DIGITIMES archived news

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May

2

2026

OpenAI reworks Stargate data center strategy as site plans change

NSTC forms task force to lead Taiwan's multimodal AI foundation model development

After buying Ansys, Synopsys starts merging the two stacks

Yageo AI revenue reaches 15% as chair says sector remains early in cycle

Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage

Qualcomm says Samsung chip share remains above 70% despite Exynos push

Lite-On profit rises on surge in AI-driven cloud demand

Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand

Onsemi expands collaboration with NIO to support 900V EV platforms

MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration

Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China's memory makers post blockbuster gains as AI tightens supply and resets prices

May

1

2026

TeraFab is already changing the semiconductor landscape — before a single chip is made

AI chip boom sends Korea exports to record highs, supply crunch deepens

OpenAI demand doubts cast shadow over AI server supply chain

China's $1M Nvidia AI servers expose global chip squeeze

Advantest beats on AI chip testing, cautious outlook dents shares

China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs

Mitsubishi Electric proposes three-way power chip JV with Rohm, Toshiba

Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens

Column: Designing safety for VLA robots in commercial deployment

Hardware bottlenecks emerge as humanoid robotics race intensifies

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models

KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar

SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model

Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Commentary: Honor's robot win highlights thermal edge in robotics

Apr

30

2026

AGI, Inc. advances on-device agentic AI strategy as it targets cross-platform automation

Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging

Google's split TPU chips signal shift from universal to specialized AI accelerators

Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth

SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy

ASE Technology sees seasonality fade as AI demand drives steady 2026 growth

Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests

CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets

MetaX GPU revenue jumps 75%, losses narrow on AI demand

Meta's 1Q26 earnings redraw the AI hardware map

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Memory crunch squeezes smartphone SoC market as Samsung gains share

Samsung memory buyers lock in longer deals as 2027 demand comes early

Taiwan wafer maker Episil triples capex to scale silicon photonics for AI

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Quanta eyes strong 2026 server demand as general-purpose orders surge

Intel kills three projects in two months as Kechichian launches multi-year reset

Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump

Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales

Unisplendour, H3C gain from AI buildout, monetization in focus

Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants

South Korea's OLED share rebounds to 68.7% in 2025

NB plans plan to cut NRE and tooling fees, Chinese ODMs expand manufacturing footprint

China Electric manufacturing bets on AI to revive growth

Commentary: Taiwan’s optics industry finds a new role in the AI imaging boom

AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders

UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention

Wingtech losses widen on Nexperia dispute, triggering delisting risk

Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan

Taiwan's AI push awaits legislative green light

Microsoft sales beat estimates as Azure growth eases spending concerns

Cambricon earnings surge on AI compute demand

SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry

Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength

Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth

LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility

ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand

CyberLink warns AI search and memory costs may dent growth in 2Q26

Samsung highlights stable 4nm tech as AI, automotive demand grow

OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach

Amazon highlights US$50 billion chip potential and advances LEO satellite plans

Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling

Qualcomm to ship custom product with hyperscaler in 4Q26

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Nissan's restructuring yields operating profit, but net loss persists as sales slump

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

Amazon posts solid growth as AWS and AI investments drive momentum

Qualcomm flags near-term headwinds as data center push gains traction

China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

Google's TPU shortage lays bare a widening AI infrastructure edge

AI drives power interconnect surge as BizLink and JPC target high-end markets

OpenAI stirs smartphone industry with 2028 AI agent phone plans

Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up

Amkor advances data center CPU mass production amid manageable supply and cost risks

Taiwan's UMT reports record profit on satellite demand

Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Taiwan drones enter Ukraine battlefield, transport model drives global market expansion

Analysis: Chinese smart home brands outpace Western rivals with relentless innovation

Realtek, Airoha target European and US networking infrastructure amid consumer slowdown

Apr

29

2026

UMC profit doubles, touts Intel-backed US manufacturing option

Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Taiwan-Germany trade shows strong growth in 1Q26

