DIGITIMES archived news

Research_PC

Aug

25

2026

Eva Air green transport pact to cut Microsoft freight emissions by 15,000 tonnes

Tesla senior chip engineer joins DensityAI as in-house plans face more strain

Intel x86 share drops below 70% as AMD reaches a record high

Smartphone lens maker Largan spends US$179m on four Taichung plants in two months

Insight: One Nexperia, two supply chains? China-Europe split tests automotive chip model

Nexperia China rebuilds 12-inch local supply chain after 330 days

Taiwan's manufacturers and govt align on economic security push amid heightened trade risk

Anthropic bets on in-house chips, reshaping ASIC orders

Luxshare breaks beyond consumer electronics: Auto sales soar 274%, data centres jump 50%

From podium to production line: China's robots ace the sprint, but stumble on the real test

China foundry Nexchip breaks beyond display chips: CIS reaches 25% of revenue

Samsung Foundry sees higher 4nm volumes as Nvidia ramps Groq 3

GATE 2026 to spotlight Southeast Asia's pivot to EV supply chains

Nvidia and SK Hynix CPO strategies diverge as 3D optics look toward a post-2030 horizon

China power chip makers CRM, Silan post sharp 1H profit gains

Taiwan AI server supply chain expands China footprint

AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way

TSMC suppliers reportedly plan Taiwan plant for critical chipmaking tubing

AI's power crunch hits Taiwan: foundry capacity tightens, chip prices climb into 2H26

Vera Rubin transition gap eases as ASIC, general servers rescue supply chain

US voices first complaint over South Korea's KRW800 trillion chip cluster as investment pressure mounts

Kulicke and Soffa names Raj Talluri as CEO

Intel pitches Diamond Rapids at Hot Chips as server CPU competition heats up

Energy law amendments lift AI data center storage demand in Taiwan

Kaynes Technology and BOSGAME sign MoU to expand India market presence

OmniVision's CIS business slips, but machine vision and robotics surge 71%

TSMC, Intel, and Samsung battle over backside power delivery below 2nm

China opens satellite IoT to private players as Geespace wins two-year commercial trial

Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified

China-based Guangyu Xinchen says 3D-stacked edge AI chip has entered mass-production deployment

Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects

Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

Samsung SDI cashes out Samsung Display stake to fund battery expansion

OpenAI narrows gap as Anthropic's Fable 5 loses enterprise momentum

Russia's reusable Amur SPG rocket slips to 2031

Novosense encoder launch highlights China's push into robot joint sensing

AI infrastructure boom drives Taiwan export orders, exposing power bottleneck, net-zero tech needs

Toyota and Honda's US manufacturing push could reshape market share, not just tariffs

Tactical drone market reshapes as startups and incumbents compete

China launches record auto recall over electronic door safety

Infineon buys India-based C2i Semiconductors to bolster AI data center power systems

Taipower pushes 'information flow' strategy to ease northern Taiwan's AI data center power crunch

Nvidia Groq 3 LPX enters full production for faster agentic AI inference

SpaceXAI to use Nvidia Vera CPUs for faster agentic AI at scale

IBM unveils dual-architecture mainframe chip to run Arm, z/OS, Linux workloads

Broadcom's debt push signals AI compute is becoming Wall Street asset class

AIDC eyes 2H26 lift from drones, jets

Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck

SK Hynix and Alibaba tackle the next AI bottleneck: getting more value per chip

Samsung pushes HBM toward logic, SK Hynix targets packaging at Hot Chips 2026

Samsung Display resumes A7 construction as foldable demand rebounds

Inergy server share hits 47% on cooling, BBU demand

CNFI White Paper outlines solutions as labor, transformation, and energy headline Taiwan's industry hurdles

Applied Materials executive says data centers set new AI competition standard

Nvidia memory demand widens the gap between SK Hynix and Samsung

Aug

24

2026

Hotai and Nan Yang cut Taiwan auto market outlook as risks linger

YouTube offers funding to keep creators from streaming with Netflix

Xiaomi taps TSMC to make chips for foldables, AI and autonomous driving

How Nvidia's whitelist was beaten: 74 B300 servers, Taiwan to China

Etron chair sees memory boom extending to 2028-2030

TPK TGV pilot line to start by September, Thailand plant eyes 2027 ramp

AI energy bottleneck is driving semiconductor materials innovation, says Applied Materials

