AI demand inflates silicon valuations across TSMC, Nvidia supply chain
Mon 10:44pm By Charlene Chen
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and…Google's AI chip push targets inference boom as battle with Nvidia enters new phase
Mon 10:33pm By DIGITIMES
Google is accelerating its push into the AI chip market, positioning its custom tensor processing…End of Cook era underscores Apple's growing dependence on ecosystem strength over breakthrough products
Mon 10:30pm By DIGITIMES
As Tim Cook prepares to transition from CEO to executive chairman on September 1, 2026, analysts and…Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief
Mon 9:48pm By Elaine Chen
Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize…Apple puts its chip architect in charge of all hardware as CEO transition looms
Mon 9:46pm By DIGITIMES
On April 20, 2026, Apple announced that Johny Srouji — the executive behind its custom silicon…Apple announces historic leadership transition: John Ternus to become CEO, Tim Cook to assume executive chairman role
Mon 7:37pm By DIGITIMES
Apple announced a significant leadership transition effective September 1, 2026, reshaping its…Exclusive: Beijing eyes solar export curbs to ground Musk's space power play
Mon 7:02pm By Elaine Chen
Recent reports from foreign media indicate that China is preparing to restrict exports of…Middle East transshipment and supply chain shifts double SE Asia freight rates
Mon 7:02pm By Emily Kuo
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated…UALink 2.0 strengthens AI interconnect standards but lags behind NVLink in deployment
Mon 7:01pm By Charlene Chen
The UALink Consortium has released version 2.0 of its universal interconnect standard, building on…APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion
Mon 7:01pm By Emily Kuo
Optical communications company APAC Opto Electronics reported that its inventory digestion phase is…LEO satellites set to transform in-flight connectivity
Mon 5:27am By Emily Kuo
For years, one of the most frustrating aspects of long-haul travel has been expensive, slow, and…Taiwan textile firms branch into aerospace and drones with high-performance materials
Mon 5:27am By Rodney Chan
Taiwan's manufacturers are no longer content with making sportswear and bicycle parts. Faced with…US Commerce Secretary says BYD has no role in American auto market
Mon 5:25am By Elaine Chen
US Commerce Secretary Howard Lutnick said Chinese capital will have no meaningful place in America's…Solar power: the new front in G2 tech rivalry
Mon 5:13am By Elaine Chen
As China weighs restrictions on exporting heterojunction (HJT) solar equipment to the United States…Analysis: How TSMC avoids memory's boom-and-bust cycle
Mon 4:33am By Emily Kuo
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does…Inside the strategy of Anthropic's CFO as AI spending surges
Mon 4:15am By DIGITIMES
At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by…AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB
Mon 4:13am By Emily Kuo
AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in…AI boom lifts Taiwan's chip testing firms to record 1Q26
Mon 4:02am By Elaine Chen
As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the…India notifies Dholera chip SEZ, signaling diversification of global semiconductor supply chain
Mon 3:47am By DIGITIMES
India's notification of a special economic zone in Dholera for the country's first chip fabrication…Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
Mon 3:46am By DIGITIMES
China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising…
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