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Monday 27 July 2026
TIER says Taiwan exports and investment can help absorb geopolitical shocks
Taiwan's export and investment momentum remained strong enough to partly offset geopolitical shocks, according to the Taiwan Institute of Economic Research (TIER). The think tank said...
Monday 27 July 2026
TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become...
Monday 27 July 2026
ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Monday 27 July 2026
India roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

India expanded manufacturing incentives, entered private orbital launches, attracted new investment,...

Monday 27 July 2026
Samsung, LG Display chiefs talk 2H26 memory headwinds and OLED push
Samsung Display's (SDC) and LG Display's (LGD) presidents told media at the K-Display 2026 show that memory-related cost pressure will persist into the second half of 2026, even as...
Sunday 26 July 2026
Samsung and Hyundai target Silicon Valley AI roundtable
Samsung Electronics chairman Lee Jae-Yong and Hyundai Motor chairman Chung Eui-Sun are reportedly moving to join the advisory network of the global AI leaders' gathering "Silicon Valley...
Sunday 26 July 2026
Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection
This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...
Saturday 25 July 2026
89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

Saturday 25 July 2026
Taiwan's chip partnerships widen beyond fabs to AI, photonics and quantum
Taiwan's semiconductor industry is expanding overseas while deepening cooperation with the US, Europe, and Asia across advanced packaging, AI infrastructure, research, talent, cybersecurity,...
Saturday 25 July 2026
South Korea unveils AI cooperation agenda as Nvidia partnerships expand
South Korean President Lee Jae Myung launched an AI-focused visit to Silicon Valley by announcing a "San Francisco AI Declaration" aimed at promoting international cooperation in artificial...
Friday 24 July 2026
Google raises capex outlook as compute demand stays tight, boosting Foxconn
Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...
Friday 24 July 2026
Product mix optimization boosts Sinbon 2Q26 net profit up 19%

Benefiting from product mix optimization and a higher contribution from industrial applications, connector maker Sinbon on July 23,...

Friday 24 July 2026
TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up
Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout...
Friday 24 July 2026
Samsung to break ground on Onyang HBM expansion in October, targets 2029 production
Samsung Electronics plans to break ground in October 2026 on a KRW 1.3 trillion (approx. US$884 million) expansion of its Onyang semiconductor packaging site in South Korea, targeting...
Friday 24 July 2026
Trumpf builds EUV moat with 40 years of chip tech
AI demand is continuing to drive global semiconductor investment, lifting the importance of extreme ultraviolet (EUV) lithography once again. Trumpf, the German laser maker and key...