DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain

Feb 20, 17:03

SEMICONDUCTORS

Tata's Gujarat wafer fab reportedly faces fresh delay, clouding India's chipmaking ambitions

Feb 20, 15:28

SEMICONDUCTORS

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

Feb 20, 10:50

SEMICONDUCTORS

Indonesia finalizes agreement with Trump administration to slash tariff rate to 19%

Feb 20, 10:50

SOUTHEAST ASIA

The great divide: a viral snub and the looming AI monopoly in New Delhi

Global AI leaders stress equitable adoption and ethical safeguards at India summit

Microsoft outlines US$50 billion Global South AI investment plan at India summit

From AGI to superintelligence: Altman and Hassabis draw varying timelines for AI's future

Uber's US$100 million AV charging push signals asset-light pivot

OpenAI brings Stargate to India with Tata AI data center build-out partnership

MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier

Google, Nvidia, Macron back India's AI ambitions as Modi calls for tech for all

DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

Supermicro explores local manufacturing in India amid AI push

OpenAI partners with Indian universities to expand AI integration in higher education

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Wearable medical devices surge with supply chain of four core components taking shape

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

Singapore holds No. 4 financial hub ranking as assets flow in

Nvidia expands AI partnerships in India under US$1 billion national mission

Qualcomm commits up to US$150 million to back AI startups in India

What the EU's 70% local content threshold means for its industrial base

Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

Vietnam grants Starlink licence to deploy 600,000 satellite internet terminals

Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes

Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact

Analysis: 2nm shifts chipmaking from scaling to chiplet integration

AI server MLCC orders double capacity; Murata considers price increase

Cmsemicon's MCU price hikes open door for Nuvoton's China comeback

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ

MULTIMEDIA

TSMC makes chips… and honey?!

Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.