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Tech news from Taiwan, in English

100 stories this week from 1 outlet in Taiwan.

  1. Interview: From afterthought to bottleneck, circuit boards move to the heart of AI hardware
    TWDigiTimes Daily Semiconductors

    In the era of AI and high-performance computing (HPC), the once-separate worlds of chip design, packaging, and circuit boards are converging. According to the Global Electronics Association, AI server motherboards have become the largest…

  2. Meta prioritizes high-margin AI inference as Wiwynn, Quanta eye CPU server demand
    TWDigiTimes Daily Semiconductors

    Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital expenditure plans and investment priorities. Credit…

  3. Taiwan wafer-testing supplier Hermes Testing Solutions commits more than US$215 million to advanced chip testing expansion
    TWDigiTimes Daily Semiconductors

    Hermes Testing Solutions Inc. (HTSI), a semiconductor wafer-testing solutions provider, is expanding its Taiwan operations. Its board approved budget authorisations on October 22 for a new R&D centre in Hsinchu and a manufacturing centre…

  4. Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp
    TWDigiTimes Daily Semiconductors

    Following TSMC's third-quarter 2026 earnings call, DIGITIMES analyst Luke Lin provided in a podcast additional analysis of several details that received limited attention in market coverage, including a new 3nm fab at the Southern Taiwan…

  5. India roundup: India's tech build-out opens new markets, but foreign suppliers are first in line
    TWDigiTimes Daily Semiconductors

    India's tech push opens markets unevenly: foreign suppliers get first crack at Tata's fab, Lam courts local vendors, Jio's IPO tests its 5G pitch, and CleanMax powers AI data centers. Credit: AFP

  6. Nvidia unveils OOI CPO prototype for post-2028 AI needs
    TWDigiTimes Daily Semiconductors

    Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from a conventional organic package substrate to the silicon…

  7. China clears DeepSeek, MiniMax for overseas AI deployment
    TWDigiTimes Daily Semiconductors

    DeepSeek and MiniMax have received approval to deploy their artificial intelligence models overseas, according to a post published October 22 by China Central Television’s Yuyuantantan account. The move signals that Beijing intends to…

  8. Namuga expands beyond Samsung with humanoid robot camera modules
    TWDigiTimes Daily Semiconductors

    South Korean image-sensing module maker Namuga is accelerating its physical AI strategy after securing a supply deal with a global humanoid robot company. The company is preparing for shipments and mass production while targeting revenue…

  9. Chinese automakers capture record 14.6% Europe market share as looming hybrid import curbs spur shipments
    TWDigiTimes Daily Semiconductors

    Chinese automakers achieved record sales in Europe in September, doubling their monthly volume to 194,800 vehicles and capturing an unprecedented 14.6% market share. Beyond their expanding model portfolios, the surge appears to reflect…

  10. AI data centers drive Taiwan's electrical firms into modular, EPC markets
    TWDigiTimes Daily Semiconductors

    As demand for AI data centers expands, next-generation AI servers are raising requirements for power supply, cooling efficiency, and deployment speed. Taiwan's electrical and mechanical equipment providers are therefore moving beyond…

  11. Meta’s AI commitments surge to US$825 billion, testing financing power
    TWDigiTimes Daily Semiconductors

    Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable contract commitments climbing to about US$825 billion. The…

  12. Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens
    TWDigiTimes Daily Semiconductors

    Texas Instruments (TI) held its latest earnings call this week, projecting fourth-quarter 2026 revenue of US$5.8 billion to US$6.3 billion. The midpoint of its guidance is broadly in line with third-quarter revenue, outperforming the…

  13. Column: Will general-purpose models overtake Physical AI?
    TWDigiTimes Daily Semiconductors

    After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained on large amounts of robot data. Credit: AFP

  14. Magnate Technology sees aerospace, semiconductor growth opportunities
    TWDigiTimes Daily Semiconductors

    Magnate Technology expects rising aircraft engine demand and semiconductor equipment opportunities to support growth as it expands production capacity, with implications for global aviation and chip supply chains. The aerospace components…

  15. Moonshot's Singapore hiring shows how China's open-model labs plan to get paid abroad
    TWDigiTimes Daily Semiconductors

