DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Oracle's New Mexico data center reportedly hits cost overruns

Jul 20, 16:12

ICT

Memory is becoming a national security priority, SK chair warns

Jul 20, 15:54

SEMICONDUCTORS

Rapidus taps Cadence AI agents to speed 2nm chip design

Jul 20, 14:58

EAST ASIA

US and Chinese AI labs are quietly building on each other's models, even as distillation fight rages

Jul 20, 14:31

ICT

Samsung to cut over 800 US jobs amid market headwinds

Smart glasses race enters new phase as AI ecosystems eclipse hardware specs

Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity

Commentary: Apple sues OpenAI, but Trump holds the whistle

Grenergy listing could sharpen group's role in AI and power supply markets

Samsung preps multi-billion-dollar P5 orders as AI boom speeds up memory demand

Intel reassigns global fabs, eyes early 14A and EMIB-T AI wins

Edge AI becomes China's next battleground as ModelBest tops US$2.8 billion valuation

South Korea links physical AI, AI-RAN and data centers in export strategy

Star Fusion to acquire electrical engineering contractors

Tai-Saw leverages frequency-component portfolio to expand into optical communications, LEO satellites and drones

Weekly news roundup: AI chip race widens across silicon photonics, HBM, memory fabs, and frontier models

Taiwan-US 'co-make' white paper debuts amid investment boom

OpenRouter's rumored sale shows the value of AI 'middle layer'

AI boom pushes PCB, passive component lead times into a new normal

Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs

3GPP sets 6G Release 21 timeline as industry begins preparing for next-gen networks

TSMC expansion strengthens Arizona's talent pull as advanced manufacturing shifts west

Meta, Anthropic in talks over potential US$10 billion compute deal

Merck ramps up AI semiconductor materials push as Level Up nears completion

Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

SpaceX reportedly eyes Pentagon AI infrastructure deal as defense demand for computing accelerates

Jensen Huang's week in Tokyo: what Nvidia's Japan trip reveals about future partners

China pushes AI agent interoperability and space computing at WAIC 2026

Networking demand remains resilient, but component shortages threaten shipment schedules

CXMT's US$4B IPO fuels DRAM capacity race toward 350,000 wafers a month

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.