DIGITIMES archived news

Research_Semiconductor

Oct

28

2026

Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent

Transformation in focus as display supply chain kicks off investor briefings

Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

CHPT posts record 3Q26 results as nine-month profit jumps over 90%

HTC launches Vivee AI companion pet in US

Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

SK Hynix bets on EUV to extend 6F-squared DRAM as CXMT pushes 4F-squared

Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply

AI startups face scrutiny over revenue metrics used to promote rapid growth

Kentec targets CSP opportunities with AIDC infrastructure integration

AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7

Microsoft medical AI tops 80% accuracy in complex cases

PC makers reportedly shift production back to China as AI boom drives up component costs

India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh

Alibaba wins injunction over Pentagon rule targeting shared lobbying firms

AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing

SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade

SK Hynix's next bet goes beyond memory chips

Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows

SK Hynix looks beyond IPO to fund Solidigm's US expansion

Google TPUs land Oracle, with OpenAI reportedly next

SK Hynix's next AI memory bet isn't HBM

Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale

Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase

IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests

Celestica says awarded programs already put 2028 demand above its 2027 outlook

Micron recruits in South Korea for Taiwan roles as Taoyuan strike dispute persists

Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek

Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028

Seagate's pricing gains strengthen profitability as HAMR transition advances

NXP's automotive content gains, industrial demand strengthen its growth outlook

Corning's AI fiber growth puts capacity delivery, customer funding in focus

Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing

NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027

SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business

Simmtech steps up SOCAMM investment as BT substrate supply tightens

Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge

Semiconductor equipment is not AI chip growth's biggest bottleneck

Cambricon profit jumps 131%, CEO says firm never gave 1 million-chip forecast

TLB develops SOCAMM3 substrates; Vietnam plant to break ground

Google prioritizes frontier AI as cloud capacity runs short

Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight

Goke Microelectronics raises KGD packaging prices again

Samsung DX division opens Suzhou robotics R&D hub

MiCo Ceramics acquires idle LGD plant for KRW150 billion to boost semiconductor component capacity

FarEasTone, Elveo Mobile expand satellite-to-phone connectivity in Taiwan

CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry

Germany diversifies transport fuels to cut carbon emissions as HVO 100, eSAF reshape global supply chains

Skymizer partners with Egis to develop 12nm and 6nm AI accelerators

From superconductors to optics: The six Silicon Valley startups bringing AI bottleneck solutions to Taiwan

Macronix posts record 3Q26 profit as gross margin hits 70%

SpaceX turns Nvidia GPUs into long-duration assets with US$40 billion Apollo deal

Analysis: 3M's investment in Genius Electronic Optical puts EBO mass production to the test

Analysis: What happens if Claude demand cools before its compute bills do?

For Taiwan's geothermal sector, institutional barriers outweigh drilling challenges

Oct

27

2026

Jensen and Musk both think aging GPUs are worth more than the books show

Tesla sees Cybercab becoming a new growth bet amid declining auto revenue

Australia's AI build-out hits the grid: how a delayed power line wiped out AUD3 billion

Chinese EVs push imported models ahead of South Korean vehicles

Pat Gelsinger warns AI compute efficiency must jump 10,000x amid power, memory, and fab constraints

Nvidia DSX POD challenges traditional AI data center construction

Infineon and ASMedia team up on end-to-end USB 20Gbps setup for AI cameras

JIMTOF 2026 draws 94 Taiwan machine tool exhibitors

Anthropic IPO filing shows the US govt is trying to be frontier AI's customer and gatekeeper

AI spending surges, Microsoft opens exit door to 60,000 employees

SoftBank eyes US$50B Malaysia AI data-center expansion

AI data centers drive cooling, power, modular infrastructure demand

Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers

PSMC capacity crunch holds back Jeju Semiconductor's growth

Broadcom, financial firms agree on US$63 billion funding for Anthropic chip purchases

Mitsubishi Materials scales thermistor capacity sixfold amid AI boom

AI demand squeezes automotive memory, pushing automakers to take control of chip supply

China AI token debate highlights challenge of monetizing compute

The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss

Kazakhstan positions AI infrastructure as a potential export industry after Nvidia CEO's visit

US designates helium as critical material amid Middle East supply shock

Ennostar's optical push could add new growth engine for 2027 and onward

AMD, Nvidia target substrate capacity amid 4x expansion constraints

Fujifilm expands South Korean capacity to meet AI chip demand

FANUC raises forecast as AI, automation demand drives record revenue

Charts: Why German automakers are becoming marginalized in US BEV market

Nvidia says GPUs last 8 years, unlocking AI financing

Meta launches US$35 billion equity raise, funds US$60 billion at-the-market program for AI build-out

Applied Materials to raise Besi stake to 20% as hybrid-bonding orders surge

Nvidia's Berlin keynote highlights AI scaling challenges in Europe

Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia

AWS, Google challenge CUDA as AMD, Intel cut AI switch costs

Inside SKT’s push to turn SK Hynix’s fabs into an AI business

China supply-chain price hikes strain domestic demand

Vietnam's first fab reportedly faces doubts over 2027 target

Fine M-Tec rejects component blame as foldable market outlook remains positive

DRAM price gains fall short as supply shrinks up to 50%

AI data center boom risks squeezing power chip supplies for auto, electronics

Weekly news roundup: iPhone Duo shipment target revised upward amid display issues

Japan sets JPY100 billion push to commercialize perovskite solar cells

HCLTech and Rapidus open India centers to support semiconductor engineering

India's smartphone shipments hit a decade low in 3Q26 amid rising prices

As iPhone Duo inner screens crack, Samsung capitalizes on foldable surge

Intel to acquire quantum computing software firm Classiq

Anthropic's IPO filing puts TSMC, HBM, direct leasing at the center of AI compute risk

Tamil Nadu adds independent chip subsidy route as Indian states vie for investment

OPTOELEC seeks AI data center orders as Himax advances CPO optics

China's Neolix eyes Korean assembly of autonomous delivery vans in 2027

Hyundai supplier SL eyes first overseas robot deployment in US

Tata Communications plans up to US$450 million fibre network linking India's AI hubs

KAR bets on fleet monitoring as South Korea expands robotaxi trials

ByteDance denies AI micro-dramas consume over half of China's AI computing power

Amkor turns to customer prepayments as global packaging investment accelerates

Cadence bets on its own chip design AI models as Synopsys teams up with OpenAI

Cadence says chip design demand is broadening beyond AI as analysts test margins, rival targets

India sets October 2028 target for homegrown smartphone brand

Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion

Cadence raises 2026 outlook as AI design demand drives record backlog

Amkor gross margin climbs to 18.3% as computing mix offsets consumer weakness

Samsung Executive Chairman reportedly eyes RX unit visit for humanoid robot push

DIGITIMES Insights: AI servers move toward 800V DC as vertical power delivery promises higher efficiency, lower transmission losses

Cheng Mei develops materials for advanced packaging glass substrates

Sunic System wins overseas OLEDoS equipment order

Oct

26

2026

Interview: From afterthought to bottleneck, circuit boards move to the heart of AI hardware

Meta prioritizes high-margin AI inference as Wiwynn, Quanta eye CPU server demand

Taiwan wafer-testing supplier Hermes Testing Solutions commits more than US$215 million to advanced chip testing expansion

Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp

India roundup: India's tech build-out opens new markets, but foreign suppliers are first in line

Oct

25

2026

Nvidia unveils OOI CPO prototype for post-2028 AI needs

China clears DeepSeek, MiniMax for overseas AI deployment

Namuga expands beyond Samsung with humanoid robot camera modules

Chinese automakers capture record 14.6% Europe market share as looming hybrid import curbs spur shipments

AI data centers drive Taiwan's electrical firms into modular, EPC markets

Meta’s AI commitments surge to US$825 billion, testing financing power

Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens

Column: Will general-purpose models overtake Physical AI?

Magnate Technology sees aerospace, semiconductor growth opportunities

Moonshot's Singapore hiring shows how China's open-model labs plan to get paid abroad

Tesla-SpaceX merger tests whether Musk's technology empire is worth more together

Interview: The story of LEACHIM, a working humanoid robot from the 1970s

Oct

24

2026

Mitsubishi Electric, ABB form joint venture for power distribution business

Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open

SpaceX's 80,000-site push turns Starlink from satellite overlay into full mobile challenger

Bosch to spin off automotive business as Asian rivals intensify pressure

AIDC launches Taiwan's largest industrial microgrid with 9MW/54MWh energy storage capacity