    Moonshot AI's first visible overseas sales hire marks a new stage in how Chinese developers of open-weight models compete outside China. They have given away model weights to win developers and earned money through cloud platforms and…

  16. Tesla-SpaceX merger tests whether Musk's technology empire is worth more together
    TWDigiTimes Daily Semiconductors

    Since Elon Musk publicly confirmed that Tesla and SpaceX are evaluating a potential merger, the prospect has stirred widespread speculation over what could become the largest corporate transaction in history—and whether combining two of…

  17. Interview: The story of LEACHIM, a working humanoid robot from the 1970s
    TWDigiTimes Daily Semiconductors

    The robotics industry has come a long way since robots were first built over 50 years ago. Yet LEACHIM, a robot teacher and one of the world's first humanoids created back in the 1970s, may hold a key clue as companies seek to transition…

  18. Mitsubishi Electric, ABB form joint venture for power distribution business
    TWDigiTimes Daily Semiconductors

    Mitsubishi Electric has announced plans to carve out its distribution panel components business for factories and commercial buildings into a joint venture (JV) with Swiss power and automation giant ABB. Mitsubishi Electric will spin off…

  19. Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open
    TWDigiTimes Daily Semiconductors

    Nvidia CEO Jensen Huang said the company did not expect memory supply to exceed demand in the coming years and remained open to working with China's ChangXin Memory Technologies (CXMT). The comments, made during the GTC Berlin conference…

  20. SpaceX's 80,000-site push turns Starlink from satellite overlay into full mobile challenger
    TWDigiTimes Daily Semiconductors

    SpaceX has firmly established itself in direct-to-device connectivity through Starlink's expanding satellite constellation. But the space giant is now pushing beyond orbital coverage as it seeks an equally consequential position in…

  21. Bosch to spin off automotive business as Asian rivals intensify pressure
    TWDigiTimes Daily Semiconductors

    Bosch Group plans to establish Bosch Mobility as a wholly owned, legally independent subsidiary in August 2027, separating the business that generated about 60% of group revenue. The move will complete the restructuring of Bosch's four…

  22. AIDC launches Taiwan's largest industrial microgrid with 9MW/54MWh energy storage capacity
    TWDigiTimes Daily Semiconductors

    Aerospace Industrial Development Corporation (AIDC) held an inauguration ceremony for its 9MW/54MWh large-scale microgrid system at its Shuinan facility in Taichung on October 22, marking the official commissioning of what the company…

  23. LGES Poland plant nears breakeven as utilization rebounds
    TWDigiTimes Daily Semiconductors

    LG Energy Solution (LGES)'s Wroclaw plant in Poland, long viewed as a major drag on the business, is nearing profitability after posting an operating loss of nearly KRW600 billion (approximately US$430 million) in 2025. A surge in European…

  24. Doosan Robotics targets automakers, chipmakers as Chinese rivals cut prices
    TWDigiTimes Daily Semiconductors

    Doosan Robotics is focusing its sales efforts on large automotive and semiconductor manufacturers as it develops AI-powered systems capable of handling more complex factory tasks, Hyeonchang Jeon, senior manager of the company's Korea…

  25. Taiwan's inaugural semiconductor strike pauses as nearly 70% of Micron Taoyuan Union rejects new bonus offer
    TWDigiTimes Daily Semiconductors

    Taiwan's first-ever strike in the semiconductor industry has temporarily drawn to a close. A 24-hour warning strike spearheaded by Micron Technology's Taoyuan union concluded on the morning of October 23, 2026. During the action, an…

  26. Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
    TWDigiTimes Daily Semiconductors

    Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive and industrial products, prompting customers to…

  27. Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion
    TWDigiTimes Daily Semiconductors

    More than 30 years ago, Lenovo set out with a vision to bring personal computers into every household. Today, Chairman and CEO Yuanqing Yang has defined a new mission for the 42-year-old tech giant: bring artificial intelligence to every…

  28. Chinese luxury carmakers face barriers in Europe's premium market
    TWDigiTimes Daily Semiconductors

    Chinese luxury carmakers are expanding in Europe but face barriers that differ from those in China. Brand recognition, sales and repair networks, financing, leasing, and used-car values could slow progress, while established German…

  29. Japan targets 2nm medical AI chip with IBM design, Rapidus eyed for foundry
    TWDigiTimes Daily Semiconductors

    Japan's Leading-edge Semiconductor Technology Center (LSTC), Hokkaido University, Fujifilm Corporation, GE HealthCare Japan, and imec announced a joint initiative in Tokyo on October 20 to develop a next-generation medical imaging system…

  30. Nvidia B300 chips reportedly surface on China Telecom-linked network, raising export-control questions
    TWDigiTimes Daily Semiconductors

    Israeli security firm Lava identified 32 Nvidia Blackwell Ultra B300 GPUs through monitoring endpoints linked to China Telecom, a state-owned carrier. The chips are barred from sale to China under US export controls. The finding adds to…

  31. First chip-level device on the list: US FCC bans two devices with Huawei HiSilicon chips under new rule
    TWDigiTimes Daily Semiconductors

    The US Federal Communications Commission (FCC) has banned two electronic devices from entering the US market because both contain surveillance chips made by Huawei's HiSilicon. The move marks the first time the FCC has used a new rule…

  32. Samsung reportedly orders final tools for first Taylor fab as Texas site nears 2nm output cap
    TWDigiTimes Daily Semiconductors

    Samsung Electronics has ordered additional equipment to fill the remaining space at its first foundry fab in Taylor, Texas, a move that would lift the plant's 2nm capacity to 20,000 wafers per month in the second half of 2027, ZDNet Korea…

  33. Taiwan's top telecom spins off AI surveillance unit, plans global push with local hardware makers
    TWDigiTimes Daily Semiconductors

    Chunghwa Telecom (CHT) has established a new subsidiary, CHT Intelligent Vision Solutions (IVS), spinning off an internal team focused on smart security and intelligent video analytics. The new company will target enterprise security…

  34. Apple reportedly taps BOE for LCD iMac development, keeps OLED timetable in question
    TWDigiTimes Daily Semiconductors

    Apple has reportedly asked BOE Technology and other panel makers for technical information on LCD panels for a future iMac, raising questions about the pace of its OLED transition. The potential LCD model's launch around 2029 overlaps with…

  35. TSMC advances CoPoS packaging at Taoyuan Longtan site
    TWDigiTimes Daily Semiconductors

    TSMC's Longtan Science Park Phase 3 in Taoyuan is restarting after nearly three years of delays, with Taiwan's National Development Council approving its development plan on September 17, 2026. The 104.65-hectare site is expected to focus…

  36. Rapidus courts US AI customers ahead of planned 2H27 2nm mass production
    TWDigiTimes Daily Semiconductors

    Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a key challenge, and initial demand is expected to come…

  37. Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test
    TWDigiTimes Daily Semiconductors

    Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive capital investments will translate into corresponding…

  38. Chinese phone brands beat Samsung, Apple to high-refresh OLED
    TWDigiTimes Daily Semiconductors

    Chinese smartphone brands have brought high-refresh-rate OLED displays to market ahead of Samsung Electronics and Apple, with Visionox and BOE supplying 185Hz panels for the iQOO Neo 12 and RedMagic 12 Pro+, respectively. The move sets a…

  39. FCC grants Intel a waiver to foreign robot ban to prevent chip disruptions
    TWDigiTimes Daily Semiconductors

    The US Federal Communications Commission (FCC) granted Intel a waiver to its ban on foreign-made mobile robots, which will allow it to update its fleet of autonomous guided vehicles (AGVs). Intel had earlier petitioned the agency for an…

  40. China's weak car market squeezes automakers, suppliers and dealers
    TWDigiTimes Daily Semiconductors

    China's weakening car market is challenging automakers, parts suppliers, and dealers as exports rise but domestic demand contracts. For global industry watchers, the downturn is a test of electric-vehicle resilience, subsidy dependence…

  41. Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
    TWDigiTimes Daily Semiconductors

    Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the…

  42. JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion
    TWDigiTimes Daily Semiconductors

    JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For the first nine months of 2026, revenue rose 7.96% to…

  43. US signs up to US$389 million in CHIPS R&D deals for power chips and fusion
    TWDigiTimes Daily Semiconductors

    The US Department of Commerce has signed letters of intent with four companies to provide up to US$389 million in federal research and development awards under the CHIPS and Science Act, targeting the semiconductors and materials used to…

  44. Anthropic launches Claude Duet to automate cross-app tasks
    TWDigiTimes Daily Semiconductors

    Anthropic has launched a research preview of Claude Duet, an AI agent that connects to email, calendars, and business software to prioritize work, track to-do items, and execute tasks in the background. The standalone app extends AI beyond…

  45. DIGITIMES Insight: BCI grasping reaches market; implant stability and chip heat keep advanced uses beyond 2030
    TWDigiTimes Daily Semiconductors

    Invasive brain-computer interfaces (BCIs) are demonstrating long-term commercial potential. Neuralink has enabled paralysed patients to control computers and robotic arms through thought; Synchron's iOS integration lets patients operate…

  46. Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
    TWDigiTimes Daily Semiconductors

    Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities in South Korea. The move reflects growing efforts…

  47. Taiwan sits out global chip selloff, thanks to typhoon
    TWDigiTimes Daily Semiconductors

    Taiwan doesn't stop often. On Friday, October 23, Typhoon Champi made it stop. Credit: melissayu0820 on Threads

  48. Care robots need AI modeling, physics simulation to understand humans
    TWDigiTimes Daily Semiconductors

    As Taiwan enters a super-aged society, labor shortages and mounting workloads in long-term care are making care robots more than an automation challenge. The key question is how to enable robots to understand the human body, determine…

  49. Mounting R&D and memory costs push Huawei to borrow US$2.3B from six Chinese banks
    TWDigiTimes Daily Semiconductors

    Huawei Technologies has secured a seven-year, CNY15 billion (approx. US$2.3 billion) offshore yuan loan from six Chinese banks, as rising research spending and memory costs weigh on its cash flow. The financing, arranged by domestic…

  50. TSMC reportedly surveys suppliers on rare-earth-free motors as China's export-control pause nears legal expiry
    TWDigiTimes Daily Semiconductors

    The world's largest contract chipmaker is weighing whether the motors inside its factory-automation equipment can run without rare-earth magnets, a sign that China's grip on rare earths now reaches the machinery that keeps fabs running…

  51. ChainSea Information Integration lists, targets AI revenue growth by 2027
    TWDigiTimes Daily Semiconductors

    Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it expands AI-related business to drive revenue growth from…

  52. Analysis: Nvidia's DSX POD reshapes AI factory supply chains
    TWDigiTimes Daily Semiconductors

    As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site engineering. Nvidia unveiled its DSX POD reference design…

  53. India becomes Taiwan's third-largest machine tool export market
    TWDigiTimes Daily Semiconductors

    India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities presented by the country's manufacturing push. Credit…

  54. Tech Mahindra teams up with SpaceXSI to scale AI-assisted software engineering for enterprises
    TWDigiTimes Daily Semiconductors

    Tech Mahindra has announced a collaboration with AI coding platform SpaceXSI to help global enterprises modernize legacy applications, accelerate software delivery, and improve developer productivity, according to a company announcement…

  55. SK hynix halts Solidigm IPO review in face of broader AI and market volatility
    TWDigiTimes Daily Semiconductors

    Solidigm, the US-based subsidiary established by SK Hynix, has officially halted its review of potential pre-IPO and IPO options. Credit: SK hynix Newsroom

  56. Apple's foldable iPhone Duo launches in China with delivery stretching into 2027
    TWDigiTimes Daily Semiconductors

    Apple Inc.'s first foldable iPhone, the iPhone Duo, went on sale in China on October 23, with limited initial supplies pushing some preorder delivery dates to late January 2027. The launch, just ahead of China's Single's Day shopping…

  57. From robot hands to shipyard trials, South Korea tests humanoid readiness
    TWDigiTimes Daily Semiconductors

    South Korean robot makers are taking different routes into industrial humanoids: Tesollo is building dexterous hands, AeiROBOT is preparing bipedal systems for shipyards and construction sites, and HD Hyundai Robotics is developing a…

  58. Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption
    TWDigiTimes Daily Semiconductors

    Apple's iPhone Duo has gone on sale, with pre-orders in several key markets reportedly exceeding the company's expectations. Delivery dates have stretched to late 2026 and even early 2027. The strong initial response could partly offset…

