Samsung, SK Hynix expansion puts Korea's chip supply chain to the test
Aug 5, 2026, 3:22 am By DIGITIMES
Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production…SK Hynix to hold late-August groundbreaking for US$3.9 billion Indiana chip packaging plant
Aug 5, 2026, 3:13 am By DIGITIMES
SK Hynix plans to hold a formal groundbreaking ceremony in late August for its US$3.9 billion…Kioxia and Sandisk unveil faster, denser QLC flash memory for AI infrastructure
Aug 5, 2026, 3:09 am By DIGITIMES
Kioxia and Sandisk have introduced a next-generation QLC 3D flash memory technology that boosts…Airoha optical comms revenue doubles as broadband lands CSPs
Aug 5, 2026, 2:59 am By Jingyue Hsiao
Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products…Analysis: Musk's empire closes in on China — from orbit to the factory floor
Aug 5, 2026, 2:58 am By DIGITIMES
SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the…Anthropic's scramble for compute is reshaping how AI labs finance their chips
Aug 5, 2026, 2:55 am By DIGITIMES
Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd.…Infineon raises 2026 outlook as AI demand drives record quarterly revenue
Aug 5, 2026, 2:30 am By DIGITIMES
Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30,…Taiwan fund launches US$800M guarantee plan for US investment
Aug 5, 2026, 1:55 am By DIGITIMES
Taiwan's National Development Fund said it will commit US$800 million to a financing guarantee…Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook
Aug 5, 2026, 1:30 am By DIGITIMES
Huawei is arguing that the next phase of semiconductor performance will depend less on transistor…Starlink prepares terrestrial mobile push as SpaceX targets US carrier market
Aug 5, 2026, 1:30 am By DIGITIMES
Starlink is preparing to move beyond satellite broadband and direct-to-device coverage into a…From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
Aug 5, 2026, 12:51 am By DIGITIMES
SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no…Macroblock returns to profit as display demand and new products support outlook
Aug 5, 2026, 12:48 am By Jingyue Hsiao
Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED…Open weight models excluded from US frontier model review
Aug 5, 2026, 12:41 am By DIGITIMES
Open weight models made by US companies are reportedly exempt from new guidelines by the US Trump…Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
Aug 5, 2026, 12:22 am By Scarlett Yu
After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained…Apple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies
Aug 5, 2026, 12:03 am By DIGITIMES
Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two…AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
Aug 4, 2026, 11:28 pm By Levi Li
AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to…CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity
Aug 4, 2026, 11:26 pm By DIGITIMES
China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026,…AMD says US$30 billion estimate for 2027 Instinct revenue may be too low
Aug 4, 2026, 11:23 pm By DIGITIMES
AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of…SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
Aug 4, 2026, 11:19 pm By DIGITIMES
SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink…Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
Aug 4, 2026, 10:59 pm By Eifeh Strom
Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to…
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