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    Hermes-Epitek eyes CPO test revenue in 2027
    6h 41min ago
    YMTC wins German injunctions against Micron in patent dispute
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    China-made batteries keep US storage costs low as de-risking raises concerns
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    Alibaba’s Qwen speeds up self-improvement as Qwen4 training begins
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    LG Group and Microsoft deepen AI partnership across data centers and physical AI
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    NEWS TAGGED OPINION
    Tuesday 22 September 2026
    Analysis: Will AI glasses replace the iPhone? —Cook and Ternus see it differently
    Following Apple's executive transition, former CEO Tim Cook and new chief John Ternus have presented contrasting visions for the next generation of mobile devices, spotlighting a key...
    Tuesday 22 September 2026
    DIGITIMES Insight: Full-color Micro LED set to exceed 30% of AR glasses shipments in 2027

    The industry has converged on a single precondition for consumer adoption of augmented reality (AR) glasses: the product must look like...

    Monday 21 September 2026
    Column: AI usage patterns may be shifting the case for self-hosted servers

    A new Anthropic threat intelligence report offers an unusual glimpse into how advanced AI systems are being used under heavy, real-world...

    Monday 21 September 2026
    DIGITIMES Insight: AI chip upgrades shift substrate supply bottleneck from upstream materials to equipment
    DIGITIMES Intelligence has observed that as the performance of AI accelerators and server CPUs continues to advance, chips are increasing not only in compute core counts and...
    Monday 21 September 2026
    Analysis: The race to superintelligence meets a demand for restraint — and the industry is split
    The extraordinary technological progress humanity has witnessed since AI first emerged has propelled a fundamental shift in industrial development. With experts hailing AI as the next...
    Saturday 19 September 2026
    Interview: Advanced packaging shifts toward system-level co-design for AI

    Advanced packaging remains one of the semiconductor industry's hottest technology areas in 2026. In Taiwan, terms such as co-packaged...

    Friday 18 September 2026
    Analysis: China's 15th five-year plan spotlights diamond for AI chip thermal management
    China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have highlighted ultra-wide bandgap (UWBG) semiconductor materials,...
    Thursday 17 September 2026
    The Trump-Jensen speakerphone diplomacy: how Nvidia turned political pressure into a seat at the table
    The relationship between Nvidia CEO Jensen Huang and US President Donald Trump has evolved from policy friction to a strategic alignment. The rapid shift in their dynamic reflects...
    Thursday 17 September 2026
    Column: China tightens rare earth controls, exposing hidden vulnerabilities in Taiwan's supply chain
    China's rare earth export controls are changing the rules governing global critical mineral supply chains. For Taiwan, the real concern is not that China could suddenly halt all exports...
    Thursday 17 September 2026
    DIGITIMES Insight: SiC substrate capacity expansion continued; 6-inch substrate prices expected to rebound in 2027
    DIGITIMES has observed that demand for silicon carbide (SiC) power devices has climbed rapidly in recent years as the EV market expands, triggering a massive wave of capacity expansion...
    Wednesday 16 September 2026
    Analysis: Jensen Huang is in Trump's ear; what it means for Taiwan's chip supply chain
    "The narrative is much more practical," Nvidia CEO Jensen Huang said of China's approach to artificial intelligence (AI) at the All-In Summit 2026, contrasting it with US warnings...
    Wednesday 16 September 2026
    DIGITIMES Insight: Google outlines AI compute expansion, speeds TPU cycle to 6 months

    DIGITIMES Intelligence said Google used SEMICON Taiwan 2026 to outline the direction of its AI infrastructure strategy, focusing not...

    Wednesday 16 September 2026
    Interview: Forget transistors — speed is what's choking the chip supply chain, says Qnity exec
    The global surge in AI demand is accelerating change across the semiconductor industry, and as Moore's Law scaling faces physical limits, chipmaking is no longer only about shrinking...
    Wednesday 16 September 2026
    Commentary: China's US$4.5 trillion electronics target confronts the limits of manufacturing scale

    Where will China's electronics manufacturing industry find growth over the next five years? The answer is taking shape in the 15th Five-Year...

    Wednesday 16 September 2026
    DIGITIMES Insight: Taiwan can power its AI chip boom — but not with green energy
    DIGITIMES Intelligence observes that discussions at the semiconductor sustainability and energy forum during SEMICON Taiwan 2026 centered on two questions: whether Taiwan will have...
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    BIZ FOCUS
    Sep 22, 08:00
    Macronix Secure Memories Build Hardware Defenses for EU CRA
    Tuesday 22 September 2026
    AI Drones Advance Industrial Inspection, Suntek Unlocks New Market Opportunities
    Tuesday 22 September 2026
    AT&S Unveils Strategy to Drive AI Growth
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
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