DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

What's driving the TSMC-Sony AI sensor JV?

May 9, 17:26

SEMICONDUCTORS

Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits

May 9, 15:11

ICT

EU’s new cyber rules are forcing a shift from AI hype to human-led defense

May 9, 09:16

ICT

Power chip shortages deepen as AI server demand and GaN battles escalate

May 9, 09:16

GEOPOLITICS

Adata sees DRAM, NAND prices rise 40% in 2Q26

Wiwynn shifts memory purchases as component costs pressure ODM margins

US president considers inviting Nvidia and other CEOs to China trade talks

TSMC reports record April sales as AI chip demand puts Asia supply in focus

Novatek raises margin outlook on stronger product mix and early shipments

TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead

Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics

Inside Nvidia's high-stakes bet on next-generation AI cooling

2D NAND shortage spirals after Samsung, Micron, and rivals exit market

Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race

Nvidia, Corning lock in US AI optics expansion with new fiber plants

LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate

Surging AI demand tightens supply of key PCB material

Samsung chiefs address pay talks as strike deadline nears

TSMC's 2026 revenue surges 30% in first four months on AI boom

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

Compal partners with Verda to supply liquid-cooled GPU servers for sovereign AI deployments

Analysis: Samsung's union fight exposes a fault line in semiconductor investment

AI infrastructure spending just doubled an IC distributor's revenue in one year

Samsung workers seek bigger share of AI profits as strike looms

Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

Topco hits record 1Q26 revenue, profit on semiconductor materials demand

Foxconn bets on Poland as its European EV beachhead, partnering with state-owned EMP

Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure

PMIC supplier GMT bets on volume growth over higher prices

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ

MULTIMEDIA

Post Space-Comm 2026: Insights & Takeaways

Chinese smartphone brands' shipments in the second quarter of 2026 will decrease by 17.8% year-on-year. Smartphone shipments in the Chinese market will decline by 5.4% year-on-year.

Affected by the US-Iran war and notebook price hikes, global notebook shipments are likely to increase only 4.4% quarterly in the second quarter of 2026.