Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition
May 4, 2026, 7:53 pm By Jingyue Hsiao
China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The…SignalPro positions itself as 'translator' to enter AI sensing sector, builds own AI data center as model refinery
May 4, 2026, 7:53 pm By Jingyue Hsiao
Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and…Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips
May 4, 2026, 7:47 pm By Levi Li
As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly…Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
May 4, 2026, 7:47 pm By Levi Li
Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business,…ADT lands US AI chip deal using Samsung 4nm
May 4, 2026, 6:06 am By DIGITIMES
ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based…Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives
May 4, 2026, 4:16 am By DIGITIMES
Huawei is set to capture the largest share of China's AI chip market this year, with revenue…Win Semiconductors: GaAs and InP supply still meets production demand
May 4, 2026, 4:15 am By Lily Hess
Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key…Exclusive: How China's disposable-car shift is pulling Taiwan's tech ecosystem in
May 4, 2026, 4:13 am By Lily Hess
China's supply chain is laying the groundwork for a structural shift in car ownership and product…Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival
May 4, 2026, 3:50 am By DIGITIMESAgentic AI drives general server demand; global server shipments to top five million units in the…Samsung strike exposes AI-era pay divide, raises HBM supply risks
May 4, 2026, 3:29 am By DIGITIMES
A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute,…DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
May 4, 2026, 3:09 am By Willis Ke
As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South…Taiwanese Micro LED suppliers race to tap optical links for AI data centers
May 4, 2026, 2:56 am By Sherri Wang
Micro LED is emerging as a potential contender in AI optical communications as the industry shift…Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia
May 4, 2026, 1:58 am By DIGITIMES
Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a…Geopolitical turmoil adds US$20 million to Taiwan offshore wind project costs
May 4, 2026, 1:48 am By Kevin Wang
Copenhagen Infrastructure Partners (CIP), one of the world's largest dedicated renewable energy fund…AI memory crunch squeezes 5G FWA market
May 4, 2026, 1:37 am By Jingyue Hsiao
DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment…Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
May 4, 2026, 12:34 am By DIGITIMES
Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips…Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift
May 4, 2026, 12:31 am By DIGITIMES
Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for…AI's 1.6T shift turns InP into optical supply chain bottleneck
May 4, 2026, 12:22 am By DIGITIMES
The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a…Yageo's Pierre Chen says AI hardware boom is lifting passive component demand
May 4, 2026, 12:02 am By Sherri Wang
Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for…Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset
May 3, 2026, 11:47 pm By DIGITIMES
Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026:
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