DIGITIMES: News and Insight of the Global Supply Chain

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AI startups face scrutiny over revenue metrics used to promote rapid growth

Oct 28, 11:50

ICT

India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh

Oct 28, 11:09

SEMICONDUCTORS

Alibaba wins injunction over Pentagon rule targeting shared lobbying firms

Oct 28, 10:59

AEROSPACE

AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing

Oct 28, 10:58

SEMICONDUCTORS

SK Hynix's next bet goes beyond memory chips

Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows

SK Hynix CEO weighs funding options for Solidigm after shelving IPO

Google TPUs land Oracle, with OpenAI reportedly next

SK Hynix bets on high-bandwidth flash to tackle AI memory bottlenecks

Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase

Celestica says awarded programs already put 2028 demand above its 2027 outlook

Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek

Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028

Seagate's pricing gains strengthen profitability as HAMR transition advances

NXP's automotive content gains, industrial demand strengthen its growth outlook

Corning's AI fiber growth puts capacity delivery, customer funding in focus

Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing

SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business

Simmtech steps up SOCAMM investment as BT substrate supply tightens

Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge

Semiconductor equipment is not AI chip growth's biggest bottleneck

Cambricon profit jumps 131%, CEO says firm never gave 1 million-chip forecast

Google prioritizes frontier AI as cloud capacity runs short

Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight

CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry

From superconductors to optics: The six Silicon Valley startups bringing AI bottleneck solutions to Taiwan

SpaceX turns Nvidia GPUs into long-duration assets with US$40 billion Apollo deal

Analysis: 3M's investment in Genius Electronic Optical puts EBO mass production to the test

Analysis: What happens if Claude demand cools before its compute bills do?

Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

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BIZ FOCUS

Oct 28, 08:17

SK hynix Announces 3Q26 Financial Results

MOST-READ

MULTIMEDIA

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

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.

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.