DIGITIMES archived news

Research_Semiconductor

Oct

16

2026

Gemtek partners with Starman to make optical transceivers in US

Taiwan to build industrial parks in US; Texas site already found

Project Bromo tests Europe's new industrial policy as Brussels weighs fast track for space champion

South Korea's September ICT Exports Surge Past US$75B on AI Demand

AI server tracker: semiconductor testing and design services rally on compute demand

Telco giant builds Taiwan's high-speed computing network for AI agent era

ASE unveils 18 advanced packaging projects with three universities

Bolt Graphics seeks US$100 million to challenge Nvidia, AMD beyond AI with Zeus GPU

Samsung to break ground on second Texas chip fab in November

Samsung, SK Hynix aim to ease AI memory bottlenecks with zHBM, HBF

Delta says AI power gap will drive standalone microgrids

Taiwan forecasts 6.04% growth in 2027 on AI-driven exports

FICG eyes 4x optical communications capacity by 2027

Volvo Cars and Nvidia expand partnership on automated driving

Samsung's chip and device chiefs head to Tokyo during Lee's visit

Holtek targets higher-value MCU markets with AI server cooling orders set to lift 2027 revenue

Supermicro appoints Mark Long as chief financial officer

Analysis: Intel CEO Lip-Bu Tan's power of humility — how one phone call helped reshape the chip giant's comeback

US chipmakers rely more on overseas production than supplier data suggests, SIA finds

Nvidia deepens China gaming push with DLSS 5 partnerships

Myson Century signs 3 AUSA MOUs for defense expansion

DIGITIMES Insights: China's automakers pursue three humanoid robot strategies as EV supply chains offer 60% overlap

Analysis: TSMC-GF deal moves mature nodes into AI packaging: What it means for China

LCD TV panel prices struggle to rise in 4Q26

BOE's 24-layer glass substrates reach AI chip packaging trials, with mass production still ahead

Taiwan's Chun Yuan Steel sees 4Q26 auto surge, expands into AI robotics

Charts: YMTC bets on premium eSSDs to take on Samsung

China's chip earnings boom masks a widening gap between AI processor demand, fading DRAM, NAND price gains

AIDC white paper flags energy efficiency, power management as key to site selection

Japan bets on physical AI as Murata, AWS, Hitachi showcase self-learning robots at CEATEC 2026

Nvidia-backed CoreWeave bond spike highlights debt risks in the AI infrastructure boom

Samsung's India chip research arm opens quantum lab at IISc

LG Innotek targets 2028 glass substrate supply as it expands beyond smartphones

AI buyers lock in capacity, driving Taiwan private investment to record NT$6.95T

Chip inflation drives Samsung, LG toward premium TVs

Japan's automakers turn to vehicle-road coordination to advance autonomous driving

US pushes AI exports as chip industry flags supplier gaps and reshoring costs

Meta releases Muse Spark Open weights, reversing its closed course with conditions

TSMC deal could slow Musk's Terafab, but US suppliers still see upside

Hyundai Motor Group plans US$15.5 billion India investment from 2026

CXMT targets DDR5 RDIMMs by end of 2026; SiCarrier showcases China's advanced chipmaking equipment

TSMC details pricing, confirms agentic AI boosts CPU demand

DayOne doubles Johor data center financing to MYR30 billion as billings pass 1GW

Tong Yang sees stronger 4Q26 margins, but shipping, costs remain risks

AI traffic reshapes e-commerce as Shopline GMV rises 20% in 2026

Analysis: TSMC's chipmaking edge strengthens C.C. Wei's hand — from advanced-node capacity to Musk's Terafab

Chinese chip toolmakers buy into hybrid bonding as Huawei looks beyond transistor shrinking

ASML patents point to a hybrid bonder as chip toolmakers crowd into packaging

AI investment risks rise as China models gain ground

Intel silent on Israeli Fab 28 output after deadly blast, leaving CPU supply outlook unclear

