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Monday 16 March 2026
Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry...

Monday 16 March 2026
Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe
At Embedded World 2026, most Taiwanese IC design houses reported unprecedentedly active engagement with European customers. Over the past year, visits by European downstream customers...
Monday 16 March 2026
Tesla's Terafab project launches in five days in bold push into AI chip manufacturing: 200bn AI chips annually?
Tesla CEO Elon Musk said the company's Terafab Project, aimed at producing artificial intelligence (AI) chips, will launch in five days, signaling an expansion beyond Tesla's core...
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...
Monday 16 March 2026
CMMT pushes ahead into semiconductor materials despite polarizer headwinds
Cheng Mei Materials Technology (CMMT), a Taiwan-based polarizer manufacturer, remains loss-making but has stepped up efforts to reposition itself as a semiconductor materials supplier...
Monday 16 March 2026
Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs
Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:
Monday 16 March 2026
Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
Monday 16 March 2026
Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays
Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage...
Monday 16 March 2026
AI server tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip
Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...
Monday 16 March 2026
India roundup: A reality check of chipmaking dream
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
Monday 16 March 2026
HyperLight, UMC, and Wavetek form foundry partnership for high-volume TFLN chiplet production
HyperLight Corporation, United Microelectronics Corporation (UMC), and Wavetek Microelectronics Corporation, a wholly owned UMC subsidiary, have announced a strategic manufacturing...
Monday 16 March 2026
Y.S. Tech expects Renwu plant ramp to boost 2026 capacity and high-end IT revenue
Y.S. Tech said it is cautiously optimistic about its 2026 operational outlook after reporting steady February and early-year revenue, and outlined timelines for completing the relocation...
Monday 16 March 2026
Interview: Filtronic wins SpaceX contract, looks to Taiwan for next partnerships
In August 2025, Filtronic secured a GBP47.3 million (US$63.2 million) contract from SpaceX — one of the company's largest equipment orders — to supply next-generation GaN...
Sunday 15 March 2026
Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
Sunday 15 March 2026
Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure
Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant...