- 资讯公开站Digitimes
Four glass makers converge on 510x515mm substrate, hinting at TSMC's next move
As AI chip sizes scale up, global glass leaders Corning, AGC, Nippon Electric Glass (NEG), and Schott have all centered their next-generation core substrate and through-glass via (TGV) roadmaps on a unified 510×515…
- 资讯公开站Digitimes
Synopsys and Amazon sign US$1 billion-plus deal to speed custom chip development
Synopsys announced a strategic agreement with Amazon on September 30, a multi-year deal valued at more than US$1 billion that is intended to speed up Amazon's custom silicon work and support the development of more compl…
- 资讯公开站Digitimes
China's share of global solar module demand falls below 40% as Europe, India gain ground
The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is set to fall below 40%, down 12 percenta…
- 资讯公开站Digitimes
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion
China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already delivered more than 24GW of data center capacity and will remain above t…
- 资讯公开站Digitimes
China's chip-tool localization accelerates: ACM Research backlog jumps 88%
ACM Research (Shanghai)'s order backlog has surged alongside China's semiconductor equipment expansion, giving the Shanghai-listed chip-tool maker a larger base of future deliveries while AI-related capacity investment a…
- 资讯公开站Digitimes
Samsung raises Galaxy S26 prices in South Korea seven months after launch
Under pressure from rising memory prices, Samsung Electronics has raised the South Korean launch prices of its Galaxy S26 series about seven months after release. Most models went up by KRW149,600(US$110), while the top-…
- 资讯公开站Digitimes
China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up
As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering volume production. These chips are bein…
- 资讯公开站Digitimes
Huawei makes Mate 90 showcase for its Tau chip strategy
Huawei unveiled its Mate 90 smartphone series on October 1, with Richard Yu, Huawei executive director and chairman of the Consumer BG, introducing the new devices alongside a new generation of in-house chips and imaging…
- 资讯公开站Digitimes
TCC Group targets Ukraine's postwar rebuild with cement acquisition
Taiwan Cement recently authorized its Dutch subsidiary, TCC Group EMEA Holdings B.V., to acquire 100% of Ukrainian cement materials maker Ivano-Frankivskcement (IFCEM), roofing materials company Ivano-Frankivsk-Dakh, gyp…
- 资讯公开站Digitimes
Neweb Information targets late-October listing on Taipei Exchange
Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded in recent years into AI GPU computing…
- 资讯公开站Digitimes
MG Taiwan details recall after MG ZS scores zero stars in TNCAP test
The Taiwan New Car Assessment Program (TNCAP) on September 30 released its third-quarter ratings, publishing the MG ZS assessment under its second-edition protocol, which gave the model an overall zero-star rating. MG Ta…
- 资讯公开站Digitimes
Focus: The hidden price of Nvidia's AI agent security play
Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs and deeper dependence on Nvidia's stac…
- 资讯公开站Digitimes
BOE eyes closer ties with Samsung, LG as it pushes into chip packaging
China's BOE Technology is seeking closer ties with Samsung Electronics and LG Electronics as the display maker expands beyond panels into semiconductor glass substrates and advanced packaging.
- 资讯公开站Digitimes
Machvision's dual-track strategy enters early growth as semiconductor, substrate visibility reaches 3 years
Machvision said its "dual-track, four-line" strategy has entered an early growth phase as demand for AI servers, high-speed transmission, and advanced packaging continues to rise. The company said visibility for semicond…
- 资讯公开站Digitimes
Volvo Taiwan sees AI wealth lift economy, but not yet car demand
Volvo Car Taiwan acting president Eric Lin said on Sept. 30 that Taiwan's economy is improving on the back of the AI boom, but that the wealth gains are unlikely to translate into stronger car sales in the near term. He …
- 资讯公开站Digitimes
Google skips Gemini 3.5 Pro, launches Gemini 4 Argon at US$2/$10 per million tokens
Google has unveiled Gemini 4 Argon, its new top-tier AI model, after months of delays and the cancellation of Gemini 3.5 Pro, launching it at introductory prices of US$2 per million input tokens and US$10 per million out…
- 资讯公开站Digitimes
MediaTek TPU orders rise as chip capacity war intensifies
MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers (CSPs) battle for semiconductor o…
- 资讯公开站Digitimes
Samsung AI Forum 2026 puts agentic AI at center of transformation across devices, robotics, and chipmaking
Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver measurable business value across enterpr…
- 资讯公开站Digitimes
Tata Electronics leans on INR612.8 billion in guarantees to fund iPhone, chip expansion
Tata Electronics, Apple's contract manufacturing partner, provided INR612.8 billion (US$6.38 billion) in corporate guarantees on behalf of its subsidiaries in fiscal 2026 as it expanded iPhone manufacturing and semicondu…
- 资讯公开站Digitimes
Taiwan launches joint cybersecurity audits for government IT service providers
Taiwan's Ministry of Digital Affairs (MODA) has launched a joint cybersecurity audit initiative aiming to reduce repeated inspections on vendors that provide the government with IT services, while strengthening governmen…
- 资讯公开站Digitimes
OpenAI claims to thwart model distillation attack tied to Moonshot
OpenAI said it detected and blocked an organized adversarial distillation attack, with some activity linked to Chinese AI startup Moonshot AI. The company said it first spotted the effort on July 1 and saw a peak on July…
- 资讯公开站Digitimes
US unveils South Korea's US$20B nuclear, Alaska LNG investment
The US has unilaterally announced South Korea's investment package in the US, including Alaska LNG development and the construction of eight large nuclear power plants. Seoul had previously listed those two projects as i…
- 资讯公开站Digitimes
Qualcomm, Samsung redesign chip packaging as heat limits phone performance
Qualcomm and Samsung Electronics are redesigning how memory is packaged with flagship smartphone processors, as rising chip performance puts greater pressure on the limited cooling capacity of mobile devices.
- 资讯公开站Digitimes
Nvidia ties AI agent security to BlueField-4, Vera CPU
Over the past year, Nvidia has repeatedly observed AI agents drifting beyond approved workflows. In some cases, agents quietly escalated read permissions to write access, sent requests to unauthorized endpoints, or click…
- 资讯公开站Digitimes
Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5 billion of cloud and data-center infra…
