DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

State 'Big Fund' backs humanoid robotics with US$362M Galbot investment

Mar 5, 17:59

EAST ASIA

Coex welcomes AW 2026, accelerating AI-driven industrial transformation

Mar 5, 17:35

EAST ASIA

Google and Taiwan partner to build world's first nationwide AI health network, shifting AI from audit tool to everyday care

Mar 5, 17:17

ICT

AW 2026: Asus outlines edge AI strategy for smart city deployments

Mar 5, 12:37

ICT

Persistent DRAM shortage to push prices and capacity investments higher, Nanya says

AWS Middle East data centers hit by drones; Nvidia, Google adjust operations

Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios

Anthropic reportedly reopens Pentagon AI talks after blacklist threat

Huawei reveals 896-channel automotive LiDAR with dual-optical architecture

Elan eyes growth from AI drone modules despite PC market decline

OpenAI is reportedly developing a GitHub alternative, raising questions for the AI industry

Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

Keysight sees rising AI infrastructure test demand, order-to-ship ratio above 1

Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience

Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains

TSMC's 20-year advanced packaging strategy secures Apple and Nvidia ties

UMC honorary vice chairman warns US-Iran war unlikely to end quickly, urges tech sector to build Taiwan value

Suzuki to acquire Kanadevia's solid-state battery business to strengthen EV technology

Taiwan weighs power controls for AI data centers as compute push tests grid capacity

Sony reportedly retreats to console exclusivity in strategic reset for PlayStation 5

Nvidia's OpenAI bets likely capped, Huang says, with implications for other AI investors

PC chip orders pull forward, blurring the 2026 seasonal cycle

China sets 2026 growth target at 4.5–5% as supply chain risks mount

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

AI's power problem: US tech giants seek grid solutions while China builds energy edge

Apple builds US chip supply chain with TSMC and Foxconn

Singapore's small-state strategy offers new insights for Taiwan's tech industry

Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ

MULTIMEDIA

Hyundai's MobED dances into AW 2026

Global smartphone shipments reached 338.5 million units in the fourth quarter of 2025, with an estimated year-over-year decrease of 4.2% in the first quarter of 2026.

Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.

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.