Japan's US$430B 2040 chip plan hinges on Rapidus 2nm
Aug 12, 2026, 1:40 am By Levi Li
Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined…Memory giants hold $38 billion in customer guarantees as buyer leverage seen returning by 2029
Aug 12, 2026, 12:36 am By Scarlett Yu
The global memory industry has embraced a new business model over the past two quarters. Memory…Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
Aug 12, 2026, 12:29 am By Charlene Chen
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks…Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
Aug 12, 2026, 12:25 am By DIGITIMES
Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in…Supermicro defends margin outlook and order quality amid analyst scrutiny
Aug 12, 2026, 12:13 am By DIGITIMES
Supermicro executives fielded a wave of questions from Wall Street analysts following the company's…China's polysilicon makers draw cost floor after solar losses top US$1.9 billion
Aug 11, 2026, 11:57 pm By Levi Li
China's solar industry may be nearing a turning point after more than two years of price warfare,…Amazon builds 7.65 GW gas plant for Texas AI data center campus
Aug 11, 2026, 11:55 pm By DIGITIMES
Amazon is moving ahead with a dedicated gas-fired power plant for a new data center campus in Pecos…Haechitech enters eSSD sensors as it prepares Kosdaq listing
Aug 11, 2026, 11:40 pm By DIGITIMES
South Korean sensor IC designer Haechitech is moving beyond smartphone compass chips into enterprise…Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks
Aug 11, 2026, 11:25 pm By Jingyue Hsiao
Passive component distributor Nichidenbo said supply of MLCCs and other products remains tight as AI…SPIL breaks ground on NT$100B Douliu plant, targeting operations in 2028
Aug 11, 2026, 10:55 pm By Eifeh Strom
Siliconware Precision Industries (SPIL), a subsidiary of ASE Technology Holding (ASEH), broke ground…South Korea deepens semiconductor ceramics collaboration amid chip industry expansion
Aug 11, 2026, 10:49 pm By DIGITIMES
South Korea is moving to reinforce its semiconductor materials and components ecosystem as…CoreWeave accelerates power expansion as AI infrastructure demand surges
Aug 11, 2026, 10:32 pm By DIGITIMES
CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and…Fudan's single-electron memory breakthrough opens new path for 2D chip scaling
Aug 11, 2026, 10:30 pm By Levi Li
China's effort to advance memory technology has gained a new research avenue, with a Fudan…Samsung HBM4 yield nears 80% in push to rival SK Hynix
Aug 11, 2026, 9:55 pm By DIGITIMES
Samsung Electronics' production yield for its sixth-generation high-bandwidth memory, HBM4, has…CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
Aug 11, 2026, 9:49 pm By DIGITIMES
CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue…Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders
Aug 11, 2026, 9:23 pm By DIGITIMES
Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above…Apple's shadow looms over TSMC's Sony sensor deal
Aug 11, 2026, 9:04 pm By Jingyue Hsiao
TSMC's board formalized its image-sensor tie-up with Sony on Tuesday as part of a broader capacity…TSMC-Sony's US$4.69B sensor venture is a defensive play against Samsung and China
Aug 11, 2026, 8:54 pm By DIGITIMES
TSMC and Sony Group are betting that closer integration, not just closer proximity, is what it will…Silicon Motion raises private placement to US$1B, targets agentic AI
Aug 11, 2026, 8:08 pm By Charlene Chen
Silicon Motion announced the pricing of a private placement of US$1 billion in aggregate principal…AI server tracker: King Slide, Quanta and AIC lead July growth
Aug 11, 2026, 8:06 pm By DIGITIMES
July revenue trends across Taiwan's server supply chain remained broadly positive year over year,…
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