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

Apr

26

2026

BMW's color-changing car is no longer a concept — E Ink says it's ready for mass production

Harman hits KRW15.78 trillion in revenue 10 years after Samsung acquisition

AI data centers hit interconnect limits, boosting optical module demand

Samsung, Kingston reportedly lift SSD prices by over 10% as supply tightens

ASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook

Samsung reportedly advances sub-10nm DRAM as SK Hynix targets HBM4E sampling

Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

BizLink expands optical interconnect push, sees uncertain CPO ramp timing

Samsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back

Commentary: Sodium batteries reset EV cost structure and supply chain balance

Apr

25

2026

LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand

The Taiwan startup that Qualcomm helped build the agentic OS for edge AI

China's Horizon Robotics aims at Tesla with new self-driving platform

Taiwan's industrial production surges on AI infrastructure demand

India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion

Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Apr

24

2026

Hon Hai and Mitsubishi Electric sign MOU on joint automotive equipment venture

Chipmakers face higher cost pressure as packaging outpaces foundry price hikes

Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure

M31 and TSMC complete eUSB2V2 tapeout on N2P process

Memory price surge reshapes global notebook competition in 2026

DeepSeek previews V4 models with Huawei integration, signaling shift in China's AI stack

Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027

TSMC CoPoS equipment orders face reshuffle with legal turmoil at Taiwanese equipment maker

Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

EU targets Android access rules, putting Gemini integration edge at risk

Microsoft and Meta announce workforce reductions amid heavy AI investment

Heran's three-brand strategy targets all appliance segments, with Yamada brand driving 2026 growth

Tesla's hidden US$2 billion AI hardware deal points to deeper chip, compute ambitions

White House accuses China of 'industrial-scale' AI theft, signals crackdown

FSET eyes local battery recycling and storage by 2027

Commentary: DeepSeek rethinks funding strategy under talent drain and AI race

SK Hynix deepens TSMC ties with HBM4, advances memory-logic integration

Texas Instruments eyes further price hikes amid strong data center, industrial chip demand

AI PCB supply crunch squeezes margins on rising materials and energy costs

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Huawei invests CNY18 billion in smart driving while European legacy brands struggle for relevance

MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth

Texas Instruments says edge AI opportunities extend beyond robots

E Ink and Netronix eye e-reader growth despite DRAM headwinds

MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal

German automakers lose share as EV incentives lift Chinese rivals

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

SMIC returns to advanced packaging, scales team to boost AI chip strategy

Taiwan aims to close drone supply chain gaps by 2027

Intel keeps capex steady as it shifts spending toward capacity expansion

GM delays electric truck plan, pivots to gas and hybrid

CPUs regain central role in AI as Intel highlights growing importance alongside rising ASIC demand

Europe's humanoid robot push stalls on safety rules and liability gaps

Samsung labor unions rally 40,000 workers, prepares for 18-day strike in May

Intel bets on CPUs as backbone of AI growth

Intel flags price increases and supply shortages as CPU demand strengthens

Intel's AI-driven CPU rebound signals early-stage revival

Intel says 18A yield improves as 14A advances to early customer engagement stage

Apple faces US$38B antitrust fine in India, eyes Trump card for relief

Analysis: Energy costs drive shift towards hybrids and EVs

DIGITIMES Insight: SK Hynix's US HBM push sets up a showdown with Micron

Largan, Sunny Optical target FAU in push toward CPO and AI optics

BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

Global PMX drives smart driving transformation with three key engines

UK BEV prices fall below petrol and diesel, reshaping competitive landscape

GMI pursues vertical integration amid surging AI leasing demand

PC chipmakers warn CPU shortages cloud 2026 shipment outlook

Asia Optical and Frore Systems team up on AI data center cooling

Taiwan expands industry collaboration to advance unmanned vehicle R&D

OpenClaw's growing pains: innovation outpaces enterprise security

Interview: Taiwan-Korea cooperation not limited to memory giants; Hwaseong City aims to expand alliances