  59. Monitors take over as LG Display's large OLED growth engine while auto panels stall
    TWDigiTimes Daily Semiconductors

    LG Display's large OLED business is shifting its growth from televisions to PC monitors, and the change is now large enough for the company to plan restarting idle factory capacity. Its automotive business is moving the other way. War…

  60. Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output
    TWDigiTimes Daily Semiconductors

    Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call, the company said it will keep raising price per terabyte…

  61. LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival
    TWDigiTimes Daily Semiconductors

    LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens. On its third-quarter earnings call on October 22…

  62. Jensen Huang warns Europe risks falling further behind US and China in AI
    TWDigiTimes Daily Semiconductors

    Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany to combine manufacturing strength with faster AI…

  63. Western Digital argues AI's longer payoff lies in stored data, not compute
    TWDigiTimes Daily Semiconductors

    Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the company said demand for disk storage now comes from four…

  64. AI cuts chip R&D cycles to 9 months, says Etron chair
    TWDigiTimes Daily Semiconductors

    AI-driven growth will push the semiconductor industry past the US$1.6 trillion mark in 2026, while accelerating chip development cycles to one new product every nine months, Etron Chairman Nicky Lu said. He warned that the next 3 to 5…

  65. DeepSeek reportedly raises US$15B as IPO plans gather pace
    TWDigiTimes Daily Semiconductors

    Chinese artificial intelligence (AI) startup DeepSeek has raised about US$15 billion in its latest private funding round, giving it substantially more financial firepower as it prepares for a potential initial public offering (IPO) and…

  66. LG Display returns to profit as OLED mix offsets chipflation drag
    TWDigiTimes Daily Semiconductors

    LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component costs turn against it. Operating profit was…

  67. Unitree's cumulative G1 humanoid robot output reaches 10,000–20,000 units
    TWDigiTimes Daily Semiconductors

    Unitree Robotics continues to expand production of its humanoid robots but still faces challenges in production capacity and artificial intelligence (AI) technology as it works to scale up production for widespread adoption. Credit: Unitree

  68. LG Display pitches mask-free FLiPP as its answer to rivals' 8.6G OLED lines
    TWDigiTimes Daily Semiconductors

    LG Display is presenting FLiPP, its new OLED patterning process, as its answer to competitors' large IT OLED factories, but it has not yet committed to building a line. On its third-quarter earnings call on October 22, executives outlined…

  69. Western Digital widens margins on pricing and exabyte growth
    TWDigiTimes Daily Semiconductors

    Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from a year earlier to US$4.38 billion, while GAAP gross…

  70. Why is TSMC suddenly looking at Texas?
    TWDigiTimes Daily Semiconductors

    TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess expansion opportunities. TSMC is also discussing…

  71. Interview: TI sees liquid cooling shift to tray-level control in AI data centers
    TWDigiTimes Daily Semiconductors

    Liquid cooling in AI data centers is moving toward more granular control architectures. Patrick Zeng, general manager of data center thermal management at Texas Instruments (TI), told DIGITIMES that as next-generation GPU computing power…

  72. India's CleanMax partners with Apple, Meta to supply green power for AI data centers
    TWDigiTimes Daily Semiconductors

    CleanMax's partnerships with Apple, Meta, and other technology companies highlight how artificial intelligence (AI) data centers are intensifying global demand for renewable power. Credit: AFP

  73. Elan targets drone market with solutions contributing revenue in 2026 and 2027
    TWDigiTimes Daily Semiconductors

    Elan Microelectronics is pursuing drone opportunities across multiple applications, showcasing a broad range of solutions at the 2026 TAITRONICS expo. Solutions developed with Taiwanese drone maker Thunder Tiger stood out at the company's…

  74. LG home appliance chip volume tops 1 million; spins off startup PADO to target GPU compute leasing
    TWDigiTimes Daily Semiconductors

    LG Electronics is expanding its artificial intelligence (AI) footprint on two fronts: in-house appliance chips and GPU compute services. On one hand, the company is scaling up the deployment of custom AI chips in its home appliances to…

