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Wednesday 28 January 2026
Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output
Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...
Wednesday 28 January 2026
Musk plans to cut AI chip design cycle to 9 months
Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
Wednesday 28 January 2026
BYD reportedly considers local assembly in India as local EV demand surges
Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according...
Wednesday 28 January 2026
Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation
Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...
Wednesday 28 January 2026
New India-EU FTA offers reciprocal automotive market access with phased tariff reductions
India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January...
Wednesday 28 January 2026
As China races to localize auto chips, Taiwan locks onto upmarket
In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
Wednesday 28 January 2026
MediaTek partners with Google, targets US$10 billion ASIC business by 2027
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
Wednesday 28 January 2026
Efun Technology's shift toward niche optical films signals broader industry disruption amid supply chain challenges
The optical film industry is undergoing significant upheaval as disruptions in the red supply chain force manufacturers to rethink their business models. Taiwan-based Efun Technology...
Wednesday 28 January 2026
Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026
NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade...
Wednesday 28 January 2026
Ta-i Technology raises chip resistor prices from February as a cost squeeze mounts
The chip resistor supply chain is seeing another round of price hikes as major passive component manufacturers Yageo and Walsin Technology initiated the first wave. Taiwanese firm...
Wednesday 28 January 2026
Accton enters global top 20 EMS/ODM as AI products double revenue
DIGITIMES recently tracked the 2025 revenues of the world's top 20 EMS/ODM companies, with nine Taiwanese firms making the list, including Foxconn, Wistron (including Wiwynn),...
Wednesday 28 January 2026
China's new commercial space plan aims to reshape global space economy by 2027
China's National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027...
Wednesday 28 January 2026
China's TV subsidies lose traction, shipments likely to decline in 2026
China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...
Wednesday 28 January 2026
Analysis: Does Foxconn's Mitsubishi venture make it an automaker?
The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and...
Wednesday 28 January 2026
Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026
Taiwan's automotive market faced caution and subdued consumer demand throughout 2025 due to uncertainties over US tariffs and delayed tax amendments. Market confidence improved late...