Taiwan plans 130-hectare industrial zone in Tamsui for science city

US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push

China chipmaker scales beyond security ICs into AI, automotive

Apr

23

2026

SpaceX eyes GPU push as Tesla taps Samsung for chip upgrade

Samsung and LG turn to AI at WIS 2026 to tackle sluggish consumer electronics market

Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021

Shining Victory wins first GM North America series production contract for pickup and SUV models

SaiMemory wins NEDO backing for next-generation ZAM memory, partners with Intel

Machvision targets 70% high-end equipment share, eyes record 2026 revenue

Apple reshapes AI strategy by doubling down on Siri and privacy

China hands 11.5-year sentence in rare earth, semiconductor data leak case

AI shifts and soaring costs drive PC brands to cut jobs in 2026

Taiwan's semiconductor equipment gap persists despite govt subsidies

Tencent, Alibaba circle DeepSeek in US$20 billion AI deal talks

Volkswagen outlines aggressive EV, AI and capacity reset ahead of Beijing show

Former Samsung Electronics researcher sentenced to 7-year prison term for leaking DRAM trade secrets

LG Display approves KRW1.1 trillion OLED infrastructure investment

SK Hynix to shift over half of NAND output to 321-layer chips

Shenzhen launches China's first full-stack domestic 14,000P AI cluster

SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix flags persistent HBM shortage as demand outpaces supply

Parade offsets weak PC demand with TTED, high-speed, and automotive growth

Tesla tap Intel's advanced 14A chip for Terafab project

LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply

IBM's watsonx, mainframe surge, and sovereign AI push power a landmark 1Q26

Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit

Rockwell Automation highlights talent and ecosystem challenges for overseas plant constructions

Tesla's US$25 billion investment push signals shift to AI and automation

Rockwell Automation flags key AI challenges, unveils three-step strategy for Taiwan's shift to autonomous manufacturing

Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges

TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV

Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market

IBM reports steady AI-driven growth despite facing software momentum questions

What Apple's new CEO inherits: AI, China, and a governance reckoning

Japan's LSTC launches optoelectronic advanced packaging project around Rapidus cluster

Lam Research signals sustained AI-driven momentum as WFE outlook improves

AIDC transitions into full-scale drone systems provider, advancing autonomy with in-house R&D

Texas Instruments signals a stronger recovery on industrial and AI demand

Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism

UN cyber mandates force global auto rethink

DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle

Beyond infotainment: Google moves deeper into automotive with core vehicle systems

Apollo Power secures backing from SEEC, Phison, and Gigabyte for AI data center power solutions

Google debuts TPU 8t and 8i as AI workloads diverge

TSMC targets 2029 production for A13 and A12 as next AI chip nodes

Interview: Seiko Epson outlines engineered future vision for 2035 amid geopolitical challenges

Innos lists on OTC market, leveraging probe card demand wave with three major growth engines

Asia Vital Components eyes liquid cooling growth while testing space-ready thermal plates

Zhen Ding will build 10 new factories for global expansion

Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses

Pegatron chairman: Apple's leadership shift won't shake supply chain ties

Zhen Ding breaks ground on new China site; Zhongji Innolight chairman attends to show support

EV outlook revised downward as automakers pull back

SpaceX loads up on debt to fund AI push before IPO

Japan PC shipments peak on upgrade cycle, correction ahead

SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity

IndieSemiC partners with Nordic on wireless modules as India expands design-led semiconductor push

SK Hynix hits 72% operating margin in Q1, doubling profit quarter-on-quarter

Apr

22

2026

Focus: South Korea builds a semiconductor talent pipeline

Brightek posts March loss as Nantong plant ramps up in 2H26

Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27

AI optical communication and automotive demand boost TXC, Taitien quartz component sales in 1Q26

SpaceX reportedly files confidential IPO plans in potential record-breaking offering

Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge

CATL unveils ultra-fast charging battery and expands push into full energy ecosystem

Analysis: Apple's new CEO has a secret robot team — and big plans for your home

Column: US drone industry learns from Ukraine's low-cost, rapid production

Commentary: Apple's succession play sees engineering credibility meet commercial legacy

