DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production

Nov 20, 13:54

SEMICONDUCTORS

Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings

Nov 20, 12:48

EAST ASIA

Alltop forecasts strong 2026 for AI server and NEV demand surge

Nov 20, 12:33

ICT

Lite-On advances 800V HVDC architecture as AI factories enter the MW power era

Nov 20, 12:13

ICT

Nvidia partners with Amkor, SPIL, and Menlo Micro to boost US IC backend capacity

Amkor invests US$177M to expand AI chip packaging in South Korea

AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia

Yulon Nissan posts 3Q25 profit turnaround as Nissan N7 sales surge

Arm face investigation in South Korea amid global antitrust scrutiny

IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts

Malaysia emphasizes regional trade, AI and strong international ties to boost semiconductor and E&E industries

Europe's retailers hedge their bets as Chinese carmakers surge

A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound

Intel details early development lead of 14A process and Nvidia collaboration at TIMT Conference

Rising memory prices put consumer electronics on edge

xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia

BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in

Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter

LG Display expects profit surge as panel prices rise and new automotive orders arrive

Taiwan's precision components drive humanoid robot development

Sakana AI tops Japan startup valuations with funding led by Mitsubishi UFJ and CIA-linked VC

Memory inflation hits IT market

Samsung's leadership shift sparks fresh scrutiny of its finance-first management model

Edom says memory price hikes impact demand, but high-value-added products are less affected

How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth

Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time

Volkswagen caught in perfect storm of tariffs, China woes, and EV slowdown

GlobalFoundries sharpens silicon-photonics play with AMF in the bag

US non-tariff measures drive Taiwanese firms to accelerate investment pivot

Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion

BIZ FOCUS

Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

MOST-READ

MULTIMEDIA

Former Intel CEO Pat Gelsinger on the AI bubble, U.S. chipmaking, and Taiwan’s energy challenge

Global semiconductor IDMs continue to invest in back-end processes in ASEAN; Western firms are more aggressive than Japanese peers in establishing and expanding plants in Singapore and Malaysia.

AI applications and preventive inventory stocking in the supply chain are providing support - Taiwan's foundry industry revenue is expected to reach US$130 billion in 2025, with over 10% growth projected for 2026.