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REALTIME NEWS
NAND giants target AI inference as South Korean SSD exports surge
Tomorrow's Headlines
2h 55min ago
Semiconductor equipment lead times stretch as TSMC, Micron and Intel discuss 2029 orders
Tomorrow's Headlines
2h 58min ago
AI concerns deepen, but server supply chain demand remains strong
Tomorrow's Headlines
2h 58min ago
Commentary: AOI secures long-term supply of InP substrates from China amid tight supply
Tomorrow's Headlines
2h 58min ago
CXMT customer prepayments surge nearly 16-fold as DRAM supply tightens
Tomorrow's Headlines
2h 59min ago
Nov 4, 17:24
US election previews shift toward AI oversight and data center regulation
Nov 4, 17:27
Amazon's US$2 billion Ohio data center plan faces new hurdle as voters approve ban
Nov 4, 16:32
Pegatron chairman says AI crisis fears after Democratic midterm win are overblown
Nov 4, 18:43
Former Intel packaging chief Navid Shahriari joins MediaTek as senior vice president
Nov 4, 15:54
Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers
LATEST STORIES
7 days news
Innodisk advances AI data center push with eSSD, DDR5 products
Nov 4, 16:56
SEMICONDUCTORS
Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling
Nov 4, 16:54
DISPLAYS
Broadcom loses final appeal over Samsung chip supply deal
Nov 4, 16:53
EAST ASIA
Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery
Nov 4, 16:47
SEMICONDUCTORS
Waymo fleet crowds San Diego chargers, straining EV access
Weblink International posts record 3Q26 profit on AI demand
Global chip sales top US$500 billion in a single quarter for first time
Taiwan advances virtual asset governance as FSC unveils new regulatory framework
CHT expands Google partnership with AI services
Intel reportedly targets DDR4 upgrades with Raptor Lake Next
GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply
Why defense's blue ocean is no smooth sailing for automakers
Samsung to reportedly make AMD, Nvidia HBM base dies at second Texas fab
PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track
Reflect Orbital targets 50,000 mirror satellites, sparking light-pollution concerns
AI flash could cost 90% less per GB to make than HBM4 but squeeze NAND supply
Explosion at Panasonic CCL plant in Taiwan injures five, two missing
High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers
Apple eyes sputtered HMO process for next-gen OLED
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components
SpaceX is reportedly building AI data centers faster than anyone
Acer Intelligence Space eyes India growth after strong appliance sales
AEB 3Q26 revenue jumps 70% on AI demand
Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness
UTI begins iPhone Duo UTG shipments to Samsung Display
Taiwan launches first maritime unmanned vehicle expo
Zhongji InnoLight revenue and profit more than double in 3Q26
LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger
CAS Space's Kinetica-2 joins Spacesail deployment, raising stakes for China's commercial rockets
More news
BIZ FOCUS
Nov 3, 08:00
NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
Friday 30 October 2026
Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
Thursday 29 October 2026
STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
Wednesday 28 October 2026
SK hynix Announces 3Q26 Financial Results
MOST-READ
GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap
TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable
Nvidia unveils OOI CPO prototype for post-2028 AI needs
TSMC advances CoPoS packaging at Taoyuan Longtan site
Samsung HBM4E wins NVIDIA nod for AI accelerator push
Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure
AMD, Nvidia target substrate capacity amid 4x expansion constraints
MULTIMEDIA
K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue
iPhone Duo's launch
Apple's first foldable smartphone, the iPhone Duo, hit store shelves on October 23, 2026, in over 70 countries and regions.
UTI begins iPhone Duo UTG shipments to Samsung Display
iPhone Duo opens new growth path as AI, services, costs test Ternus
Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea
...More
EV
Wednesday 9 September 2026
Analysis: When 72% of the world's EV batteries are Chinese, one defect travels
Why defense's blue ocean is no smooth sailing for automakers
Wednesday 4 November 2026
LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Wednesday 4 November 2026
TECH
Wednesday 4 November 2026
AMD expands server CPU ambitions as Helios moves its AI business to rack scale
Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided
Tuesday 3 November 2026
Musk may let TSMC run his Texas chip fab as his do-it-alone plan stalls
Monday 2 November 2026
Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
Friday 30 October 2026
ASIA
Thursday 10 September 2026
India's fraud office seeks a Xiaomi probe as the market it once led shrinks around it
Decoy processors carry Korean HBM past US export controls into China
Wednesday 4 November 2026
Broadcom loses final appeal over Samsung chip supply deal
Wednesday 4 November 2026
UTI begins iPhone Duo UTG shipments to Samsung Display
Wednesday 4 November 2026
OPINIONS
Tuesday 3 November 2026
Commentary: Foxconn charts its own path beyond humanoid robot hype
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Tuesday 3 November 2026
DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
Tuesday 3 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Monday 2 November 2026
TOPICS
TSMC UPDATES
IPHONE DUO'S LAUNCH
LG ENERGY SOLUTION
GEOWATCH
SPECIAL REPORTS
Friday 30 October 2026
China smartphone market and industry, 3Q 2026
According to DIGITIMES observations and analysis, smartphone memory contract prices in the first half of 2026 often rose 50% to 80% quarter-over-quarter.
Tuesday 27 October 2026
Server CPU shipments to exceed 50 million units in 2027; AMD's server CPU revenue will surpass Intel
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, wi 12_s.jpg
Wednesday 21 October 2026
iPhone Duo finally debuts, but with price increases across models, Apple's 4Q26 shipments will take hit
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.
Monday 19 October 2026
Shipments of high-end cloud AI accelerators, 2027
DIGITIMES observed that cloud service providers (CSPs) such as Google and AWS will sharply ramp up self-developed ASICs in 2027, lifting high-end cloud AI accelerator shipments to 25.951 million units, up 64.5% year-over-year.
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