DIGITIMES: News and Insight of the Global Supply Chain

China positions AI weather-warning system MAZU as a public good for the Global South, targeting 30 countries in five years

Jul 18, 14:08

ICT

LG bets on India as its biggest AC base, as its third plant runs ahead of schedule

Jul 18, 13:35

ICT

As AI expands nanotech, Samsung fortifies ecosystem and LG pivots to chip equipment

Jul 18, 13:33

EAST ASIA

TCL starts OLED monitor panel production ahead of Guangzhou fab opening

Jul 18, 13:33

EAST ASIA

JNTC-TOPPAN glass substrate push signals AI packaging supply-chain shift

SK Siltron begins liquidating US SiC unit amid Doosan sale talks

Trumpf recalibrates strategy as Chinese competition heats up in semiconductors, machine tools

Anthropic: AI's edge now lies in delivery, not just model strength

China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026

Foxlink opens first US AI demonstration factory in Texas

Taiwan's 2027 tech budget rises 6.2% to NT$176.8 billion, targeting AI and space

Japan's ACSL eyes Taiwan drone supply chain expansion, commits to TADTE 2027

Taiwan drone sector expands Japanese tie-ups

TSMC's CoWoS capacity remains 'extremely tight' as OSAT partners ramp expansion

China unveils first official commercial space roster, backing established players and the NTN ecosystem

Taiwan-Japan AI tech forum seeks closer partnerships

AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

Micron SCA covers 7 auto customers, boosts supply chain

Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments

China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

Oppo cuts OnePlus from North America and Europe, and Realme from China

Powertech and Broadcom expand AI ASIC push with US$400M Singapore FOPLP venture

TSMC limits mature-node expansion and eases pressure on PMIC suppliers

ABB to buy Rotork in US$5.5 billion cash deal

Montage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors' search

WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

WST targets AI optical boom as high-power CW laser shipments begin in 4Q26

Moore Threads forecasts sharp first-half revenue growth on AI demand

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

Google's Gemini 3.5 Pro delay deepens doubts over its standing in AI coding race

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ

MULTIMEDIA

Jensen Huang in Seoul: Faker, BBQ and one very awkward LG chairman

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.