DIGITIMES news

Monday 7 September 2026

Every Chinese CPU maker grew in 1H26 but only one grew on processors

Revenue rose at every Chinese chip company examined in the first half of 2026 amid the domestic-substitution push, but the interim filings show three quite different businesses hiding under one label. One has reached real scale and is now funding its expansion from the balance sheet rather than from operations. One is repairing its margins on a genuinely homegrown instruction set at a fraction of the scale. And the cohort's most spectacular profit number is not a processor story at all.

Monday 7 September 2026

China's JCET seeks US$968M for AI-driven packaging expansion

JCET Group is preparing a CNY6.5 billion (approx. US$968 million) private share placement to expand advanced packaging and testing capacity across high-performance computing (HPC), power modules, wafer-level packaging and memory, sharpening its exposure to AI infrastructure and China's domestic semiconductor supply chain.

Monday 7 September 2026

India roundup: India expands chip ambitions with full Semicon 2.0 notification

India's technology sector is gaining momentum across semiconductors, connectivity, AI payments, PCs, tablets and refurbished smartphones, as policy support and local manufacturing attract investment. However, supply-chain diversification, margin pressure, cautious demand and VinFast's manufacturing pause highlight challenges facing India's broader technology ambitions.

Monday 7 September 2026

Acer hedges memory price shock with local AI, diversification

Acer Chairman and CEO Jason Chen said Taiwan is not only a global hub for AI hardware manufacturing and technology, but also an important source of capital, as many firms issue bonds to raise funds. He said Acer has already issued bonds worth NT$20 billion (US$630.7 million), adding that "Taiwan's money" is not only benefiting the local market but is spreading around the world.

Sunday 6 September 2026

K-Safety Expo 2026: Safety gets smarter as six innovators win foreign media honors

The BEST OF K-SAFETY EXPO Global Media Awards on September 3 offered a revealing snapshot of where safety technology is heading: away from passive protection and toward systems that can sense danger, interpret it, and increasingly act before humans intervene.

Sunday 6 September 2026

Middle East tensions, Panama Canal limits can further tighten global shipping

Rising Middle East tensions, marked by the largest US-Iran military exchange since July, have once again cast a shadow of geopolitical escalation over the region. Meanwhile, recent announcements of multi-billion-dollar deals between US companies and Venezuela to tap the country's vast oil reserves have added another variable to global oil markets. International crude prices remain highly sensitive to geopolitical shifts, contributing to higher global transport costs.

Sunday 6 September 2026

Hanmi's 2.5D bonders pass Taiwan foundry qualification as packaging outsourcing expands

South Korea's Hanmi Semiconductor has reportedly begun supplying 2.5D packaging bonders to an unnamed Taiwanese foundry after the equipment passed mass-production qualification, giving the company an important production foothold as Taiwan's advanced-packaging supply chain expands beyond foundry-owned lines.

Sunday 6 September 2026

G20 AI agenda: US champions light-touch regulation while data center backlash, China rivalry intensify

The G20 Innovation Ministerial was held in North Carolina, US, from September 1 to 2, with artificial intelligence (AI) taking center stage. The US urged governments to pursue a light-touch regulatory approach, while officials and technology executives also addressed data centers and copyright rules governing AI training data. The following are the key takeaways from the meeting.

Sunday 6 September 2026

K-Safety Expo 2026: Beyond AI, Korea re-engineers the human layer of industrial safety

Not every safety breakthrough spotted across the K-Safety Expo 2026 floor in Busan came with an AI camera attached.

Saturday 5 September 2026

Exclusive: South Korea's safety AI boom is being built from the top down, BEXCO says

South Korea's safety-tech sector may be increasingly filled with AI cameras, robots, drones, and predictive systems, but BEXCO general manager Tom Choi argues that the force pushing many of those technologies toward actual deployment begins somewhere less glamorous: government policy.

Saturday 5 September 2026

Samsung, SK chiefs to meet Nvidia's Huang in New York amid US investment pressure

Samsung Electronics Chairman Jay Y. Lee and SK Group Chairman Tae-won Chey are traveling to New York at the end of September 2026 to meet Nvidia CEO Jensen Huang again as Washington presses South Korean companies to expand US investment. The planned trip is drawing market attention because Samsung Electronics and SK Hynix are already pursuing large-scale spending in the US and could discuss further business ties on the sidelines of the event.

Saturday 5 September 2026

Interview: China Tier 1 supplier Jingwei Hirain shares lessons from EV race

"Demo is not a product," Jingwei Hirain president Chengjian Fan told DIGITIMES in an interview, arguing that China's new-energy vehicle industry has learned hard lessons as fast-moving startups, deep in-house development, and tougher supplier scrutiny reshape the market. He said software demand has increased more than tenfold compared with the internal combustion engine era, while the fastest mass-production delivery cycle in China has been as short as 12 months.

Saturday 5 September 2026

Samsung SDI nears solid-state battery mass production, eyes China supply chain

Reports that Samsung SDI's procurement team recently visited the Chinese production facilities of battery material maker Tinci Materials have drawn significant attention within China's industry. As Samsung SDI prepares to initiate mass production of all-solid-state batteries in the second half of 2027, its supply chain strategy and upcoming moves are rapidly becoming a major focal point in the Chinese market.

Saturday 5 September 2026

SiPh, optical lens demand ignite laser race

Silicon photonics (SiPh) is emerging as a core theme at SEMICON Taiwan 2026, and while the sector is still in an early, fast-growing stage, production-line investments are already under way. As optical makers move into co-packaged optics (CPO), the source and capability of laser equipment are becoming critical to whether they can secure market share.

Saturday 5 September 2026

Commentary: China builds three-pronged memory strategy around CXMT, YMTC, XMC

China's memory industry is shifting from a single-champion model towards a three-pronged structure. ChangXin Memory Technologies (CXMT) is building its position in DRAM, Yangtze Memory Technologies (YMTC) in 3D NAND, while Wuhan Xinxin Semiconductor Manufacturing (XMC) is concentrating its next phase on NOR Flash, 3D integration and optoelectronics.

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Sep 2, 08:22

World Diamond Technology accelerates mass production of 300 mm diamond wafers

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