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Tuesday 27 January 2026
Yageo leads chip resistor price hikes, Walsin follows
Price increases are spreading through the passive components industry as clearer pricing signals from market leaders accelerate the trend across the supply chain. Products ranging...
Tuesday 27 January 2026
TSMC's capex surprise reveals blind spots in semiconductor forecasting
TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
Monday 26 January 2026
Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
Strategies of Nvidia, Arm, Qualcomm for AI ASIC
Outlook for the 2026 global data center ASIC competition: The changing strategic alliances between Arm, Qualcomm, and Nvidia will be the core key.
Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges...
Monday 26 January 2026
TAISIC Materials shifts focus to high-end SiC substrates
Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a...
Monday 26 January 2026
Blue Origin's new satellite network eye enterprise and govt sectors
Blue Origin announced plans to deploy TeraWave, a new satellite communication network designed to provide up to 6Tbps of global data transmission capacity, starting in the fourth quarter...
Monday 26 January 2026
Nvidia CEO's first 2026 China visit seeks to clarify H200 chip sales and compliance
Nvidia CEO Jensen Huang made a quiet entrance into Shanghai for his first China visit of 2026, landing at the company's new office—strategically positioned just 300 meters from...
Monday 26 January 2026
Nvidia CEO heads to India AI summit as tech giants vie for emerging market
Nvidia CEO Jensen Huang arrived in China on January 23, 2026, following company tradition by attending Nvidia's annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated...
Monday 26 January 2026
China's computing power market starts 2026 in turmoil
China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors...
Monday 26 January 2026
Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China
The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately...
Monday 26 January 2026
Taiwan firms face defense market barriers despite US tariff cut
The US decision to cut tariffs on Taiwanese goods to 15% signals deeper cooperation in semiconductors, defense, and AI. However, Taiwanese firms still face high barriers entering tightly...
Monday 26 January 2026
Rising precious metal costs prompt Taiwan LED makers to assess price hike
Rising precious metal prices are rippling through the LED industry, prompting Chinese manufacturers to issue price increase notices and pushing Taiwanese suppliers to consider similar...
Monday 26 January 2026
AUO shifts US strategy from manufacturing base to market leverage
As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain...
Monday 26 January 2026
Memory innovation demand urgent as startups and SMEs gain opportunities
The memory industry is currently facing significant demand shortfalls, bringing renewed attention to the long-developed concept of "compute-in-memory." Leading memory manufacturers...