Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion
Sun 10:48pm By DIGITIMES
The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not…Sigurd, Winstek align optical testing push as AI demand shifts toward connectivity
Sun 10:33pm By Jingyue Hsiao
Optical communications is becoming a key global bottleneck as AI workloads expand, and Sigurd is…Former iPhone display plant in Japan reportedly to enter AI chip supply chain
Sun 10:19pm By DIGITIMES
A former iPhone display factory in Mobara, Japan, is set for a new role in the semiconductor supply…Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
Sun 10:16pm By Levi Li
AI data centers are shifting toward faster networking architectures, with optical transceivers…CXMT targets 2026 debut of 4F² DDR5 RDIMM in bid to challenge server DRAM rivals
Sun 9:59pm By DIGITIMES
China's ChangXin Memory Technologies (CXMT) plans to introduce DDR5 registered DIMMs (RDIMMs) based…MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
Sun 9:56pm By DIGITIMES
As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end…Weekly news roundup: From October 5 to October 11, 2026
Sun 9:46pm By DIGITIMES
This week's coverage highlights intensifying efforts to build resilient semiconductor and AI…Booked before launch, Tata's Dholera fab faces test of turning commitments into wafer volume
Sun 9:45pm By DIGITIMES
Tata Electronics has six customers at different stages of engagement with its Dholera semiconductor…India roundup: AI data center buildout accelerates as semiconductor push continues to broaden
Sun 7:45pm By DIGITIMES
India's technology buildout is deepening across semiconductors and AI infrastructure, with chip IP,…Episil chairman says SiC is not yet shifting from 6-inch to 8-inch
Sun 7:44pm By Charlene Chen
Episil held an earnings call on October 7, saying silicon carbide (SiC) capacity utilization has…AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
Sun 7:44pm By Lily Hess
Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive…Largan shifts new plant to FAU production as smartphone orders soften
Sun 7:44pm By DIGITIMES
Largan Technology said on October 8 that demand for new smartphone models weakened in September and…Vicor widens AI server power patent fight, seeking new US import ban on Foxconn, Quanta and Delta
Sun 3:37am By DIGITIMES
Vicor Corporation is trying for the second time this year to get AI server power hardware from…IPC makers expand US production as supply chains, tariffs shift
Sat 10:42pm By Jingyue Hsiao
Industrial PC (IPC) makers are adding US manufacturing as supply chains regionalize, tariff policy…Changs Ascending September revenue jumps 92% on semiconductor plant buildouts
Sat 10:41pm By DIGITIMES
Changs Ascending said orders tied to semiconductor customers' new plant construction, equipment…Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
Sat 10:41pm By Jingyue Hsiao
Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone…Sysgration bets on battery backup, drones to hit US$314 million in sales by 2028
Sat 10:39pm By Sherri Wang
Sysgration posted record monthly consolidated revenue in September 2026 for the third consecutive…Phison posts record September revenue as AI tops half of sales
Sat 2:30am By DIGITIMES
Phison Electronics reported record September consolidated revenue of NT$30.639 billion (US$959…Zhen Ding posts record September sales on mobile demand and AI applications
Sat 2:29am By DIGITIMES
Zhen Ding Technology said September 2026 consolidated revenue reached NT$26.358 billion (US$825.13…Huawei faces price reset as memory costs surge
Sat 2:29am By Lily Hess
Huawei consumer business group chairman Richard Yu said surging memory component costs have added…
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