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Monday 9 November 2026
Surging AI demand turns CoWoS into a headache; securing packaging capacity becomes top priority, says MediaTek deputy GM
Surging demand for advanced packaging driven by artificial intelligence (AI) has turned chip-on-wafer-on-substrate (CoWoS) from an "interesting" technology into a headache, making...
Monday 9 November 2026
UK chip leader believes US midterms won't disrupt global semiconductor ties
Democrats' sweeping victory in the US midterm elections has raised concerns that the country could slow AI development and data-center construction, but UK technology industry leaders...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
India's semiconductor expansion faces testing capacity risks as OSAT investments advance
India's push to expand semiconductor assembly and packaging capacity risks outpacing the development of its chip testing infrastructure, potentially increasing costs and prolonging...
Monday 9 November 2026
Commentary: China's AI data center catch-up hinges on three US policy scenarios
The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026...
Saturday 7 November 2026
DIGITIMES Insight: Cloud LLMs drive sharp increase in KV cache demand; establishes three key directions for SSD development
DIGITIMES observes that as large language models (LLMs) and agentic AI development become increasingly widespread, it is driving not only significant growth in data center CPU demand...
Friday 6 November 2026
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects...
Friday 6 November 2026
Taiwan-UK tech ties could support Europe's chip autonomy drive
Taiwan and the UK are deepening technology ties as supply-chain restructuring and industrial security reshape semiconductor strategy. A new bilateral arrangement covers semiconductors,...
Friday 6 November 2026
Texas governor-elect Hinojosa seeks data center freeze, SpaceX land review
Texas governor-elect Gina Hinojosa has announced plans to suspend new data center approvals until the state establishes legal safeguards for residents, power supplies, and the environment,...
Friday 6 November 2026
ODMs confident Democratic midterm win won't derail AI data centers
The Democratic Party's sweeping victory in the US midterm elections has raised concerns that data-center construction and the broader AI supply chain could slow. However, supply-chain...
Friday 6 November 2026
US voters' backlash against data centers tests AI growth, Musk's empire
The midterm election results reshaped the US Congress and the local political landscape. It also introduced new uncertainty for the rapidly expanding AI industry. Democratic victories...
Friday 6 November 2026
Innolight starts US NPO pilot production with Tower for AI optical interconnects
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Friday 6 November 2026
Meta acquires AI coding startup Conductor for multi-agent tools
Meta has acquired AI coding startup Conductor to strengthen its developer tools and multi-agent collaboration capabilities as it competes for the developer market. A Meta spokesperson...
Friday 6 November 2026
Macronix chair warns AI will not brake, Taiwan Strait risks persist to 2027
Macronix (MXIC) chairman Miin Wu said AI development will not stop because of political party changes after the US midterm elections, with the key question being whether massive investments...
Friday 6 November 2026
AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster
AMD has signed an agreement with South Korean companies FuriosaAI and MangoBoost to build a heterogeneous AI computing cluster in Seoul by spring 2027, while separately discussing...