Advanced packaging substrates hit limits; ceramic cores rise to challenge glass materials

Nvidia's strikes US$6B licensing deal with Poolside to accelerate Nemotron models

Samsung's DRAM capacity lead shrinks as SK Hynix expands faster

Taiwan's Iron Force shifts airbag output to Poland, targets AI server component ramp in 2027

UAE weighs investment in 500 MW AI data center plan in Japan

Pixel 11 preorder surge lifts Google's Taiwan smartphone share

Nvidia reportedly weighs Perplexity investment as AI strategy expands beyond chips

German auto industry hardens stance against Chinese competition

Taiwan semiconductor materials hit golden opportunity

SK Hynix charts advanced HBM packaging path: hybrid bonding, Intel EMIB and 3D integration

Europe's struggling auto industry turns to China, drawing US scrutiny

Analysis: SK Hynix pushes beyond HBM with HBF and CPO

Rapidus 2nm ramp stays on track as Japan readies JPY150 billion investment

Fujifilm opens new post-CMP cleaner plant at Oita to meet AI chip demand

India weighs new capital subsidies to build domestic polysilicon capacity

Notebook brands shift production back to China as Southeast Asia costs rise

Commentary: Robots go to work— highlight of the five robotic trends at WRC 2026

Nvidia server prices to rise up to 17% as memory costs climb

MediaTek, GUC, Alchip escalate funding war as global ASIC race demands deep capital

SEMI launches alliance to ride semiconductor materials boom

AI chip roadmaps force faster changes in data-center design, Cadence says

Interview: Inside Foxconn's playbook for the sovereign AI data center race

Taiwan speeds chip materials push with consumables, ITRI says

Shanghai accepts YMTC's STAR Market listing application

ASE's Huang urges AI profits to fund R&D for CPO, PLP

Taiwan semiconductor materials team up to build local supply chain

Podcast highlights: TSMC Arizona's profit turnaround, US manufacturing viability pressures South Korean memory makers

India-based Raana Semiconductors in talks to raise US$10.4 million Series A for crystal-growth expansion

Jeilin shifts upmarket as high-end image SoCs drive margins higher

Robots shift from POC to ROI as logistics, manufacturing lead

USITC opens cylindrical battery probe as China-Korea competition intensifies

Weekly news roundup: Google diversifies custom chips, TSMC share falls, SK Hynix deepens HBM co-design

Half of GenAI projects stall at PoC as data gaps widen

Jinpao Precision anticipates 2H26 growth from AI orders, aerospace progress

AI packaging demand exposes supply-chain gaps for Taiwan materials makers

India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme

MIT study finds AI image attribution weakens as training data grows

Alibaba plans HKD80 billion share placement to fund AI expansion

India advances Wi-Fi mmWave FWA trial as Gemtek eyes 100x shipments

AI accelerator shipments are set to turn advanced packaging into the next battleground: Counterpoint

Taiwan's 'invisible champions' in chip materials are about to become visible, says GlobalWafers' Doris Hsu

AI compute race heads toward space as MediaTek executive says 1 million H100s will be mid-tier by 2030

AMRA expands robot testing standard to cover legged systems

India roundup: India's chip push moves beyond fabs as yield, supply chains and new technology become the next test

AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26

Taiwan lifts 2027 tech budget, studies new TTA site in BSTP

Samsung DX hits first quarterly loss on chip inflation

Agentic AI opens new era for humanoid robots, shipments to jump fourfold by 2030

Galbot's fast rise marks new wave in China's humanoid robot race

MediaTek wins Google TPU deal on three key strengths

Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory

CPO hurdles linger as 800G and 1.6T SiPh surge, says analyst

Aug

22

2026

AI memory windfall: Samsung to hand back up to US$79 billion in 2026

Automation Taipei 2026: If AI is advancing so fast, why is the factory floor still so hard to automate?