Thunder Tiger debuts new loitering munition drone at AUSA 2026

Nvidia unveils PTFE switch board at OCP, names Taiwan partners

Samsung SDI targets 2027 LFP BBU battery production

AI power crunch drives data center demand for self-generation

MediaTek ASIC deal with ByteDance would expand data center push

Linde LienHwa tackles hydrogen transport dilemma with HaaS

Cloud AI absorbs resources as non-AI semiconductors face prolonged downturn

TSEC focuses overseas solar strategy on Japan rooftops

TSMC excludes CPUs from AI accelerator growth forecast

Hesai moves beyond lidar as Kosmo targets physical AI's data bottleneck

China's 90%-localized EUV light source debuts at 15W, exposing the gap to commercial chipmaking

Manus returns to China's AI agent race with US$500 million reset

China's YMTC targets 9,600 MT/s with 4F² DRAM design

Interview: The AI economy needs US$6T in funding — but from where?

Samsung's Austin chip workforce shrinks 32% as Taylor 2nm fab nears opening

LG Innotek eyes 2027 chip substrate growth as Big Tech supply talks continue

AI server tracker: Optical suppliers' September revenue jumps 90%

LINE Taiwan pushes AI services as it marks 15 years and deepens anti-fraud role

Qualcomm advances complete AI infrastructure platform as agentic AI reshapes competition

Oct

15

2026

Anthropic targets low-conflict sites for Australian data centers

Japan Mobility Show puts Physical AI and cross-sector partnerships in focus

Toyota targets 1,000 e-Palette sales ahead of 2027 autonomous launch

Luxnet posts record 3Q profit as capacity expansion fuels growth

TSMC bars capacity resale, aims to leave no AI money on the table

TSMC investor conference: TSMC lifts 2026 revenue growth forecast to 44%, 2nm expansion, new 3nm fab

OpenAI pledges not to use Apple secrets, accuses ex-employee of taking files

EU seeks China deal to lift ASML supplier sanctions amid rare-earth crisis

AI agents in suspected Tencent Cloud sandbox target Alibaba’s Amap mapping service

Aurotek posts record 3Q26 revenue, up 58% on automation demand

FIC Group opens Malaysia plant as optical module capacity targets 18 SMT lines

Trump says Taiwan will buy 30% of LNG output from Alaska project; Taipei confirms plans but not final terms

Touch Taiwan 2027 expands tech scope with advanced packaging and SiPh shows

AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth

TSMC CEO says profitability has no ceiling, plans High-NA EUV adoption in 2030

SK Hynix reportedly ties US NAND fab plan to approval for chip equipment exports to China

AI server tracker: Taiwanese ODM/EMS players post NT$2.18T in September 2026, up 56% YoY

Applied Materials CEO says agentic AI drives wafer demand

India's RRP Electronics opens advanced wafer-level packaging facility in Navi Mumbai

TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable

TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins

China's AMEC targets 60% of high-end chip equipment market with US$1.94 billion R&D plan

Samsung reportedly completes 4F² DRAM development as China's CXMT targets year-end launch

SK Hynix targets January 2027 for HBF standard, eyes DRAM stacked on AI chips

US AI data center power shortages drive demand for hybrid solar, natural gas and geothermal systems

TSMC's AI-fuelled profit streak hits sixth straight record in 3Q26, but 2nm expansion weighs on margins

Commentary: Huawei's 2027 Kirin roadmap — can LogicFolding overcome chipmaking constraints?

Column: 3D memory could redraw chip competition, weaken US sanctions on China

Anthropic boosts 3Q26 revenue by 45% and stays profitable as IPO approaches

Delta Electronics targets SOFC pilot production by year-end, partners with Great Taipei Gas on 550kW installation

Micron opens second Taiwan advanced packaging plant as HBM supply tightens

Analysis: Apple HomeView faces hurdles in smart-home adoption

Synopsys CEO says fully autonomous AI chip design remains out of reach

Samsung, Applied Materials back startup targeting chip packaging warpage

Intel says AI 'gold rush' is over, pushes prompt routing across open hardware

Analysis: GlobalFoundries' calculus behind US$2 billion entry into TSMC's CoWoS ecosystem

AUO-backed Star Shining Energy targets 2028 IPO with shift from solar assets to energy technology

Taiwan Perovskite Solar Corp. deploys AI to optimize R&D, explore smart energy applications

Delta Electronics' 13.8kV SST gains traction in China, with US cloud giant testing AI data centre microgrids

