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DIGITIMES Asia: News and Insight of the Global Supply Chain

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 Access denied Unitree sprints toward IPO as profits crumble under rising costs From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test 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 Sino-American Silicon taps AI to tackle Taiwan's green power crunch 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 Access denied IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity WinWay weighs Texas shift after AI chip testing surge in North America 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 Access denied Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand 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 Access denied Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market 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 China tightens drone, flying-car rules as low-altitude market takes off 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 TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play? Access denied PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors Access denied Thunder Tiger, Elan eye defense and commercial drone markets 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 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 Access denied Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers 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 Access denied Samsung unveils industry-first 6K Odyssey gaming monitor as China ramps panel competition

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Eifeh Strom · 2026-05-27 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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