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Thursday 1 October 2026
Micron's record quarter rests on pricing power as customers lock in 2027 supply
Micron Technology's fiscal fourth quarter showed a memory maker whose growth now comes mainly from price rather than volume, with customers committing cash years in advance to secure...
Thursday 1 October 2026
Samsung Foundry gets boost from HBM4 as 2nm push continues
Samsung Electronics' HBM4 ramp is giving its foundry business a timely boost, as rising demand for the memory product translates into more work for the company's 4nm logic lines.
Thursday 1 October 2026
AI boom drives Southern Taiwan Science Park revenue past NT$1.7 trillion in 1H26
The Southern Taiwan Science Park (STSP) posted revenue of NT$1.77 trillion (approx. US$55.66 billion) in the first half of 2026, up 28.57% from the same period in 2025. Growth was...
Thursday 1 October 2026
DIGITIMES Insight: Agentic AI shifts inference bottleneck to token control and task quality
DIGITIMES Intelligence observes that AI applications are moving through a clear progression: from early classification AI focused on feature recognition, to generative AI capable of...
Wednesday 30 September 2026
'I tell myself every day it'll ease': Phison CEO sees years of memory shortage
Phison Electronics CEO Pua Khein-Seng says he tells himself every day that the memory shortage will ease tomorrow. In reality, he says, AI-driven demand has opened a gap between memory...
Wednesday 30 September 2026
Netlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent use
Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom, and Google to stop them from allegedly using the company's patented high-bandwidth memory...
Wednesday 30 September 2026
DIGITIMES Insight: AI is emerging as the new growth anchor in the mobile communications industry
South Korea's leading telecommunications operator, SK Telecom (SKT), recently established SK Hyper and SK Horizon in quick succession. The moves mark a pivotal shift for telecommunications...
Wednesday 30 September 2026
China auto market cools as Taiwan suppliers brace for 2H26 inventory cuts
China's auto market is under pressure from high oil prices and shrinking subsidies, weakening domestic sales even as exports keep growing. Taiwanese supply-chain companies are responding...
Wednesday 30 September 2026
Murata begins mass production of world's smallest three-terminal MLCCs
Murata Manufacturing has started mass production of its LLD series, a new class of ultra-compact capacitors that could help device makers worldwide fit more power management into smaller...
Wednesday 30 September 2026
Tatung pivots to AI infrastructure integration
Amid continued debate over AI, demand for computing power keeps climbing. Tatung Co. on September 30 unveiled its AI infrastructure solution, "TTG AIDC CUBE," at a launch event titled...
Wednesday 30 September 2026
China's generative AI user base tops 700 million, driving adoption into manufacturing and humanoid robots
Generative AI adoption in China continues to expand. The China Internet Network Information Center (CNNIC) said in its 2026 Generative AI Application Development Report, released on...
Wednesday 30 September 2026
Samsung Electro-Mechanics' disclosed 2026 supply agreements total US$2.6 billion as server demand surges
Samsung Electro-Mechanics has signed another long-term supply agreement for server components, bringing the value of its disclosed supply agreements this year to about US$2.6 billion...
Wednesday 30 September 2026
Commentary: What risks does China's DRAM capacity face amid tightening market?
China's continued expansion of DRAM capacity has raised a key question for the global memory market: will supply and demand flip?
Wednesday 30 September 2026
Jensen Huang rejects AI doomsday framing, calls safety an engineering problem
As warnings about catastrophic AI risks intensify, Nvidia CEO Jensen Huang is making a different case: AI safety should be treated as an engineering challenge, not a justification...
Wednesday 30 September 2026
Foundry 2.0 revenue hits record as growth spreads beyond TSMC
Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center...