How MediaTek will supply Marvell's next three generations of TPUs

Applied Materials announces Advantest as innovation partner for EPIC platform in Silicon Valley

Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts

Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan

Blue Origin launch falls short, but satellite race presses on

ASM International reports 16% growth in 1Q26 revenue driven by booming AI market

Huawei's wide foldable move sets stage for Apple, Samsung three-way race

Apple taps duo behind Apple Silicon success to navigate software-hardware balance in AI era

China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand

Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing

Skild AI acquires Zebra robotics unit to bolster warehouse automation play

Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction

Commentary: Apple CEO change sounds alarm for China suppliers

AI coding tool competition intensifies as SpaceX-Cursor deal, Google push, and Anthropic upgrades reshape industry

Foxconn-backed FARobot and Healthconn advance AMR for hospital specimen logistics

Chinese carmakers face delays as global cybersecurity rules tighten

AIDC eyes over NT$100 billion in new defense-related orders across next 5 years

Panel suppliers outline new business shifts aimed to offset LCD losses

Apple's US$4 trillion leadership transition: will decision-making return to engineers?

Taiwan's Top lead frame players ride price hikes waves to record orders

Gangwon's expanding semiconductor cluster comes with global implications

Naver, TCS partner on AI and cloud in India during Korea-India summit

MiTAC expands production across US, Vietnam and Taiwan as units gear up for growth

Taiwan suppliers expect renewed focus on innovation under John Ternus

Powerchip returns to profitability in 1Q26 following fab sale to Micron

US FCC router rules rattle industry, but Taiwan vendors see silver lining

CXMT fills LPDDR4X gap as non-China CSPs seek capacity

Taiwan's floating offshore wind grows, fixed-bottom sites reach saturation

AI is turning cars into mobile living spaces, Taiwan's ARTC Chief says

CXMT HBM3 timeline slips, mass production unlikely in 2026

China's humanoid robot makers eye RISC-V over Nvidia Jetson

SJSemi's blockbuster IPO reorders China's chip packaging landscape

China's Nvidia targets IPO, pivots to Fuxi GPUs for AI and edge computing

Micron's Sanand ramp shifts India chip debate from milestone to manufacturing system

Amazon expands alliance with Anthropic as AI race shifts to computing power

BYD seeks role in Europe's auto lobby as Chinese carmakers gain ground

Interview: How a Taiwanese startup convinced Tesla to open up its energy storage system

Apple's incoming CEO faces mounting pressure to close AI gap

Analysis: Tesla's chip ambitions drive a wedge between Samsung and Intel

Apr

21

2026

Enflame tests IPO path with fast growth, Tencent reliance, and rising losses

AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026

BYD reassesses Malaysia factory project as talks stall with the government

Samsung plans NAND expansion at P5 on AI-driven price gains

MacBook Neo demand surge highlights chip shortage pressure

Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

IX Renewables urges Taiwan collaboration to advance floating wind power

Taiwan's Turing Drive targets industrial markets as Robotaxi hype slows

ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

China unveils 10 measures for Taiwan; Taiwan's MOEA affirms independent economic goals

BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels

Beijing acts on memory price surge, AI demand reshapes device costs

Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand

Huawei flags smartphone price pressure, broadens AI device portfolio

Transportation industry moves toward on-demand, driverless mobility networks

Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea

Taiwan has more than 260,000 job vacancies, with manufacturing accounting for 32.4%

Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027

Seiko Epson unveils long-term vision for sustainable growth

1.6T optical transceivers enter volume shipments, set three-year growth cycle

China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up

Middle East conflict drives Shin-Etsu Silicone price hike; Topco to follow suit

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

Google's AI chip push targets inference boom as battle with Nvidia enters new phase

End of Cook era underscores Apple's growing dependence on ecosystem strength over breakthrough products

Apple's leadership shift signals a deeper bet on engineering-led innovation over disruption

Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief

Apple puts its chip architect in charge of all hardware as CEO transition looms

Apple announces historic leadership transition: John Ternus to become CEO, Tim Cook to assume executive chairman role

