DIGITIMES archived news

Asia

Jul

5

2026

From Bloomberg to DIGITIMES: building a media model for the AI era

AI PCs, AR glasses, and robots reshape display tech

Applied Materials unveils integrated tools for HBM, chiplet, and 3D packaging scale-up

Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates

AI, HPC test interface demand drives CHPT June revenue to new monthly high

Advantest and OpenLight join forces on silicon photonics test platform for mass production

CSCC advances carbon materials for AI data center BBU supply chain

Why enterprise AI in manufacturing is stuck at the pilot stage

Jul

4

2026

Infineon wins fourth German patent ruling against Innoscience, as GaN fight flares in Shanghai

Tesla tops Taiwan imports in June 2026, cuts Supercharger rates

Machvision's June revenue hits another record due to AI demand

TSMC's median pay trails four smaller IC design houses, filings show

China's CR Micro raises power chip prices as Chinese suppliers push fresh hikes

SoftBank targets AI cloud market with 10GW US rental plan

Samsung and SK Hynix seek substrate price cuts for the second half of 2026

Anthropic tightens controls as Chinese firms route around Claude restrictions

Commentary: Korea's KRW800tn chip bet risks US fab pressure while Apple profits from memory shock

Thinking wins varistor orders as Japanese rival exits amid silver prices hikes

Jul

3

2026

Infineon China pushes back after GaN products removed at Shanghai electronics show

Ubtech's U1 companion robots test whether China is ready for AI intimacy

Apple plans five iPhone launches to capture market share amid component shortages

Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's polarizer makers seek price hikes as material bottlenecks bite

Taiwan's Turvo confirms full management authority, reaffirms robotics expansion plans

Turn Cloud shifts to AI infrastructure

China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

South Korea bets on southwest semiconductor cluster, but key hurdles remain

Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction

'Switchblade' drone maker AeroVironment deepens Taiwan supply chain ties

Sharp, SES target Japan MEO satellite services as industrial connectivity demand rises

Intel takes aim at TSMC's CoWoS lead with EMIB-T

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO

How TSMC quietly turned its supply chain into a 'second fleet'

Microsoft launches US$2.5 B unit to guide enterprise AI adoption using embedded engineers

Global server demand is set to stay strong through 2027 as supply chain pressure widens

Wistron chair urges Taiwan to shift beyond manufacturing mindset in AI era

Xiaomi and Huawei turn phone AI into a system-level fight for user workflows

Exclusive: Chinese automakers pursue overseas production to shape future vehicle standards

Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns

India and Japan deepen economic security ties at New Delhi summit

SAP names Verena Siow Asia-Pacific President

Tsinghua chip veteran’s US$1.8bn 3D AI chip startup targets China’s GPU gap

AI server PMIC demand drives spillover orders for Taiwan chip designers

Samsung escalates South Korea buildout: maps fresh US$90 billion chip, display, battery push in central region

Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Meta's reported cloud push fuels debate over AI chip demand

SK Hynix puts US$64 billion into Cheongju chip buildout

Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Infineon opens Dresden chip plant ahead of schedule, boosting global supply capacity

Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia

Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race

Kioxia begins sample shipments of 10th-generation flash memory

TSMC wins approval for US$20 billion Arizona expansion

Sinbon lifts revenue to record levels as humanoid robot work advances

Zyxel Networks adds outdoor wireless access point for MSP customers

CSCC expands Pingnan plant to lift carbon materials output

Volkswagen takeover talk by BYD highlights Europe's auto industry strain

Small-home living drives demand for mobile TVs and pico projectors

Turvo shifts North America production as robot revenue target rises before 2029

Volkswagen gives China joint venture control of exports as auto strategy shifts

Trend Micro and Check Point expand enterprise AI security integrations

Turvo expands auto business and targets growth in five new markets

Renesas trims chip portfolio to focus on AI servers and EVs

Seoul seeks Kumamoto's chip playbook, but Japan's model isn't easy to copy

Taiwan, Japan deepen end-of-life vehicle recycling cooperation to unlock circular economy opportunities

UBTech CEO says robots will take over most physical jobs in 20 years

Chinese power chip price hikes lift Taiwanese suppliers

Samsung's HBM4E yield tops 70%, sharpening AI memory race with SK Hynix and Micron

Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Innoscience says Infineon removed disputed GaN products from Shanghai trade show after patent challenge

South Korea battery industry urges tax reform as US, Europe rules bite

Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Taiwan carriers, banks roll out MID+ to fight fraud

EU weighs 'super credits' for small EVs to support affordable car sales

Musk eyes Mesh Optical deal as AI data centers push beyond copper

Apple's iPhone slips in China as local brands hold off challenge

Jul

2

2026

OpenAI's 5% stake pitch pulls AI deeper into Washington

AUO pushes AI-era transformation with executive reshuffle, launch of innovation institute

Supermicro: We are cooperating with Taiwan, not under investigation

Singapore files additional fraud and money laundering charges in Nvidia-linked server case

Nvidia and nuclear energy startup Valar test microreactor to power AI data center

Commentary: G2 rivalry simmers– China quietly watches as US pressure sends Asia's defense industry into overdrive

Passive component suppliers regain momentum on AI server and auto demand

Analysis: How long can memory's AI-driven boom last?

DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

Micron and GM strike long-term memory supply deal for vehicles

Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers

India's smartwatch leader enters smartphone market despite surging memory cost

AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

Taiwan's Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry

Samsung courts AI chipmakers with 2nm roadmap amid firming foundry demand

LG Electronics moves into ASIC design services as TSMC ties draw attention

China power chip makers raise prices, exposing AI server squeeze on mature-node supply

Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue

Taiwan automotive LED maker EOI readies Mexico ramp for humanoid robots and silicon photonics

Memory price relief for PC brands is expected to be temporary

Socionext to develop TSMC A14 chiplet for AI data center SoCs

BOE, Chinese panel makers' chip push tightens the squeeze on South Korea

South Korea plans CIA-style fund to build its own Palantir

Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots

USMCA review and post-Brexit rules cloud auto supply chain

Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions

SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

Fujifilm India signs MoU to assess semiconductor materials manufacturing in Gujarat

Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition

Europe's heatwave turns air conditioners into power chip growth story

PlayStation to end physical game discs for new releases from 2028

Ericsson says AI demand is accelerating 5G SA and FWA deployment

Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand

LG Electronics creates robot business center to scale physical AI and robotics supply chain

Hotai Motor trims Taiwan auto market outlook but keeps 2026 sales target

Tesla jumps to second as Taiwan auto sales rebound in June

Huawei raises prices despite China smartphone gains, exposing AI cost squeeze

Sovereign connectivity race accelerates: Japan readies subsidy for Rakuten-led satellite network

GIS pivots to semiconductors and optics as memory shortages hit touch demand

Samsung exec calls for nuclear expansion to support Gwangju fab plan

Samsung showcases 3D stacked transistor breakthrough for next-gen chips

GaAs and InP price hikes hit Taiwan supply chain

AI server demand drives MiTAC to expand in Taiwan, Vietnam, and California

General-purpose server shipments surge, boosting Taiwanese connector makers

Cloud AI squeezes 2nm capacity, pressuring mobile SoCs

Taiwan eyes 2028 carbon trading market launch, but experts warn of risks and timing

IBM's 0.7nm chip claim revives debate over semiconductor node naming

Jul

1

2026

Nvidia GPU-network ecosystem tops data center Ethernet switches

As Acer nears its 50th anniversary, Stan Shih says 'Business Family' model offers more sustainable future

Analysis: Apple isn't a victim of memory price surge; it's the biggest winner

Yageo chairman takes control of Anpec board

Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers

Surging oil prices drive demand spike in Europe's used EV market

OpenAI engineers claim to discover way to cut inference costs in half

TMY Technology clears Taiwan listing review, satellite and defense businesses drive turnaround

Samsung, SK Hynix southwest fab plans put Gwangju's silicon photonics ambitions in focus

Tenstorrent's Jim Keller says startup will outpace Cerebras as AI chip competition intensifies

Tesla taps Intel 18A veteran to lead Terafab chip project in Texas

China's humanoid robot boom turns physical AI from prototype to production

Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further

Samsung Display to expand OLED capacity as foldable demand builds

Kinpo expects 2H revenue to exceed 1H amid plant ramp

Albatron GM detained in Nvidia-linked Supermicro smuggling probe as firm moves to install acting chief

Gus Technology names Hota Group president as chairman

Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts

China's price war cuts humanoid robot hand costs in half — but precision parts resist

China's chip material makers riding the AI boom close in on Japan

Amazon's new US$1 billion division aims to embed AI engineers in clients' teams

AI chip startup Rebellions' acquisition of SqueezeBits signals push beyond hardware

South Korea's southwest chip hub plan faces supplier gap

Taiwan outpaces world in AI adoption, but firms lack strategy, Microsoft finds

Schneider Electric to acquire industrial AI firm Cognite for US$3.1B

GigaDevice flags memory cycle risks amid share price surge

Chinese battery makers reportedly shut out of Japan's cybersecurity certification

How pricing dynamics and govt regulations are reshaping AI balance of power

Taiwan starts collecting carbon fee, with highest amount from semiconductor firms

