DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

China chip equipment maker Piotech posts 1,324% profit surge, advanced deposition scales up

Aug 21, 16:45

SEMICONDUCTORS

Lee Jae-myung meets SK chief Chey Tae-won with US chip investment pressure in focus

Aug 21, 14:32

EAST ASIA

CoWoS boom lifts Taiwan semiconductor equipment makers, Bosch Rexroth targets 2027 volume growth

Aug 21, 14:20

SEMICONDUCTORS

Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

Aug 21, 12:17

ICT

Apple's VR retreat deepens with rumored layoffs in its Vision team

DS Technology shifts from custom automation to modular systems, eyes Brazil and Mexico

Vecow eyes robotics growth as North America, EMEA account for 65% of business

Ubtech expands humanoid push as Nvidia executives quietly visit WRC booth

Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth

Hiwin expands into CPO optical coupling process; 2H26 robotics revenue outlook brightens

Taiwan automation shifts from hardware specs to AI platforms and open robot architectures

Automation Taipei 2026: The invisible joint — why aerospace lightweighting is rewriting how parts are built

Power supply lags behind AI compute growth: chips, optical interconnects battle for energy efficiency

Xiaomi's Xring O3 nears launch on TSMC N3P, testing its in-house chip strategy

JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale

Honor Robot Phone moves from concept to mass production

Automation Taipei 2026: German suppliers target aerospace's hidden manufacturing bottlenecks

SK Hynix weighs Japan memory fab in Miyagi, but says no investment is final

AI paid user conversion rate in US only 3% as rising token costs fuel edge AI server demand

Research Insight: 2028 key year for optical interconnects in AI racks

Iris Optronics upgrades solar-powered ChLCD e-paper series, expands outdoor and indoor displays

HP Korea localizes AI strategy with Upstage in healthcare, finance

Explainer: Why South Korea's semiconductor concentration may fare better than Taiwan's

Goertek reports higher revenue and profit in 1H26

FOPLP's race to scale: Taiwan leads while three technical hurdles test mass production

Chinese robots pivot to AI models as Unitree, UBTECH shift hardware focus to 'brains'

Anthropic venture acquires Casper Studios to expand enterprise AI services

China's new solid-state battery standards could reshape the industry

Research Insight: CPO gains momentum as AI interconnect demands outpace chip gains

800VDC adoption in AI data centers is set to reshape power chip demand

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BIZ FOCUS

Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

In the second quarter of 2026, global server shipments were below prior expectations, growing 3.8% quarter-over-quarter. The main reason was tight supply of key components such as memory, CPU, and IC substrate, which curbed overall system shipment momentu

DIGITIMES notes that BYD Semiconductor's portfolio has expanded from the IGBTs and SiC power chips developed to meet early electric vehicle (EV) demand into high-computing-power smart-driving SoCs.

AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance