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    Thursday 27 August 2026
    Nvidia's inventory build shifts upstream as memory costs bite
    Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials...
    Thursday 27 August 2026
    Tesla doubles down on custom AI chips as Musk claims AI5 can beat NVIDIA on efficiency and cost
    Tesla CEO Elon Musk recently said the company's upcoming AI5 inference chip could deliver two to three times the performance per watt of Nvidia products when deployed in autonomous...
    Thursday 27 August 2026
    Nvidia's binding constraint moves from demand to cost, and it has now put a number on both
    For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...
    Wednesday 26 August 2026
    South Korea, US clash over reactor choice in US$350B nuclear deal
    South Korea and the United States are at odds over which reactor design to build — and who runs the project — in the nuclear power component of Seoul's US investment package,...
    Wednesday 26 August 2026
    Taiwan AI Cloud flags four demands for AI from POC to production
    Taiwan AI Cloud General Manager Han-chang Wu said at the 2026 Taiwan Sustainability Summit on August 25 that as open-source models mature, computing power becomes easier to access,...
    Tuesday 25 August 2026
    Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects
    Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027,...
    Tuesday 25 August 2026
    Novosense encoder launch highlights China's push into robot joint sensing
    Chinese analog and mixed-signal chipmaker Novosense Microelectronics has introduced the NSM350x series, a Hall-based magnetic encoder designed for high-precision angular measurement...
    Monday 24 August 2026
    Europe's struggling auto industry turns to China, drawing US scrutiny

    European automakers have been increasing collaboration with their Chinese counterparts in recent years, as they seek to break through...

    Monday 24 August 2026
    India weighs new capital subsidies to build domestic polysilicon capacity
    India is preparing a new capex-based subsidy scheme to support domestic polysilicon manufacturing, as the government seeks to reduce import dependence and build a more integrated solar...
    Monday 24 August 2026
    Notebook brands shift production back to China as Southeast Asia costs rise
    Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved...
    Monday 24 August 2026
    Jeilin shifts upmarket as high-end image SoCs drive margins higher
    Jeilin's move into higher-end image-processing chips is reshaping its revenue mix and boosting profitability, with implications for cameras, security devices, and drones used by customers...
    Monday 24 August 2026
    Agentic AI opens new era for humanoid robots, shipments to jump fourfold by 2030

    Humanoid robots have entered a clear new phase since agentic AI emerged in 2025, with DIGITIMES analyst Zouhao Shen saying the category...

    Saturday 22 August 2026
    Manz Asia says yield is key to glass core mass production
    As AI chips continue to grow in size, the shift in advanced packaging from 300 mm wafers to square panels is becoming clearer, driving parallel development of new packaging technologies...
    Thursday 20 August 2026
    Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt
    Qualcomm is moving into the entry-level PC market with its Snapdragon C platform as Apple's US$599 MacBook Neo and surging DRAM and NAND costs squeeze low-priced Windows laptops from...
    Thursday 20 August 2026
    Commentary: How iPad Air became a catalyst for IT OLED expansion
    Apple kicked off the tablet OLED era in 2024, introducing Tandem OLED in the iPad Pro to overcome bottlenecks in display lifespan and brightness. The iPad mini followed, set to adopt...
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    BIZ FOCUS
    Aug 27, 08:00
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
    Tuesday 25 August 2026
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
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