DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Micron SCA covers 7 auto customers, boosts supply chain

Jul 17, 16:22

ELECTRIC VEHICLES

Oppo cuts OnePlus from North America and Europe, and Realme from China

Jul 17, 15:41

COMMUNICATIONS

Powertech and Broadcom expand AI ASIC push with US$400M Singapore FOPLP venture

Jul 17, 15:30

SEMICONDUCTORS

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

Jul 17, 14:48

EAST ASIA

TSMC says A14 process on track for 2028 volume production

Foxlink opens first US AI demonstration factory in Texas

Taiwan's 2027 tech budget rises 6.2% to NT$176.8 billion, targeting AI and space

Japan's ACSL eyes Taiwan drone supply chain expansion, commits to TADTE 2027

Taiwan drone sector expands Japanese tie-ups

Taiwan-Japan AI tech forum seeks closer partnerships

Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments

TSMC limits mature-node expansion and eases pressure on PMIC suppliers

ABB to buy Rotork in US$5.5 billion cash deal

Montage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors' search

WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

WST targets AI optical boom as high-power CW laser shipments begin in 4Q26

Moore Threads forecasts sharp first-half revenue growth on AI demand

Google's Gemini 3.5 Pro delay deepens doubts over its standing in AI coding race

China moves to institutionalize its vision for global AI governance as Xi launches cooperation body

Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

AI memory squeeze pushes automakers to shield supply chains

Interview: QuantumDiamond's EU-backed quantum leap in chip inspection lands in Taiwan

Vietnam opens green power market, clearing the way for Foxconn and suppliers

Power component prices keep rising as supply tightens

Tata's India chip debut reportedly to lean on 90nm, a humbler start than its 28nm pledge

Nvidia unveils Thor-based modules for robots and edge AI

SK Group chair floats 'memory as a service' model for SK Hynix

Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027

Hygon forecasts higher first-half 2026 revenue and profit

TSMC welcomes EMIB relief as MediaTek pressure eases

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.