News tagged opinion at DIGITIMES

NEWS TAGGED OPINION

Friday 24 July 2026

Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan

Wistron's opening of its D1 AI smart factory in Fort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

In-depth: Alibaba builds three-layer AI empire across chips, memory and models

Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...

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...

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...

Monday 20 July 2026

Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...

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...

Monday 20 July 2026

Interview: AI race is now a financing race, and Compute Labs wants to bankroll GPUs

As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.

Monday 20 July 2026

Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial...

Monday 20 July 2026

Interview: AI's rise is pushing Singapore and ASEAN firms toward multicloud and security bets

As AI moves from experimentation to deployment, enterprises in Singapore and across ASEAN are shifting their focus from cloud adoption to multicloud integration, cybersecurity, and...

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...

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,...

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...

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...

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...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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