DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Feb 12, 16:10

ICT

BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing

Feb 12, 15:34

ELECTRIC VEHICLES

Z.ai unveils GLM-5, advances AI agents and China chip compatibility

Feb 12, 14:54

EAST ASIA

Tower Semiconductor revamps strategy after Intel deal collapses

Feb 12, 14:54

SEMICONDUCTORS

GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028

Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier

Canada prepares safeguards ahead of Chinese EV imports

Taiwan ODMs split in early 2026 as business transition takes hold

Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages

SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing

Micron begins high-volume HBM4 shipments as supply stays tight and capex rises

Taiwan carriers post January gains, shift spending toward AI and cloud

Hyundai-controlled Boston Dynamics changes CEO as robots near market

Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?

Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy

Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity

Weblink posts record January revenue as AI demand boosts data center and consumer markets

China dominates 90% of South Korea's EV fast-charger modules

Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

Samsung's premium TV discounts reflect pressure from China's expanding mini LED push

Taiwan charts course toward defense autonomy with NT$400 billion push

Minimum price plan may only delay China's auto advance in Europe, industry insiders say

Taiwan PCB industry unites at Apex Expo for US advanced packaging push

Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus

ProLogium breaks ground on solid-state battery gigafactory in Dunkirk

Taiwan's machinery industry sees stable recovery driven by AI and semiconductor demand, but machine tools lag

Taiwan launches TASA iSPARK space accelerator to enter global space supply chain

Musk announces xAI reorganization after merger with SpaceX

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ

MULTIMEDIA

Introducing Moltbook, no humans allowed

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.

Smartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first quarter of 2026; smartphone shipments in the Chinese market will decrease by 6.5% year-on-year.