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DIGITIMES Asia: News and Insight of the Global Supply Chain

Tech Forum 2026: Taiwan must design space, not just build it xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter Commentary: Trump's Taiwan chip claim tests TSMC's silence Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch Nvidia's China hopes dim as Beijing doubles down on domestic AI chips AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity How Nvidia plans to sell Vera CPUs: Four deployment models explained Access denied Taiwan moves to restore drone procurement funding after legislature cuts defense budget GigaDevice sees niche DRAM and NAND prices rising through 2026 Taiwan's export engine stalls in April as global orders pull back OpenAI moves up IPO timeline to get ahead of Anthropic Five weak links India Semiconductor Mission 2.0 must fix AI chip boom strains ABF substrate supply chain Demand surge for power semiconductors reshapes data-center power and cooling, pushing suppliers toward SiC and GaN Texas Instruments sues former exec over trade secret theft at GlobalFoundries Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates Yulon to fully back Foxtron production as N7, Bria and Carvia enter mass production LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply Access denied Tokyo Electron Taiwan drops appeal after court fines unit and jails ex-engineer in TSMC trade secrets case OpenAI offers 1-3 year reserved AI capacity with discounts to attract enterprise contracts Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures SK Hynix reportedly shifts Cheongju mask fab toward HBM yield push Vietnam issues AI regulations, requires OpenAI and Anthropic to appoint local government liaisons China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain Access denied Access denied Access denied Tech Forum 2026: How much longer can semiconductors sustain Taiwan? From anti-jamming drones to tumor-on-a-chip: Taiwan deep-tech courts Silicon Valley capital TSMC's cautious capex is averting an AI bubble, says investor Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies Access denied Access denied Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis Samsung labor dispute adds pressure to memory chip market How South Korea is pitching itself to Silicon Valley's startup elite Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027 Access denied South Korea bets on KIST, LG to catch up in humanoid robots Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions Access denied SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US FII challenges Broadcom and Nvidia as CPO race shifts to system integration Iron Force eyes North America production, AI server cooling shipments in 2Q26
AMD首席执行官在台湾与台积电首席执行官会面,同时扩大美国芯片产量
Eifeh Strom · 2026-05-21 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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