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    Huawei reportedly shifts AITO partnership to Seres-led model
    Sep 15, 19:08
    China's FAW to become GAC's second-largest shareholder as auto consolidation talk returns
    Sep 15, 19:08
    Column: China tightens rare earth controls, and Taiwan must guard supply chain flexibility
    Sep 15, 19:08
    Analysis: Behind China's CNY30 trillion electronics plan—can AI and robotics outrun a maturing market?
    Sep 15, 19:08
    China’s wafer fabs boost local equipment buying, pressuring South Korean suppliers
    Sep 15, 19:08
    NEWS TAGGED 2026
    Wednesday 16 September 2026
    Chip revenue heads to US$2.4 trillion on price, not volume, Yole says
    The semiconductor industry is on track to nearly quadruple in revenue by 2031 while shipping barely more silicon than it does today, a divergence that makes pricing power, not capacity,...
    Wednesday 16 September 2026
    Research Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

    At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

    Wednesday 16 September 2026
    Charts: Memory has held six of the ten fastest-growing spots in Taiwan's chip sector for seven straight months

    Of the 94 listed Taiwanese semiconductor companies DIGITIMES tracks, 80 grew year-over-year in August 2026 and 14 declined. Median year-over-year...

    Wednesday 16 September 2026
    DIGITIMES Insight: Intel may lack a price edge over TSMC on SK Hynix HBM base dies

    SK Hynix is reportedly considering Intel as an additional manufacturing source for high-bandwidth memory (HBM) base dies beginning with...

    Tuesday 15 September 2026
    Apple's foldable debut set to further widen Samsung Display's OLED lead
    Samsung Display could emerge as one of the biggest supply-chain beneficiaries of Apple's entry into foldable smartphones, as the Korean panel maker already accounts for about two-thirds...
    Tuesday 15 September 2026
    AI servers are eating MLCC capacity, and Chinese suppliers are taking what's left

    AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO)...

    Tuesday 15 September 2026
    DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
    DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
    Tuesday 15 September 2026
    China's humanoid robot race, Part 1: Mass production outruns proven demand

    China's humanoid robot industry is moving from prototypes to industrial production. The next test is no longer whether robots can be...

    Tuesday 15 September 2026
    Minebea Mitsumi pauses M&A to chase AI hardware demand
    Minebea Mitsumi has halted its push for new acquisitions and is shifting resources toward producing ball bearings, motors and actuators for AI hardware, as demand tied to data centers,...
    Tuesday 15 September 2026
    BIS blocks Polestar authorization, forcing new vehicles out of US market from 2027

    Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In...

    Tuesday 15 September 2026
    Global semiconductor revenue hits record US$425B in 2Q26
    Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
    Tuesday 15 September 2026
    GlobalWafers partially resumes Italy plant, restarts EPI production
    GlobalWafers announced on September 14 that recovery work is continuing at its Novara plant in Italy following a fire that broke out on the facility's 8-inch line on July 20, 2026,...
    Tuesday 15 September 2026
    OEM/EMS AI servers: August revenue trends, operational outlook

    Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

    Tuesday 15 September 2026
    TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity
    TSMC's 3nm, 2nm, and CoWoS advanced packaging capacity remained in short supply in late 2026's third quarter, as changes in major customer orders and front-end and back-end supply...
    Tuesday 15 September 2026
    Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

    Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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