DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

Trump offers tariff relief to aluminum producers investing in US smelters

Jul 21, 14:56

SEMICONDUCTORS

Cautionary tale for Taiwan's electric scooter industry: Supply-chain feud nearly turns to disaster

Jul 21, 13:53

ELECTRIC VEHICLES

Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say

Jul 21, 13:42

SEMICONDUCTORS

China's EUV gap keeps semiconductor catch-up in check

Jul 21, 12:05

SEMICONDUCTORS

China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips

WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

TSMC weighs margin hit against long-term AI payoff in US push

Taiwan indicts ex-TSMC employees in first China-linked national core tech espionage case

Goldkey secures NT$3.6 billion loan to expand AI server memory business

Huawei Kirin 9030 shows SMIC's 7nm gains and ongoing efficiency gap

Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units

Samsung, SK Hynix and Micron pull back on in-house CXL controller plans

DDR5 module spot prices hit record highs as China-made dies narrow price gap

Phone prices to surge in 2H26 as low-end models fade

India joins private-launch club as low-Earth-orbit race widens beyond the US and China

Taiwan launches AI- and IoT-powered smart heat protection network, starting with Tainan pilot

CMTX develops 590mm single-crystal silicon ground ring for chip etching

Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions

Tariffs, competition drag down top automakers' 1H26 sales

AI reshapes semiconductor growth curve; Zeiss eyes US$2.5 trillion market

Samsung consolidates robot teams and weighs standalone HX division

China's AI supernode race seeks systems edge through optics, packaging, and cloud scale

BOE expands into glass-core packaging, solar cells and optical interconnects

China's solar slump deepens, raising warning signs for energy storage and electric vehicles

India's smartphone shipments fall as memory costs bite

Niche demand drives SLC NAND prices up nearly tenfold, opening further gains for Taiwan suppliers

How AI boom spurs Taiwan's PCB makers to rethink their Southeast Asia playbook

Pat Gelsinger: Intel missed GPU boom, warns Taiwan energy risk

Memory shortage could turn into a glut by 2028 as chipmakers expand

More news

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

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

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.