China's AI chips hit three walls — and bet on 3D memory to break through
Jul 16, 2026, 7:57 pm By DIGITIMES
China's AI chip industry is moving beyond a contest over process nodes and into a broader race…SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
Jul 16, 2026, 7:56 pm By Scarlett Yu
As AI ushers in an era in which computing capacity increasingly translates directly into power…AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
Jul 16, 2026, 5:04 am By DIGITIMES
Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in…C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers
Jul 16, 2026, 4:43 am By DIGITIMES
TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on…TSMC says 2nm has four times as many tape-outs as 3nm at the same stage
Jul 16, 2026, 4:21 am By DIGITIMES
Customer tape-outs for TSMC's N2 process have reached four times the number recorded by its 3nm…Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
Jul 16, 2026, 4:10 am By DIGITIMES
Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit…AI chips are running hotter — and Niching is betting its future on keeping them cool
Jul 16, 2026, 3:47 am By Charlene Chen
As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE,…DeepSeek eyes $70bn valuation and Shanghai IPO as Apple Intelligence enters China
Jul 16, 2026, 3:44 am By DIGITIMES
DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing…Taiwan OSATs expand non-China capacity with US and SEA push
Jul 16, 2026, 3:44 am By Charlene Chen
As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT…UMT to acquire majority stake in Dynahz Technologies for NT$1.7 billion
Jul 16, 2026, 3:43 am By Eifeh Strom
Universal Microwave Technology (UMT), a manufacturer of satellite and millimeter-wave (mmWave)…Beyond AI: Resilient consumer demand widens semiconductor supply crunch
Jul 16, 2026, 3:06 am By Scarlett Yu
Reports of lengthening semiconductor lead times have become increasingly common in recent months,…As Trump pushes chips onshore, Netlist's ITC memory bid could keep Samsung, Nvidia offshore
Jul 16, 2026, 2:59 am By DIGITIMES
A US trade agency has opened an investigation that could block imports of the DDR5 server memory and…TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue
Jul 16, 2026, 2:32 am By DIGITIMES
TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per…InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
Jul 16, 2026, 2:29 am By Scarlett Yu
As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power…MCU lead times stretch, but industry holds the line against a pandemic-style order rush
Jul 16, 2026, 1:59 am By Scarlett Yu
Microcontrollers (MCUs), widely used across industrial automation, medical devices, and consumer…Cadence launches agentic AI platform for PCB and package design
Jul 16, 2026, 1:53 am By DIGITIMES
Cadence has launched the AuraStack AI Super Agent on Allegro AI Studio, positioning it as the…Baiwei Storage forecasts sharp first-half profit surge on AI memory demand
Jul 16, 2026, 1:48 am By DIGITIMES
Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise…Samsung turns to titanium to reduce screen creases in next foldables
Jul 16, 2026, 1:41 am By DIGITIMES
Samsung Electronics unveiled a new titanium-based display structure on July 15, designed to reduce…India trims chip subsidies but widens their reach as it courts electronics supply chain away from China
Jul 16, 2026, 12:17 am By DIGITIMES
India approved two large incentive packages on July 15 that together recast how New Delhi subsidizes…LG Electronics ramps up actuator hiring as AXIUM production starts early
Jul 16, 2026, 12:10 am By DIGITIMES
LG Electronics is expanding hiring for its robotic actuator business after reportedly starting AXIUM…
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