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Jul 3

China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

Chinese AI company Z.ai, also known as Zhipu AI, is escalating its challenge to US leaders Anthropic and OpenAI with the release of its open-weight GLM-5.2 model and a new AI coding assistant, underscoring China's growing competitiveness in frontier AI.

Apple plans five iPhone launches to capture market share amid component shortages

Jul 3

South Korea bets on southwest semiconductor cluster, but key hurdles remain

Jul 3

India and Japan deepen economic security ties at New Delhi summit

Jul 3

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Jul 3

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SOFTWARE, BIG DATAHuawei HarmonyOS misses China government OS shortlist despite top security rating

Jul 6, 11:16

Huawei's HarmonyOS missed one of China's largest annual government desktop operating system (OS) procurement shortlists, showing that top security certification alone is not enough for public-sector software tenders.

AISEMI warns Trump admin against meddling in memory market

Jul 6, 10:54

SEMI has warned the Trump administration that intervening in memory-chip pricing or production capacity could worsen a historic supply shortage driven by the artificial intelligence boom.

SERVER, IPC, CLOUD COMPUTING, IOTExclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

Jul 6, 10:40

Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to sources in the AI server supply chain.

ICT MANUFACTURINGWeekly news roundup: Anthropic tightens controls; Innoscience-Infineon clash shows the weaponization of China's courts

Jul 6, 10:32

Below are the most-read DIGITIMES Asia stories from the week of June 29-July 5, 2026:

AIAlibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools

Jul 6, 09:18

Alibaba has instructed employees to stop using Anthropic's Claude Code for work and remove Claude models from company computers, according to respective sources cited by Yicai, The Information, and Reuters. The move comes after concerns emerged over features in Claude Code that developers said could identify whether users were located in China or affiliated with Chinese research labs.

ICT MANUFACTURINGTaiwan firms face tighter China investment scrutiny after new law

Jul 6, 09:02

China began enforcing its Laws on Ethnic Unity and Progress Promotion on July 1, prompting Taiwan officials to warn that the measure could extend Beijing's legal reach beyond its borders. The development is likely to affect companies, travelers, and cross-strait investment decisions, with implications for businesses and regulators across global supply chains.

SERVER, IPC, CLOUD COMPUTING, IOTMeta's AI cloud idea underscores a search for returns, not an AI retreat

Jul 6, 08:56

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slowdown.

ICT MANUFACTURINGFront-loaded Asia-Pacific shipping demand keeps freight rates elevated into peak season

Jul 6, 08:55

Sea and air freight capacity stayed tight as the second-half shipping season approached, with strong exports of AI and semiconductor products from Taiwan to the US continuing to pressure rates. At the same time, freight operators said heavy front-loading in the first half of 2026 could leave peak-season demand weaker later in the year.

ICT MANUFACTURINGTranscom lifts 2Q26 revenue 29% on defense and satellite demand

Jul 6, 08:50

Transcom Technology reported June 2026 revenue of NT$78.05 million (US$2.44 million), up 30.78% from the prior month, and second-quarter revenue of NT$228 million, up 28.63% from the first quarter, as domestic and overseas military shipments accelerated. The power amplifier maker said the gain reflected stronger defense-related deliveries in Taiwan and abroad.

ICT MANUFACTURINGUSMCA shifts to annual review as trade deficit keeps pressure on Mexico talks

Jul 6, 08:49

The US, Mexico and Canada have moved into annual review talks on the USMCA after Washington declined to approve a straight 16-year extension under the current text, according to PwC Taiwan. The shift matters for Taiwan-based manufacturers that use Mexico as a production base before shipping goods into the US market.

AIAI supercycle could drive semiconductor market beyond US$2 trillion by 2030

Jul 6, 07:29

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.

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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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