LGES Poland plant nears breakeven as utilization rebounds

Oct

23

2026

Doosan Robotics targets automakers, chipmakers as Chinese rivals cut prices

Taiwan's inaugural semiconductor strike pauses as nearly 70% of Micron Taoyuan Union rejects new bonus offer

Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain

Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion

Chinese luxury carmakers face barriers in Europe's premium market

Japan targets 2nm medical AI chip with IBM design, Rapidus eyed for foundry

Nvidia B300 chips reportedly surface on China Telecom-linked network, raising export-control questions

First chip-level device on the list: US FCC bans two devices with Huawei HiSilicon chips under new rule

Samsung reportedly orders final tools for first Taylor fab as Texas site nears 2nm output cap

Taiwan's top telecom spins off AI surveillance unit, plans global push with local hardware makers

Apple reportedly taps BOE for LCD iMac development, keeps OLED timetable in question

TSMC advances CoPoS packaging at Taoyuan Longtan site

Rapidus courts US AI customers ahead of planned 2H27 2nm mass production

Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test

Chinese phone brands beat Samsung, Apple to high-refresh OLED

FCC grants Intel a waiver to foreign robot ban to prevent chip disruptions

China's weak car market squeezes automakers, suppliers and dealers

Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play

JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion

US signs up to US$389 million in CHIPS R&D deals for power chips and fusion

Anthropic launches Claude Duet to automate cross-app tasks

DIGITIMES Insight: BCI grasping reaches market; implant stability and chip heat keep advanced uses beyond 2030

Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity

Taiwan sits out global chip selloff, thanks to typhoon

Care robots need AI modeling, physics simulation to understand humans

Mounting R&D and memory costs push Huawei to borrow US$2.3B from six Chinese banks

TSMC reportedly surveys suppliers on rare-earth-free motors as China's export-control pause nears legal expiry

ChainSea Information Integration lists, targets AI revenue growth by 2027

Analysis: Nvidia's DSX POD reshapes AI factory supply chains

India becomes Taiwan's third-largest machine tool export market

Tech Mahindra teams up with SpaceXSI to scale AI-assisted software engineering for enterprises

SK Hynix halts Solidigm IPO review in face of broader AI and market volatility

Apple's foldable iPhone Duo launches in China with delivery stretching into 2027

Tesollo develops robot hands as AeiROBOT tests humanoids for shipyard work

Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption

Monitors take over as LG Display's large OLED growth engine while auto panels stall

Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output

LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival

Jensen Huang warns Europe risks falling further behind US, China in AI

Western Digital argues AI's longer payoff lies in stored data, not compute

AI cuts chip R&D cycles to 9 months, says Etron chair

DeepSeek reportedly raises US$15B as IPO plans gather pace

LG Display returns to profit as OLED mix offsets chipflation drag

Unitree's cumulative G1 humanoid robot output reaches 10,000–20,000 units

LG Display pitches mask-free FLiPP as its answer to rivals' 8.6G OLED lines

Western Digital widens margins on pricing and exabyte growth

Why is TSMC suddenly looking at Texas?

Interview: TI sees liquid cooling shift to tray-level control in AI data centers

India's CleanMax partners with Apple, Meta to supply green power for AI data centers

Elan targets drone market with solutions contributing revenue in 2026 and 2027

LG home appliance chip volume tops 1 million; spins off startup PADO to target GPU compute leasing

Salesforce Taiwan targets double-digit growth as AI adoption accelerates

CHT launches AI imaging unit, targets IPO

Analysis: Can Tesla's thruster-equipped Roadster hit public roads? US, China, EU regulations pose hurdles

Samsung Foundry targets automotive, edge AI chips with 8LPU+

AUO reshapes businesses with 'quasi-holding company' model

UMC, AP Memory advance AI chip power delivery with validated DTC silicon capacitors for advanced packaging

Oppo targets premium smartphone growth with global Find X10 launch

Taiwan, UK expand offshore wind, CCUS energy cooperation

Lam Research sees WFE topping US$200 billion in 2027

PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion

Compal and Verda expand AI cloud infrastructure partnership

Midea's Clivet targets AI cooling market with compressor redesign

SK Hynix reportedly engages suppliers to bring 30% more efficient iHBM cooling to HBM5 production

AMEC ships first Primo Domingo selective etching system, targeting critical gaps in China's advanced 3D chipmaking