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DIGITIMES Asia: News and Insight of the Global Supply Chain

Copper crunch hits components cost amid AI demand surge Access denied Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026 Sercomm to showcase enterprise edge AI servers, security and power solutions at COMPUTEX 2026 China Electric outlines AI-driven digital transformation to lift 2026 profits Kinpo accelerates ODM push into AI servers and EV chargers AI infrastructure spending lifts Taiwan electronics sector outlook Access denied Access denied Access denied Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026 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 Access denied Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand Access denied Access denied Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors Access denied 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 Access denied 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 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
Access denied
Sherri Wang · 2026-05-27 · via DIGITIMES Asia: News and Insight of the Global Supply Chain

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