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Monday 29 June 2026
Kyocera to invest JPY650 billion in chip equipment and data center components

Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment...

Monday 29 June 2026
Taiwan optics makers eye humanoid robot vision market as deployments accelerate
As physical AI enters a pivotal growth phase in 2026, deployment of robotic systems is rapidly accelerating across the industry. Beyond established applications such as inspection,...
Monday 29 June 2026
Taiwan smartphone shipments rose in May despite higher component costs
Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
Monday 29 June 2026
Musk backs Cook as AI memory crunch drives Apple price hikes

Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is...

Monday 29 June 2026
AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators...
Monday 29 June 2026
Samsung, SK Hynix to build KRW800 trillion chip hub in South Korea’s southwest

South Korea is pushing to establish a second national semiconductor production base in Gwangju and South Jeolla in the country's southwest,...

Monday 29 June 2026
Wistron expands US production to meet AI server demand

Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals...

Monday 29 June 2026
Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action
China's electric vehicle (EV) and energy storage supply chains are undergoing a profound structural shift. Over the past year, prices of upstream battery materials have continued to...
Monday 29 June 2026
China makes AI power a national priority in new five-year energy plan

Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...

Monday 29 June 2026
Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains
Below are the most-read DIGITIMES Asia stories from the week of June 22-28, 2026:
Monday 29 June 2026
Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...

Monday 29 June 2026
Potens expands into AI cooling and power markets, server revenue share hits double digits

With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

Monday 29 June 2026
Johor's power grid faces mounting strain as data centre pipeline expands
Malaysia's southern state of Johor could see data centers account for about 40% of its electricity demand by 2035, highlighting mounting pressure on power infrastructure as the region...
Monday 29 June 2026
Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
Monday 29 June 2026
Taiwan electronics sector stays upbeat as AI demand lifts exports
Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services...