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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    1h 32min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    1h 32min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    1h 32min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    1h 33min ago
    Arm’s AGI CPU demand surges as supply constraints loom
    1h 33min ago
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    1h 33min ago
    NEWS TAGGED DEMAND
    Monday 11 May 2026
    Transcend chair sees AI memory supercycle
    AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
    Monday 11 May 2026
    Advantech April revenue hits record as edge AI surges
    Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
    Monday 11 May 2026
    AI data center spending frenzy ignites Sunon's next cooling windfall

    Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

    Monday 11 May 2026
    Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
    Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
    Monday 11 May 2026
    Ennostar sees 2Q26 rebound on stronger component demand
    Ennostar said its core losses narrowed significantly in the first quarter of 2026 from the previous quarter, despite the seasonally weak period for the industry, and expects a marked...
    Monday 11 May 2026
    AMD's 2nm defection to Samsung dents TSMC's AI grip
    The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
    Monday 11 May 2026
    Trans-Sun Materials rides AI server wave with profit surge
    Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and...
    Monday 11 May 2026
    Dayuan 1Q26 rebounds on North America broadband and defense orders
    Dayuan Optoelectronics' consolidated revenue for the first quarter of 2026 reached NT$443 million (US$14.11 million), a 42.7% increase year on year, driven by North American broadband...
    Monday 11 May 2026
    Phison targets AI storage and edge computing growth through Phison 3.0 strategy
    Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...
    Monday 11 May 2026
    Ennoconn expands industrial AI push as European demand strengthens
    Ennoconn Corporation reported record-high consolidated revenue for April 2026, driven by double-digit growth across its industrial IoT, smart factory, and facilities management bus...
    Monday 11 May 2026
    AI inference boom fuels memory race, with Samsung in pursuit
    AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...
    Monday 11 May 2026
    Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises
    Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million,...
    Monday 11 May 2026
    Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

    AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

    Monday 11 May 2026
    Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals
    Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:
    Monday 11 May 2026
    AI surge drives Taiwan push for second-source PCB materials as market booms
    The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook