DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Corning to raise display glass substrate prices 15% from 4Q26

Sep 18, 15:45

DISPLAYS

CXMT eyes NAND amid global shortage, taking aim at YMTC

Sep 18, 15:10

SEMICONDUCTORS

Doosan commits KRW968 billion to CCL expansion as demand strains capacity

Sep 18, 14:43

EAST ASIA

China's AI data center token costs hinge on access to advanced GPUs

Sep 18, 14:31

EAST ASIA

China's memory push gains ground across LPDDR6, advanced NAND, with HBM still the test

CoreWeave launches US$3 billion bond sale amid growing revenue, debt

Chip equipment makers face waits of up to 40 months for critical parts

Samsung deepens Euclyd ties as startup reportedly reaches test-chip stage

King Charles tests AI's safety consensus as Nvidia keeps its foot on the accelerator

CPO raises PCB downgrade concerns but switches stick with M8 CCL

iPhone 18 Pro sellouts across Taiwan as foldable Duo looms

ByteDance's second AI-agent phone drops forced automation for permission — yet app wall still up

ByteDance builds strong supply chain force to master emerging hardware ecosystems beyond core demand

GlobalFoundries, Marvell expand SiGe capacity deal for AI optical connectivity

NCSIST showcases military tech at Taiwan Innotech Expo 2026

Rumored Japan-US chip plant talks test whether two former chipmaking giants can rebuild at home

Resonac grows 300mm SiC crystal, marking a substrate milestone

A 4-1 board vote has split Tata Sons from the charity that owns two-thirds of it

Global chipmakers answer India's pitch with equipment, materials, and R&D — not fabs

Tata Electronics put 16 MoUs on the record at Semicon India, join hands with Nexperia

Modi says India's chip mission has reached commercial production as Semicon 2.0 lifts the purse to US$13.5 billion

Housing slump and plant builds diverge as Tung Ho Steel sees AI demand support

China sees a second chance in VLEO as AI shifts the satellite race from chips to networks

Samsung taps Japan for 3.xD chiplet push as packaging race heats up

GaN is winning the AI power argument, not yet the cost battle

Huawei Connect 2026: Huawei scales supernodes into million-card AI systems

Samsung Display reportedly taps Sunic for KRW300 billion RGB OLEDoS push

Z.ai's next growth engine starts where compute scarcity ends

CATL looks beyond China's passenger-car squeeze as electric trucks become the next growth front

Micron's Taiwan investment passes US$47 billion as it rallies fab construction suppliers

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BIZ FOCUS

Sep 18, 14:29

SK hynix Launches 'SK hynix Ventures' in Silicon Valley

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MULTIMEDIA

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

End-to-end autonomous driving has become the mainstream technology path, and the inference demand created by Physical AI in autonomous driving systems is, in turn, reshaping automotive system-on-chip (SoC) design.

DIGITIMES observes that major memory suppliers posted record-high revenue in the second quarter of 2026, with yearover-year growth remaining in the triple digits. Driven by AI demand, SSDs and LPDDR are emerging as key competitive
battlegrounds.

Although the global 5G mobile communications market is still growing in 2025, higher 5G user penetration has not necessarily translated into equivalent revenue growth for telecom operators, while annual growth in mobile data traffic has continued to slow.