Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028
Aug 13, 2026, 10:37 pm By DIGITIMES
Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization…Alibaba Cloud launches Zhenwu M890 supernode for commercial use
Aug 13, 2026, 9:51 pm By Jingyue Hsiao
Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia,…China PCB makers pour billions into AI server, HPC, optical markets
Aug 13, 2026, 9:33 pm By Levi Li
Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets…Porsche exits Volkswagen carbon pool, joins Xpeng
Aug 13, 2026, 9:27 pm By Kevin Wang
Porsche has broken away from parent Volkswagen Group's carbon pool and teamed up with China's Xpeng,…Chinese automakers gain share in Europe as legacy carmakers partner to cut costs
Aug 13, 2026, 9:25 pm By Jingyue Hsiao
Chinese automakers are reshaping Europe's car market, and the pressure is forcing global rivals into…Applied Materials sets 2028 capacity target as it commits new manufacturing hires
Aug 13, 2026, 8:03 pm By DIGITIMES
Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build…Lenovo turns a memory-price shock into a share gain
Aug 13, 2026, 8:02 pm By DIGITIMES
Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem…Hua Hong's fabs were already full — price is what finally made them profitable
Aug 13, 2026, 7:58 pm By DIGITIMES
Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning…Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
Aug 13, 2026, 7:52 pm By DIGITIMES
Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is…ATEN lifts second-quarter profit on higher sales, pricing, utilization
Aug 13, 2026, 6:55 pm By DIGITIMES
ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin…Gem Terminal's second-quarter profit hits 16-quarter high on copper and connector demand
Aug 13, 2026, 6:55 pm By DIGITIMES
Gem Terminal Industry said its net profit in the second quarter of 2026 reached a 16-quarter high as…China's video AI dominance paves the way for world model boom
Aug 13, 2026, 6:55 pm By Yunnie Cheng
Chinese AI video-generation models are taking the world by storm. This competitive edge is not only…LEO satellite communications, space computing drive rising importance of GaN power amplifiers
Aug 13, 2026, 6:54 pm By Scarlett Yu
DIGITIMES expects SpaceX to further accelerate Starlink satellite deployments in 2027, expanding…Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028
Aug 13, 2026, 6:25 am By Joseph(C) Chen
Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and…Oracle's transformation from enterprise software to AI powerhouse
Aug 13, 2026, 5:40 am By DIGITIMES
Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to…China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia
Aug 13, 2026, 4:20 am By DIGITIMES
China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions…Taiwan's carbon fee era begins, science parks roll out measures
Aug 13, 2026, 4:07 am By Kevin Wang
Taiwan began charging companies for carbon emissions in 2026 as part of its push toward net-zero by…Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says
Aug 13, 2026, 3:26 am By Scarlett Yu
The technical feasibility of co-packaged optics (CPO) has been demonstrated repeatedly at major…Taiwan notebook industry, 2Q 2026
Aug 13, 2026, 3:22 am By DIGITIMESTaiwan notebook industry, 2Q 2026Qisda eyes AI infrastructure as fastest-growing business opportunity
Aug 13, 2026, 3:15 am By Lily Hess
Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI…
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