China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026

DeepSeek V4 introduces utility-style AI pricing in shift beyond China's LLM price war

China loosens auto aftermarket rules, but Taiwan firms are holding their ground in the US

Chinese lens suppliers expect smartphone shipments to fall 12% in 2026

India Semiconductor Mission 2.0 reportedly clears Finance Ministry hurdle as govt highlights first-phase progress

Japan launches US$6.2 billion AI initiative as SoftBank consortium targets physical AI leadership

Anthropic's Sonnet 5 delivers near-Opus performance at 60% lower cost as export ban lifts

AI fuels OSAT pricing power as chip packaging orders fill through 2027

The price behind India's investment boom

AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns

Naphtha supply risk adds pressure to semiconductor materials

Taiwan sends defense drone bills to committee review as supply chain ramps up

Global auto supply chain braces for fiercer 3Q26 profit battle

Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints

LCD TV panel makers face a softer peak season as demand weakens and costs climb

Taiwan auto market levels as easing US tariff uncertainty boosts parts exporters

H2U eyes AI health data opportunity with July Innovation Board listing

Industry 4.0 demand keeps TADC on track for double-digit growth in 2H26

South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem

SK Hynix talent hunt targets HBM's next frontiers while drawing Samsung employees' attention

Why South Korea may struggle to replicate Taiwan's semiconductor success

TASA upgrades TRITON weather satellite data with NOAA collaboration

China's private rocket makers chase SpaceX model as satellite demand strains launch capacity

South Korea's AI memory push draws scrutiny from both Taiwan and China

China ADAS chipmaker Horizon Robotics faces BYD test after No. 2 climb

Jun

30

2026

Walmart signs first nuclear power agreement to secure 176 MW of zero-emission supply

Asia Neo Tech and Brooks sign 15-year FOUP deal

Ability Opto-Electronics targets CPO growth with V-groove and MT lines

Up Young expands distributed energy offerings in Taiwan with Mitsubishi Heavy Industries gas generators

TSMC fast-tracks CoPoS—whole supply chain under gag order

TSMC 2nm, CoWoS, and CoPoS broadly lift Taiwan's equipment, materials, and packaging suppliers

Lenovo warns elevated memory prices could become the new norm beyond 2030

Fulltech Fiber Glass to lift cloth prices as much as 30% from July

Local backlash led to more than 300 US data center bans and moratoriums since 2023

Huawei OpenHarmony targets China's humanoid robot race with 1.3 billion-device ecosystem

Samsung Electro-Mechanics targets AI server growth with MLCC talks, substrate push

TBI Motion taps humanoid robot demand with small-batch shipments

Interview: Why DuPont spinoff Qnity is betting its Taiwan growth on packaging, not process nodes

China unveils national AI agent standards to accelerate interoperable AI ecosystem

Corning's East Coast edge: IP, manufacturing depth, and AI-era return of optical fiber

Taiwan's Chief Telecom says raid over alleged AI server smuggling has no financial impact

Samsung commits KRW2,655 trillion to future industries, anchoring new Gwangju fab

HKC IPO gives China's display sector a third heavyweight

Memory suppliers lock down buyers as contract prices continue surging in 2H26

Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

IC design firms brace for uncertain peak season as prices rise

New GPU and ASIC platforms to drive stronger server shipments in 2H26

Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook

Optiemus, Quectel launch India manufacturing tie-up for automotive and connectivity modules

AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

Samsung revives 1.4nm foundry push as 2029 timeline takes shape

SK Hynix accelerates Yongin fab timeline by 12 years as HBM strains memory capacity

AI super cycle lifts semiconductors, but China chip group warns of a distorted boom

China's third-largest pure-play foundry's HK filing shows growth, but also rising risks

Notebook supply chains brace for weaker 2026 peak season

South Korea looks to Taiwan as model for semiconductor decentralization

Rocket Lab challenges SpaceX with US$8 billion Iridium deal to build fully integrated space company

DRAM price surge tests South Korean memory makers' HBM4 push

Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted

Taiwan optics sector heads into peak season as Apple demand, camera orders rise

Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

Forget prompts: Nvidia's Huang sees 'loop engineering' as AI's next frontier

EU's push for cloud sovereignty draws fragmentation warnings

Commentary: Behind Micron's bet for long memory demand cycles

Nvidia, Firmus partner on Indonesia AI infrastructure project

Taiwan reportedly expands AI server smuggling probe, searches Supermicro and listed firms

