DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Taiwan Photon Source boosts domestic accelerator supply chain, challenges cutting-edge technology limits

Aug 26, 11:53

SEMICONDUCTORS

US-Canada trade talks collapse as auto tariffs threaten North American supply chain

Aug 26, 11:45

ELECTRIC VEHICLES

Samsung's 3-year shareholder returns seen topping KRW600T

Aug 26, 11:36

ICT

TCL, Asus drop China OLED as LGD gains edge

Aug 26, 11:31

DISPLAYS

Trump weighs Apple China chip deal as CXMT runs full

China GPU race, Part 2: Moore Threads, MetaX, Biren and Enflame pursue four formulas for breaking Nvidia's grip

Taiwan AI Cloud flags four demands for AI from POC to production

MOEA says circular economy output tops NT$1T

India chip manufacturing push exposes production-test skills gap, NI says

Eternal Materials reports July revenue gain as advanced packaging demand strengthens

Taiwan listed firms report 1H26 pretax profit surge on AI server demand

Apple is only the test: Chinese memory makers CXMT, YMTC target North American cloud market

BOE, 3M expand materials partnership as foldable OLED competition intensifies

Nvidia unveils Jetson Orin Nano 2 for edge AI robots and drones

OpenAI says Jalapeño cuts latency up to 3.6x, targeting the bottleneck that slows agents

Apple ships M6 Mac mini and M5 Ultra Mac Studio — and hands Ternus a memory bill

Taiwan maps four AI-led strategies to expand its biotech sector

China's advanced-chip gap could close well before its lithography gap does

LandSpace eyes Zhuque-3 refly within 6 months

Samsung Display boosts OLED sales as Galaxy Z panel orders triple

Waymo's 320 million-km milestone exposes the next robotaxi challenge: scaling the silicon

China's EV giants redraw their boundaries as physical AI becomes its own business

China has plenty of indium but not enough InP wafers for AI data centers

Samsung steps up Taylor Fab 2 preparations as foundry capacity tightens

SK hynix adds second major customer as Nvidia misses Samsung's top five

Samsung, LG ramp up India for AI cooling and appliances

India mmWave opportunity emerges; Gemtek moves early

Eva Air green transport pact to cut Microsoft freight emissions by 15,000 tonnes

Tesla senior chip engineer joins DensityAI as in-house plans face more strain

Intel x86 share drops below 70% as AMD reaches a record high

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BIZ FOCUS

Aug 25, 08:00

Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise

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MULTIMEDIA

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

DIGITIMES observes that the humanoid robot market is expanding rapidly, supported by global labor shortages and advances in artificial intelligence (AI), and Chinese automakers are also moving aggressively into this emerging field.

DIGITIMES has observed that Siri AI is built around four core layers - devices, models, reasoning, and applications - and is designed to transform Siri from a voice assistant into an AI agent capable of executing tasks.

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