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DIGITIMES Asia: News and Insight of the Global Supply Chain

US-Japan cooperation could protect Taiwan '99%', defense investors told at Silicon Valley summit Intel's foundry reset: 14A, 10A and tougher engineering rules Far EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units Nvidia characterizes LPX as niche silicon optimized for high-speed premium tokens Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026 Two-year-old Chinese robotics firm claims to supply nine of world's top ten tech giants Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output 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 China memory supplier Biwin's AI photonics funding raises questions about strategy and risk Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple NXP pitches CoreRide as a shortcut to software-defined cars NXP CoreRide Z248 leverages Inventec, Delta support in SDV push Access denied AI server demand tightens passive component supply, lifting Taiwanese suppliers' share TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure Limited joint-load capacity threatens humanoid robots' ability to replace human labor Analysis: Why Taiwan's telcos aren't following the US playbook on satellite DFI flags supply crunch, not orders, as 2026's real growth ceiling Nvidia revenue surges 85% as data center sales jump 92% Nvidia revenue surges 85% as data center sales jump 92% Samsung averts strike with last-minute labor deal, but deeper divisions remain Samsung averts strike with last-minute labor deal, but deeper divisions remain Access denied ASML to deliver first High-NA chips within months despite cost concerns Apple unifies hardware Silos to accelerate post-Cook device development Access denied Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890 Tech Forum 2026: AI server racks push liquid cooling into mainstream Microsoft advances India data center timeline within expanded regional investment framework Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand Access denied Amazon's AI chip push gains ground as Nvidia remains central to AWS FarEasTone named Amazon Leo distributor in Taiwan, targets 2027 launch China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks Gaia Motors rolls out Rapide 3 electric three-wheeler network across Taiwan From boardrooms to bedside: AI cameras climb the value chain Exclusive: Automakers turn to Taiwan for faster vehicle electronics development Access denied Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028 Google and Blackstone could lift ASIC demand with TPU leasing joint venture South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms Samsung strike set to begin after last-ditch talks fail Quanta Cloud Technology commits US$61.71 million for California facility lease amid AI server buildout Aerospace fastener demand extends into multi-year cycle as NAFCO expands Malaysia capacity amid Boeing ramp-up Taiwan to boost AI and strategic-industry spending to increase competitiveness Tatung boosts North American renewables push with transformer wins and mass-production play Ex-OpenAI and Tesla AI lead joins Anthropic to accelerate Claude pretraining research Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service
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Emily Kuo · 2026-05-22 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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