Expected MCU price hike drives early 1H26 pull-ins

OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks

Taiwanese smartphone shipments face deeper pressure as component costs rise

Shuotong expects stronger demand for liquid cooling in 2H26

Riken and Taiwan academia join forces on next-gen compound semiconductors

Honda, GM, and Ford redirect capacity to energy storage as EV demand slows

Samsung, SK Hynix step up CO₂ buying as supplies tighten

China's LineShine puts Beijing back on top of supercomputer race

China's SiC race shifts from EVs to AI data centers as SICC overtakes Wolfspeed

Halos signals Nvidia's bid to make safety certification the robotics gateway

Arm says it tops 50% share in hyperscale cloud as x86 grip slips

Anthropic tops global unicorn list as China shifts to hard tech

PlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses

Hyundai says one year of output beats Tesla's 10-year sales; manufacturing capacity crucial in physical AI race

Commentary: Apple raises prices, markets flinch— but demand proves more resilient than feared

Red Hat sees cloud-to-edge shift in Taiwan AI deployment

Intel-UMC tie-up talk runs into hard realities of process gaps and cash needs

Yao Sheng bets on four new product lines, names Te-ching Shen as president

Jun

29

2026

China memory makers fuel local chip equipment push as CXMT lands Tencent deal

Baidu subsidiary Kunlunxin seeks US$50B IPO valuation, asks investors to buy its chips

Chengxi approved for Taipei Exchange listing as AI reshapes customer service

BYD's 4nm smart-driving chip signals deeper EV supply-chain integration

Kyocera to invest JPY650 billion in chip equipment and data center components

Taiwan launches quantum talent program, sends 15 abroad

Taiwan's first homegrown submarine enters dive trials ahead of handover; shipbuilder eyes unmanned boat contracts

BOE's military designation hands South Korean panel makers a strategic opening

Samsung chair backs Korea's southwest chip cluster, maps nationwide investment

US widens China tech ban to include legacy Huawei, ZTE equipment

DARPA seeks radically low-power, damage-tolerant computers for austere battlefield environments

Taiwan optics makers eye humanoid robot vision market as deployments accelerate

Taiwan smartphone shipments rose in May despite higher component costs

China's first diamond semiconductor supply chain project lands in Zhengzhou

Musk backs Cook as AI memory crunch drives Apple price hikes

AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint

Samsung could become HBM market share leader in 2027

Samsung, SK Hynix to build KRW800 trillion chip hub in South Korea’s southwest

Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push

Orbbec builds Vietnam factory to broaden global reach

China adds 40 Japanese entities to export control and watch lists

Wistron expands US production to meet AI server demand

SK Hynix sets up new strategy unit as HBM race intensifies

Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action

Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS

China makes AI power a national priority in new five-year energy plan

Weekly news roundup: South Korea takes physical AI push from policy to practice; Europe aggressively pursues non-red supply chains

Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

Potens expands into AI cooling and power markets, server revenue share hits double digits

Johor's power grid faces mounting strain as data centre pipeline expands

Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes

Foxlink appoints Freddy Kuo president, targets AI factory transformation

Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

US AI restrictions face scrutiny as Chinese models gain ground

Physical AI's next hurdle is not walking, but grasping

Onsemi's Synaptics acquisition intensifies competition for physical AI leadership

Analysis: Memory shortage drives long-term uptrend as Apple hikes prices

Hyundai, LG and Doosan ramp up robotics plans as South Korea's Physical AI race heats up

Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs

CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage

Taiwan electronics sector stays upbeat as AI demand lifts exports

AIC sees double-digit growth as AI infrastructure shifts to rack-level systems

FIT consolidates EV charging brands, builds Saudi plant to localize supply

LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

Samsung slows next-gen memory push as price surge rewards existing lines

Taiwan joins post-HBM memory race with Intel, SoftBank

India roundup: Global tech giants deepen India investments

Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

Taiwan Power ends three-year losing streak in 2025, but posts NT$9 billion loss in early 2026

Niching targets higher margins as heat spreader orders extend through year-end

As SpaceX plans more launches, Eson seeks to scale satellite parts business

Apple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series

LinkCom leans into AI networking and high-power power modules to drive growth

Infineon counters Innoscience claim after China GaN patent setback

AI drives TV platforms as Samsung and LG chase smart-home ecosystems

Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence

Jih Lin rides AI power demand to clip packaging

Taiwan water treatment firm rebrands to chase chip-grade purification demand

Jun

28

2026

Apple's first foldable iPhone reportedly on track for September 2026 launch

Rakuten, AST SpaceMobile JV aims to break Starlink's grip on Japan's satellite market

LG Chem weighs CCL expansion as AI chip demand strains supply

Kaori fuel cell orders extend to 1 year; expanding capacity in Taiwan and overseas

