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DIGITIMES Asia: News and Insight of the Global Supply Chain

Access denied Synopsys flags mixed regional trends as China growth contrasts with weaker Western demand SAS succession complete as founder Mingguang Lu exits board amid diversified growth Huawei Tau Law series 3: Global chip experts split over China's post-Moore push Synopsys sees agentic AI and Ansys integration expanding long-term growth opportunities Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal Wonik IPS secures Visionox XR display etcher order for Kunshan OLED line China smartphone shipments rebound in April 2026 as Apple and foreign brands gain ground ByteDance's chip ambition grows with US$70 billion capex plan Qualcomm wins ASIC customers beyond ByteDance Formosa Chemicals maps turnaround through hydrogen, AI, and semiconductor materials Synopsys sees hyperscaler chip ambitions fueling AI-related demand Marvell raises multi-year outlook as AI data center demand drives accelerating growth Marvell eyes XPU and attach wins as pillars of custom silicon growth Marvell expands silicon photonics, switching, and interconnect roadmap Nvidia's move into Beitou-Shilin Tech Park raises AI power demand; Taipower uses dual-track strategy to push substation development Huawei's Watch Fit series surpasses 24 million shipments as wearables push global growth Access denied Formosa Chemicals to showcase low-carbon 5N5 hydrogen and semiconductor materials at COMPUTEX 2026 Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion IRIS Optronics opens Tokyo office and launches B3 full-color e-paper for transit advertising Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices Chunghwa Precision completes board reshuffle as it plans rapid capacity expansion for AI chip testing Pentagon ramps AI adoption and moves to buy 200,000 small drones by 2027 Access denied China tightens travel bans on private-sector AI to stem tech leaks Access denied Computex 2026 adds robotics zone, Taiwan supply chain gathers Samsung foundry targets robotics, auto AI chips with Cadence platform UMC readies price hikes, kicks off 2027 customer talks Yageo tops Murata in AI-driven passive component orders Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26 Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026 Laster Tech enters the robot joint control supply chain and wins North American auto orders Taiwan's GLT diversifies into auto and medical markets, expands Southeast Asia production QRT eyes aerospace, defense growth with portable chip radiation tester Shiny Chemical sees AI and advanced semiconductor processes drive IPA and PM capacity expansion Ezconn moves up AI optics chain with CPO and silicon photonics Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners TSMC CEO promises bonus growth above 30% in 2026 if performance holds Samsung reportedly to expand Vietnam footprint with new memory chip testing plant Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly Unitree sprints toward IPO as profits crumble under rising costs Access denied GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition Yulon advances AI-driven transformation to boost domestic production and exports Access denied Humanoid robot mass production hits a thermal wall TAITRA says Computex participating firms exceed US$10 trillion in market value Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply Access denied Access denied Acer sees CPU shortages worse than memory as 2H24 PC market weakens ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog Access denied China clears 9 domestic AI chips for state procurement WinWay's new Kaohsiung plant to break ground on May 29 Samsung wage deal pushed through by chip workers, widening bonus divide VinFast names new chair to tackle global expansion Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market Access denied Access denied OpenAI targets smaller advertisers in push to make ChatGPT ads pay off Hiwin opens Italy HQ, bridging Europe to global markets Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle' Access denied Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle Access denied Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation Copper crunch hits components cost amid AI demand surge Broadcom and Taiwan's chipmakers ride ASIC wave Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026 Access denied Access denied Kinpo accelerates ODM push into AI servers and EV chargers AI infrastructure spending lifts Taiwan electronics sector outlook Access denied Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher Column: Quantum-classical computing's promise meets its hardware limits Access denied Xiaomi outlines AI-first roadmap as MiMo tokens and Miclaw shape product strategy Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production Mexico emerges as new front line in global auto supply chain Access denied Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand SK Hynix seeks to embed cooling inside HBM to beat the heat Access denied Access denied PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors Taiwan's quiet fix for GPS-denied drones and satellites Access denied TSMC CEO to address bonus backlash in person as Jensen Huang's visit puts Taiwan chipmaker in spotlight Gogoro mourns backer Samuel Yin, who committed US$50 million before a single scooter rolled out Darfon Electronics invests in AI cooling systems maker GrAndvance
China's LLM price war puts DeepSeek, Xiaomi on a collision course with OpenAI
Levi Li · 2026-05-28 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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