TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead
Thu 10:47pm By Scarlett Yu
Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026,…EU orders Google to open Android AI features, share Search data with rivals under DMA
Thu 10:37pm By DIGITIMES
The European Commission has issued binding measures requiring Alphabet's Google to open key Android…Microsoft reportedly readies AI-powered security tool to automate bug hunting and remediation
Thu 10:33pm By DIGITIMES
Microsoft is reportedly preparing to launch a new AI cybersecurity product designed to identify…Japan steps up sovereign AI ambitions as Noetra launches multimodal AI project, plans infrastructure of 27,500 Nvidia Rubin GPUs
Thu 10:29pm By DIGITIMES
Noetra has launched full-scale R&D for a Japan-developed multimodal foundation model, a move that…Moonshot's free Kimi K3 matches Anthropic's Opus 4.8, closing the gap between open and proprietary AI
Thu 9:59pm By DIGITIMES
Chinese AI developer Moonshot AI released Kimi K3 on July 16, a 2.8-trillion-parameter model the…Taiwan backs TSMC's US expansion while reaffirming advanced chip leadership at home
Thu 9:46pm By DIGITIMES
TSMC said on July 16 that it will add US$100 billion to its US investment, bringing the total to…Jabil opens automated logistics hub in Penang to support global supply chains
Thu 9:37pm By DIGITIMES
Jabil has opened a new logistics hub in Penang, underscoring how manufacturers are reshaping supply…Micron locks in automotive supply agreements as vehicle tech grows smarter
Thu 9:27pm By DIGITIMES
Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers…Ubiqconn raises North America output as June sales rebound
Thu 9:12pm By DIGITIMES
Ubiqconn Technology said its North America localization strategy was gaining traction in June 2026,…EU lags in critical raw materials as AI, EV and SDV demand rises
Thu 9:11pm By DIGITIMES
Europe's push for supply-chain security is lagging as AI, software-defined vehicles, and electric…China auto sales slump deepens as exports face rising trade scrutiny
Thu 9:06pm By DIGITIMES
China's passenger vehicle market posted its sharpest slowdown in years in the first half of 2026,…AI-driven chip price increases put automakers on alert as shortages stay limited
Thu 9:04pm By DIGITIMES
Semiconductor suppliers have begun rolling out one to two rounds of price increases and tighter…Australia strips voting rights from China-linked holdouts in rare-earths miner, curbing Beijing's mineral leverage
Thu 8:02pm By DIGITIMES
Australia has escalated a two-year campaign to force Chinese investors out of Northern Minerals…CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures
Thu 8:01pm By Scarlett Yu
Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference…South Korean bill could let SK Hynix bring in outside investors for new fabs
Thu 8:01pm By DIGITIMES
A South Korean lawmaker has introduced a bill that would allow a second-tier subsidiary of a general…Cica-Huntek opens Arizona plant to support advanced chip manufacturing in the US
Thu 8:00pm By DIGITIMES
Cica-Huntek Chemical Technology said on July 16 that its subsidiary facility in Phoenix, Arizona,…Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
Thu 7:58pm By DIGITIMES
Global investment in AI infrastructure continues to accelerate, yet component shortages across the…Memory shortages deepen as suppliers turn to long-term contracts
Thu 7:58pm By Jingyue Hsiao
Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM…China's AI chips hit three walls — and bet on 3D memory to break through
Thu 7:57pm 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
Thu 7:56pm By Scarlett Yu
As AI ushers in an era in which computing capacity increasingly translates directly into power…
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