2nm advanced process waste surges 13x, Techzone targets semiconductor ESG waste treatment market

Trusval reports record 2025 profit, eyes global growth in 2026

Sunrise builds integrated energy platform as AI data center demand rises

Smartwatch sales return to growth as AI and health features lift demand

AI attacks scale up as annual security checks lag

Aleees shifts to in-house manufacturing after US order opens North American push

CALIN shifts into land, sea, air and space markets as Starlink samples move forward

Jun

27

2026

The Tata Electronics leak is overwhelmingly an Apple data set, file index shows

JCET's US$1.1bn expansion shows where China's AI chip crunch is moving

Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity

Hanmi targets advanced packaging market with FC Bonder 3.5

US backs I-Pulse's $250M plan to use pulsed power for geothermal drilling

ShunSin sees CPO potential, adds TSMC veterans as independents

Taiwan motorcycle maker SYM's profit falls in 2025 despite record market share

LG pushes robot strategy from home to factory; data shortage remains a challenge

AI-driven chip demand tightens air and sea freight capacity and lifts rates

DrayTek's revenue slide drags into 2026, company pins hopes on Wi-Fi 7 and cybersecurity

MediaTek frames orbit compute and NTN as next strategic R&D priorities

Zettabyte urges new standard for quality AI compute as demand surges over two years

SK On completes China battery joint-venture restructuring with Eve Energy

Jun

26

2026

Samsung SDI targets US battery supply chains with US$20M Forge Nano investment

SK Hynix fluorine leaks trigger safety inspections at 25 South Korean chip plants

Inside Corning: a century of R&D bets, and why optical fiber is paying off again

Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming

Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options

Qualcomm HBC takes aim at HBM costs in AI data centers

Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

Seres' US$25bn wipeout tests the price of Huawei's EV halo

Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

Global intelligent eyewear market surges as AR and smart glasses gain ground

AuthenX targets AI data center interconnects with plug-and-play FAU for CPO

Groundhog Technologies wins world's first telecom GenAI order, eyes LEO satellite optimization market

AIDC showcases advanced composite materials for next-gen aircraft, drones

Taiwan to draft new drone budget after defense bill cuts

OpenAI to release GPT 5.6 model on staggered basis in face of US regulatory uncertainty

Samsung's reported US$648 billion plan shifts focus to South Korea's chip belt

Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

Taiwan revives NT$210 billion drone procurement plan amid industry hopes and concerns

Teradyne expands India focus with new country manager

Corning weighs South Korea site as chip packaging race turns to glass

Academia Sinica readies Taiwan-made quantum chip for engineering push

OpenAI, Anthropic, and Google turn to deployment engineers as AI focus shifts to enterprise use

Analysis: Why Apple can't wait out this memory shortage

Honyi International rebrands as Tianyi Water and Energy Solutions to seize water-power integration opportunities

SK Hynix races to open Yongin triple-deck fab in 2027

Apple reportedly revamps Mac chip roadmap to accelerate AI push

Academia Sinica targets quantum chip manufacturing scale with Taiwan's semiconductor tool base

How big tech is nudging cloud emissions on customers

Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap

IBM breaks sub-1nm barrier with 3D nanostack transistor platform

Fuji Electric-linked arrests expose rare earth compliance risks for Japanese tech firms in China

SK Hynix's US$29 billion Nasdaq plan puts capacity expansion in focus

Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI

Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook

Amazon raises India bet to US$48 billion, adds US$13 billion for AI and cloud

Taiwan Semiconductor accelerates transformation as unit listings and SiC, GaN bets take shape

Onsemi agrees to acquire Synaptics in US$7 billion all-stock deal

Alibaba chip unit T-Head triples registered capital amid AI push

CXMT listing signals acceleration of China's memory self-sufficiency strategy amid global tech decoupling

SK Siltron to bring new 300mm wafer capacity online as AI demand lifts shipments

GlobalFoundries expands Singapore role as it targets physical AI hardware wave

Europe aggressively pursues non-red supply chains; Thunder Tiger showcases unmanned combat systems in Poland

Apple and Google consider adopting Chinese memory chips: three obstacles remain

Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26

Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance

How Optivision is speeding up the shift from LCD optical films to high-end auto applications

Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration

China power semiconductor makers raise prices as AI and vehicle demand grows

Tungsten shortage spreads from raw material to chip manufacturing, Japan warns

Quantum Systems to build 2,000 TerMIT unmanned ground vehicles for Ukraine

Altos and FPT sign MOU to scale enterprise AI and HPC across Asia-Pacific

Taiwan drone makers pivot to non-China supply chains to win overseas markets

Jun

25

2026

Taiwan electronics production jumps 93% in first five months of 2026 on AI boom

IntelliEPI targets record 2026 revenue amid InP substrate shortages

Europe's AI infrastructure: the cost gap that policy cannot paper over

Samsung chairman reviews HBM4 supply as revenue tops US$1 billion

Century Wind Power to acquire Century Huaxin and rebrand as Century Energy Equipment

Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market

EU clears EUR76M in German aid for Munich quantum chip-testing plant

Agility Robotics targets Nasdaq debut as Abico eyes robot mass production

China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp

Sigurd expands AI testing capacity as demand keeps facilities full

SambaNova targets US$10B valuation as demand rises for cheaper AI inference

ASE sees AI demand stretching packaging capacity into 2030

ADATA explores Thailand role in AI computing expansion

How Gogoro plans to take Taiwan's electric scooter supply chain global

Calin Tech eyes low-altitude economy opportunities, expands auto customer base in Europe, US, and Asia

Aleees to build 100,000-tonne precursor plant in Taiwan to supply North American LFP demand

China tightens export controls on strategic minerals with new whistleblower system

Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises

Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem

Foxtron pivots overseas strategy toward Europe as EV competition intensifies

Commentary: Micron turns AI memory crunch into a buyback story

Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals

Automotive memory and LFP material costs surge, impact seen with Chinese automakers

TSMC-Amkor alliance jolts packaging map as ASE races to expand

Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave

Coplus developing Nvidia-backed AI headlights

Chinese chip packaging giant JCET plans US$1.1b AI chip packaging plant

China moves to build helium reserve as Nippon Sanso sets over 30% price hike

TSMC 3nm lead times surpass one year as Samsung faces Intel in foundry push

AI server demand drives sharp price gains in high-end MLCCs

JD.com targets 700,000 workers for retraining as robots reshape logistics

China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos

ByteDance's reported AI chip orders mark breakthrough for Chinese GPU maker Iluvatar CoreX

IC design firms race to secure packaging capacity

Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting

ProLogium and Elysian Aircraft sign MoU to explore solid-state batteries for electric aviation

MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G

Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership

SK Hynix eyes record Nasdaq ADR to fund AI memory expansion

Anthropic accuses Alibaba of largest distillation attack on Claude, escalating the US-China AI fight

OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon

Acer Gadget sees double-digit growth as PC peripherals and smart living drive expansion

E Ink subsidiary scales solvent-free OCA to support higher-quality, lower-carbon displays

Taiwan-US tariff deal cuts auto parts duties to 15% and reshapes supply chains

Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia

Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market

Foxconn and Sharp sign strategic pact to prioritize AI servers and smart infrastructure

ITRI and 30 firms form Taiwan consortium to accelerate unmanned vehicle R&D and exports

China wafer champion turns to US$1.6B overhaul to stop losses

Acbel advances into Europe with onboard chargers and ChargePoint collaboration

China PC shipments fall as Huawei gains ground in weakening market

Phison says NAND shortage has no end in sight as orders are booked into 2Q27

Nvidia and AWS deepen push to simplify AI infrastructure at scale

Japan, France push to secure rare-earth supply beyond China

SK Group to meet Tesla and SpaceX leadership to pursue AI-infrastructure and memory partnerships

EverFocus launches Nvidia-based edge AI vision push into North America

Power-Win expands into EV battery recycling as Jiadong plant ramps up

Techzone builds circular economy to tap rising semiconductor expansion demand

Foxtron enters overseas expansion phase as passenger vehicles, buses scale in 2027

Jun

24

2026

SK Hynix to issue US$29 billion in new shares for Nasdaq ADR listing on July 10

Imoo overtakes Samsung to become No. 4 smartwatch brand

SoftBank to build domestic AI server base as Japan pushes for sovereign compute

Asia's AI data center boom turns green power into supply chain stress test

Global market for advanced chip packaging set for rapid expansion

China's LineShine supercomputer tops TOP500, but AI lead remains unclear

Qualcomm, ByteDance talks signal new phase in China AI chip diversification

Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation

IBM targets Anderon venture to anchor quantum wafer supply

MediaTek-Global Unichip tie-up talk puts TSMC's AI ASIC ecosystem on watch

CATL's HIMA exclusivity fades in China EV battery shake-up

AI supply chain boom fuels Taiwan's investment, exports as GDP growth tops 10% outlook

Samsung, SK Hynix weigh new Korean chip belt as concerns mount for Yongin cluster

Samsung eyes Galaxy Ultra for 2nm Exynos 2700

CATL turns sodium-ion batteries into grid storage contender with TENER Sodium launch

