DIGITIMES: News and Insight of the Global Supply Chain

LATEST STORIES

7 days news

Realtek targets 30% AI revenue share by 2030

Oct 30, 17:29

SEMICONDUCTORS

HHTD 26: Mitsubishi Electric Mobility to join Foxconn in 2027, targeting JPY1T revenue by 2030

Oct 30, 17:25

ELECTRIC VEHICLES

Holtek lands major server cooling contract, AI thermal demand soars

Oct 30, 17:15

SEMICONDUCTORS

HHTD 26: The year robots share the stage with AI infrastructure

Oct 30, 17:05

ICT

Eutelsat eyes EUR10B revenue from IRIS2 as EU seeks homegrown answer to Starlink

HHTD 26: Foxconn unveils three new EVs, expanding Model A and K platforms

Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up

C Sun Mfg invests in Nemstek to expand advanced packaging equipment

Taiwan's economic indicator signals 'booming' for 10th straight month on AI-driven shipments

Foxconn, TECO showcase factory-built infrastructure for AI data center expansion

Foxconn argues it is more than a box mover in AI hardware

Samsung SDI posts 12-quarter high in 3Q26 operating profit

VinFast aims to make India one of its two largest markets as overseas sales trail target

BYD sees 28% profit growth for 3Q26, but still falls short of forecasts

HHTD 26: Foxconn Chairman highlights processing and vertical integration strengths

Jinpao targets power cabinets, BBUs in AI-related expansion

ASE expects packaging and testing margins to stay above 30%

KLA reportedly weighs India manufacturing entry as Semicon 2.0 opens to equipment makers

HyperAccel, Rebellions look beyond chips to AI data center systems

Nvidia dominates AI robot chips with 69% market share

Amazon 3Q26 earnings call: AWS targets 40%-plus growth through 2028 as satellite costs weigh on near-term profit

Intel tells Taiwan's chip suppliers to build service capacity early

Nvidia weighs credit support for Nscale as data center, IPO face pressure

Jensen Huang calls Megaspeed ties normal amid Washington's spy probe

Sandisk sees 60–90GB of NAND per CPU in AI agent workloads

Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%

Delta Electronics approves Penang manufacturing base to expand global capacity

Intel's server surge faces a supply setback as PC weakness persists

Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute

Trump targets foreign robotics imports under Section 232, citing national security risks

More news

BIZ FOCUS

Oct 30, 08:00

Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026

MOST-READ

MULTIMEDIA

K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue

According to DIGITIMES observations and analysis, smartphone memory contract prices in the first half of 2026 often rose 50% to 80% quarter-over-quarter.

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, wi12_s.jpg

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.