DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Nvidia expands AI partnerships in India under US$1 billion national mission

Feb 18, 15:03

SOUTH ASIA

Qualcomm commits up to US$150 million to back AI startups in India

Feb 18, 15:02

SEMICONDUCTORS

What the EU's 70% local content threshold means for its industrial base

Feb 18, 14:06

ELECTRIC VEHICLES

Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

Feb 18, 13:26

COMMENTARY

Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes

Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact

Analysis: 2nm shifts chipmaking from scaling to chiplet integration

AI server MLCC orders double capacity; Murata considers price increase

Cmsemicon's MCU price hikes open door for Nuvoton's China comeback

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

Nexperia lands US$60 million loan to boost chip output during Dutch governance probe

Micron expands capacity to counter worst memory supply shortage in 40 years

Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns

AI factory boom in Taiwan fuels construction and land plays

Humanoid robots dazzle at China's Spring Festival Gala amid technical and supply-chain challenges

OpenAI hire and industry voices signal shift toward AI agents that could render most apps obsolete

India seeks to position itself as a global AI hub

Modi inaugurates India AI Impact Expo 2026 in New Delhi

Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay

Thailand's BOI approves WD project to develop HAMR hard drives

Contract dispute escalates between Anthropic and Pentagon over military use of Claude

Alibaba unveils Qwen 3.5: a new frontier in multimodal AI agents

Anthropic opens Bengaluru office, expands partnerships across sectors in India

Apple schedules March 4 "special Apple experience" in New York, London, and Shanghai

GlobalFoundries, Renesas expand manufacturing partnership in multi-billion-dollar deal

Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamics

LG Display uses Nvidia PhysicsNeMo for digital twin panel tool in South Korea

EU's minimum price commitment pressures Chinese EV makers on value and pricing

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ

MULTIMEDIA

TSMC makes chips… and honey?!

Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.