- 资讯公开站Digitimes
Global AI servers shift production nearshore, slowing direct Taiwan exports to US
Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion of export orders produced overseas rose…
- 资讯公开站Digitimes
Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand
China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant: Apple, Xiaomi, Vivo, Oppo and Hono…
- 资讯公开站Digitimes
Nuri launch takes center stage at AEROTEC 2026 as Hanwha moves from rocket manufacturing to launch operations
With South Korea preparing for the fifth launch of its Nuri rocket, the country's space ambitions took center stage at AEROTEC 2026, the second International Aerospace Technology Exhibition held recently in Changwon, a m…
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TSMC, Intel named as Musk's Terafab ambitions face reality check
As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel and TSMC for assistance.
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DeepSeek Harness challenges Agent lock-in with Claude Code Mods bridge and open plugin architecture
DeepSeek has released a new version of DeepSeek Harness, adding an experimental compatibility layer for Anthropic's Claude Code Mods and sharpening its broader effort to build an open, highly extensible software layer fo…
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Tech giants push into Australia for AI data centers
Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's abundant renewable energy resource…
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AI server lines accelerate automation, boosting cobot demand
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico and Texas plants, while Quanta has …
- 资讯公开站Digitimes
Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure spending, with Anthropic expected to b…
- 资讯公开站Digitimes
US appoints new AI czar, task force; seeks balance between safety, competition
The US Trump administration has appointed a new AI czar and task force, which will have 120 days to report on AI's risks and opportunities and recommend the federal government's role in a technology that Trump says many …
- 资讯公开站Digitimes
Musk raises Tesla AI5 memory to 96GB after cut
Tesla CEO Elon Musk first said on X that the capacity of the AI5 chip memory would be cut in half to 72GB, but later clarified that AI5 will use 96GB of LPDDR5 instead. The change comes as Tesla seeks to avoid becoming t…
- 资讯公开站Digitimes
Taiwan's GIS targets optical communications growth with fresh laser-packaging capacity
General Interface Solution (GIS) Holding is gaining traction in optical communications and other new products despite weak consumer electronics demand caused by rising memory prices. Its laser-source packaging and testin…
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South Korean SMEs expand space supply chain from reusable rockets to satellite shielding
As South Korea prepares for the fifth launch of its Nuri rocket, small and medium-sized enterprises are taking on increasingly important roles in the country's space supply chain alongside major aerospace companies such …
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Hyundai Rotem advances methane rocket engines for reusable launch vehicles
South Korea's Hyundai Rotem is accelerating its expansion into aerospace propulsion systems, showcasing 10-ton- and 35-ton-class methane rocket engines under development at AEROTEC 2026 as it targets growing demand for r…
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Japan's strategic push to reclaim silicon supremacy with Rapidus
In a major effort to rebuild its national semiconductor industry, Japanese contract chipmaker Rapidus plans to partner with 17 domestic and international design firms to broaden its potential customer base and help clien…
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SDC, LGD seek longer tax credits, cash refunds for OLED investment amid intensifying China competition
Samsung Display (SDC) and LG Display (LGD) are calling on the South Korean government to strengthen tax incentives for OLED investment and research as intensifying competition from Chinese panel makers raises pressure to…
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Quanta suspends HP supply for a week to press for higher NB prices
Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business to strengthen its hand.
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ESMT 3Q26 revenue jumps 58%, sets another record
Elite Semiconductor Microelectronics Technology (ESMT) reported September consolidated revenue of NT$7.461 billion (approx. US$234 million), up 470.23% from NT$1.308 billion a year earlier but down 5.62% from August. For…
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Exclusive: A*STAR IME's Yu-chieh Chien targets next-gen SiC through 8-inch R&D, reliability gains
Singapore is building a semiconductor R&D hub by attracting both multinational investment and overseas research talent. Dr Yu-chieh Chien, a Taiwanese scientist at the Agency for Science, Technology and Research's In…
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KAI targets 6G satellite communications as standardized platforms bridge observation and connectivity ambitions
Korea Aerospace Industries (KAI) showcased its next-generation medium-sized satellites and compact synthetic aperture radar (SAR) satellites at AEROTEC 2026 in Changwon, highlighting an expanding space strategy that incr…
- 资讯公开站Digitimes
TSMC emerges as potential Terafab partner as suppliers see over 80% chance of Musk deal
Days after reports emerged that TSMC was reassessing plans for a wafer fab in Texas, Tim Culpan, a former Bloomberg columnist and founder of independent media outlet Culpium, disclosed that the chipmaker is in discussion…
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Global EV growth hits the brakes: How automakers are diverging
Global electric vehicle (EV) sales have moved beyond the hypergrowth stage and entered a period of consolidation, with year-over-year growth slowing to just 2% in the first half of 2026 after gains of roughly 25% in both…
- 资讯公开站Digitimes
Samsung eyes record foldable smartphone sales
Samsung Electronics said its new Galaxy Z series foldable phones have beaten expectations after launch, with sales in the first month up significantly from the previous generation. The company does not think Apple's upco…
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Shield AI expands Taiwan supply chain in sovereign AI push
US defense technology unicorn Shield AI is expanding its presence in Taiwan as the Russia-Ukraine war drives growing demand for asymmetric warfare capabilities and defense technologies. At its first press event in Taiwan…
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GM, Ford tap Silicon Valley to reshape software and smart driving
General Motors (GM) and Ford Motor are deepening their smart vehicle strategies with support from Silicon Valley technology companies, tapping AI, cloud, and computing capabilities from Google and Nvidia to accelerate ve…
- 资讯公开站Digitimes
Lite-On invests NT$8.85 billion in Kaohsiung expansion; subsidiary Leotek to acquire AmpUp
Lite-On Technology is stepping up its strategic investment in server hardware manufacturing and electric vehicle (EV) charging software integration to support overall revenue growth. On October 2, the company announced t…
