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    China's optical supply chain gains ground in smart glasses
    Sep 16, 18:39
    Exclusive: China's CAS microelectronics institute unveils DUV-based 3nm GAA development path
    Sep 16, 18:39
    Samsung expands SRAM and IP support as memory shortages reshape chip design
    Sep 16, 18:39
    AMD shifts China strategy from chips to developer ecosystems as Nvidia retreats
    Sep 16, 18:39
    SK Hynix passes new performance bonus plan with cash and stock split evenly
    Sep 16, 18:39
    NEWS TAGGED OPINION
    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...
    Wednesday 16 September 2026
    DIGITIMES Insight: Taiwan's small IC design firms face a weaker second half after rebound

    Taiwan's smaller IC design firms posted a strong revenue recovery in the first half of 2026, but the gains may prove difficult to extend...

    Wednesday 16 September 2026
    DIGITIMES Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

    At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

    Wednesday 16 September 2026
    DIGITIMES Insight: Intel may lack a price edge over TSMC on SK Hynix HBM base dies

    SK Hynix is reportedly considering Intel as an additional manufacturing source for high-bandwidth memory (HBM) base dies beginning with...

    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,...

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    Research_DB
    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Semicon_TW