China OSAT leader JCET expands in advanced packaging, profit climbs

BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge

Seagate leans on long-term contracts as storage demand stabilizes

FCC expands ban on non-US networking devices, raising supply chain pressure

China memory chip designer Montage lifts profit on DDR5, AI server demand

Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure

TSMC exits Arm investment with US$231 million sale

Seagate sees agentic AI beginning to lift HDD demand

Seagate tops estimates, raises outlook on cloud, AI demand

Taiwan urges early quantum computing industry involvement before standards are set

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

BYD reports steep drop in profit despite global expansion

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack

US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

UMT identifies UK partner linked to Starlink supply chain

China's GPU IPO wave meets its hardest test: cluster stability

Hsinchu water restrictions ease as reservoirs rebound

Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute

AI token demand drives TSMC node expansion, buoying Taiwan's economy

AI server demand locks up memory supply through 2027, prices seen holding firm

Data center power and cooling overhaul will reshape global AI infrastructure

OpenAI's growth slowdown raises questions over AI expenditure

Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents

NXP signals structural growth as automotive and industrial drive momentum

Taiwan logs record chip exports, AI demand outpaces geopolitical risk

Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI

Osense develops baseball hawk-eye system to capture US$10 billion sports tech market

Taiwan makes its quantum move, rallying 18 companies

NXP advances VSMC and ESMC projects with ramp timelines on track

Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market

Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling

Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high

NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments

Hotai warns hybrid vehicle shortages could persist through 2027 amid high oil prices

Europe turns into battleground as Chinese automakers surge and Kia trims price gap

Samsung exits China's TV and appliance market to double down on US growth

Toyota leans on hybrids and affordable sedans to hit record global sales

Lexus launches eighth-generation ES in Taiwan with hybrid share nearing 60%

OpenAI revises five core principles, signaling tougher competitive posture and oversight

NXP beats expectations and lifts outlook on improving chip demand

Oracle moves Supermicro orders to Taiwan, elevating local server makers

Nvidia's LPX cabinet and Foxconn's supply lead reshape inference-era AI infrastructure

CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply

Commentary: At Beijing Auto Show, hardware takes the wheel

Ex-DeepSeek insider Fuli Luo targets former employer with Xiaomi's MiMo-V2.5

Adata reports soaring earnings on strong memory demand

Coretronic posts first quarterly loss since 2008, plans holding company overhaul

Taiwan's Ministry of National Defense plans to deploy robotic dogs for unmanned reconnaissance

Taiwan drone exports exceed 2025 in 1Q26, with Czech Republic as top buyer

Samsung doubles down on 2nm as TSMC pushes toward 1nm

American-made Fords are selling out in Taiwan — and prices are going up to match

CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up

Texas Instruments executive discusses high-voltage power architecture for AI data centers

Analysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key

Memory test capacity stays high as substrate prices may rise in 2Q26

PCB industry urges four policy moves in Thailand expansion

Apr

28

2026

Nvidia signs record Bengaluru office lease as India AI push accelerates

Nanya breaks into Nvidia's AI memory ecosystem with LPDDR

Acer's 50th anniversary focuses on talent cultivation in Taiwan

Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge

ASE signs cybersecurity MOU with national institute to shore up semiconductor defenses

Amkor records strong 1Q26, advanced packaging expected to triple YoY

Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

DeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round

Meta bets on orbit-to-grid solar to power AI infrastructure around the clock

Microsoft's cloud strategy tightens AI compute supply

Empyrean draws retail inflows while profit falls, testing China EDA valuations

Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices

Indian startup targets AI inference opportunity with full-stack compute platform

LG reportedly plans to expand its India manufacturing footprint

Wistron's InnoSky Apex merges with GEOSAT Aerospace to expand drone operations

Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains

Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

Chinese automakers use supply chain shifts to bypass US trade barriers

Celestica reports strong 1Q26 as cloud demand lifts results

US and China auto markets face diverging pressures

Analysis: Why Tokyo Electron's China problem goes deeper than a data breach

Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder

US chip packaging capacity to hit 10% by 2032

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond

OpenAI eyes agentic AI phone but faces challenges beyond chip design

Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion

New flagship launches expected to narrow Taiwan phone shipment decline in the second quarter

Rising component costs push Chinese phone makers to speed product cycles and favor high-end models

Emerging supplier targets low-earth orbit satellite market with cryogenic high-frequency cables

Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion

End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift

Why Big AI is hiring philosophers to tackle the ethics gap and how the approaches differ

China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout

Radiant Opto-Electronics delays optical communications push by 2–3 years

Strong demand and advanced packaging execution drive Amkor's upbeat quarter

Kakao Mobility launches Level 4 robotaxi, scales AI mobility platform

AI-driven demand and record backlog fuel Cadence's strong start to 2026

TSMC 2nm leak case results in NT$150M fine for TEL; company says no confidential data was leaked and discussions are underway

Why the AI boom still runs through Taiwan — and why that won't change

Commentary: What Amap reveals about AI navigation, data control

DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints

AI chip testing complexity lifts probe card and upstream supply chain demand

AetherAI wins FDA and IVDR nods for digital pathology platform as it eyes global expansion

Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race

Taiwan's Tmytek targets profitability with push into satellite communications

GrandTech drives growth with AI cloud and 3D printing for drone market

Apple and Asus defy PC market slump with growth in 2026

AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%

Moore Threads hits first profit, AI compute orders drive growth

LG Display posts strongest 1Q26 profit in five years, signals end to job cuts

Commentary: Tim Cook's sole omission during 15-year tenor

Apr

27

2026

DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

Samsung reportedly breaks 10nm barrier with first single-digit nanometer DRAM working die

Tmytek expands testing capacity with new high-frequency lab

Thailand's PCB industry moves upmarket, local supply gaps persist

Analysis: Beijing Auto Show signals new phase in China's EV race

Commentary: DeepSeek reframes AI competition around efficiency, not scale

Taiwan's Rapidtek establishes link with second IoT CubeSat in orbit

Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Tesla begins Cybercab production in Texas, targeting robotaxi revenue after 2027

Evergreen warns higher oil costs will complicate 2026 planning and cloud fourth-quarter demand

OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

Apple's new CEO faces geopolitical and regulatory crosscurrents that could reshape the company's strategy

TSMC trade secret theft ends in 10-year sentence, $4.6M fine against Tokyo Electron

Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene

Broadcom, Marvell set to benefit as 1.6T optical modules near mass production

Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge

HCL-Foxconn JV taps Taiwan's CTCI to build India OSAT facility

Foxconn's 48% export surge cements India's role in Apple's supply chain

China warns EU over industrial law, threatens countermeasures

MediaTek unveils active AI smart cockpit, advancing AI-defined vehicles

Singapore-washing is dead: China cuts off US tech investment

Nio pushes into chipmaking to cut reliance on Nvidia

Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race

Formosa 2 secures NT$58.9 billion refinancing, marking Taiwan's offshore wind maturity

Quanta bets on speed and scale to power next growth wave

Smart cockpit's next test: Can AI deliver real value?

DeepSeek cuts API prices 90%, sets new global low for LLM services

Denso weighs Rohm bid withdrawal as support stalls

ASE Technology spotlights 18 suppliers at the forefront of a trillion-dollar AI wave

TSMC's refusal of ASML's expensive High-NA EUV equipment, explained

Weekly news roundup: Micron's Sanand ramp shifts India chip debate; Qualcomm Chief reportedly seeks deals in South Korea

DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?

Exclusive: As cars go digital, cybersecurity emerges as industry's new battleground

MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps

South Korea and Vietnam deepen tech and supply chain cooperation amid global uncertainty

India roundup: Micron ramp, Dholera SEZ push India toward full-stack chip manufacturing

Everlight ramping up in optical communications, supported by automotive and invisible light

Column: Where does robot training data come from?

S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets

Taiwan's growing AI and industrial demand reshapes corporate power strategies

Research insights: tendon-driven dexterous hands are key development factor as humanoids enter home market

Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

NEO Semiconductor advances 3D DRAM with POC validation

South Korea's telecom giants unveil full-stack AI strategies at WIS 2026, highlighting agents, infrastructure, and 6G

Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets

Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain

Meta and Alibaba blur social media and e-commerce boundaries

Taiwan's NCSIST partners with Saronic to advance autonomous maritime capabilities

Tata's India chip fab faces leadership churn and engineering hurdles amid uneven but continuing progress

Innolux enters leading tier of advanced packaging with new RDL and TGV technology