OCP-recognized infrastructure spending forecast to hit US$800 billion by 2029, nearly triple prior estimate

Iridium and Altair team up to extend IoT connectivity beyond cellular networks

Genius Electronic Optical secures US$150 million 3M investment for optical communications

2026 Net-Zero Taiwan: Linde LienHwa highlights oxygen combustion, hydrogen solutions for industrial decarbonization

LX Semicon puts SiC patents up for sale as Novatek gains ground

Intel Israel fab explosion kills 1, seriously injures 2 workers

Memory crisis drives global smartphone shipments down 20%, deepening premium-budget divide

Analysis: Elon Musk's Terafab chases 10 chip iterations a year — can it rival TSMC?

Onsemi and Sungrow deepen battery storage tie-up as demand rises for grid power

Taiwanese chipmaker TASC targets 2027 growth with InP optical chips, glucose sensors nearing mass production

Premium PC demand fuels tandem OLED race between Samsung Display, LG Display

US urges chipmakers to use domestic capacity as CHIPS Act strategy shifts from fab subsidies to securing orders

Taiwan urged to recruit more from overseas to address talent shortage

Vietnam's FPT courts Toyota Tsusho unit to sell its power chips in Southeast Asia, India

ASML holds back 2029-2030 orders and confirms first price increases as EUV shortage deepens

Apple hits historic $5 trillion valuation, defying market headwinds in China

StarSeeds, Kaga Electronics target December 2026 AI server production in Japan

AI chip complexity is widening opportunities for semiconductor equipment makers

Applied Materials targets US$5 billion advanced packaging revenue

South Korea's Hanwool wins Delta Electronics MLCC inspection equipment order, breaking Japanese dominance

ASML hints at new 'T'-titled customer for 2029-2030 as Musk's Terafab lines up EUV tools

BYD targets 40,000 European employees by 2030

Semiconductors to consume 30% of Taiwan's power by 2035

LEO satellite boom strains supply chain amid AI data-center demand

Nvidia showcases French AI deployments from orbit to quantum ahead of GTC Berlin

ProLogium targets AI data centers, aviation with solid-state batteries

Yuan Jen targets semiconductor shift with focus on packaging, specialty wire materials

Auden expects stronger growth in 2027, sees satellite industry taking another 2–3 years to gain momentum

Each 1% tariff hike could add US$3.5B to US fab costs, SIA warns

United Renewable Energy targets 2x US revenue by 2027 as solar module prices double

Nvidia pledges US$250M in AI safety research to UK, CEO defends industry's approach

Korean memory makers accept ASML parts price hike, leaving TSMC as the open question

Samsung, SK Hynix stand to benefit as humanoid robot DRAM demand is forecast to jump 20-fold by 2030

Nvidia's Rubin expected to use mostly 12-layer HBM4 despite reported 8-layer shift

Energy Taiwan 2026: Delta unveils breakthrough SST-based DC power system and SOFC solution

Changing iPhone 18 Pro supplier orders show shift to higher-end models

Taiwan’s second-generation leaders rebuild family firms, from semiconductor filters to sushi

GlobalFoundries wins US$21 billion US-Japan deal to build, operate two New York fabs

Lite-On unveils 800 VDC power and liquid cooling for AI data centers

Commentary: AI power demand pushes Taiwan's energy industry toward integrated systems

AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion

Applied Materials tracks 100-plus fabs as cleanroom capacity limits equipment growth

Applied Materials targets AI-driven semiconductor equipment growth through 2030

Fujifilm to expand Arizona semiconductor materials output

HiSilicon expands DDI push across all display sizes

Pegatron chair opposes Taipei airport relocation for AI park, proposes alternative

UMC declines expedited Samsung order for Galaxy Z Fold8; GF eyed as backup DDI foundry

SEMI sees glass substrates entering market by 2028

Taiwan solar manufacturers turn to US market as domestic approvals stall, low-cost imports intensify

Topco eyes Idaho base as North American chip expansion accelerates

US solar import price floor faces four challenges as December deadline approaches

Taiwan suppliers target OCP power, cooling, 1.6T integration

Hiroca sees overseas revenue share top 50%, eyes strong pull-in momentum for 4Q26

