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Wednesday 15 July 2026
QBit Semiconductor June revenue hits record as SoC and ASIC demand rises
QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a...
Wednesday 15 July 2026
Nam Liong posts strong Q2 as high-value materials drive growth
Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting...
Wednesday 15 July 2026
AI image sensor chip makers accelerate shift to algorithms, modules
AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...
Wednesday 15 July 2026
China's 1H26 IC exports jump 96% on AI hardware demand
China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration...
Wednesday 15 July 2026
Jensen Huang says sovereign AI development tops nuclear weapons
As attention in the tech industry has centered on the US tech giants and TSMC, sovereign AI has emerged as a faster-growing blue ocean for AI infrastructure providers, supply-chain...
Tuesday 14 July 2026
Column: Digital AI and Physical AI follow the same growth logic
At a humanoid robotics summit in Tokyo in May 2026, I saw a consulting firm's global labor automation map for Physical AI. After returning, I recreated the same map using the firm's...
Tuesday 14 July 2026
South Korea exports top US$100B in a month, stoking chip dependence fears

South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country...

Tuesday 14 July 2026
Commentary: AI computing power map reshapes ASEAN, with Singapore still central
In the second quarter of 2025, DIGITIMES visited the rapidly expanding Johor-Singapore Special Economic Zone (JS-SEZ) and Wiwynn's massive AI server system integration (SI)...
Tuesday 14 July 2026
Six-inch SiC substrate price rebounds as supply tightens

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for...

Tuesday 14 July 2026
Gogolook revenue jumps 36% in June to record high
Trust technology company Gogolook reported June 2026 consolidated revenue of NT$110 million (approx. US$3.43 million), up 36.5% from a year earlier. Consolidated revenue for the second...
Tuesday 14 July 2026
Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

Intel is developing a new memory architecture aimed at challenging the dominance of high-bandwidth memory (HBM), with commercialization...

Tuesday 14 July 2026
AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an...
Tuesday 14 July 2026
GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...

Tuesday 14 July 2026
Aurotek posts record first-half revenue on semiconductor automation demand
Aurotek Corp. said revenue in the second quarter and first half of 2026 reached record highs as demand from semiconductors and smart automation accelerated. The Taiwanese automation...
Tuesday 14 July 2026
Analysis: Why Meta's AI strategy sparked a market misread

Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as...