Supermicro's internal probe clears senior management in export-control case

America's launch boom runs into a capacity problem as White House targets 1,000 annual space launches

Interview: Arbe Robotics on why radar is needed for autonomous driving and beyond

Column: Lessons in supply chain resilience from China Huadian's power-compute coordination model

Manz Asia says yield is key to glass core mass production

Aug

21

2026

DS Technology shifts from custom automation to modular systems, eyes Brazil and Mexico

China chip equipment maker Piotech posts 1,324% profit surge, advanced deposition scales up

Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push

Vecow eyes robotics growth as North America, EMEA account for 65% of business

Ubtech expands humanoid push as Nvidia executives quietly visit WRC booth

Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth

Hiwin expands into CPO optical coupling process; 2H26 robotics revenue outlook brightens

Cambricon advances sixth-gen AI silicon, broadens support for DeepSeek, Qwen and GLM

Huawei, China power giant Huaneng explore AI compute-power coordination

SK Chairman warns of 2027 memory shortage, ties expansion to long-term orders

Lee Jae-myung meets SK chief Chey Tae-won with US chip investment pressure in focus

Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge

CoWoS boom lifts Taiwan semiconductor equipment makers, Bosch Rexroth targets 2027 volume growth

Taiwan automation shifts from hardware specs to AI platforms and open robot architectures

Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

Automation Taipei 2026: The invisible joint — why aerospace lightweighting is rewriting how parts are built

Power supply lags behind AI compute growth: chips, optical interconnects battle for energy efficiency

Xiaomi's Xring O3 nears launch on TSMC N3P, testing its in-house chip strategy

JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale

Honor Robot Phone moves from concept to mass production

Automation Taipei 2026: German suppliers target aerospace's hidden manufacturing bottlenecks

Apple's VR retreat deepens with rumored layoffs in its Vision team

SK Hynix weighs Japan memory fab in Miyagi, but says no investment is final

AI paid user conversion rate in US only 3% as rising token costs fuel edge AI server demand

Research Insight: 2028 key year for optical interconnects in AI racks

Iris Optronics upgrades solar-powered ChLCD e-paper series, expands outdoor and indoor displays

HP Korea localizes AI strategy with Upstage in healthcare, finance

Explainer: Why South Korea's semiconductor concentration may fare better than Taiwan's

Goertek reports higher revenue and profit in 1H26

FOPLP's race to scale: Taiwan leads while three technical hurdles test mass production

Chinese robots pivot to AI models as Unitree, UBTECH shift hardware focus to 'brains'

Anthropic venture acquires Casper Studios to expand enterprise AI services

China's new solid-state battery standards could reshape the industry

Research Insight: CPO gains momentum as AI interconnect demands outpace chip gains

800VDC adoption in AI data centers is set to reshape power chip demand

TIER IV and Renesas team up on open AI-native computing platform for autonomous vehicles

Taiwan export orders near US$98 billion in July, with US as top buyer

Stripe weighs US$7 billion OpenRouter deal to expand AI model routing

Alibaba's 45% AI cloud jump masked by 75% capex surge and margin squeeze

SK hynix outlines CPO roadmap as AI computing shifts from chips to systems

Unitree chief says humanoid robots are not yet ready for mass real-world work

Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter

Micron launches long-horizon research hub to push memory and AI development

Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up

US ban on robot dogs clears the way for Taiwan's Swancor

JCET hits 1.5μm TSV milestone for denser HBM and 2.5D/3D packaging

Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers

Elice to build South Korea's first warm-water-cooled AI data center, unveils coding agent

Korean display makers step up OLED patent push as China narrows technology gap

Nitto Denko to expand HDD baseboard capacity for AI data center demand

China silicon wafer maker NSIG nears 1.2 million monthly 300mm capacity after 90% shipment jump

Samsung holds off on High-NA EUV until 1nm production

China's humanoid robot shipments hit 40,000 in the first half of 2026

TXC pivots to AI infrastructure as 1.6T optical modules surge

DIGITIMES's Colley Hwang warns Taiwan AI data center capacity lags South Korea

Longcheer and Luxshare move into robot ODM

How credit allocation is becoming part of the AI supply chain

Column: Is 800V really 'high voltage'? —AI data centers revive an old power debate

Kenmec surges on AI, advanced packaging to record orders, revenue

Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double

Aug

20

2026

Why Chinese automakers are racing into humanoid robots

Aurotek targets humanoid robot rollout gap with Physical AI push

Samsung and Hyundai expand alliance from EV batteries into software-defined vehicles

