News tagged opinion at DIGITIMES

NEWS TAGGED OPINION

Tuesday 15 September 2026

Interview: Corning sees CPO, glass core as new semiconductor battlegrounds

As artificial intelligence applications accelerate, surging global semiconductor demand is pushing advanced packaging, co-packaged optics...

Tuesday 15 September 2026

DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting

DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.

Tuesday 15 September 2026

Column: When digital trust breaks — quantum risk rewrites supply chain resilience

Supply chain resilience was once centred on raw materials, components, factories and logistics. AI, cloud services and the digital economy have expanded the risk perimeter. Companies...

Tuesday 15 September 2026

Inside CIOE: takeaways from China's biggest optoelectronics show

Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...

Tuesday 15 September 2026

Robot supply strategies split between US in-house tech and Chinese local ecosystem

As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception...

Tuesday 15 September 2026

Commentary: CIOE 2026 reveals the harder race behind AI optical interconnects

The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor,...

Tuesday 15 September 2026

The 1,000-watt problem: a TSMC veteran on the brute force forging Nvidia's AI chips

"He practically created a new era—the age of AI," Mou-Shiung Lin said of Nvidia CEO Jensen Huang. Yet, the early TSMC executive describes the methodology behind that success...

Monday 14 September 2026

DIGITIMES Insight: High NA EUV chips near production, but economics will be the pacemaker

ASML's latest update suggests High NA EUV is no longer confined to laboratory validation. With 10 systems already operating across four customers worldwide, and three more in shipment...

Monday 14 September 2026

DIGITIMES Insight: Taiwanese firms lead in FOPLP as overseas rivals race to catch up

Taiwanese chip packaging firms are advancing fan-out panel-level packaging (FOPLP) and glass-substrate development as AI processors demand ever-larger reticle sizes and more complex...

Monday 14 September 2026

DIGITIMES Insight: China's GaN challengers are no longer playing catch-up

Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...

Sunday 13 September 2026

Column: What is SLAM? The first step in Physical AI

We previously discussed how automation removes environmental uncertainty, while autonomy requires systems to operate in complex settings. The biggest difference is that autonomous...

Saturday 12 September 2026

Commentary: Apple sends off Cook with a foldable flourish, but Ternus's trial is still ahead

Apple has finally unveiled the long-anticipated foldable iPhone Duo, with former CEO Tim Cook making a brief appearance at the start of the launch video. The moment suggested the device...

Saturday 12 September 2026

ViTrox sees chip inspection moving upstream as advanced packaging raises defect costs

Advanced packaging is stretching semiconductor inspection in two directions at once: packages are getting larger while the features inside them are getting smaller.

Saturday 12 September 2026

Interview: Resonac maps five PLP hurdles, eyes 510x515mm pilot line

Advanced packaging is reshaping the semiconductor value chain, making materials innovation a key source of technical breakthroughs. As large-format panel-level packaging (PLP) gains...

Saturday 12 September 2026

Charts: Taiwan's AI supply chain growth moves from cooling to rack hardware

King Slide Works posted the fastest revenue growth in August among the 50 Taiwan-listed AI supply chain companies tracked by DIGITIMES, with sales up 318% from a year earlier...

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Sep 14, 08:00

Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects

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