DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Column: Titan Batteries joins US defense effort to secure domestic drone supply chains with traceable battery solutions

Jul 28, 07:55

AEROSPACE

LG Energy Solution sues EVE Energy in US over cylindrical battery patents

Jul 28, 07:54

ELECTRIC VEHICLES

EYEQ Lab completes 200mm SiC line validation with yield above 90%

Jul 28, 07:51

EAST ASIA

Memory module maker Apacer warns 2027 DRAM supply could fall 70%

Jul 28, 07:51

SEMICONDUCTORS

Energy storage unicorn expands in Baotou as China's industry chain accelerates integration

Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products

China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises

Optics remain hardest technological hurdle for smart glasses, says Jorjin chairman

Smart glasses with color displays could enter mass production by 2028

China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused

Taiwan urged to move beyond hardware role in AI glasses race

South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs

Apple reportedly delays smart glasses launch to late 2027 due to privacy risks

Samsung converts AMD and OpenAI ties into HBM4 supply wins

Singapore startup Acrab claims 7.5x speed edge over Mac Mini M4 Pro with new AI chip

Samsung to use 2nm process for HBM5 base die as heat challenge grows

CXMT tops A-share market cap on IPO debut

CATL profit climbs 42%, but storage price pressure tests its global lead

Nvidia's Vera CPU targets go beyond Intel and AMD

AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth

H2U lists on Taiwan Innovation Board to tap digital health opportunities

Pegatron unveils AMD EPYC server platform for AI and HPC

Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk

Rebellions readies Rebel100 shipments as AI inference demand grows

Taiwan manufacturers raise prices as procurement costs climb, survey finds

WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

India's Paras Defense semiconductor unit to invest in Madhya Pradesh OSAT facility

Stalled drone law aside, Taiwan's industry wants Taiwan's own DARPA

India's NIELIT and SCL expand access to indigenous semiconductor design kit through eChipHub

Nvidia weighs US$250B backstop for OpenAI's Ohio data center

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.