Samsung gains foundry pricing power as 4nm capacity stays tight through 2027

China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers

China tightens grip on global LCD market as TV panel share tops 70%

AI boom lifts Taiwan tax revenue forecast to record NT$3.52 trillion in 2027

Nvidia physical AI executive Madison Huang appears at Beijing WRC after LG Seoul visit

Unitree post-IPO: Chairman Wang weighs profit, scale and 80% home-robot threshold

AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan

AI drives network equipment demand as parts shortages deepen

Nexcom brings together dozens of partners to build open AI robotics ecosystem

SK Hynix's new HBM team lands in Nvidia and AMD's backyard — co-design is becoming the way to win HBM4 orders

Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell's US$12.2bn warrant buys a category nobody was defending

Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt

Commentary: How iPad Air became a catalyst for IT OLED expansion

Jusung, PSK China sales plunge over 40% amid China's chip self-sufficiency drive

Nvidia, TSMC, chip gear makers ride AI boom into high-margin club

Delta expands AI automation push into robotics, semiconductors, machinery

OpenAI signals IPO could wait until 2027 as Anthropic weighs listing

Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue

LG Energy Solution starts production at US$2B Michigan plant, pivoting to energy storage boom

Analysis: Unitree IPO exposes the economics behind China's humanoid robot boom

Taipower sees fuel costs jump over NT$120B as natural gas prices surge

Samsung to break ground on KRW6 trillion Onyang HBM packaging plant in September

LG acquires Mexico TV parts plant to cut production costs

AI robotics opens a bigger prize for Taiwan's precision manufacturing supply chain

Kenmec subsidiaries target SiC, AIDC growth

Taiwan chip designers see automotive demand rebound

Xiaomi's robotics ambitions reveal the next battleground for industrial AI

Xiaomi's AI strategy moves beyond models as MiMo becomes the intelligence layer across human-car-home ecosystem

Marvell issues Google warrant worth US$12.2B at exercise — custom chip work spans five TPU-related categories

WRC 2026: Unitree GD01 mecha, Ubtech bionic U1 headline China's humanoid robot showcase

Analysis: Marvell's US$120bn Google deal is the AI chip industry's new playbook — equity for orders, not cash

Asia Optical eyes Metalens, CPO, and AI cooling opportunities; digital camera shipments to surpass 4 million units

Nvidia and AMD chase US open model lead as China shifts race

InPsytech 1H26 revenue jumps over 50% on AI data center wins

Fudan Microelectronics profit jumps 339%, FPGA localisation gains traction

CXMT planned to use Samsung process data to develop DRAM, ex-engineer says

LG targets 100,000 hours of robot training data ahead of 2027 humanoid debut

Robotics leaders present future of physical AI, but also deployment challenges

Beyond Starlink: the LEO satellite market enters a multi-constellation race

Solomon unveils AI vision tools for smart manufacturing at Automation Taipei 2026

Intel Malaysia packaging expansion draws HBM flows from Taiwan

LandSpace nails China's first private orbital booster landing, advancing reusable rocket race

China dominates global robot shipments as World Robot Conference opens in Beijing

Gujarat's 12-hour shift approval for Micron shows how India is rewriting labour rules to court chipmakers

Techman Robot lifts SI mix to 20% as server-heavier builds spur robot demand

Samsung repays 20 trillion won SDC loan early as memory demand surges

AI server market CAGR nears 40%; rack power density surging 100-fold poses grid strain

YMTC parent advances IPO as NAND share hits 14% and AI storage scales

Gamers pivot to high-margin peripherals as PC price pressures drive double-digit growth in gaming monitors

Innolux turns panel fabs into FOPLP capacity, banking on sticky advanced packaging ties

WPG sees chip supply remaining tight into 2027, plans NT$15 billion convertible bond sale

High-end PCB supply tightens as CCL expansions face delays

Sunplus expects automotive orders to rise in 3Q26 as memory costs threaten demand

Rising demand for CPO, SiPh reshapes semiconductor testing

Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business

India's chipmaking push faces its real test after initial wafers: yield

AI chip strategies echo StarCraft factions as memory bottleneck reshapes the race

AI models show softer responses on authoritarian leaders, report finds

Aug

19

2026

Manz Asia targets PLP demand with three lines and three sizes

SK Hynix to cancel record KRW40tn in shares, signalling confidence in a long AI memory cycle

China accelerates Microsoft Windows 10 exit from state systems

Nvidia H200 chips reach China as imports remain limited

Vietnam eyes city upgrades for Samsung hub Bac Ninh and Quang Ninh

TAITRA Chair: Taiwan's economy relies on AI capex; warns of weak ROI risk

Samsung Display restarts Asan OLED plant to meet foldable and IT demand

Taiwan seeks shift from drone supplier to strategic partner in entering US market

GigaDevice profit surges 1,092% on memory upcycle, niche DRAM and NAND gains

Taiwan Mobile sees Systex deal as AI-driven expansion play, targets 14% ICT market share

Tatung to complete self-built AI data center PoC by September, secures edge AI order

Cerebras' CS-4 rack combines three wafer-scale processors, claims 2x gain over CS-3

Socionext taps Intel 18A-P process for high-performance compute chiplet development

PLP splits roles as FOPLP focuses on cost and CoPoS courts AI chips

EU tightens recycled-content rules as material traceability becomes a new battery market barrier

Google and AMD target post-GPU era with Frozen v2 and Taalas

NSTC's unmanned vehicle revenue tops 40% as semiconductor AOI and CPO fuel growth

Baidu's AI business drives growth as robotaxi expansion accelerates

Google to move all Pixel production out of China in 2027, Nikkei Asia says

Commentary: Tsinghua Unigroup distances itself from failed US$15 billion Dongguan chip-cloud project

Tech giants' AI commitments reach US$3 trillion beyond balance sheets

LG opens new Brazil appliance factory to deepen Latin America reach

Taiwan machinery makers target humanoid robot joints

AVer sees second-half growth as supply pressure and AI demand reshape strategy

Taiwanese firms' China investment returns hit record high on AI boom

US Air Force base plans DJI drone purchase for counter-drone training

Acer says non-PC businesses are driving growth as 2H26 outlook turns less certain

Xiaomi's costs are rising faster than its sales can absorb

Alibaba's Lingxi sale shows how AI is redrawing China's Big Tech priorities

Baidu's AI cloud engine accelerates as advertising drag deepens

Modi to inaugurate Semicon India 2026 as government courts global chipmakers

Elite Advanced Laser says AI optical Shortage could last for years as orders outpace capacity

Rattled supply chains: Over half of Taiwan firms feel the squeeze of US-Iran conflict

China-backed quantum standards proposals advance as industry shifts toward commercialization

China dominates optical modules but US allies hold the upstream keys

Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek

Merida sees full-year 2026 growth as Europe, China offset US weakness

TBI Motion books orders into 2027, steps deeper into humanoid robotics

Airoha, MediaTek back IC Plus against Realtek in switches

China's new automotive chip rules target the last mile to vehicle adoption

Amber's Oppo deal signals India's shift from smartphone assembly to deeper electronics manufacturing

Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

AI servers, AFM to drive revenue; Pan-International eyes explosive growth in 2027

LG's raw material costs jump by over KRW1 trillion in 1H26, auto components hit hardest

DDR4 shortages slow Wi-Fi 6 replacement as Wi-Fi 7 ramp continues

Samsung, SK hynix build KRW278 trillion cash pile on AI memory surge

Everlight Electronics to sell Miaoli plant as Thailand expansion, AI demand reshape growth outlook

South Korea looks beyond chips and AI with bets on SMRs, fusion and quantum

Hyundai Motor Group closes in on Volkswagen as China dependence bites

Samsung moves ahead of SK Hynix in 1d DRAM development race

AI drives EISO high-end PCB orders as CCL shortages bite

Hanmi Semiconductor scales up bonding capacity with US$91.4 million plant buy amid AI packaging boom

Shikhar Malhotra named chairman of HCL-Foxconn chip venture as Jewar plant advances

ams OSRAM sues distributor over alleged infringement by Refond automotive LEDs

Charts: Memory, not logic, is doing the work in Taiwan's July chip revenue

Humanoids become Rainbow Robotics' biggest revenue source as Korean robot makers post mixed results

US pushes South Korea to prioritize memory chip investment in trade talks

Tesla's Cybercab rollout tests whether purpose-built robotaxis can move beyond pilot scale

Charts: New capacity is starting to show up in Taiwan's packaging and test revenue

Z.ai says GLM-5.3 lifts coding, cyber tests, flags Cursor vulnerability