DIGITIMES archived news

AsiaCPO

May

29

2026

Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit

Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging

Airoha deepens focus on networking and wireless edge AI

Tariff relief tips the scales toward Taiwan over SEA in US auto parts sourcing

Foxconn to break ground on France chip-packaging plant, pursues Africa sovereign-AI

Compal accelerates server push with Texas plant and aims for 40% non-PC revenue

Arm deepens ties with Taiwan chip designer QBit around edge AI and cybersecurity

MediaTek weighs price hikes, reaffirms TSMC partnership

BYD unveils 4nm autonomous driving chip, expanding 'God's Eye' intelligent driving strategy

CPO to become the next major growth driver, says GSEO; future volumes could rival smartphone lenses

Quanta projects strong 2026 AI demand as it expands server and wearable production

Foxconn says its quantum computing unit aims for commercial takeoff around 2030

Unimicron targets record 2026 revenue with ABF and AI system-board push

Foxconn chairman sets new profit target as 2025 earnings hit record high

Xpeng swings back to loss in 1Q26 as seasonal slowdown hits deliveries

Xiaomi names new Taiwan general manager and unveils four strategic priorities

IBM targets AI-era trust with open source security, quantum computing bets

From cloud to factory floor: KETI outlines four directions shaping next-gen physical AI chips

Delta Electronics looks to micro grids as auto slugs through EV slowdown

Taiwan auto parts makers look to capitalize on US tariff cuts

Taiwan turns to AI and drones as defense demand rises

Anthropic reaches US$965B valuation, placing it ahead of OpenAI

Foxconn shifts gears from electronics maker to physical-industries powerhouse

Intel's foundry comeback hinges on advanced packaging

Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027

Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips

Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups

Pegatron expects tenfold growth in AI servers, defines four key business models

India's C2i Semiconductors tapes out AI power chip as investors back scaling of data center power technology

Apple doubles down on Siri and edge AI to close GenAI gap

Big tech goes all-in on AI — but the next gen has reservations

Foxconn tops 40% AI server share, CPO leadership in sight

Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs

EU seeks to spur government buying of homegrown chips

Qualcomm bets on US$300 laptops as memory costs squeeze PC makers

AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground

Dell posts record results and lifts full-year outlook on AI demand

Samsung begins shipment of HBM4E samples as AI memory competition intensifies

Dell's AI Factory strategy gains traction with enterprise and cloud customers

Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips

Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility

Ampower sees surging order backlog as it accelerates overseas micro grid push

Malaysia's Oppstar revises AI chip deal, formalizes US$2.9 million design contract

Anthropic expands India leadership team as enterprise and startup AI adoption accelerates

Morgan Stanley: Supply constraints to drive next phase of the AI boom

Acer sees AI token economy extending Taiwan's PC supply-chain gains

MediaTek brings Wi-Fi 8, 6G and optical interconnects to COMPUTEX

Export controls cast a shadow over AI's optical communications supply chain

DeepX targets wider NPU partnerships at Computex 2026

Column: Embodied reasoning brings robots closer to deeper thinking

SmartSens, Unisoc team up on Micro LED optical interconnects for AI computing

Taiwan's Panel maker TPK bets on UK energy storage boom with Sumitomo and GRID tie-up

Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market

Nvidia CEO says Huawei's Tau Scaling Law not a threat to TSMC

May

28

2026

Nvidia CEO Jensen Huang hosts trillion-dollar dinner for Taiwan AI suppliers

Iteq sees AI data center demand lift M7+ CCL shipments

FuriosaAI and Broadcom partner on AI inference platform for agentic computing era

US kicks off non-semiconductor tariff relief for Taiwan under investment MOU

Taiwan's Tmytek files for public listing, pushes millimeter-wave chips into satellites, defense, and 6G

Lenovo bets on on-device AI to lift business PC upgrades

ASE launches first automated PLP line, eyes 1H27 production

Taiwan's Thunder Tiger rejects China supply chain claims, advances to Phase II of US Drone Dominance Program

Amazon and Snowflake expand alliance amid agentic AI race

Huawei chip chief says post-Moore race is no longer just about nanometers

Salesforce Taiwan targets double-digit growth on AI applications and services

Apple's entry-level push puts pressure on Windows notebook makers

CXMT cleared for IPO listing; could boost China's memory supply chain

Solidigm appoints co-CEOs to split operations and growth responsibilities

Semiconductors and AI are pillars of Taiwan's global prosperity, says Taiwanese president

Peking University's true-3D EDA tool gives Huawei's LogicFolding chip roadmap critical design link

SK Hynix turns Big Tech's memory scramble into tougher supply terms

EU plans satellite spectrum shift that could open door to Starlink and Amazon

TECO targets AI data center market with modular, North America and Southeast Asia push

