- 资讯公开站Digitimes
Samsung arms for memory price surge with AI, services, N-1 phone push
Rising memory prices are already weighing on 2026 smartphone and notebook shipments, and sustained AI infrastructure investments are expected to keep quotes climbing into 2027. To counter softer buying interest as retail…
- 资讯公开站Digitimes
Micron licenses Netlist's memory tech for US$600M to settle patent dispute
Netlist and Micron reached a settlement for a patent dispute, with Micron agreeing to license Netlist's patents for US$600 million over 5 years. The deal concludes a complaint launched by Netlist over alleged infringemen…
- 资讯公开站Digitimes
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending shock waves through Taiwan's supply chai…
- 资讯公开站Digitimes
Chip price hikes loom as Taiwan IC designers brace to pass on costs through 2027
Taiwanese integrated circuit (IC) design firms report that passing on costs to customers will likely continue through 2027 as upstream foundry and outsourced semiconductor assembly and test (OSAT) price hikes take shape.
- 资讯公开站Digitimes
CloudMile flags AI cost pressure, risk governance as key
As AI agents integrate into enterprise operations, companies scaling deployment face rising challenges around runaway costs, permission controls, and cybersecurity governance. CloudMile founder and chairman Spencer Liu n…
- 资讯公开站Digitimes
Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook
Taiwan-Asia Semiconductor Corporation (TASC) expects a stronger second half of 2026 as new Apple Watch demand lifts sensor orders. The company said weak consumer electronics demand has not materially affected its busines…
- 资讯公开站Digitimes
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak point lies less in the chips themselves …
- 资讯公开站Digitimes
iRobot races to catch Chinese robot vacuum rivals after admitting innovation lag
Once the global leader in robot vacuums, iRobot is trying to regain ground after bankruptcy restructuring and its takeover by contract manufacturer Shenzhen Picea Robotics. The global home-cleaning robot market has since…
- 资讯公开站Digitimes
Robotaxis intensify charging infrastructure pressure, could drive over 35% of North American EV power demand by 2030
As autonomous driving technology continues to advance, robotaxis are expected to significantly reshape global EV charging demand. Charging solutions provider ChargePoint forecasts that 8 million robotaxis will be operati…
- 资讯公开站Digitimes
Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September revenue recovering and the company step…
- 资讯公开站Digitimes
Navigating the global AI regulatory divide: American safety debates, China's rapid deployment, Mistral's European push
The global artificial intelligence landscape is witnessing an accelerating divide. While Silicon Valley grapples with escalating safety debates and regulatory friction, Chinese tech developers are rapidly deploying light…
- 资讯公开站Digitimes
Z.ai takes GLM-5.3 global through Amazon Bedrock's enterprise channel
Chinese AI company Z.ai is expanding its overseas commercialisation through Amazon Bedrock, with AWS adding GLM-5.3 on October 6 and sharing revenue with Z.ai based on model usage.
- 资讯公开站Digitimes
Starship, Cybercab, inflight Wi-Fi point to Starlink's expanding growth potential
SpaceX launched its Starship super heavy-lift rocket on September 28, successfully reaching orbit for the first time and deploying 26 Starlink V3 low Earth orbit (LEO) satellites. Each Starship mission can carry up to ap…
- 资讯公开站Digitimes
Taiwan's next AI battle is all about data and partners, says former tech minister
Taiwan's tech industry has grown rapidly in recent years on the back of strengths in semiconductors, servers and the data center supply chain, lifting overall GDP. But companies that keep chasing hardware specs or wait f…
- 资讯公开站Digitimes
Starship reaches orbit on 14th test as Chinese rocket makers race toward low-cost reusability
SpaceX's Starship reached Earth orbit for the first time on its 14th test flight and deployed 26 next-generation Starlink V3 satellites. Whereas the previous 13 flights primarily focused on orbital testing, Flight 14 mar…
- 资讯公开站Digitimes
Hwacom shifts semiconductor business to SureWin, targets post-quantum security
Hwacom Systems has shifted its semiconductor-focused business to subsidiary SureWin, targeting growing demand from chipmakers for AI deployment, data governance, and cybersecurity, including post-quantum cryptography (PQ…
- 资讯公开站Digitimes
South Korea races into sodium-ion batteries after falling behind China in LFP
As Chinese battery makers accelerate their push into sodium-ion batteries, South Korea's three major battery manufacturers are moving quickly into the emerging technology, seeking to avoid repeating their late entry into…
- 资讯公开站Digitimes
Formosa Automobile targets 20% heavy-tractor market share with new DAF XF models, EV roadmap
Formosa Automobile, a member of Taiwan's Formosa Plastics Group, unveiled the new-generation DAF XF long-haul tractor on October 6, introducing 35-ton and 43-ton models for heavy-haul and container transport as it target…
- 资讯公开站Digitimes
DeepSeek reportedly set to raise more than US$12B ahead of potential IPO
Chinese AI startup DeepSeek is poised to raise more than CNY80 billion (approx. US$11.9 billion) in its latest funding round, as it builds capital ahead of a potential domestic initial public offering (IPO).
- 资讯公开站Digitimes
Low-cost terahertz SoC takes shape as Taiwan advances next-generation communications
As the global communications industry moves toward the 6G era around 2030, front-end modules supporting frequency ranges such as D-band at 130-150GHz and W-band at 77-95GHz have become major research priorities across ac…
- 资讯公开站Digitimes
AI supercycle, pricing, and Terafab top the agenda ahead of TSMC's earnings call
- 资讯公开站Digitimes
India nears 2GW of data center capacity, but its racks were built for a pre-AI power load
India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's build-out into a race for liquid cool…
- 资讯公开站Digitimes
Huawei's NPO bet challenges CPO's path to AI scale
Huawei is backing near-packaged optics (NPO) rather than co-packaged optics (CPO) for its next-generation AI infrastructure, arguing that NPO offers a better balance of cost, manufacturability, reliability and serviceabi…
- 资讯公开站Digitimes
Chicony pushes into robotics data systems as revenue declines
Chicony Electronics said it has entered the supply chain of a US robotics startup, expanding into embodied AI and physical AI as it seeks higher-value markets. The move could strengthen global robot development by improv…
- 资讯公开站Digitimes
AI data center expansion is hitting new limits on power, land, and public consent
The global race to build data centers for artificial intelligence is entering a more difficult phase. Demand for computing capacity remains strong, but new projects increasingly face limits on land, electricity, water, a…
