Nvidia, TSMC, chip gear makers ride AI boom into high-margin club
Aug 20, 2026, 12:14 am By Charlene Chen
Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with…Delta expands AI automation push into robotics, semiconductors, machinery
Aug 20, 2026, 12:11 am By DIGITIMES
Delta Electronics outlined a broader AI strategy at the Taipei International Industrial Automation…Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue
Aug 19, 2026, 11:52 pm By DIGITIMES
SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate…Analysis: Unitree IPO exposes the economics behind China's humanoid robot boom
Aug 19, 2026, 11:25 pm By DIGITIMES
Unitree Robotics' August 19 debut on Shanghai's STAR Market did more than crown China's first…Samsung to break ground on KRW6 trillion Onyang HBM packaging plant in September
Aug 19, 2026, 11:08 pm By DIGITIMES
Samsung Electronics will break ground in September on a KRW6 trillion (approx. US$4.31 billion) HBM…LG acquires Mexico TV parts plant to cut production costs
Aug 19, 2026, 11:04 pm By Willis Ke
LG Electronics has acquired a local TV parts factory in Mexico. The move strengthens cost…AI robotics opens a bigger prize for Taiwan's precision manufacturing supply chain
Aug 19, 2026, 10:52 pm By Levi Li
Intelligent Asia 2026 opened on August 19 at TaiNEX 1 and TaiNEX 2 in Taipei, with industry and…Kenmec subsidiaries target SiC, AIDC growth
Aug 19, 2026, 10:50 pm By Rodney Chan
Kenmec Group founder and president Frank Hsieh said on August 19 that two of the company's new…Taiwan chip designers see automotive demand rebound
Aug 19, 2026, 10:44 pm By Sherri Wang
Major European and US companies and Taiwan-based IC design firms are seeing a notable recovery in…Xiaomi's robotics ambitions reveal the next battleground for industrial AI
Aug 19, 2026, 10:32 pm By DIGITIMES
As artificial intelligence expands from digital environments into physical operations, embodied…Xiaomi's AI strategy moves beyond models as MiMo becomes the intelligence layer across human-car-home ecosystem
Aug 19, 2026, 10:20 pm By DIGITIMES
As competition in artificial intelligence shifts from model development toward real-world…Google's Marvell warrant vests through fiscal 2033 across five chip categories — TPU sourcing widens past one supplier
Aug 19, 2026, 10:11 pm By DIGITIMES
Marvell Technology has issued Google a warrant to purchase up to 58,970,907 shares of its common…WRC 2026: Unitree GD01 mecha, Ubtech bionic U1 headline China's humanoid robot showcase
Aug 19, 2026, 10:06 pm By Levi Li
The 2026 World Robot Conference (WRC) recently opened in Beijing, with humanoid robots remaining the…Marvell-Google deal expands custom AI chip ambitions
Aug 19, 2026, 9:59 pm By DIGITIMES
Marvell Technology is set to deepen its role in Google's AI infrastructure through an expanded…InPsytech 1H26 revenue jumps over 50% on AI data center wins
Aug 19, 2026, 9:57 pm By Charlene Chen
InPsytech held its second-quarter 2026 earnings briefing and reported strong first-half results,…Nvidia and AMD chase US open model lead as China shifts race
Aug 19, 2026, 9:57 pm By Charlene Chen
Hugging Face's latest summer 2026 open model report says Chinese labs have continued to lead in…CXMT planned to use Samsung process data to develop DRAM, ex-engineer says
Aug 19, 2026, 9:56 pm By DIGITIMES
A former Samsung Electronics researcher has testified that ChangXin Memory Technologies (CXMT)…Fudan Microelectronics profit jumps 339%, FPGA localisation gains traction
Aug 19, 2026, 9:56 pm By DIGITIMES
Shanghai Fudan Microelectronics Group reported a sharp first-half earnings increase in 2026, helped…Techman Robot lifts SI mix to 20% as server-heavier builds spur robot demand
Aug 19, 2026, 8:18 pm By Charlene Chen
Techman Robot said on August 19 at Automation Taipei 2026 that it remains cautiously optimistic…Samsung repays 20 trillion won SDC loan early as memory demand surges
Aug 19, 2026, 8:17 pm By DIGITIMES
Samsung Electronics fully repaid a KRW20 trillion unsecured loan from Samsung Display ahead of…
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