DIGITIMES Asia: News and Insight of the Global Supply Chain

Asia

Feb 6

Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla

Feb 6

APE 2026 Singapore: Opto Precision highlights smart glass modules with Taiwan supply chain

Feb 6

PC makers reportedly eye China DRAM for the first time as global memory supply tightens

Feb 6

Intel, AMD warn of extended server CPU delays in China

Feb 6

Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm

Nvidia CEO sees digital twins driving robot surge in next decade

Feb 7, 02:44

ICT

AMD flags 2H26 turning point as MI450 shipments stay on track

Feb 6

SEMICONDUCTORS

Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes

Feb 6

EAST ASIA

YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries

Feb 6

SEMICONDUCTORS

Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26

South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand

MetaOptics drives heat-resistant metalenses into CPUs

India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment

Japanese firms in Vietnam see Chinese counterparts as expansion competitors

Pegatron partners with Sysgration to expand BBU for US-made AI servers

HTC expedites AI glasses sales with channel expansion, ecosystem growth

Transcend sees 4x revenue surge in January 2026 as memory prices rise

TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact

Apple integrates AI agents into Xcode to boost coding productivity

Anthropic launch adds pressure on the enterprise software sector

South Korea aims to lead global quantum chip manufacturing by 2035

The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy

AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink

ASE expects advanced packaging and testing revenue to double in 2026

Rapidus draws US$1b in private capital to revive Japan's leading-edge chip ambitions

OpenAI faces internal resource imbalance as researchers depart

OpenAI facing growing pressure as rivals level up, profitability remains elusive

CSPs turn to custom silicon to break Nvidia dependence

Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount

Largan posts 11% yearly revenue gain despite seasonal slowdown

Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target

PSMC narrows losses as DRAM prices and AI demand boost revenue

Nvidia delays new gaming GPU as AI boom strains memory supply

ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25

ai expo 2026

Research Report Database

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

marketing

TSMC’s CC Wei catches Japan’s PM Takaichi off guard with a surprise move

TSMC brings 3nm to Japan

TSMC is doubling down on Japan. By upgrading its second Kumamoto facility to 3-nanometer production, the chipmaking giant has turned what was once a secondary supply-chain hedge into a cornerstone of its global strategy to dominate advanced AI silicon.

Tuesday 3 February 2026

Japan's TDK leans on premium batteries while rare earth supply risks deepen

U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand

Friday 6 February 2026

CATL, Changan debut sodium-ion EV proven to operate at minus 50°C

Thursday 5 February 2026

Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Thursday 5 February 2026

Tuesday 3 February 2026

China's AI chip swarm hits mass scale, chipping away at Nvidia's China stronghold

Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm

Friday 6 February 2026

TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms

Friday 23 January 2026

Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await

Wednesday 14 January 2026

Wednesday 28 January 2026

BYD reportedly considers local assembly in India as local EV demand surges

The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy

Friday 6 February 2026

South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

Friday 6 February 2026

India's 2026–27 budget signals systemic overhaul for manufacturing, semiconductors, and digital investment

Friday 6 February 2026

Monday 26 January 2026

Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Analysis: Tesla Optimus production strategy tied to China's robotics supply chain

Thursday 5 February 2026

Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo

Thursday 5 February 2026

Commentary: China's robot spectacles must go beyond the stage

Thursday 5 February 2026

TSMC BRINGS 3NM TO JAPAN

JENSEN HUANG'S FIRST TAIWAN RETURN IN 2026

HTC SMARTPHONE BIZ REVAMP

SPECIAL REPORTS

Wednesday 4 February 2026

China smartphone market and industry, 4Q 2025

Smartphone shipments by Chinese brands are estimated to decrease by 8.2% year-on-year in the first quarter of 2026; smartphone shipments in the Chinese market will decrease by 6.5% year-on-year.

Thursday 29 January 2026

Containerized data center and liquid cooling development

Liquid cooling demand drives containerized data center development; 2026 AI server liquid cooling penetration rate expected to exceed 50%.

Monday 26 January 2026

Strategies of Nvidia, Arm, Qualcomm for AI ASIC

Outlook for the 2026 global data center ASIC competition: The changing strategic alliances between Arm, Qualcomm, and Nvidia will be the core key.

Tuesday 20 January 2026

Strategies and deployment of edge AI chip startups

Edge AI chip startups split adoption between TSMC's mature processes and Samsung's advanced technology; Samsung seeks to gain trust from the market with innovations for edge AI.

ai expo 2026