DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Wistron launches first US-made Nvidia GB300 compute baseboard

Jul 23, 14:47

ICT

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

Jul 23, 14:29

SEMICONDUCTORS

Tesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up

Jul 23, 14:23

ICT

Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign

Jul 23, 13:51

EAST ASIA

BMW Group names Benjamin Nagel to lead Hong Kong, Macau and Taiwan

Samsung creates CEO-led robotics unit to speed commercialization

South Korean president to meet Nvidia and OpenAI CEOs on US trip

IBM trims revenue outlook as hardware demand reshapes client spending

D-Link robot line starts in 3Q26; care model due in 2027

Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Sino-American Silicon Products, United Renewable Energy launch US solar module venture

Taiwan-US tariff talks stall as July 24 deadline threatens auto supply chains

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

Mitsubishi Electric and Sony Semiconductor Solutions form AI factory automation venture

Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Foxconn's Vietnam arm moves into EV charging equipment

SEMICON Taiwan 2026 sees record global participation as AI investment accelerates

Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

D-Link wins sole-source Starlink switch contract through 2027

Google bets bigger on AI infrastructure as demand signals grow stronger across the board

China's research ties weaken as UK, Germany and the US expand cross-border papers

Apple's first foldable iPhone faces production hurdles

LFP battery failures in 210,000 Chinese EVs throw wrench into automakers' plans to reduce reliance on CATL

Kyushu chip output jumps 60% amid TSMC expansion, but local suppliers see limited gains

SpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

Apple reportedly ramps up iPhone 18 production as Foxconn hiring surges and AI takes center stage

Samsung unveils new foldables and smartwatches to sharpen health and sports focus

Samsung Fold series debuts wide-screen design in strategic shift

Apple and Klarna target sticker shock with Apple Upgrade device leasing plan

WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

More news

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.