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DIGITIMES Asia: News and Insight of the Global Supply Chain

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 Let there be limits—Pope Leo invokes scripture on AI's moral peril, Anthropic in tow LED maker Ennostar pivots to optical interconnects after high-value shift agin traction Alchip: ASIC growth may outpace the broader GPU market Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030 Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight Access denied Huawei Tau Law series 1: How China's chip industry is pivoting beyond Moore's Law Access denied Wiwynn expands US capacity as AI server boom strains power and supply chains AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem Access denied WIN Semiconductors bets on optical and satellite communications growth Samsung's P4 HBM push could worsen DRAM crunch in 2027 Intel's Rio Rancho fab becomes test case for AI-era chip packaging GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap ASML expands Taiwan hiring and operations to meet advanced chip demand Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked SK Hynix moves cooling directly to D2D PHY to tackle rising HBM heat challenges China pushes homegrown AI stack with local chips, LLMs Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab Intel CEO Lip-Bu Tan Taiwan-bound for closed-door meetings ahead of Computex Taiwan MLCC makers plug into AI server demand Wingtech sues Nexperia for US$1.2B as it fights delisting risk Holy Stone Enterprise says AI power surge will deepen global MLCC shortages TP-Link India begins local manufacturing of Wi‑Fi 7, aiming to boost global supply Micron expands US DDR4 output as AI keeps global supply tight Lightmatter joins TSMC on COUPE for 3D optical engines NTT updates tsuzumi 2 to read charts and boost numerical reasoning Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers Castrol moves into AI liquid-cooling testing and lifecycle services for data centers Chun Yuan Steel positions for growth as Toyota readies Taiwan production base Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand ADATA outlines cloud-to-edge AI ecosystem and cost-cutting AI Scaler at COMPUTEX 2026 Access denied Powerchip unveils 3D AI Foundry with 3D WoW DRAM stacking at COMPUTEX 2026 Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties Access denied Analysis: Nvidia's Vera CPU opens new front in data center chip race Japan's carmakers stopped fighting Chinese EVs — and started copying them Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike Taiwan, China wafer foundry industry, 2Q 2026: Cross-strait revenues to surge over 25% Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation Beyond Silicon Valley: Lam Capital's startup contest goes global BYD and Chery lead China's advance into Europe's EV market Physical AI boosts edge demand, lifting IPC order visibility Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs CATL weighs stake in AI startup deepSeek India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets GoPro takeover talks highlight China's growing clout in cameras Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties Blue Origin to expand Rocket Park campus in Florida with US$600 million investment Lam Research CEO: New fabs alone will not solve chip bottlenecks Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix Foxtron advances full-stack EV vision at 2026 shareholder meeting AI servers drive order growth; Weltrend's fan motor driver IC visibility strong Geopolitics and AI push US energy storage to record-breaking quarter Access denied China launches OpenHarmony robot OS for humanoids and AI robotics Interview: xFusion's exports up nearly a third with low-cost AI servers Access denied Access denied AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains Topco and Bloom Energy install Taiwan's first on-site SOFC low-carbon data center power system AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers Hiroca ramps global expansion and smart cockpit products to drive second-half recovery Ample Electronic says AI demand is boosting MLCC-related passive components Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough Global PMX shifts into AI server cooling as demand for AI compute soars DeepSeek makes 75% API discount permanent, intensifying global AI price war Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall Access denied Analysis: Lisa Su moves on China — and Nvidia's CUDA moat Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment Huawei targets AI optical networking with InP chip startup investment Singapore launches physical AI testbed at Punggol Digital District BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5 Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines Access denied Samsung Electro-Mechanics secures large silicon capacitor supply contract Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources Access denied Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls Taiwan to showcase Open Source Team Taiwan pavilion at COMPUTEX to highlight AI and industry collaboration BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials Grok falters across government and enterprise as SpaceX pivots to lease idle compute AI spending forces enterprises to shorten SaaS deals and demand new pricing protections
Inside China's chip war: How Xiaomi, BYD, and Nio are rewriting the rules
DIGITIMES · 2026-05-26 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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