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Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Bosch creates semiconductor division to expand in robotics, external chipmaking
Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy...
Wednesday 4 November 2026
Powerchip stake dispute puts Tatung, Yageo takeover battles in focus
Since Powerchip founder Frank Huang passed away on July 31, 2026, changes to the ownership and management control of Powerchip Holding have remained a market focus. A dispute has now...
Wednesday 4 November 2026
Team Group expands capacity 50% for AI and industrial control as memory shortage peaks through 2Q27
Taiwanese memory module maker Team Group is gearing up for a major expansion. Chairman Dann-Ning Hsia stated that 2026 has been a pivotal year of strong financial performance and strategic...
Tuesday 3 November 2026
Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing
Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised...
Tuesday 3 November 2026
Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges
Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment...
Tuesday 3 November 2026
Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra
Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive...
Tuesday 3 November 2026
AI spending surge puts tech giants’ cash flow under scrutiny
Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...
Tuesday 3 November 2026
MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only...
Tuesday 3 November 2026
AI boom raises financial crisis fears among US regulators
The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could...
Tuesday 3 November 2026
Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom
Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions...
Tuesday 3 November 2026
DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.
Monday 2 November 2026
Powerchip Investment Holding files suit over NT$13.6B share-buying bid
Powerchip Investment Holding has filed a complaint over an alleged plan by unidentified buyers to acquire a 20% stake through coordinated share sales for more than NT$13.6 billion...
Monday 2 November 2026
Denso sees profits hit by memory costs, seeks price pass-through
Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset...
Monday 2 November 2026
TEL sees 90% profit surge as AI chip demand stays strong
Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an...