DIGITIMES ICT: ICT manufacturing news

Home Tech ICT ICT manufacturing

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 and alliances, casting manufacturing and AI infrastructure as strategic priorities. The event drew more than 5,500 attendees from over 100 countries.

Monday 25 May 2026

Syntec Technology profit hits record as AI drives factory automation demand

Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and robotics applications rose with manufacturers' push toward AI-enabled automation.

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 production in the hands of a shrinking club of players. On the other hand, US-China technology rivalry is redrawing the map of who gets to make what — and for whom.

Friday 22 May 2026

Win Win Precision pivots to semiconductors and overseas renewables

Win Win Precision is reshaping its business around semiconductor consumables and overseas renewable energy, a strategic pivot that could tighten global supply chains and accelerate green energy deployment. Investors, manufacturers, and policymakers worldwide stand to be affected by its capacity expansion, raw-material strategies, and growing presence in Europe, Australia, and Taiwan's green-power market.

Friday 22 May 2026

Nvidia's rapid AI iteration cycle strains supply chain partners

Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to accelerate development, boost spending, and manage rising quality risks, according to executives and industry observers tracking preparations for the company's next-generation AI platforms.

Friday 22 May 2026

AUO ditches panel era with three new business lines for next decade

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that the consumer electronics market is also being weighed down by AI-driven inflation and weak demand, creating more uncertainty for an industry recovery.

Friday 22 May 2026

As AI reshapes data center power, Liteon bets on silicon photonics

Liteon Technology is positioning 2026 as a reset year after marking its 50th anniversary in 2025, as the company pushes deeper into AI data center power systems and begins developing silicon photonics products.

Friday 22 May 2026

Khgears to expand into humanoid robots in 2026 while pursuing Japan Tier 1 alliance

Khgears International said it would intensify a robotics push in 2026 by expanding from industrial robot gears into humanoid robot components and by seeking a strategic alliance with a Tier 1 supplier tied to one of Japan's four major robot families, executives said after a shareholders' meeting on May 21. The precision gearmaker reported that smart transmission products accounted for a record 12% of revenue in the first quarter of 2026 and expects smart transmissions to represent more than 10% of full-year revenue in 2026, up from about 7% in 2025.

Friday 22 May 2026

Two-year-old Chinese robotics firm claims to supply nine of world's top ten tech giants

Wayne Wang, senior director of commercialization at Robot Era, used the 5th Mobis Mobility Day in Sunnyvale to present a two-year-old Chinese robotics company that has already supplied hardware to nine of the world's top ten technology companies — including Apple, Nvidia, Amazon and Microsoft.

Thursday 21 May 2026

Taiwan's export engine stalls in April as global orders pull back

Taiwan's export orders fell 4.0% in April compared to March levels, with orders from the US, China, Europe, Japan, and the ASEAN region all declining. According to data released on May 20 by the Ministry of Economic Affairs (MOEA) for April 2026, six of the seven major export categories saw month-on-month declines, including electronics and ICT products. However, the Ministry expects overall May orders to rebound from April, based on feedback from export-oriented manufacturers.

Thursday 21 May 2026

Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates

AI-driven humanoid robots are entering a visible phase of commercialization. At the same time, software lags hardware, creating an opening for Taiwan component suppliers to target the joint module market through alliances, according to remarks at a DIGITIMES forum ahead of Computex 2026.

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 importance in surface-mount technology (SMT) for AI server boards with major US clients.

Thursday 21 May 2026

Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance on Apple and broaden its product portfolio.

Thursday 21 May 2026

Samsung averts strike with last-minute labor deal, but deeper divisions remain

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (approx. US$66.8 billion).

Thursday 21 May 2026

Agibot claims 100% success rate in factory deployment as humanoid race shifts to real-world validation

Peng Chen, business development director at Agibot, used the robotics session of the 5th Mobis Mobility Day in Sunnyvale to make a pointed argument: the humanoid robotics industry has moved past prototype competition into a phase where real-world deployment results are the only metric that matters.

Wednesday 20 May 2026

Apple unifies hardware Silos to accelerate post-Cook device development

Apple's new Chief Hardware Officer, Johny Srouji, has launched a reorganization of the company's device development division. The move shifts executive responsibilities over core product design to accelerate future hardware cycles. According to Bloomberg, the changes integrate the previously independent domains of hardware engineering and hardware technologies under a single leadership structure. The realignment is part of a broader succession plan, following Apple's announcement that John Ternus — longtime senior vice president of hardware engineering — will become Chief Executive Officer on September 1, 2026.

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 sensing endpoints with far-reaching implications for suppliers across the optics and semiconductor ecosystem.

Wednesday 20 May 2026

Quanta Cloud Technology commits US$61.71 million for California facility lease amid AI server buildout

Quanta Cloud Technology announced that its subsidiary QMN purchased a 10-year right-of-use asset for a California facility lease for US$61.71 million to support expanding manufacturing capacity for AI servers and other operations in the US. The transaction was disclosed as part of the firm's ongoing expansion of US manufacturing, where the company has grown its California campus to more than 20 buildings.

Wednesday 20 May 2026

Taiwan to boost AI and strategic-industry spending to increase competitiveness

Taiwan's cabinet announced plans to expand public spending on AI and other strategic industries to protect the island's high-tech manufacturing lead, strengthen economic security and stimulate domestic demand, the premier said at a government press conference on May 19 in Taipei. The initiative includes 13 designated strategic industries, each to receive a flagship project, and a set of 10 major AI construction projects scheduled to begin in 2026.

Wednesday 20 May 2026

Tatung boosts North American renewables push with transformer wins and mass-production play

Tatung announced at the IEEE PES T&D 2026 exhibition in Chicago that it has expanded its North American footprint with a mix of large-transformer contracts and mass-production orders for the US renewables and data-center markets. The company said it secured a 345 kV order for a US renewable energy site with delivery slated for mid-2027 and additional solar project orders that will ship between 2026 and 2027, positioning Tatung as a supplier across both long-cycle and fast-turn segments.

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 near-term opportunities may emerge in the robotics supply chain.

Wednesday 20 May 2026

U-leam to rely on LEO satellite business while building quantum and medical pipelines

U-leam said LEO satellites will remain its primary growth engine for the next few years, while quantum computing, medical devices, robotics, and drones will form the company's second wave of expansion. The firm reported full-year 2025 revenue of NT$5.88 billion (US$185.58 million), a 52% gross margin, operating profit of NT$233 million, and earnings per share of NT$4.69. It disclosed that about 90% of current revenue came from a single LEO satellite customer.

Wednesday 20 May 2026

Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO

Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its Atlas robot. But analysts warn that China's control over rare-earth supply chains could become a key risk as the company looks to scale production.

Wednesday 20 May 2026

As Hormuz crisis hits South Korea, Arctic route gains strategic weight

South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran's blockade of the Strait of Hormuz has led to wide-ranging pressures on South Korea's economic security.

Wednesday 20 May 2026

Sony, Nvidia, USC representatives discuss navigating the next wave of AI disruption

At the Plug and Play Silicon Valley May Summit 2026, industry leaders from Sony, Nvidia, and USC gathered to discuss the next phase of the AI revolution during the opening panel discussion, "AI Beyond the Hype: Who Actually Wins the Next Decade?" The consensus was clear: while infrastructure giants laid the groundwork, the next wave of massive disruption will occur in vertical applications.

More ICT manufacturing coverage