Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power
Aug 11, 2026, 12:55 am By DIGITIMES
Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot…AI infrastructure moves toward scale-across; demand for coherent optics supply chain heats up
Aug 11, 2026, 12:31 am By DIGITIMESAI infrastructure moves toward scale-across; demand for coherent optics supply chain heats upColumn: The everyday philosophy of supply chain resilience
Aug 11, 2026, 12:25 am By Jingyue Hsiao
When people talk about responding to supply chain shocks, the instinct is often to stockpile…Amkor reportedly weighs China stake sale as multinationals reassess footprint
Aug 11, 2026, 12:16 am By DIGITIMES
Amkor Technology is exploring options, including the sale of a stake in its China business,…Interview: Nvidia says networking is the core of AI computing as AI factories scale
Aug 11, 2026, 12:07 am By Charlene Chen
Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures,…China's tightening visa curbs test India's electronics manufacturing ambitions
Aug 10, 2026, 11:55 pm By DIGITIMES
Beijing's decision to sharply cut approval rates for Indian business travelers is exposing a…Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset
Aug 10, 2026, 11:53 pm By DIGITIMES
Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry…Global supply chains buckle as helium shortages and China's price edge hit Taiwan
Aug 10, 2026, 11:00 pm By Jingyue Hsiao
Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and…Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady
Aug 10, 2026, 10:55 pm By DIGITIMES
Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance…YAGEO, Walsin post record July sales as AI demand lifts passive components
Aug 10, 2026, 10:55 pm By DIGITIMES
YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand…Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix
Aug 10, 2026, 10:53 pm By DIGITIMES
Ina Energy said it plans to add 80MW of new solar grid capacity over the next two to three years as…Fitipower sees e-paper and e-label growth, warns on 2H26 demand
Aug 10, 2026, 10:53 pm By Lily Hess
Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said…Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%
Aug 10, 2026, 9:54 pm By Eifeh Strom
Taiwanese wireless security systems maker Climax Technology held a groundbreaking ceremony at the…Trusval posts record profit on semiconductor fab and memory project demand
Aug 10, 2026, 9:52 pm By DIGITIMES
Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from…Meta bets open, on-device model can win AI power struggle
Aug 10, 2026, 9:40 pm By DIGITIMES
Meta Platforms is trying to turn open-source AI into a strategic weapon rather than a side project.…Asus posts record July revenue on strong AI server demand
Aug 10, 2026, 9:28 pm By Eifeh Strom
Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61…Air freight tightens in Asia as tariff-driven ocean demand fades
Aug 10, 2026, 7:26 pm By DIGITIMES
Entering the third quarter, the air freight market has split along regional lines, with Taiwan,…Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill
Aug 10, 2026, 7:24 pm By Joseph(C) Chen
Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera…UK Semiconductor Center makes Taiwan debut at SEMICON, strengthening strategic ties
Aug 10, 2026, 7:24 pm By Scarlett Yu
The UK Semiconductor Centre (UKSC), a leading organization in the UK semiconductor ecosystem, will…Chinese automakers push Europe share to 9% as trade fight intensifies
Aug 10, 2026, 7:24 pm By DIGITIMESChinese automakers captured 9.5% of Europe's new-car market in the first half of 2026, up from 5.0%…
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