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NEWS TAGGED 2026
Tuesday 27 October 2026
Weekly news roundup: iPhone Duo shipment target revised upward amid display issues
This week's coverage highlights shifting technology supply chains and rising demand across foldable smartphones, memory, energy storage, robotics, and AI infrastructure. Apple lifted...
Tuesday 27 October 2026
India's smartphone shipments hit a decade low in 3Q26 amid rising prices
India's smartphone shipments fell 20% year over year in the third quarter of 2026, reaching a decade low as higher memory costs pushed device prices up. The downturn highlights affordability...
Tuesday 27 October 2026
OPTOELEC seeks AI data center orders as Himax advances CPO optics
South Korean optics maker Optoelec is seeing growing interest from AI data center customers as it seeks to expand its wafer-level optics (WLO) business into high-speed optical communications,...
Tuesday 27 October 2026
Hyundai supplier SL eyes first overseas robot deployment in US
South Korean automotive supplier SL is considering deploying its mobile dual-arm robot at a US factory in 2027 or 2028, potentially marking the system's first overseas deployment,...
Tuesday 27 October 2026
KAR bets on fleet monitoring as South Korea expands robotaxi trials
South Korean vehicle engineering company KAR plans to develop a monitoring system for the electronic controls it installs in autonomous vehicles, seeking recurring maintenance revenue...
Tuesday 27 October 2026
ByteDance denies AI micro-dramas consume over half of China's AI computing power
The claim that more than half of China's artificial intelligence (AI) computing power is being used to produce micro-dramas has reignited debate in China's technology sector over whether...
Tuesday 27 October 2026
India sets October 2028 target for homegrown smartphone brand
India's electronics and IT minister, Ashwini Vaishnaw, has set October 23, 2028, as the date by which the country will have mobile phones that are designed, manufactured, and branded...
Tuesday 27 October 2026
Cadence raises 2026 outlook as AI design demand drives record backlog
Cadence Design Systems' third quarter suggests demand for chip design tools is still rising, with AI-driven design work showing up in both revenue and backlog, while the cost of buying...
Tuesday 27 October 2026
Cheng Mei develops materials for advanced packaging glass substrates
As advanced packaging shifts toward large-size glass substrates, Cheng Mei Materials Technology is developing materials to address warpage, heat resistance, and drilling challenges...
Monday 26 October 2026
Meta prioritizes high-margin AI inference as Wiwynn, Quanta eye CPU server demand
Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital...
Monday 26 October 2026
Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp
Following TSMC's third-quarter 2026 earnings call, DIGITIMES analyst Luke Lin provided in a podcast additional analysis of several details that received limited attention in market...
Sunday 25 October 2026
Nvidia unveils OOI CPO prototype for post-2028 AI needs
Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from...
Sunday 25 October 2026
Meta’s AI commitments surge to US$825 billion, testing financing power
Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable...
Sunday 25 October 2026
Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens
Texas Instruments (TI) held its latest earnings call this week, projecting fourth-quarter 2026 revenue of US$5.8 billion to US$6.3 billion. The midpoint of its guidance is broadly...
Sunday 25 October 2026
Column: Will general-purpose models overtake Physical AI?
After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained...