DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

OpenAI's ChatGPT about to reach 1B weekly users as AI rivalry heats up

Jul 30, 17:41

ICT

Samsung signs five-year memory deals as chip shortage stretches to 2028

Jul 30, 16:54

SEMICONDUCTORS

South Korean chip exports increasingly flow to Taiwan for TSMC packaging amid rising AI demand

Jul 30, 16:52

EAST ASIA

South Korean suppliers win HBM4 tester orders from SK Hynix

Jul 30, 14:50

SEMICONDUCTORS

GlobalFoundries lands US$300M CHIPS backing for AI silicon photonics

High memory prices could slow China's AI push, analyst says

Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand

China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts

Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'

Taiwan delays car tax cuts over supply chain concerns

US rallies global partners on 6G as competition with China intensifies

Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Ennoconn deepens Singapore push with SMF pact and AI forum

China rejects 'overcapacity' claims in new policy paper, defends industrial strategy

Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s

Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals

Marvell opens expanded Bengaluru R&D hub, doubling India headcount

Italy, US to sign Pax Silica pact on AI, chip supply chains

Intel's reported DDR4 CPU revival expected to boost PC demand in second half

Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns

Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations

Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

Meta earnings series 1/2: Revenue beats expectations, but AI spending crushes cash flow

Qualcomm's push into data centers and cars signals a broader shift in chip strategy

Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Qualcomm completes Modular acquisition to expand AI software platform

Marvell plans US$250 million India investment to expand semiconductor R&D

Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion

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BIZ FOCUS

Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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.