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Monday 6 July 2026
South Korea lines up US$204 billion Yeongnam manufacturing push

South Korean conglomerates will invest a combined KRW312 trillion (approx. US$203.6 billion) in the Yeongnam region, as the government...

Monday 6 July 2026
Huawei HarmonyOS misses China government OS shortlist despite top security rating

Huawei's HarmonyOS missed one of China's largest annual government desktop operating system (OS) procurement shortlists, showing that...

Monday 6 July 2026
SEMI warns Trump admin against meddling in memory market

SEMI has warned the Trump administration that intervening in memory-chip pricing or production capacity could worsen a historic supply...

Monday 6 July 2026
Exclusive: AWS's ASIC shipment hike drives demand upside for Taiwan suppliers

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

Monday 6 July 2026
Weekly news roundup: Anthropic tightens controls; Innoscience-Infineon clash shows the weaponization of China's courts
Below are the most-read DIGITIMES stories from the week of June 29-July 5, 2026:
Monday 6 July 2026
Alibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools
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,...
Monday 6 July 2026
Taiwan firms face tighter China investment scrutiny after new law
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...
Monday 6 July 2026
Meta's AI cloud idea underscores a search for returns, not an AI retreat
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...
Monday 6 July 2026
Front-loaded Asia-Pacific shipping demand keeps freight rates elevated into peak season
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...
Monday 6 July 2026
Transcom lifts 2Q26 revenue 29% on defense and satellite demand
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...
Monday 6 July 2026
USMCA shifts to annual review as trade deficit keeps pressure on Mexico talks
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...
Monday 6 July 2026
Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030
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...
Monday 6 July 2026
India roundup: India accelerates semiconductor ambitions through policy and global partnerships
India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts...
Monday 6 July 2026
Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar
Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in...
Monday 6 July 2026
AI reshapes supply chains as Tong Ming upgrades smart manufacturing

The AI boom is reshaping global supply chains and accelerating manufacturing's shift toward smarter operations. Tong Ming, the world's...