Sluggish demand keeps smartphone panel prices under pressure

Murata eyes earlier MLCC expansion as AI server demand surges

Dell CEO urges AI growth without sacrificing safety

Yulon Nissan sees Taiwan auto market holding at 420,000 units through 2027 amid EV, import growth

Star Asia Vision targets digital out-of-home market with new products, Nichia partnership

Oct

14

2026

Energy Taiwan 2026 opens with record international participation

300mm fab equipment spending to hit US$227 billion by 2029, SEMI says

AVC unveils 6MW In-Row CDU at OCP, adds predictive cooling

BOE struggles with glass breakage at US$9.4 billion OLED plant as it seeks Apple iPad orders

Tata's flagship chip fab faces pressure from its own shareholders

AI computing demand drives water management integration at Tianyi

ASE expands PowerSiP platform to improve AI data center power efficiency

Wiwynn unveils CPO compute system with GUC and Ayar Labs

Tsang Yow's semiconductor revenue share reaches 12%

Cerebras CEO reveals the capacity shortfall behind OpenAI's turn to Nvidia GPUs

Kingboard Laminates raises thin-cloth laminates, prepreg prices 15% in eighth hike of 2026

Ubiqconn satellite revenue jumps 175% as 3Q26 operations recover

China's smartphone slump: Can Apple's new lineup light a spark?

Largan chairman casts doubt on Micro LED links for AI data centers

SK Hynix HBM4 equipment installations reportedly face partial deferral to 2027

Huawei's Kirin 9050 Pro delivers 53.5% density gain; tighter 3D bonding next for 2027

Microsoft adds US$132.5 billion in lease commitments—but AI capacity takes years to build

ASML's record 3Q26 sales expose a capacity gap for AI chip demand through 2028

Nvidia's share of China's AI chips falls by a third while Huawei gains

Elon Musk says Micron is 'reasonable' on memory prices while others are 'extortionate'

Taiwan IC substrate maker Xinxing halts some machinery after fatal workplace accident

JCET redirects Korean factories towards AI to counter weak smartphone growth

Google unveils Gemini 4 Argon, balancing frontier capabilities with rigorous safety standards

OpenAI in talks to buy cybersecurity firm Trail of Bits, report says

AI chip competition shifts to data-center efficiency as memory, interconnect limits bite

Broadcom executive says chipmakers must tackle packaging, power limits together

Samsung, AMD validate CXL memory for AI servers

LG, Bosch team up on automotive chiplets

LGD's KRW104.1B auto LCD module sale collapses

TSMC and MediaTek alumni lead Taiwan's new wave of deep tech startups

Cisco expands AI networking with new chips, SONiC, cross-site deployment

Cisco, Nvidia target high-speed optical interconnects with 4x USFP density

AI accelerator growth shifts toward value as custom ASICs move upmarket

Hua Hong forges strategic alliances with four Chinese chip equipment giants

CyberTAN sells Hsinchu site in US$68B deal to fund strategy shift

TOK expands Koriyama photoresist capacity as AI chip demand rises

Applied Materials CEO says AI race hinges on technology and capacity

Memory bottlenecks drive HBM shift to 8-layer stacks

HBM capacity shift sends DDR4 contract prices rising faster than DDR5

Taiwan's export boom shifts toward AI servers, raising concentration risks

KYEC, Nvidia eye Texas site for US AI chip testing plant

Adani and Jabil plan 50:50 JV to make AI data center hardware in India

CEATEC 2026 showcases physical AI, smart infrastructure

Yaskawa targets 2030 humanoid robot rollout as AI lifts forecast

CXMT targets 4F² DRAM production two years ahead of Samsung, but can China close technology gap?

Qualcomm says edge AI faces power, cost, and scale hurdles

KYEC signs advanced payment deal with Nvidia for US testing expansion

Samsung integrates AI into daily life as LG showcases smart factories, data-center cooling

AP Memory completes US$415.5M GDR offering, boosts three product lines

Chinese automakers face three hidden barriers in European expansion

Apple's new home devices tie Siri AI to subscriptions and newer iPhones

LGES diversifies ESS equipment suppliers after Daejin Machinery default, court rehabilitation

China’s NEV export rebate cut puts budget EV makers under margin pressure

Apple launches HomeView display, rebuilding home lineup around Siri AI

MiTAC spotlights liquid cooling, open platforms for AI infrastructure

SK Hynix, Micron confront AI memory bottlenecks with HBM standardization, chip integration

TSMC, Intel, Samsung seek to break AI chipmaking's next barrier through early technology integration

Geely enters Canada, plans first vehicles for 2027

TCC wins approval for Europe listing plan

SEMICON West makes three-year commitment to Phoenix, home to over US$200B in chip investment

Pegatron showcases rack-scale AI infrastructure at OCP Global Summit

China's AI chipmakers target 3D packaging, optical interconnects and software ecosystems

GlobalFoundries revives 7nm-class ambitions with an EUV-free FD-SOI bet on physical AI

Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal

Analysis: China's EV rebate cut pushes exporters from volume to value

Foxconn unveils Vera Rubin AI racks, liquid-cooling systems at OCP Summit

NTT Data, Anthropic negotiate Japan data center with up to 500MW

Apple COO visits Foxconn as iPhone Duo production ramps up

TSMC-GF interposer deal reshapes US AI supply chain, from CoWoS to HBM

Former Intel CEO Pat Gelsinger sees hardware renaissance in memory, optical interconnects

Shield AI delivers first V-BAT drone to Taiwan Coast Guard

Starlink moves from satellite overlay to mobile challenger as SpaceX builds hybrid network

AI memory boom pushes smartphone market into premium-first reset

IonQ pushes beyond quantum computing as US$1.3 billion Elisity deal targets cyber defense

PMIC vendors diverge as PC exposure drives revenue gap

Huawei accelerates ASEAN data center hardware supply as Kunpeng chip exports surge

Smartphone costs surge as brands take divergent action

Taiwan FPCB maker CMI targets flat 2026 revenue despite memory, CPU shortages hitting notebook demand

Linde LienHwa links HaaS ecosystem to drive industrial decarbonization

Y.S. Tech reports liquid-cooling orders secured through early 2028

India's Tessolve raises US$75 million from Vector Line Capital to fund chip-services acquisitions

Amazon's Decart talks point to a broader push from custom silicon to world models

China's wafer-scale graphene breakthrough brings quantum rectifiers closer to semiconductor integration

Oct

13

2026

Engineering salaries deepen Taiwan's doctoral talent shortage

OpenAI to add 200 Dublin jobs and launch applied AI laboratory

Hong Kong and Japan expand air cargo capacity through multimodal logistics

TikTok says AI's long-term impact will outpace near-term gains

Uber consolidates Taiwan, HK and Macau operations under one GM

Charts: ASE tops NT$200B revenue in 3Q26 on AI OSAT demand

CXMT's server DRAM push raises margin concerns for Samsung, SK Hynix

Grab plays up Singapore roots, rules out Huawei maps in Taiwan as Foodpanda deal nears decision

Taiwan panel makers enter semiconductor fight as structural challenges persist

Taisic Materials expands SiC capacity for AI data centers, 8-inch markets

Samsung sends yield engineers to Texas ahead of 2nm production ramp

Energy law overhaul drives Taiwan storage demand

AI substrate material shortages ease, but advanced equipment emerges as expansion bottleneck

SK Hynix unveils low-power processor design for SSDs

Samsung's US$9B chip expansion faces funding, supply hurdles

ATE Energy revenue jumps 132% on Philippines energy projects

ASML unveils Hyper NA EUV successor targeting 5nm single exposure

Stellantis rejects brand split, urges EU to reward local carmaking

Taiwan seeks to produce more Nobel laureates

AMEC chairman warns of AI bubble risk, sees consolidation ahead for China's chip equipment industry

Formosa Smart Energy draws interest from global cloud providers for AI data centers

AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes

China's Blue Core Computing secures nearly US$300 million to challenge x86, Arm in AI servers

Hua Hong deepens China chip equipment partnerships, targets stronger specialty foundry share by 2030

Omron to buy US industrial PC maker OnLogic for US$675 million

Huawei foldable phone shipments top 20 million, claims over 70% China market share in 1H26

Taiwan seeks new grid, renewable energy solutions as AI computing hubs hit power constraints