China's idle EVs could become AI token factories, says CATL chairman

Former SMIC CEO targets China photomask IPO after 12-inch wafer bet

Dassault Systèmes brings virtual twins and sovereign cloud to Europe's health-tech startups

Meta and EssilorLuxottica launch budget AI glasses line as smart eyewear portfolio expands to four products

Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration

US demands Meta oversight as defense conflict escalates

Alibaba sues US Defense Department over military company label, raising contract and free-speech concerns

AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26

MediaTek price hike signals broader cost pressure for Taiwan IC design houses

SK Hynix reportedly eases HBM4 push as commodity DRAM margins surge

High memory prices and weak demand hinder revenue of CyberTAN in advancing into AI and Wi-Fi 7

Why China's state media suddenly turned critical of heavy electric vehicles

Cerebras bets on speed as a product, racing to add data center capacity through 2027

Bosch Taiwan hits record FY2025 revenue on AI demand

Gogoro CEO says 2026 is the company's most critical year as Luna model targets a market turnaround

DJI controls 62% of the handheld camera market, and its newest device pushes prices even higher

Taiwan export orders hit record as AI server demand pushes 2026 toward US$1 trillion

Flexible AMOLED phone panel prices face pressure amid ongoing memory cost rise

Asus keeps 2026 notebook shipment target steady as commercial and service demand supports growth

China's autonomous driving crackdown targets overpromised smart vehicle tech

Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins

China's chip-equipment push starts to weigh on Japanese suppliers

AI server VRM shifts drive power shortages and stretch lead times past 6 months

VFT targets semiconductors, foldable display, energy materials

AI robot paths split as humanoid prices plunge, industrial orders hit record

Samsung pushes memory supply deals as demand spreads beyond HBM

Europe's quantum patents hit record growth, but startup funding loses steam

FSC sees higher-margin orders as low-carbon demand boosts equipment sales

Syncomm accelerates AIoT push on wireless audio strength

China CMP tool leader Hwatsing seeks US$550M to close chip equipment gap

Spectrum Electrics opens Taoyuan plant to boost power equipment push and North America orders

Samsung's Texas fab gains momentum with the arrival of ASML engineers

Column: Spain's Multiverse Computing builds case for on-device AI to curb soaring cloud costs

Hushan's ADAS camera module moves into volume ramp as aftermarket demand holds in North America

Gem Terminal bets on specialty copper to capture AI server cooling demand

Well Shin wins China cloud orders for AI server power cords and shifts production to Vietnam

SoftBank rejects space data centers and commits to Earth-based AI compute

BenQ Materials unveils medical strategy, eyes 50% revenue share

Foldable iPhone centers on South Korean OLEDs for supply in 2026

EU eyes tariffs on Chinese PHEVs as BEV curbs prove ineffective

Super El Niño and AI power demand boost fuel cells

JEDEC reportedly approves SPHBM4 standard to broaden HBM4 packaging and boost glass substrate prospects

LG's space bet targets 2030 gains, with SpaceX talks adding lift

WeMo builds a second life for e-scooters

Column: Physical AI commercialization's safety gap

Jun

23

2026

Nvidia targets robot safety as humanoids edge toward factory floors

China's Starlink challenger Qianfan seeks US$740M backers for LEO satellite expansion

AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall

Nippon Sanso raises helium prices over 30% on Middle East instability-driven supply crunch

Huawei renews Wi-Fi 6 patent push, putting networking equipment makers on alert

Fulltech sees low DK2 shipments rising, starts M9 quartz cloth certification

NYCU, Phison join forces to build AI heterogeneous computing resource management platform

WeMo bets on asset-light, open-platform model to scale Taiwan's MaaS ecosystem and drive growth for the next decade

Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand

Smartphone demand and chip supply pressures cloud 2H26 peak season outlook

South Korea takes physical AI push from policy to practice

Chinese Premier Li Qiang puts China's advanced manufacturing agenda on display before Summer Davos

Microsoft's Satya Nadella warns against AI profits being absorbed by just a few companies

Intel deepens ties with Taiwan's chip supply chain as October talks expand

India reportedly plans to launch fresh chip incentive in fiscal 2027

AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

Infineon and InnoScience's GaN patent fight hardens market split

Nearfield Instruments raises US$380M in record Dutch deep-tech funding round

Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Trump signs executive order to accelerate US quantum tech leadership

YMTC Holdings exits XMC as state-backed Optics Valley investor takes control

Micron and Anthropic partner to advance next-gen AI infrastructure

India's satellite shakeout: domestic LEO rises, US players stalled

Thailand approves semiconductor strategy, targets investment and talent growth

SK Hynix Cheongju plant accidents raise HBM expansion safety concerns

IBM and OpenAI partner to bring frontier AI to enterprise cyber defense

Meta invests in India's CRED, taps founder Kunal Shah to lead WhatsApp

SpaceX expands AI infrastructure business with US$6.3 billion Reflection AI deal

Apple's global assembly partners hit by wave of ransomware, Tata Electronics latest victim

Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map

Taiwan OSAT sector's strongest 1H in years puts 2026 full-year revenue records in sight

LTO Batteries power up industrial electrification: Taiwan and South Korea players widen global deployments

MediaTek issues official price hike notice, products facing supply constraints likely to increase first

LG Magna turns profitable in 1Q26 on EV motor push

Taipei startups showcase AI martech and fintech tools at NextRise 2026 to court South Korea partners

Mildex Optical eyes new revenue from pet biosensor chip with mass production slated in 2H26

GM robot rollout after 1,000 layoffs fuels UAW complaint and labor tensions

Laster Tech secures Mexico orders through 2029 and moves into AI robot supply

Midjourney launches full-body ultrasound scanner and plans wellness spas with aggressive scale targets

LG Group execs visit Nvidia to expand physical AI and robotics ties

Japan puts robotics at heart of US$2.3 trillion chip revival

Wonderful Hi-Tech targets LEO satellites and AI gear to lift margins and growth

TECO, Billion Watts and Tun Green Power form JV to develop Australia solar and storage projects

Commentary: Google defines AI path to ASI, validates chip boom

High-end fiberglass cloth supply tightens; shortages to persist through 2027

AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

Wafer Works unveils golden triangle expansion to boost AI, optical, and SiC wafer capacity

Gogoro to unveil upgraded in-wheel motor scooter as Taiwan EV demand recovers

Jun

22

2026

AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure

Intel CEO doubles down on advanced packaging with former SK Hynix chief's return

SK Hynix overtakes Samsung as HBM boom reshapes Korea's chip industry

Soaring contract prices put memory's big three on course for blockbuster 2026 profits

China launches 2026 NEV rural promotion campaign to accelerate EV expansion into county-level markets

MW-level flash charging competition escalates as BYD, Geely, CATL compete for industry influence

TSMC glass substrate rollout unlikely before 2030

How physical AI and ADAS-cockpit fusion are rewiring China's smart driving supply chain

Anthropic joins US$915 million Frontier push to scale carbon removal

Taiwan auto parts makers forecast 2H26 recovery as tariff and geopolitical risks ease

Google loses Gemini co-lead as engineering VP joins OpenAI to research model building

Groq CEO sees GPU and LPU as complementary as AI compute demand grows

AI server supply chain expansion accelerates across Southeast Asia

Tesla files Megapod trademark in modular AI data center push

Panjit upgrades hot swap tech to drive 2H26 growth

Column: Physical AI shifts from feature robots to smart robots

China opens STAR Market pathway for AI model firms amid funding race

Global suppliers race accelerates: TSMC's first CoPoS demo tools enter validation

Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

Toto reportedly bets bigger on semiconductor materials as AI pushes industry toward 1nm era

The car that changes color: Behind BMW's five-year journey from prototype to production

China bars govt purchases of products from 46 US firms

YMTC NAND share rises to 13%, alarming South Korean rivals

Intel-Nvidia co-developed PC processor to reportedly debut at CES 2028

Intel and AMD unveil ACE in x86 counteroffensive against Arm

Samsung sees ongoing SoC losses drag down System LSI's 2026 performance

Microsoft considers DeepSeek as OpenAI costs mount

Apple's foldable iPhone supply chain reportedly gears up for 2026 launch

Jio Platforms files draft paper for IPO

China's InP export relief falls short, suppliers race to secure 2027 supply

Weekly news roundup: Micron CEO turns visa rejection into US$1 trillion milestone; Taiwan LED makers look beyond lighting

Huawei expands Vietnam footprint through energy, AI, and 5G partnerships

China places 10 US entities on export control list, restricts dual-use exports

Analysis: BYD's robotics ambitions ignite new battleground with startups

India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

Interview: MetaComp on its KYA framework and the agentic future of finance

MSScorps expands Taiwan investment again for silicon photonics

Qatari LNG could reach Taiwan by September — if the Strait of Hormuz reopens in time

Ma-tek ramps silicon photonics testing investment with first system due in August

Taiwan AI delegation pivots to end-to-end solutions at VivaTech to tap European demand

Robot batteries diverge from EVs as A-PRO backs swap systems

Tongtai expands aerospace, AI and semiconductor push under new board

FineMat pivots beyond metal masks with AI cooling, semiconductor, and drone push

Google co-founder says AGI's missing piece is the physical world, not language

ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion