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DIGITIMES Asia: News and Insight of the Global Supply Chain

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 Access denied 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 Access denied 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 Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up Column: World Models—taxonomy and technical foundations in embodied AI China's EV price war gives way to rising costs Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships Access denied Samsung's China exit shows Korean brands under pressure India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge Access denied AI server boom lifts memory interface chip leader, but DDR5 risks linger AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27 Access denied OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties Access denied Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line? AI server boom squeezes Samsung Electro-Mechanics' component supply Micron starts producing most advanced US-made DRAM at Virginia fab, expands domestic memory supply Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family Jensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history Tokens per joule: Microsoft's quiet metric for separating AI hype from reality Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific Interview: XCaliber challenges million-dollar missile defenses with cheap drone interceptors Taiwan power chip maker Panjit targets AI and robotics for next growth phase Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data IBM and US DoC announce America's first purpose-built quantum foundry, supported by proposed US$1 billion CHIPS award SK Hynix weighs opening Seoul office at SK Group headquarters Seoul as next frontier for global startups Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show Hotai to build Taiwan production for Toyota Noah and Voxy, exports to Japan start October 2026 CXMT IPO puts China's DRAM supply-chain push in focus Access denied Japan's five major companies form PSC battery alliance to lead next-gen solar market Lenovo revenue rises 27% as AI demand helps offset PC market strain Analysis: AMD bets the future of AI runs on CPUs as much as GPUs Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms Access denied AMD's Lisa Su says memory is becoming another pressure point for AI chips AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus Trump calls off executive order for AI safety due to concerns about inhibiting growth China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance Access denied Amkor expands Arizona semiconductor packaging campus with additional 67 acres AMD deepens China packaging alliance with TF-AMD expansion in Suzhou Access denied AIC expands analog ICs into fiber optics; orders reach 1Q27 Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub Tesla ramps up hiring for self-driving team in China Tesla ramps up hiring for self-driving team in China WPG Holdings flags server supply gaps amid memory price hikes, 800V shift Japan, South Korea deepen energy ties: LNG, supply chains and AI security top summit agenda Access denied Taiwan rides chip-led export boom to bankroll industrial overhaul
Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation
Elaine Chen · 2026-05-25 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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