News tagged supply chain at DIGITIMES

NEWS TAGGED SUPPLY CHAIN

Friday 22 May 2026

AMD backs Taiwan EFB packaging chain to cut CoWoS reliance

AMD said it plans to invest more than US$10 billion in Taiwan's technology ecosystem to accelerate AI infrastructure development, while...

Friday 22 May 2026

Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026

At the recent Plug and Play Silicon Valley May Summit, the semiconductor and supply chain sessions highlighted a critical shift toward hardware-level security, energy efficiency for...

Thursday 21 May 2026

Tech Forum 2026: Taiwan must design space, not just build it

At DIGITIMES' Tech Forum 2026 this week, Taiwan's top space official delivered a blunt assessment of the island's growing role in the global space economy: Taiwan has become...

Thursday 21 May 2026

xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain

Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from...

Thursday 21 May 2026

AI chip boom strains ABF substrate supply chain

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...

Thursday 21 May 2026

China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain

China's top-down policies are creating a tech elimination battle in its solar supply chain. Because of severe oversupply in the mainstream N-type tunnel oxide passivated contact (TOPCon)...

Thursday 21 May 2026

OSE targets AI server SMT growth as memory demand lifts outlook

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...

Thursday 21 May 2026

FII challenges Broadcom and Nvidia as CPO race shifts to system integration

As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world...

Wednesday 20 May 2026

Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand

Introduction

Wednesday 20 May 2026

From boardrooms to bedside: AI cameras climb the value chain

AI camera demand is being propelled by enterprise digital transformation, smart healthcare, and cross-border collaboration, turning cameras from simple video recorders into intelligent...

Wednesday 20 May 2026

Exclusive: Automakers turn to Taiwan for faster vehicle electronics development

A quiet but consequential shift is underway in the global automotive industry's race toward electrification and software-defined vehicles. Executives in Taiwan's automotive-electronics...

Wednesday 20 May 2026

Google and Blackstone could lift ASIC demand with TPU leasing joint venture

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...

Wednesday 20 May 2026

South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms

Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional...

Wednesday 20 May 2026

Taiwan suppliers look past Tesla as China's robot makers scale up

Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

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