Memory supply crunch pushes long-term contracts beyond the big three
Aug 14, 2026, 5:55 am By Yunnie Cheng
The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly…AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers
Aug 14, 2026, 5:47 am By DIGITIMES
Data center infrastructure providers reported revenue gains across baseboard management controllers…AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance
Aug 14, 2026, 5:38 am By DIGITIMESAI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and…SK hynix scouts US memory fab sites as customers seek local supply
Aug 14, 2026, 5:12 am By DIGITIMES
SK hynix has spent more than a month studying potential locations in the US and other regions for a…South Korea chip cluster could expand to nine fabs as SK plans new investment
Aug 14, 2026, 4:22 am By DIGITIMES
South Korea's planned southwestern semiconductor cluster could eventually expand from four fabs to…China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands
Aug 14, 2026, 3:55 am By DIGITIMES
Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial…Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute
Aug 14, 2026, 3:50 am By Yunnie Cheng
Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial…South Korea's memory-chip exports surge 277% as system chips slip
Aug 14, 2026, 3:27 am By DIGITIMES
South Korea's semiconductor export boom was heavily concentrated in memory in July. Memory-chip…Alibaba Cloud races ahead with Ulanqab AI infrastructure
Aug 14, 2026, 2:55 am By Yunnie Cheng
Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or…OCP APAC 2026: What if AI's next efficiency breakthrough is simply moving less?
Aug 14, 2026, 2:55 am By DIGITIMES
For years, the logic of AI infrastructure has been straightforward: move more data, push more power,…Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts
Aug 14, 2026, 2:55 am By Jingyue Hsiao
Global PMX said its semiconductor business is emerging as the main growth driver and is expected to…Insight: Intel raises US$20B, but its 14A ambitions may need twice as much
Aug 14, 2026, 2:28 am By Levi Li
DIGITIMES analyst Luke Lin, speaking on a recent podcast, used Intel's latest equity fundraising…MPI posts record 2Q26 revenue, profit as probe card capacity stays fully loaded
Aug 14, 2026, 1:55 am By Eifeh Strom
Taiwanese test interface provider MPI said that continued strong expansion demand from global…Chinese analog chipmaker Novosense returns to profit on AI server, auto demand
Aug 14, 2026, 1:33 am By DIGITIMES
Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with…Compal lifts profit on AI PCs and servers as component costs rise
Aug 14, 2026, 1:33 am By DIGITIMES
Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand…AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave
Aug 14, 2026, 1:00 am By DIGITIMES
Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of…VinSpace signs SpaceX launch deal for first satellites in 2027
Aug 14, 2026, 12:50 am By DIGITIMES
Vietnamese aerospace startup VinSpace has signed a contract with SpaceX to launch its first…Samsung weighs moving legacy memory backend work to Vietnam to free up capacity for HBM
Aug 14, 2026, 12:25 am By DIGITIMES
Samsung Electronics may move part of the general-purpose DRAM and NAND packaging and testing now…Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination
Aug 14, 2026, 12:22 am By Charlene Chen
Eternal Precision Mechanics (EPM), a small but fast-growing subsidiary of Eternal Materials, is…US report puts China-linked tariff evasion through Asia under the spotlight
Aug 14, 2026, 12:16 am By DIGITIMES
A new US government-linked report says American tariff revenue is being drained by tens of billions…
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