New GPU and ASIC platforms to drive stronger server shipments in 2H26
40m By Charlene Chen
The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain…Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
44m By Scarlett Yu
The networking industry is entering its traditional third-quarter peak season, with demand remaining…Optiemus, Quectel launch India manufacturing tie-up for automotive and connectivity modules
53m By DIGITIMES
Optiemus Electronics and Quectel have launched a manufacturing partnership in India to localize…AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide
57m By Charlene Chen
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs,…Samsung revives 1.4nm foundry push as 2029 timeline takes shape
Mon 11:55pm By DIGITIMES
Samsung Electronics is moving forward again on its 1.4nm foundry process, but on a slower schedule…SK Hynix accelerates Yongin fab timeline by 12 years as HBM strains memory capacity
Mon 11:54pm By DIGITIMES
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 ​billion) across three…AI super cycle lifts semiconductors, but China chip group warns of a distorted boom
Mon 11:42pm By DIGITIMES
AI has pushed the global semiconductor industry into a new "super cycle," but the AI boom is also…China's third-largest pure-play foundry's HK filing shows growth, but also rising risks
Mon 11:40pm By DIGITIMES
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue…DRAM price surge tests South Korean memory makers' HBM4 push
Mon 10:49pm By Sherri Wang
Reports in South Korea that SK Hynix is slowing the pace of converting production lines to…Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
Mon 10:45pm By Emily Kuo
As the electronics industry enters the second half of 2026, it is approaching what has traditionally…Taiwan optics sector heads into peak season as Apple demand, camera orders rise
Mon 10:35pm By Jingyue Hsiao
Taiwan's optics industry is entering its traditional peak period, with global smartphone demand,…Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom
Mon 10:32pm By Eifeh Strom
Taiwanese elevator manufacturer Golden Friends (GFC) announced on June 29 that it had secured a…OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks
Mon 8:57pm By DIGITIMES
OpenAI has confidentially filed for an initial public offering with the US Securities and Exchange…Taiwanese smartphone shipments face deeper pressure as component costs rise
Mon 8:46pm By DIGITIMES
Rising inflation and higher prices for memory and processors are squeezing smartphone shipments in…Riken and Taiwan academia join forces on next-gen compound semiconductors
Mon 8:40pm By Charlene Chen
Japan's world-renowned Riken institute announced in late March 2026 that its homegrown…Shuotong expects stronger demand for liquid cooling in 2H26
Mon 8:40pm By DIGITIMES
Shuotong, a liquid-cooling solutions provider, said it expects a positive outlook for the second…Halos signals Nvidia's bid to make safety certification the robotics gateway
Mon 7:30pm By Lily Hess
Nvidia does not make robots, but it is becoming a key force behind embodied intelligence companies.…China's SiC race shifts from EVs to AI data centers as SICC overtakes Wolfspeed
Mon 7:30pm By DIGITIMES
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center…Anthropic tops global unicorn list as China shifts to hard tech
Mon 7:29pm By Lily Hess
Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603…Arm says it tops 50% share in hyperscale cloud as x86 grip slips
Mon 7:29pm By DIGITIMES
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud…
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