DIGITIMES: News and Insight of the Global Supply Chain

LATEST STORIES

7 days news

JCET forecasts higher first-half profit on AI-driven chip demand

Jul 15, 17:37

SEMICONDUCTORS

Lenovo says US ThinkBook models do not use YMTC SSDs

Jul 15, 17:09

ICT

AI server tracker: Power and thermal suppliers lead June revenue growth

Jul 15, 17:07

ICT

Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports

Jul 15, 13:52

SEMICONDUCTORS

SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

OpenAI's rumored screenless speaker takes on Apple, Amazon, and Google in the living room— and in courts

South Korean court bars former Samsung NAND designers from working for SK Hynix

Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it

SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

LimX Dynamics raises US$200B in fundraising round as it prepares for public listing

Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Rethinking motorcycle IoT as the hype cools

Formosa Plastics raises pay 4.5% as it pushes transformation and new energy investments

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

Taiwan becomes Ukraine's third-largest drone battery supplier

Global semiconductor equipment sales set to hit record US$165.9B in 2026

US space startups race to cash in on Golden Dome's orbital logistics opening

EU carves out smart glasses and wearables from battery-removal rules, easing a barrier for Meta

China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

India-UK trade pact takes effect, setting a template that reaches well beyond tariffs

Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains

White House bets on AI clearinghouse to close gap between finding and fixing cyber flaws

China's EV upgrade race leaves automakers selling more, earning less

TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

Google pushes India from AI demos to daily deployment, focusing on startups, skilling, and agent safety

MediaTek beats Qualcomm and Samsung to secure Pixel 11's modem slot

India fines HP India US$1.25 million over toner-cartridge cartel, part of a wider INR142 crore penalty

Mistral AI urges France to reserve cheap power for European AI firms

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.