DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Yulon Nissan revenue hits five-month high on stronger June sales

Jul 13, 16:56

ELECTRIC VEHICLES

Taiwan's auto parts makers pivot to high-tech as AI cooling, chip equipment demand surges

Jul 13, 16:44

ELECTRIC VEHICLES

Pegatron June revenue rose 15.9% on server shipments and AI expansion

Jul 13, 14:35

ICT

China's 2030 target for 30% NEV adoption raises the stakes for foreign automakers

Jul 13, 14:20

EAST ASIA

Aker rides on auto and industrial demand for quartz shipments

Tencent seeks control of Manus after China blocks Meta's US$2 billion AI deal

MiniMax bets US$2 billion on AI infrastructure as lock-up selloff deepens its split with Z.ai

Chiayi Science Park Phase 2 breaks ground for advanced packaging hub

Samsung targets 2029 Yongin fab opening as infrastructure timetable tightens

Leadsun pursues strategic partnerships as Xiangyin targets top-tier power retail status

Trans-Sun Materials posts record revenue on AI server and HPC demand

Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence

Applied Materials India eyes larger role in global chip equipment development

AI, LEO, and broadband upgrades lift Taiwan networking makers

US chip factory buildout faces possible delays as labor shortage nears 157,000 by 2030

Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027

Infineon urges TSMC to consider a second Dresden fab as demand outlook evolves

Apple reportedly accelerates AI chip roadmap as next-gen Macs prioritize neural processing

Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

China's Nvidia H200 pivot reveals why CUDA still rules AI

Nvidia's HVDC shift could reshape data center power chains worldwide

India opens first CMP pad technology hub in Hyderabad

Taiwan's Jiin Ming joins Japan-Ukraine Drone Cluster talks on drone systems

Europe, UK, and US financial sectors respond differently as advanced AI reshapes industry and regulation

MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds

KYEC approves US$1.4 billion US plant to expand chip testing capacity

Acer posts 13-year second-quarter revenue high on PC and diversified growth

SuperAlloy revenue climbs on recycled aluminum and semiconductor certification progress

Sitronix sees zero-capacitance TDDI and automotive DDI drive growth

Trio revenue rises on AI server battery backup demand in June

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.