US cuts Section 232 tariffs to 15% boosting Taiwan auto parts competitiveness

Nvidia's Rubin CPX plans clouded as Groq gains bigger inference role

ProLogium to list on Nasdaq via US$3.8 billion merger with TDAC

Commentary: China's AI chip certification becomes new market gatekeeper

Synopsys flags mixed regional trends as China growth contrasts with weaker Western demand

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

Huawei Tau Law series 3: Global chip experts split over China's post-Moore push

Synopsys sees agentic AI and Ansys integration expanding long-term growth opportunities

Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal

Wonik IPS secures Visionox XR display etcher order for Kunshan OLED line

China's LLM price war puts DeepSeek, Xiaomi on a collision course with OpenAI

China smartphone shipments rebound in April 2026 as Apple and foreign brands gain ground

ByteDance's chip ambition grows with US$70 billion capex plan

Qualcomm wins ASIC customers beyond ByteDance

Formosa Chemicals maps turnaround through hydrogen, AI, and semiconductor materials

Synopsys sees hyperscaler chip ambitions fueling AI-related demand

Marvell raises multi-year outlook as AI data center demand drives accelerating growth

Marvell eyes XPU and attach wins as pillars of custom silicon growth

Marvell expands silicon photonics, switching, and interconnect roadmap

Nvidia's move into Beitou-Shilin Tech Park raises AI power demand; Taipower uses dual-track strategy to push substation development

Huawei's Watch Fit series surpasses 24 million shipments as wearables push global growth

Synopsys raises fiscal 2026 outlook after strong second-quarter revenue growth

Formosa Chemicals to showcase low-carbon 5N5 hydrogen and semiconductor materials at COMPUTEX 2026

Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion

IRIS Optronics opens Tokyo office and launches B3 full-color e-paper for transit advertising

Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices

Chunghwa Precision completes board reshuffle as it plans rapid capacity expansion for AI chip testing

Pentagon ramps AI adoption and moves to buy 200,000 small drones by 2027

Airbus warns A350 and A320neo delivery delays could persist through 2030

China tightens travel bans on private-sector AI to stem tech leaks

China Airlines rides Taiwan's AI boom to record cargo profits

Computex 2026 adds robotics zone, Taiwan supply chain gathers

Samsung foundry targets robotics, auto AI chips with Cadence platform

UMC readies price hikes, kicks off 2027 customer talks

Yageo tops Murata in AI-driven passive component orders

Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26

Asia Optical bets on robot lenses and AR/VR push for 2026 growth

Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026

Laster Tech enters the robot joint control supply chain and wins North American auto orders

Taiwan's GLT diversifies into auto and medical markets, expands Southeast Asia production

QRT eyes aerospace, defense growth with portable chip radiation tester

Shiny Chemical sees AI and advanced semiconductor processes drive IPA and PM capacity expansion

Ezconn moves up AI optics chain with CPO and silicon photonics

May

27

2026

Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners

TSMC CEO promises bonus growth above 30% in 2026 if performance holds

Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly

Unitree sprints toward IPO as profits crumble under rising costs

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition

Yulon advances AI-driven transformation to boost domestic production and exports

Sino-American Silicon taps AI to tackle Taiwan's green power crunch

Humanoid robot mass production hits a thermal wall

TAITRA says Computex participating firms exceed US$10 trillion in market value

Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts

Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply

IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity

WinWay weighs Texas shift after AI chip testing surge in North America

Acer sees CPU shortages worse than memory as 2H24 PC market weakens

ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion

Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications

Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem

Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand

China clears 9 domestic AI chips for state procurement

WinWay's new Kaohsiung plant to break ground on May 29

Samsung wage deal pushed through by chip workers, widening bonus divide

VinFast names new chair to tackle global expansion

Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market

Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added

CSP capex surge fuels hot AI server demand and tight supply in 2026

OpenAI targets smaller advertisers in push to make ChatGPT ads pay off

Hiwin opens Italy HQ, bridging Europe to global markets

Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor

Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'

China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters

Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle

Microsoft flattens leadership to speed AI decision-making across businesses

Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges

Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation

Copper crunch hits components cost amid AI demand surge

Broadcom and Taiwan's chipmakers ride ASIC wave

Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026

Sercomm to showcase enterprise edge AI servers, security and power solutions at COMPUTEX 2026

China Electric outlines AI-driven digital transformation to lift 2026 profits

Kinpo accelerates ODM push into AI servers and EV chargers

AI infrastructure spending lifts Taiwan electronics sector outlook

Motorola launches Razr fold in Taiwan as foldable market gains momentum

Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher

Column: Quantum-classical computing's promise meets its hardware limits

Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026

Xiaomi outlines AI-first roadmap as MiMo tokens and Miclaw shape product strategy

Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production

Mexico emerges as new front line in global auto supply chain

China tightens drone, flying-car rules as low-altitude market takes off

Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand

SK Hynix seeks to embed cooling inside HBM to beat the heat

TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play?

Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way

PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors

Taiwan's quiet fix for GPS-denied drones and satellites

Thunder Tiger, Elan eye defense and commercial drone markets

TSMC CEO to address bonus backlash in person as Jensen Huang's visit puts Taiwan chipmaker in spotlight

May

26

2026

Gogoro mourns backer Samuel Yin, who committed US$50 million before a single scooter rolled out

Darfon Electronics invests in AI cooling systems maker GrAndvance

Let there be limits—Pope Leo invokes scripture on AI's moral peril, Anthropic in tow

LED maker Ennostar pivots to optical interconnects after high-value shift agin traction

Alchip: ASIC growth may outpace the broader GPU market

Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners

Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules

Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight

Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers

Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus

Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law

Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing

Wiwynn expands US capacity as AI server boom strains power and supply chains

AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

E Ink brings BMW-backed color-changing e-paper car tech to Computex 2026

Win Semiconductors bets on optical and satellite communications growth

Samsung's P4 HBM push could worsen DRAM crunch in 2027

Intel's Rio Rancho fab becomes test case for AI-era chip packaging

GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch

Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap

ASML expands Taiwan hiring and operations to meet advanced chip demand

Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China

Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport

GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked

SK Hynix moves cooling directly to D2D PHY to tackle rising HBM heat challenges

China pushes homegrown AI stack with local chips, LLMs

Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab

Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex

Taiwan MLCC makers plug into AI server demand

Wingtech sues Nexperia for US$1.2B as it fights delisting risk

Holy Stone Enterprise says AI power surge will deepen global MLCC shortages

TP-Link India begins local manufacturing of Wi‑Fi 7, aiming to boost global supply

Micron expands US DDR4 output as AI keeps global supply tight

Lightmatter joins TSMC on COUPE for 3D optical engines

NTT updates tsuzumi 2 to read charts and boost numerical reasoning

Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI

Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers

Castrol moves into AI liquid-cooling testing and lifecycle services for data centers

Chun Yuan Steel positions for growth as Toyota readies Taiwan production base

Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition

Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand

ADATA outlines cloud-to-edge AI ecosystem and cost-cutting AI Scaler at COMPUTEX 2026

TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity

Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026

Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

Inside China's humanoid robot boom: Price war, fractured supply chains

Analysis: Nvidia's Vera CPU opens new front in data center chip race

Japan's carmakers stopped fighting Chinese EVs — and started copying them

Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment

TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike

May

25

2026

Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation

Beyond Silicon Valley: Lam Capital's startup contest goes global

BYD and Chery lead China's advance into Europe's EV market

Physical AI boosts edge demand, lifting IPC order visibility

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance

Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

CATL weighs stake in AI startup deepSeek

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

GoPro takeover talks highlight China's growing clout in cameras

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties

Blue Origin to expand Rocket Park campus in Florida with US$600 million investment

Lam Research CEO: New fabs alone will not solve chip bottlenecks

Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix

Foxtron advances full-stack EV vision at 2026 shareholder meeting

AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

Geopolitics and AI push US energy storage to record-breaking quarter

Nan Pao joint venture nears full capacity as semiconductor demand rises

China launches OpenHarmony robot OS for humanoids and AI robotics

Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map

India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits

AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics

Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

Topco and Bloom Energy install Taiwan's first on-site SOFC low-carbon data center power system

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

Hiroca ramps global expansion and smart cockpit products to drive second-half recovery

Ample Electronic says AI demand is boosting MLCC-related passive components

Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

Global PMX shifts into AI server cooling as demand for AI compute soars

DeepSeek makes 75% API discount permanent, intensifying global AI price war

Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall

Univacco sees steady 2026 sales growth from Poland plant, North America momentum

Analysis: Lisa Su moves on China — and Nvidia's CUDA moat

Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment

Huawei targets AI optical networking with InP chip startup investment

Singapore launches physical AI testbed at Punggol Digital District

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines

Manus eyes US$1 billion buyback after Beijing blocks Meta deal

Samsung Electro-Mechanics secures large silicon capacitor supply contract

Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources

EGAT pivots into drones to capture US and European defense and commercial demand

Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls

Taiwan to showcase Open Source Team Taiwan pavilion at COMPUTEX to highlight AI and industry collaboration

BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials

Grok falters across government and enterprise as SpaceX pivots to lease idle compute

AI spending forces enterprises to shorten SaaS deals and demand new pricing protections

Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up

Column: World Models—taxonomy and technical foundations in embodied AI

China's EV price war gives way to rising costs

Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships

Tech Forum 2026: AI data centers turn to on-site power amid grid constraints

Samsung's China exit shows Korean brands under pressure

India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

Syntec Technology profit hits record as AI drives factory automation demand

AI server boom lifts memory interface chip leader, but DDR5 risks linger

AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27

Embedded substrates draw AI chip interest as packaging turns strategic

May

24

2026

OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties

China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

AI server boom squeezes Samsung Electro-Mechanics' component supply

Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply