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Monday 20 July 2026
Commentary: Apple sues OpenAI, but Trump holds the whistle
Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over strategy, supply chains, and future hardware control. Behind the lawsuit lies a broader contest over who will shape the next wave of AI devices, and whether the Trump administration's "America First" agenda can help both sides find common ground.
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Wednesday 22 July 2026
Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch
Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local approvals in Taiwan slow project rollouts, and global energy markets stay volatile. Their push highlights risks for global clean-power buyers, who still face cost pressure, grid constraints, and shifting technology priorities.
Wednesday 22 July 2026
Interview: Why agentic AI could be SiPearl's biggest break—and Europe's
Philippe Notton has spent nearly 20 years traveling to Taiwan roughly once a month. That rhythm—born from his time at MStar Semiconductor and deepened across four companies on three continents—shaped how he thinks about building chips, building companies, and building Europe's only independent advanced CPU business.
Sunday 19 July 2026
Interview: The pragmatic playbook behind Agility Robotics' rise
Humanoid robots are very hyped these days. They are performing ever more impressive feats, from pulling off coordinated dance performances to running half-marathons. Yet one investor believes that the robots ultimately winning the commercial race will be the "boring" ones with solid, real-world market potential.
Sunday 19 July 2026
Interview: Merck's origins trace back to 358-year-old Engel Pharmacy
Merck did not begin in a laboratory, but in a neighborhood pharmacy that still opens every day to fill prescriptions for local residents. The Engel Pharmacy in central Darmstadt, Germany, founded in 1668, has operated for 358 years and is the company's starting point.
Saturday 18 July 2026
Commentary: Samsung, SK Hynix in Washington's crosshairs over memory fabs
On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel's Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK Hynix as both South Korean chipmakers expand memory capacity at home. He also assessed whether Intel's revival is real, saying that its production scale-up and yield will ultimately be the deciding factors.
Saturday 18 July 2026
Column: South Korea's semiconductor strategy faces foresight and structural gaps
South Korea's technology policies—including the two semiconductor strategies discussed previously and the broader K-Moonshot initiative introduced more recently—have been drafted by different government bodies, including the Ministry of Trade, Industry and Energy (MOTIE), the Presidential Office, and the Ministry of Science and ICT (MSIT). Yet they share several common characteristics.
Friday 17 July 2026
Exclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market
SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing Taiwan's server manufacturers to turn the chip into systems that data centers can order and deploy.
Friday 17 July 2026
Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight
ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks the culmination of Zhu Yiming's two-decade effort to build a domestic memory industry, taking the entrepreneur from founding flash memory designer GigaDevice to creating China's first globally competitive DRAM maker.
Friday 17 July 2026
Interview: QuantumDiamond's EU-backed quantum leap in chip inspection lands in Taiwan
The global tech landscape is currently dominated by two massive tides: the race for semiconductor supremacy and the long-promised dawn of the quantum era. While quantum technology is often associated with the distant goal of large-scale computing, a German startup is proving that quantum's most immediate impact may actually be in saving inspection time for the global semiconductor industry that powers the modern world.
Friday 17 July 2026
China's AI chips hit three walls — and bet on 3D memory to break through
China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.
Thursday 16 July 2026
Commentary: Xi Jinping elevates Sovereign AI, diplomacy, ecosystems into China's next AI strategy
The 2026 World Artificial Intelligence Conference (WAIC) opens in Shanghai on July 17, with Chinese President Xi Jinping set to attend and deliver a keynote speech.
Thursday 16 July 2026
Commentary: Ennoconn-Kontron deal highlights physical AI supply chain reshuffle
AI technologies and applications have matured rapidly in recent years. That has driven trends such as edge AI and physical AI. The shift has also affected industrial computer (IPC) makers, which have long focused on end-point applications on the factory floor and at other field sites.
Thursday 16 July 2026
Commentary: CXMT IPO binds China's DRAM supply chain into one ecosystem
CXMT's STAR Market IPO has become more than a fundraising exercise. The strategic placement roster shows how China's largest DRAM maker is using the capital market to connect semiconductor suppliers, AI cloud providers, device brands, automakers, and state-backed investors, reinforcing a domestic memory ecosystem.
Thursday 16 July 2026
Commentary: Chip lead times extend as cloud AI squeezes capacity
Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched to six months, and it has urged customers to place orders early to avoid delivery delays. Meanwhile, a channel player said STMicroelectronics (ST) MCU lead times have extended to 52 weeks, prompting distributors to begin asking customers about demand for all of 2027.
Thursday 16 July 2026
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon photonics (SiPh) and Co-Packaged Optics (CPO). Benjamin Hein, CEO Electronics and Executive Board member at Merck, said advanced packaging materials are poised to outgrow front-end process materials and the broader materials market, while Near-Packaged Optics (NPO) will bridge the industry's transition to commercial CPO.