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REALTIME NEWS
Panasonic Industry to invest JPY92 billion in AI-related circuit board materials and capacitors
Semiconductors
16min ago
Japanese distributor turns away new customers as DDR5 prices double
Semiconductors
22min ago
ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens
Semiconductors
22min ago
Nov 3, 12:29
TSMC's next US chip plant could land in Sherman
Nov 3, 12:19
Analysis: AI supply chain expansion persists despite concerns over a downturn
Nov 3, 11:49
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Nov 3, 11:10
Samsung to exit 8-inch foundry business by 2030, report says
Nov 3, 11:12
Apple says 2nm transition is easing its advanced-node chip constraints
LATEST STORIES
7 days news
Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
Nov 3, 14:59
ICT
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter
Nov 3, 14:30
ICT
Gemtek joins three optical standards groups for AI data center development
Nov 3, 12:45
ICT
Commentary: Foxconn charts its own path beyond humanoid robot hype
Nov 3, 12:01
COMMENTARY
Metaage posts 17% revenue growth through 3Q26, eyes AI expansion
China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture
Geopolitical risks, sustainability pressures reshape Taiwan's specialty chemicals industry
South Korea aims to speed up chip fab openings by two years
AI demand, resin shock stretch India PCB shortage into 2027
China's anti-price-war drive fails to ease solar overcapacity as four industry giants remain in the red
China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build
Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra
Malaysia sets 30% renewable energy rule for data centers as it tightens grid, water access
Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029
Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided
Nvidia strengthens South Korea ties at AI Day Seoul
Apple's record holiday sales outlook faces costly test from memory inflation, AI spending
AI spending surge puts tech giants’ cash flow under scrutiny
MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
AI boom raises financial crisis fears among US regulators
Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom
China’s tech self-sufficiency drive keeps overcapacity in place
High inventories threaten Taiwan manufacturing PMI expansion
Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven
Apple's iPhone growth meets a tougher test on costs
Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers
SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices
Beyond the robots: Three companies to watch at FIX 2026
Samsung Electro-Mechanics starts mass production of ADAS MLCCs
Samsung reportedly in talks with Nidec to develop robot motors
More news
BIZ FOCUS
Nov 3, 08:00
NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
Friday 30 October 2026
Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
Thursday 29 October 2026
STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
Wednesday 28 October 2026
SK hynix Announces 3Q26 Financial Results
MOST-READ
TSMC, Intel named as Musk's Terafab ambitions face reality check
GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap
TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable
Nvidia unveils OOI CPO prototype for post-2028 AI needs
TSMC advances CoPoS packaging at Taoyuan Longtan site
Samsung HBM4E wins NVIDIA nod for AI accelerator push
Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure
MULTIMEDIA
K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue
iPhone Duo's launch
Apple's first foldable smartphone, the iPhone Duo, hit store shelves on October 23, 2026, in over 70 countries and regions.
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter
iPhone Duo sales beat expectations as first batch sells out
Fine M-Tec rejects component blame as foldable market outlook remains positive
...More
EV
Wednesday 9 September 2026
Analysis: When 72% of the world's EV batteries are Chinese, one defect travels
Foxconn nears EV JV agreement with Poland's EMP as European expansion gains momentum
Monday 2 November 2026
Jinpao taps robotics contest to deepen Thailand ties, develop AI talent
Monday 2 November 2026
Denso sees profits hit by memory costs, seeks price pass-through
Monday 2 November 2026
TECH
Monday 2 November 2026
Musk may let TSMC run his Texas chip fab as his do-it-alone plan stalls
Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
Friday 30 October 2026
Nvidia trims HBM4 bandwidth for Rubin platform, sources say
Thursday 29 October 2026
AMD, Nvidia target substrate capacity amid 4x expansion constraints
Tuesday 27 October 2026
ASIA
Thursday 10 September 2026
India's fraud office seeks a Xiaomi probe as the market it once led shrinks around it
Samsung's Lee bets on Japan for AI chip packaging edge
Monday 2 November 2026
China's self-improving AI advances towards AGI, but Z.ai founder warns of limits and risks
Monday 2 November 2026
Samsung to buy TCL CSOT stake from its own display unit for US$960 million
Monday 2 November 2026
OPINIONS
Monday 2 November 2026
Column: Samsung's memory boom reshapes its investment strategy
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Monday 2 November 2026
Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Friday 30 October 2026
TOPICS
IPHONE DUO'S LAUNCH
TSMC UPDATES
GEOWATCH
THE RISE OF MALAYSIA
SPECIAL REPORTS
Friday 30 October 2026
China smartphone market and industry, 3Q 2026
According to DIGITIMES observations and analysis, smartphone memory contract prices in the first half of 2026 often rose 50% to 80% quarter-over-quarter.
Tuesday 27 October 2026
Server CPU shipments to exceed 50 million units in 2027; AMD's server CPU revenue will surpass Intel
According to DIGITIMES, Agentic AI, AI server expansion, cloud service provider (CSP) in-house CPU ramp-up, and replacement demand for general-purpose servers will lift global server CPU shipments to 52.6 million units in 2027, up 45.7% year-over-year, wi 12_s.jpg
Wednesday 21 October 2026
iPhone Duo finally debuts, but with price increases across models, Apple's 4Q26 shipments will take hit
DIGITIMES says the most closely watched model in Apple's high-end iPhone 18 lineup, launched in September 2026, is the long-anticipated first foldable smartphone, the iPhone Duo.
Monday 19 October 2026
Shipments of high-end cloud AI accelerators, 2027
DIGITIMES observed that cloud service providers (CSPs) such as Google and AWS will sharply ramp up self-developed ASICs in 2027, lifting high-end cloud AI accelerator shipments to 25.951 million units, up 64.5% year-over-year.
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