Nvidia and Cisco unveil new optics design to help scale AI factories

Column: From 3D NAND to 3D DRAM — how vertical stacking is reshaping memory chip manufacturing

Taiwan optical suppliers post record sales as Lumentum warns of shortages

Malaysian states team up to back homegrown chip firms

AI server tracker: Taiwan's CCL, PCB and IC substrate suppliers see widening growth gap despite AI boom

Foxconn's Vietnam unit Fukang Technology more than doubles registered capital to US$710.4 million

Global PC shipments plunge 20% in 3Q26

AI server tracker: Supply, not demand, caps BMC growth as Aspeed's 2027 orders top this year's revenue

South Korea's YMT targets fivefold rise in glass-substrate plating capacity

NSTC abolishes KPI system to encourage high-risk research

Intel CEO warns AI hardware shortages could last up to 3 years

OpenAI reportedly in talks with startup to bring Sora back to life

Wistron expands Taiwan capacity with NT$8 billion investment

Taiwan telecom leaders post stellar September results on iPhone upgrades, AI service growth

Meta's Muse Wonder challenges OpenAI, Anthropic, but frontier AI comes at a higher price

Huawei car brands face trust test: Maextro brakes draw scrutiny, AITO's Europe bid uncertain

Korea Alcohol Group speeds up pivot into semiconductors

DeepSeek expands into embodied AI with early bet on robotics startup Winverse

Wistron, Wiwynn spotlight liquid-cooled AI compute, storage at OCP

Ecosia drops Mistral AI models for Chinese open-weight alternatives

TSMC power plant funding talks still conceptual, says Taipower

U-Best Innovative posts record September, third-quarter, nine-month revenue

Grenergy sees orders through 1H27 as low-speed EV demand grows

India's Kaynes Semicon seeks foreign partners as its Gujarat chip plant ramps up

HCLTech signs Anthropic premier partnership as both firms deepen India AI bets

Fujitsu, New Mexico plan quantum research center with global industry implications

E-Life Mall expands Digital City stores, surpassing 80 locations without chasing density

Broadcom, Intel CEOs warn capital could become AI's biggest bottleneck

Solidigm adds first dedicated US govt relations exec

Hamada Labs targets Taiwan, Japan manufacturing with AI platform

SmartSens targets automotive CIS, robot vision growth with US$478M funding

AMD Helion aims to reshape data center design for agentic AI

Unexpected Claude test behavior prompts US govt to mandate AI incident reporting

Applied Materials opens R&D center to speed chipmaking for the AI era

Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom

Nanya Technology's LTAs cover up to 70% of capacity as Pingtung 3D IC plant targets 2H28 production

Nvidia reportedly may halt RTX 5090 production to favor RTX PRO cards, leakers claim

AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers

China's rare-earth concentrate prices stay 48% higher, but downstream demand remains weak

Podcast highlights: Is Elon Musk using TSMC talks as leverage against Intel and Samsung?

Terafab and beyond: Musk's push to fuse silicon, robotics, space into one AI system

Foxconn partners on Taiwan-made battery storage systems for 2027 rollout

AUO enters next chapter as David Chang takes president role to reshape group operating model

Samsung, SK Hynix NAND profits seen surging on enterprise SSD demand

Toyota rewires China JV structure as GAC takes control of FAW Toyota stake

China's AI revenue gap with US exposes deeper monetisation divide

Samsung to pay chip workers special bonuses in stock, pending shareholder approval

Samsung, LG Display reportedly supply OLED panels for seven Nvidia RTX Spark laptops

BTL sees AI testing surge, schedules extend to 1Q27

AI growth outlook stays strong as risk-free returns come under pressure

China's Jinai Tech backed by state, targets 2027 advanced process pilot-line launch with ambition laid upon SEA

Taiwan's ICT sector enjoys 3-year boom as US debt swells

Geothermal power too costly for chipmakers? Taiwan's semiconductor industry sees value beyond electricity prices

Nan Pao sees breakthroughs in adhesives for semiconductors, foldable displays

Interview: Microsoft's Maia GM on Maia 300, Taiwan and HBM supply

Oct

12

2026

Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled

Microsoft to scale Maia AI chips to multi-gigawatt deployments, unveils TSMC N2P-based Maia 300

