DIGITIMES: News and Insight of the Global Supply Chain

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Apple and LG Electronics reportedly team up on branded smart home devices

Oct 7, 16:56

ICT

Samsung SDI builds dual-track battery strategy with LFP supply deal, solid-state push

Oct 7, 16:35

ELECTRIC VEHICLES

SpaceX's US$40 billion Nvidia financing spotlights rise of AI compute as an asset class

Oct 7, 15:59

ICT

Meta wants to set the rules for AI agents doing business

Oct 7, 15:55

ICT

Sigurd raises prices, signs long AI capacity contracts, eyes higher 2026 capex

Schneider-PTC deal targets industrial AI across the lifecycle

DIGITIMES Insight: HBM expansion raises the bar for memory offload

LG Electronics 3Q26 operating profit up 13.5%, misses forecasts as cash shifts to AI cooling

AMD expands Korea push after Taiwan supply talks

Towa returns strategic chip packaging production to Japan as AI demand accelerates

Samsung arms for memory price surge with AI, services, N-1 phone push

Micron licenses Netlist's memory tech for US$600M to settle patent dispute

Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers

Chip price hikes loom as Taiwan IC designers brace to pass on costs through 2027

CloudMile flags AI cost pressure, risk governance as key

Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook

AI server smuggling cases expose gap between export compliance and due diligence

iRobot races to catch Chinese robot vacuum rivals after admitting innovation lag

Robotaxis intensify charging infrastructure pressure, could drive over 35% of North American EV power demand by 2030

Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum

Navigating the global AI regulatory divide: American safety debates, China's rapid deployment, Mistral's European push

Z.ai takes GLM-5.3 global through Amazon Bedrock's enterprise channel

Starship, Cybercab, inflight Wi-Fi point to Starlink's expanding growth potential

Taiwan's next AI battle is all about data and partners, says former tech minister

Starship reaches orbit on 14th test as Chinese rocket makers race toward low-cost reusability

Hwacom shifts semiconductor business to SureWin, targets post-quantum security

South Korea races into sodium-ion batteries after falling behind China in LFP

Formosa Automobile targets 20% heavy-tractor market share with new DAF XF models, EV roadmap

DeepSeek reportedly set to raise more than US$12B ahead of potential IPO

India nears 2GW of data center capacity, but its racks were built for a pre-AI power load

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BIZ FOCUS

Oct 7, 08:00

Debate Before Decision: 7 AI Agents Reduce Crypto Market Bias

MOST-READ

MULTIMEDIA

K-Safety Expo 2026: Safety, rewired, AI takes the front line at the edge of Busan blue

Continued advances in top-tier LLM capabilities, coupled with the potential for business automation enabled by agentic AI, are prompting major North American cloud providers, Neo Clouds, and leading AI labs to accelerate AI data center buildouts in 2026.

DIGITIMES has observed that since Tesla equipped the Model 3 with a traction inverter integrated with SiC power modules in 2018, the application of SiC power devices in the electric vehicle (EV) sector has gradually expanded, prompting suppliers to aggres8_s.jpg

End-to-end autonomous driving has become the mainstream technology path, and the inference demand created by Physical AI in autonomous driving systems is, in turn, reshaping automotive system-on-chip (SoC) design.