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Jul 6

Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong

Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance. Revenue for June, the second quarter, and the first half of 2026 all reached record highs for the corresponding periods.

Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance

Jul 6

South Korea lines up US$204 billion Yeongnam manufacturing push

Jul 6

Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Jul 6

Meta's AI cloud idea underscores a search for returns, not an AI retreat

Jul 6

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SERVER, IPC, CLOUD COMPUTING, IOTAI server demand tightens power device supply as lead times stretch to 270 days

Jul 7, 10:55

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.

AITeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B

Jul 7, 10:53

TeraWulf has signed a 20-year lease agreement with AI startup Anthropic to develop a large-scale AI infrastructure campus in Kentucky. The deal is expected to generate approximately US$19 billion in contracted revenue and accelerate the company's transformation from bitcoin mining to AI-focused digital infrastructure.

SERVER, IPC, CLOUD COMPUTING, IOTRumored Kyber delay seen to have limited impact on Nvidia's long-term rack upgrade; Nvidia denies rumor

Jul 7, 10:23

A reported delay in Nvidia's Kyber rack production is stirring market debate, but Taiwan-based supply chain sources say the issue is unlikely to alter Nvidia's chip roadmap, market dominance, or global server supply chains. For readers worldwide, the bigger signal is how hard it remains to scale next-generation AI infrastructure.

AIAnalog IC supply squeeze intensifies, ADI extends lead times

Jul 7, 10:18

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.

AITaiwam showcases quantum computing breakthrough at biennial academician gathering, govt urges interdisciplinary collab

Jul 7, 10:07

Academia Sinica, Taiwan's premier national academic research institution, convened its 36th Convocation of Academicians from July 6 to 9 at the Academia Sinica Humanities and Social Sciences Building in Nangang, Taipei, drawing more than 200 academicians from Taiwan and overseas. Held once every two years, the convocation combines institutional reports, keynote speeches, and a panel discussion, and serves as a cornerstone event on Taiwan's academic calendar. Under Taiwan's system of laws, Academia Sinica's budget is approved by the Office of the President and does not fall under the jurisdiction of the Executive Yuan.

AIHuawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Jul 7, 09:53

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's flagship demonstrations of its post-Moore semiconductor strategy.

SERVER, IPC, CLOUD COMPUTING, IOTAI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

Jul 7, 09:37

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the artificial intelligence industry: securing enough land, power, and community support may now matter as much as securing enough AI chips.

PC, CESamsung Electronics second-quarter operating profit surges on AI memory boom

Jul 7, 09:11

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

PC, CEMicrosoft cuts 4,800 jobs and resets Xbox as AI-era economics reshape its priorities

Jul 7, 09:00

Microsoft said on July 6 that it is eliminating about 4,800 roles, or 2.1% of its global workforce, in a restructuring that falls most heavily on its commercial sales organization and its Xbox gaming division. Chief People Officer Amy Coleman, a 27-year company veteran, told employees the cuts reflect an industry "transforming faster than at any point in my time here," and stressed that "AI is not replacing the roles eliminated today" — even as she acknowledged that "AI is changing how work gets done."

ICT MANUFACTURINGOfficials warn of transshipment risks as strategic tech reaches Russia

Jul 7, 08:57

Ukraine has found that about 90% of the cruise missiles and drones Russia used in attacks contained Japanese-made electronic components, most of them civilian parts routed through third countries. The disclosures have renewed scrutiny of illegal transshipment, as strategic high-tech goods and dual-use items continue to reach Russia's military supply chain despite tighter sanctions.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan pushes care robots as eldercare shortages expose legal gaps

Jul 7, 08:38

Taiwan is accelerating efforts to bring care robots into eldercare as labor shortages deepen, while lawmakers and regulators continue to debate how the devices should be classified and supervised. The National Science and Technology Council is advancing related programs, and TSMC chairman C.C. Wei said he would do his best to help make elderly care robots a reality as soon as possible.

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Exclusive: Synopsys CEO eyes subscription-plus-token model in AI Agentic era

Synopsys celebrated the 35th anniversary of its Taiwan operations and the opening of its new Hsinchu office on June 15. During the event, Synopsys CEO Sassine Ghazi sat down with DIGITIMES to discuss how agentic AI is transforming electronic design automation (EDA), semiconductor development, and the future of engineering work.

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