Taiwan OSAT firms gain from AI chip demand and foundry spillover
Jun 11, 2026, 9:33 pm By Jingyue Hsiao
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders…Google TPU orders shift as MediaTek, Marvell, and Broadcom split market
Jun 11, 2026, 9:15 pm By Jingyue Hsiao
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor…SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks
Jun 11, 2026, 8:33 pm By DIGITIMES
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster…Alibaba's DingTalk ousts founder CEO after AI overhaul exposes management rift
Jun 11, 2026, 8:32 pm By Levi Li
Alibaba-owned DingTalk is facing renewed scrutiny after a management controversy at the intelligent…Power semiconductors race to cut resistance for GPU cooling
Jun 11, 2026, 8:32 pm By Charlene Chen
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage…China squeezes InP supplies, jolting US-Taiwan optics chain
Jun 11, 2026, 8:32 pm By Charlene Chen
China's export controls on the key semiconductor material indium phosphide (InP), imposed since…SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand
Jun 11, 2026, 1:00 pm By DIGITIMES
Robotics has progressed rapidly in the past few years, but major obstacles — including data…Taiwan chips in as drone makers ditch China supply chains
Jun 11, 2026, 4:50 am By Charlene Chen
Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger…MSI sees CPU shortages easing as margins recover
Jun 11, 2026, 4:34 am By Sherri Wang
Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026,…Amkor Korea weighs KRW1 trillion Gwangju expansion amid reported TSMC order growth
Jun 11, 2026, 4:16 am By DIGITIMES
Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to…Applied Materials CEO: AI reshapes semiconductor innovation
Jun 11, 2026, 4:02 am By Jingyue Hsiao
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry…Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
Jun 11, 2026, 3:58 am By Jingyue Hsiao
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence…Global smartphone industry, 1Q 2026
Jun 11, 2026, 3:49 am By DIGITIMESEstimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone…Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
Jun 11, 2026, 3:28 am By Charlene Chen
Market chatter about TSMC has intensified, with reports that its advanced process and packaging…Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth
Jun 11, 2026, 2:52 am By DIGITIMES
Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion…Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
Jun 11, 2026, 2:49 am By DIGITIMES
A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion…Niching Industrial sees heat spreader revenue hit record on AI server demand
Jun 11, 2026, 2:46 am By DIGITIMES
AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and…China red-chip crackdown forces IPO hopefuls to rethink offshore listings
Jun 11, 2026, 2:45 am By DIGITIMES
China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures,…China unveils Long March 12B, a key step toward reusable space launches
Jun 11, 2026, 2:05 am By Elaine Chen
China has successfully launched a new commercial heavy-lift rocket designed to support the country's…Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
Jun 11, 2026, 1:47 am By Levi Li
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the…
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