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Monday 25 May 2026

Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment

Below are the most-read DIGITIMES Asia stories from the week of May 18-24, 2026:

Monday 25 May 2026

Samsung Electro-Mechanics secures large silicon capacitor supply contract

Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...

Monday 25 May 2026

EGAT pivots into drones to capture US and European defense and commercial demand

Evergreen Aviation Technologies Corporation (EGAT) said it expanded into drone manufacturing to serve growing overseas demand, pursuing customers in the US and shipments to Europe...

Monday 25 May 2026

Taiwan to showcase Open Source Team Taiwan pavilion at COMPUTEX to highlight AI and industry collaboration

Open Source Team Taiwan will debut at COMPUTEX / InnoVEX 2026 as a government-backed pavilion showcasing how open-source frameworks underpin corporate product strategy, AI commercialization,...

Monday 25 May 2026

China's EV price war gives way to rising costs

China's electric-vehicle market is entering an unfamiliar phase: cars are getting more expensive.

Monday 25 May 2026

Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships

At the 2026 SelectUS Investment Summit in Maryland, US officials used the flagship investment forum to outline a national industrial strategy prioritizing supply chain reconstruction...

Monday 25 May 2026

Samsung's China exit shows Korean brands under pressure

Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese...

Monday 25 May 2026

AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27

Jin Lian Cheng (JLC) the lead-acid battery processing subsidiary under Ming Fu Group, Taiwan's largest end-of-life vehicle processing company, has recently entered the uninterruptible...

Sunday 24 May 2026

Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?

The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...

Sunday 24 May 2026

AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Saturday 23 May 2026

Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU...

Saturday 23 May 2026

Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin —...

Saturday 23 May 2026

Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific

Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand...

Saturday 23 May 2026

SK Hynix weighs opening Seoul office at SK Group headquarters

SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic...

Saturday 23 May 2026

Seoul as next frontier for global startups

At the Plug and Play Silicon Valley May Summit 2026, industry leaders gathered for the "Seoul Forward: Where Global Startups Scale Next" session to discuss the city's rapid evolution...

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