue on ASIC and MCU demand as AI delays push projects back

Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity

Aewin expands AMD EPYC 9006 server lineup for AI, storage and enterprise workloads

China's glass substrate supply chain takes shape for AI chip packaging

Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

China's GenAI race shifts to open source ecosystems

White House reportedly approaches final framework for reviewing frontier models

Intel Foundry completes US microelectronics prototype program

Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand

Kumamoto quake hits electronics cluster, but impact remains concentrated in inspection-related stoppages

NXP finds new AI data center role beyond GPUs

SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan

US blocks new foreign-made robots and power inverters in AI security crackdown

Column: Taiwan suppliers' path into US Space Force supply chain

NXP sees physical AI entering a decade-long adoption cycle

Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

China's first home-grown immersion DUV production reveals real test beyond prototypes

Corning bets on SiPh and CPO to drive AI data center growth

China chip substitution accelerates as chill effect looms

Samsung reportedly weighs Chinese DRAM for budget smartphones as memory inflation squeezes mobile market

Analysis: How Xiaomi's range-extended EV push could redraw China's supplier map

Moonshot AI's Kimi K3 secures Day 0 support from Alibaba Cloud, Huawei Ascend

ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

Smartphone chip earnings will gauge 2026 demand as prices rise

Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn

AI researchers urge international safeguards as industry pushes for mechanisms to slow frontier AI

SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

Seagate forecasts strong 1Q growth on sustained AI-driven cloud demand

Boeing 737 MAX 10 certification could come in autumn, FAA says

TDK and LG Innotek form partnership on physical AI sensors

Corning raises long-term growth targets after 2Q26 profit increases

KLA executives outline growth strategy amid accelerating AI infrastructure demand

Joby and Virgin Atlantic plan UK air taxi service by late 2026

Compal launches Employee Stock Ownership Trust to boost talent retention

Kbro lifts broadband investment as 10G service expands across Taiwan

KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

AI shift to inference boosts CPU server demand across the supply chain

Huawei targets 2027 glass substrate production to gain an edge in AI chips

NXP posts strong 2Q as investors remain cautious on chip outlook

Commentary: Why China's 2026 tech breakthroughs are a generational harvest

SK Hynix sees record-breaking 2Q on surging AI demand

Shield AI and GE Aerospace complete X-BAT engine tests for late-2026 flight

OpenAI plans to test first hardware device in South Korea

Samsung reveals battery life, durability details for smart glasses coming this fall

Adata profit surges tenfold on memory shortages and AI demand

From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

Tier IV lists in Tokyo to fund open autonomous driving platform

Amazon files for 5,105 satellites in direct challenge to Starlink

OpenAI expands Dublin hub with 250 jobs and larger office lease

Powertech posts record second-quarter revenue and targets a 2026 sales high

ADLINK expands robotics portfolio, targets 10% revenue share by 2028

Core Scientific and AMD joing forces to boost AI infrastructure

AI, memory clients lock in long-term orders for Leading Technology

Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain

China rejects US AI model theft claims, says American firms distill Chinese models too

Chinese brands seize 25% of Europe midsize SUV sales as BEV demand surges

EU leaders prepare first dedicated AI summit as tech sovereignty gains urgency

Taiwan offshore wind blueprint lifts outlook for developers

Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand

Non-core parts makers delay Southeast Asia capex as China-US tensions ease

PwC says AI, scale are driving a new global M&A phase

SK Telecom bets on AI infrastructure to regain core status in SK Group

South Korea and AMD sign AI semiconductor pacts to build heterogeneous computing base

China Mobile adds AI and HD video to its mobile voice calling service

LG Innotek tops second quarter forecasts on stronger camera module and substrate sales

Australia capital markets ride AI deal wave as cloud startups target listings

Thailand drops land bridge plan after review flags weak returns and environmental risks

Jul

28

2026

Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme

Magnitude 7.1 quake strikes Japan's Kumamoto; TSMC says JASM staff safe, recovery underway

Taiwan, UK launch first formal drone industry partnership to expand aerospace, defense opportunities

Squeezed by China, Taiwan ODMs pivot to AI for new growth

TCC launches Europe listing plan as revenue from the region reaches 44%

Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform

Qualcomm chip price hike to squeeze China's Android makers on two fronts

Samsung trims Z Fold8 display module 10% using Flex Titanium

Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier

Display industry earnings season shifts spotlight from panel prices to transformation strategies

