Gallium oxide (Ga2O3), a compound ultra-wide-bandgap semiconductor material, is poised to hit a critical turning point in 2027. Semiconductor supply chain sources...
At the HarmonyOS Office Industry Summit 2026, Huawei introduced the Qingyun HM650, its first HarmonyOS desktop PC built entirely with domestic components. The HM650 represents a major...
King Yuan Electronics (KYEC) president Gauss Chang said the AI era is creating new challenges for capacity expansion, as rapidly rising chip prices and shorter product cycles are reshaping...
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...
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...
As the PC market outlook deteriorates, Acer subsidiary Acer Gadget is expanding its lifestyle accessories business to cushion the impact of a weaker market. General manager Chung I-chun...
Apple's growing adoption of OLED displays is reshaping its supply chain, prompting key supplier Radiant Opto-Electronics to expand beyond conventional backlight modules into advanced...
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...
Micron has paused construction of a new cleanroom at its Fab 11E site in Taoyuan, Taiwan, since mid-October 2026, according to semiconductor supply chain sources. The company recently...
Rising global oil prices have driven up food costs, squeezing consumer discretionary budgets for products with higher price elasticity, such as smartphones and consumer electronics...
Scope 3 emissions are emerging as a major test of corporate management capabilities, requiring companies to move beyond carbon accounting and translate data into measurable supply...
As concerns over AI deepen and negative headlines continue to emerge, companies across the AI server supply chain say customer orders remain strong. Industry sources said Nvidia GPU...
Taiwan Semiconductor Manufacturing Co. (TSMC) is acquiring AUO Corp.'s second Taichung plant for NT$38.8 billion (approximately US$1.2 billion) pre-tax, a move that is triggering a...
AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum...
