DIGITIMES: News and Insight of the Global Supply Chain

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7 days news

STMicroelectronics' recovery gains momentum, but power chips lag

Oct 30, 08:12

SEMICONDUCTORS

Intel's AI PCs are selling, but the wider PC recovery is still missing

Oct 30, 08:10

SEMICONDUCTORS

Japan's Nidec reports update on restated financial reports, audit status, and corporate governance reform

Oct 30, 08:06

ICT

Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint

Oct 30, 08:05

SEMICONDUCTORS

AUO returns to a third-quarter loss as panel demand weakens

Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%

GlobalFoundries bets on FD-SOI for robots and cars

Texas Instruments, NXP point to data centers and robots as industrial chips rebound

Intel CEO sees quantum computing as third pillar

BYD eyes ultra-luxury sedan priced above CNY2 million

Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth

China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value

Taiflex, E Ink accelerate PTFE development for AI connectivity materials

Elite Material posts record 3Q26 revenue on AI demand

Analysis: Can Kazakhstan really be Europe's AI factory?

ASE Holdings raises 2026 capex to US$11.5 billion after profit surge

LandMark orders surpass 2026 revenue; capacity to expand sixfold

Commentary: fire at Episil threatens tight epitaxial wafer supply

UMT reports 71% revenue growth as LEO satellite demand drives expansion

Qisda's commercial drones enter production as physical AI expands its growth strategy

ADATA posts record 2026 profit as AI demand intensifies memory supply pressure

TSMC buys AUO Taichung plant for NT$38.8B; Quanta deal scrapped

Virgin Galactic moves new spacecraft, targets commercial flights in 2027

DeepSeek, Moonshot accused of distilling OpenAI's Astra

Analysis: Samsung's record quarter came from higher prices, not more chips; expects buyers to get no relief before 2028

Delayed Taiwan drone tenders hit Coretronic unit as it partners with US firm Aevex

Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown

Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal

Nvidia under probe by US justice officials over Hugging Face acquisition

LB Semicon to expand PMIC capacity under 10-year Qualcomm deal

More news

BIZ FOCUS

Oct 29, 08:00

STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO

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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.