Panel makers reject 10% polarizer price increase as China suppliers retreat

Automotive chip demand surges in 2Q26 on EV reset

Taiwan lawmakers clash over NT$210B drone procurement bill

Google TPU surge and Meta capacity push fuel CSP capex wave

UMT posts record revenue in 1H26 on growing LEO satellite demand

CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

SK Hynix enters LPDDR6 production race with Xiaomi first in line

AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing

China speeds up 4 new cars a day, intensifying shakeout

Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China

SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

LG wins Nvidia certification for 600kW CDU and lands North America data center project

Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer

Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Smart glasses ignite AI device battle as China nears 80% global brand share

Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic CEO denies seeking open-weights ban, outlines national security priorities

Robot boom heats up as Taiwan chipmakers race to catch up

Nvidia leads new Open Secure AI Alliance to build shared cybersecurity defenses

China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment

Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year

China display giant BOE rejects low-price race, turns to innovation to lift panel value

Column: Titan Batteries joins US defense effort to secure domestic drone supply chains with traceable battery solutions

LG Energy Solution sues EVE Energy in US over cylindrical battery patents

Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom

Apple, Micron's clash over CXMT puts White House in the middle

Moonshot AI opens Kimi K3 weights, challenging US closed-model economics

Nvidia's Vera targets AI server growth, with CSP adoption the key test

From models to chips: Anthropic chip ambitions pull Korea deeper into the AI silicon race

EYEQ Lab completes 200mm SiC line validation with yield above 90%

Memory module maker Apacer warns 2027 DRAM supply could fall 70%

Energy storage unicorn expands in Baotou as China's industry chain accelerates integration

Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Optics remain hardest technological hurdle for smart glasses, says Jorjin chairman

Smart glasses with color displays could enter mass production by 2028

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

Taiwan urged to move beyond hardware role in AI glasses race

Jul

27

2026

South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs

Apple reportedly delays smart glasses launch to late 2027 due to privacy risks

Samsung converts AMD and OpenAI ties into HBM4 supply wins

Singapore startup Acrab claims 7.5x speed edge over Mac Mini M4 Pro with new AI chip

Samsung to use 2nm process for HBM5 base die as heat challenge grows

CXMT tops A-share market cap on IPO debut

CATL profit climbs 42%, but storage price pressure tests its global lead

Nvidia's Vera CPU targets go beyond Intel and AMD

AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth

H2U lists on Taiwan Innovation Board to tap digital health opportunities

Pegatron unveils AMD EPYC server platform for AI and HPC

Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk

Rebellions readies Rebel100 shipments as AI inference demand grows

Taiwan manufacturers raise prices as procurement costs climb, survey finds

WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

India's Paras Defense semiconductor unit to invest in Madhya Pradesh OSAT facility

Stalled drone law aside, Taiwan's industry wants Taiwan's own DARPA

India's NIELIT and SCL expand access to indigenous semiconductor design kit through eChipHub

Nvidia weighs US$250B backstop for OpenAI's Ohio data center

Qualcomm tells customers chip prices will rise by double digits from September

IndieSemiC, Semtech partner on RISC-V IoT platform as India expands semiconductor design ecosystem

IBM agrees to acquire HRL Laboratories to expand quantum computing capabilities

Hitachi selected for Japan quantum computing project with Intel collaboration

Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

Apple reportedly seeks 20% iPhone 18 OLED price cut despite costlier M16 panels

Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

Jensen Huang backs open-weight AI as report says OpenAI, Anthropic lobby for tighter controls

India's HCLTech plans US$4.4B AI data center

DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny

IDMs target AI margins, boosting Taiwan power suppliers

AMD widens robotics push with Taiwan IPC partners as it targets Nvidia lead

TIER says Taiwan exports and investment can help absorb geopolitical shocks

TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks

SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035

GM China restructuring delivers seven straight profitable quarters

German automakers cuts prices in China as EV rivals pressure luxury sales

Aluminum gains ground as high copper prices push substitution across industries

Nokia says AI spending is driving optical networking demand

Samsung bolsters energy team as chip projects test power supply

Column: Enterprise AI asset is learning loops, not models

GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates

SDC and LGD showcase shift to IT OLED at K-Display 2026

AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Industrial PC orders rise on edge AI demand

Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?

Sovereign AI promises independence, but often deepens reliance on US vendors, Stanford report says

Samsung Electro-Mechanics starts pilot production of camera modules for humanoid robots in Vietnam, report says

Apacer 2Q26 profit tops full-year record on memory shortage

ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

Samsung opens preorders for new foldables as Apple entry expected to reshape market

India roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

eSSD contracts surge as AI data centers shift spending from memory to storage

Samsung, LG Display chiefs talk 2H26 memory headwinds and OLED push

Taiwan's AIDC is turning a decade of AI manufacturing know-how into a business model

Disco lifts first-half profit forecast on steady AI equipment demand

AI agents reshape smart cars as auto industry shifts toward AIDV