DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

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

Aug 21, 13:45

ICT

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

Aug 21, 12:14

AEROSPACE

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

Aug 21, 12:08

SEMICONDUCTORS

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

Aug 21, 11:46

AEROSPACE

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

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

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

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

Honor Robot Phone moves from concept to mass production

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

Analyst: 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

Goertek reports higher revenue and profit in 1H26

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

Anthropic venture acquires Casper Studios to expand enterprise AI services

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

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

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

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

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

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BIZ FOCUS

Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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MULTIMEDIA

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

In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as memory, CPU, and IC substrate, which curbed overall system shipment momentu

DIGITIMES notes that BYD Semiconductor's portfolio has expanded from the IGBTs and SiC power chips developed to meet early electric vehicle (EV) demand into high-computing-power smart-driving SoCs.

AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance