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Jul 6, 14:56

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, 15:38

South Korea lines up US$204 billion Yeongnam manufacturing push

Jul 6, 12:16

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

Jul 6, 10:40

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

Jul 6, 08:56

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ICT MANUFACTURINGFCC rule change drives Sporton to a three-year revenue high

Jul 6, 16:50

Sporton, a high-end testing services provider, reported June 2026 revenue of NT$417 million (US$13.05 million), up 0.5% from the previous month and 12.7% from a year earlier. The increase was driven by order transfers tied to new US regulations, and second-quarter revenue reached about NT$1.242 billion, the company’s highest quarterly level in three years.

AITaiwan drone makers gain as Europe focuses on trust and supply chain resilience

Jul 6, 15:28

Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price and delivery time to competition among trusted supply chains.

ICT MANUFACTURINGChicony Power June revenue rises on pull-forward demand and server power sales

Jul 6, 15:16

Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted shipments. The Taiwan-based power supply maker also said the monthly result came in stronger than market expectations.

ICT MANUFACTURINGApple price hikes spur brisk used-device trading

Jul 6, 14:40

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished and secondhand channels to fight inflation. Data from Chinese secondhand trading platforms show that some MacBook models have risen by nearly CNY1,000 (US$147.29) within just 10 days, signaling a new round of price swings in the end-user market.

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.

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 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.

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.

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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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