Apple iPhone launch and holiday demand lift Momo revenue to a record September

China proposes physical controls and tougher testing for new vehicles

HHGalaxy reports record 3Q26 revenue as Double 11 demand builds

Finland orders Google to halt work at two AI data center sites

EU caps annual HEV imports at 350,000 to curb trade deficit with China

Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply

Nanya gross margin hits 85.7% as low-priced DRAM contracts roll off

Memory surge lifts phone prices, boosting N-1 and used-device demand

How 'Filter Moore's Law' is doubling revenue for a Taiwan chip filter maker

Chenbro Micom expands into Nvidia Vera Rubin rack-scale systems, 2026 revenue already tops full-year 2025

DIGITIMES Insight: Personal AI agents could reshape who controls the smart cockpit experience

Largan signals early peak-season cut, challenging phone chips in 4Q26

Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut

South Korea's Nucode targets US drone identification market with Realtek-based module

Microsoft calls for observable AI systems with emergency shutdown controls

Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production

Sumitomo Bakelite expands packaging material production across Singapore, China

HTSI September revenue surges 150% as AI chip testing demand accelerates

South Korean startup Helios targets Taiwan supply chains and Taiwan Strait risk analysis

Aurona Industries posts 19% September growth as Taiwan plant targets 2027 trial run

AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification

Leadsun Greentech enters EV charging with three DC fast-charging sites

Samsung could unseat SK Hynix as HBM leader in 2027

Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain

Taiwan exports soar as shipments to the US top US$200 billion in first nine months

Audi's defense pivot mirrors Taiwan supply chain's AI shift

Taiwan semiconductor industry eyes landmark geothermal power deal exceeding 20MW

Apple's iPhone 18 order cuts expose widening divide in premium demand

Taiwan's UMT extends 50%-plus revenue growth streak as LEO satellite deployments accelerate

AI racks approach megawatt power levels as SiC, GaN, silicon divide power delivery roles

ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang

Rapidus targets customers underserved by TSMC, but can it convince them to take the risk?

India's festive smartphone sales may slow as memory costs lift prices

SK Hynix's US$299 billion chip plan faces military base hurdle

AI's next hiring wave is shifting from model makers to onsite problem solvers

Chinese thermal materials maker SJ Electronics to build US$70 million plant in Penang

Commentary: Largan plays defense in phones, presses CPO offensive

Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose

Samsung, SK Hynix accept ASML's 10% price hike in parts, report says

Nvidia, Reflection AI, the strategic pivot to open-weight ecosystems

TSMC, ASML eye 12-inch photomasks to unlock High-NA EUV's full-field potential

LG Display unveils maskless OLED technology, targeting more efficient IT displays

Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion

Sigurd, Winstek align optical testing push as AI demand shifts toward connectivity

Former iPhone display plant in Japan reportedly to enter AI chip supply chain

Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?

Kawasaki Heavy Industries bets JPY550 billion on physical AI, robotics

CyberTAN enters 1.6T AI switch race with Marvell-backed platform

Mistral unveils ML4 open-weight model, touts edge over Chinese rivals

CXMT targets 2026 debut of 4F² DDR5 RDIMM in bid to challenge server DRAM rivals

MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity

Weekly news roundup: Musk's Terafab faces reality check; Samsung HBM4E clears quality validation

Booked before launch, Tata's Dholera fab faces test of turning commitments into wafer volume

Asian AI server suppliers play down impact of US patent probe

Taiwan GDP growth hits 11% as government plan for AI dividend advances

Memory wall reshapes chip performance as large-capacity SRAM becomes a focal point in autonomous driving SoC design

India roundup: AI data center buildout accelerates as semiconductor push continues to broaden

Largan shifts new plant to FAU production as smartphone orders soften

AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26

Episil chairman says SiC is not yet shifting from 6-inch to 8-inch

MAtek September 2026 revenue hits record for 7th straight month

Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications

Neweb Information lifts 2Q26 net profit 118% on IT upgrade demand

ICT inflation impact limited as supply shock falls short

DIGITIMES Insight: Why AI is shifting telecom traffic to the uplink

Winmate rolls out rugged edge AI platform for drones, robotics

Nanya Plastics deepens push into power engineering as AI infrastructure demand rises