Middle East transshipment and supply chain shifts double SE Asia freight rates

Exclusive: Beijing eyes solar export curbs to ground Musk's space power play

APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion

UALink 2.0 strengthens AI interconnect standards but lags behind NVLink in deployment

Commentary: China motorcycle maker tests premium shift through performance engineering

Foreign carmakers in China turn to local tech to regain lost ground

Analysis: Amazon's 11-year chip journey crowns Anthropic and OpenAI as top Trainium customers

Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure

AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail

Nissan slashes rare earth in EV motors, cutting China supply risk

Mercedes-Benz taps Samsung SDI for first-ever EV battery partnership

Beyond the workhorse: CMC maps AI, autonomy, and lifestyle as the new commercial vehicle agenda

Samsung's HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia

Vivo boosts high-end lineup in Taiwan, aiming for 40% sales growth with new X300 series phones

Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target

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Taiwan textile firms branch into aerospace and drones with high-performance materials

LEO satellites set to transform in-flight connectivity

US Commerce Secretary says BYD has no role in American auto market

Solar power: the new front in G2 tech rivalry

Memory and raw materials' increased prices weigh on smartphone panels in 2Q26

Analysis: How TSMC avoids memory's boom-and-bust cycle

Inside the strategy of Anthropic's CFO as AI spending surges

AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB

AI boom lifts Taiwan's chip testing firms to record 1Q26

India notifies Dholera chip SEZ, signaling diversification of global semiconductor supply chain

Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition

South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints

Chinese conglomerate makes entry into memory sector as AI drive structural shift

US security agencies adopt Anthropic's Mythos despite Pentagon risk label

Chinese auto parts chain expands amid smart and electric vehicle surge

Fortinet rolls out FortiOS 8.0 to tackle shadow AI and post-quantum security risks

Exclusive: Sunny Optical eyes FAU, sees 9% smartphone market drop in 2026

India's smartphone shipments fall 3% amid cost pressures and weak demand

Potential Google-Marvell partnership escalates AI chip competition against Nvidia

Taiwan's high growth and low inflation stand out amidst global economic downturn

US's China containment shifts Taiwan firms' investment strategies

Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028

Odisha to break ground on India's first advanced 3D chip packaging unit

E Ink says energy limits could reshape displays from devices to surfaces, opening new markets

Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows

Brands boost wearable device sales to offset smartphone shipment pressure

Taiwan's Homeplus turns to free streaming to tap FAST TV growth as OTT market saturates

Zhen Ding plans Hong Kong listing for subsidiary to boost global IC substrate presence

Acerpure begins OTC trading, targets emerging markets for smart home expansion

SDC's 8.6-gen OLED approaches 90% yield, expected to supply 2 million panels to Apple in 2026

SOCAMM2 race intensifies as SK Hynix starts mass production, while Micron and Samsung push competing designs

Column: Texas emerges as key hub for drone and autonomous systems industry

Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5

Lens supplies 132 core components for Honor humanoid robot program, reinforcing role in embodied intelligence manufacturing

Samsung tests domestic EUV masks to cut Japan reliance at 4nm

DeepSeek reportedly weighs first external fundraising as AI competition intensifies

Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

China's humanoid robot half-marathon highlights rapid advances in autonomy and system integration

Weekly news roundup: Samsung launches voluntary retirement; Qualcomm moves into custom DRAM with CXMT

As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

Canary Islands push into semiconductors, build on space tech base

Qilimanjaro targets analog quantum computing for AI data center integration within 10 years

Open Cosmos wins Ka-band spectrum, targets sovereign LEO networks over mass connectivity

MSP+ eyes 2026 growth with new Yangmei plant, advances in Micro LED and CPO

Mirle, UAT form robotics venture for global expansion

Samsung files injunction to prevent union from occupying chip facilities

India roundup: China's supply-chain squeeze tests India's industrial rise

Taiyo Yuden raises MLCC prices, Murata takes the lead, Samsung to follow suit

Toyota Corolla's standard ADAS raises global debate on subscriptions

Geely's AI-powered i-HEV challenges Toyota's hybrid dominance

AI agents are slipping past enterprise defenses