  75. Salesforce Taiwan targets double-digit growth as AI adoption accelerates
    TWDigiTimes Daily Semiconductors

    Salesforce has seen sustained growth in both revenue and new customer count, as the company's Taiwan office approaches its first anniversary. According to Salesforce Taiwan general manager Chia-shen Hsu, Agentforce and Data 360 deployments…

  76. CHT launches AI imaging unit, targets IPO
    TWDigiTimes Daily Semiconductors

    Chunghwa Telecom (CHT) has established Chunghwa Yaocih Technology to expand into AI and intelligent imaging, holding its inauguration and unveiling ceremony on October 22. The new company will focus on AI, image recognition, and smart…

  77. Analysis: Can Tesla's thruster-equipped Roadster hit public roads? US, China, EU regulations pose hurdles
    TWDigiTimes Daily Semiconductors

    Tesla's three new Roadster variants could face different regulatory pathways before they are allowed on public roads—or take to the skies. Credit: AFP

  78. Samsung Foundry targets automotive, edge AI chips with 8LPU+
    TWDigiTimes Daily Semiconductors

    Samsung Electronics' foundry business will extend its 8-nanometer process, now more than eight years old, into another generation with the launch of the second-generation 8LPU+ platform in 2026. The move targets demand for automotive…

  79. AUO reshapes businesses with 'quasi-holding company' model
    TWDigiTimes Daily Semiconductors

    AUO is entering the next chapter of its transformation as Chairman and CEO Paul Peng establishes a "quasi-holding company" model, turning its three major operating pillars into separate corporate entities to sharpen performance evaluations…

  80. UMC, AP Memory advance AI chip power delivery with validated DTC silicon capacitors for advanced packaging
    TWDigiTimes Daily Semiconductors

    UMC and AP Memory announced a technology and manufacturing partnership on October 22 to develop next-generation power delivery solutions for AI data centers, combining UMC's deep trench capacitor (DTC) technology and wafer manufacturing…

  81. Oppo targets premium smartphone growth with global Find X10 launch
    TWDigiTimes Daily Semiconductors

    Oppo unveiled the international version of its Find X10 smartphone series in Spain on October 22 (Taiwan Standard Time), following the line's China launch in late September. The move marked the company's latest effort to strengthen premium…

  82. Taiwan, UK expand offshore wind, CCUS energy cooperation
    TWDigiTimes Daily Semiconductors

    Taiwan and the UK deepened cooperation on offshore wind, carbon capture, and energy security at two bilateral meetings held recently in Taipei. The 21st Taiwan-UK Renewable Energy Exchange Conference brought together about 80 government…

  83. Lam Research sees WFE topping US$200 billion in 2027
    TWDigiTimes Daily Semiconductors

    Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million. The semiconductor equipment maker expects the wafer…

  84. PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion
    TWDigiTimes Daily Semiconductors

    Powerchip Semiconductor Manufacturing (PSMC) is urgently expanding its 3D AI foundry business and evaluating new plants in Taiwan, Singapore, and Japan, while exploring strategic joint ventures with customers. Its product portfolio…

  85. Compal and Verda expand AI cloud infrastructure partnership
    TWDigiTimes Daily Semiconductors

    Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding global manufacturing network and advanced AI server…

  86. Midea's Clivet targets AI cooling market with compressor redesign
    TWDigiTimes Daily Semiconductors

    Clivet, the Italian climate-control company owned by Midea, is applying its refrigeration expertise to the AI data center market, introducing a redesigned compressor as part of a broader cooling portfolio. The push builds on established…

  87. SK Hynix reportedly engages suppliers to bring 30% more efficient iHBM cooling to HBM5 production
    TWDigiTimes Daily Semiconductors

    SK Hynix is reportedly working with materials and equipment suppliers to commercialise its next-generation iHBM cooling technology, targeting a reduction of more than 30% in thermal resistance. The initiative aims to address mounting heat…

  88. AMEC ships first Primo Domingo selective etching system, targeting critical gaps in China's advanced 3D chipmaking
    TWDigiTimes Daily Semiconductors

    China's Advanced Micro-Fabrication Equipment (AMEC) has shipped the first unit of its Primo Domingo high-selectivity vapor-phase etching system to a major domestic semiconductor research and manufacturing customer, marking a step forward…

  89. Micron overhauls pay in Taiwan as unions push for profit sharing
    TWDigiTimes Daily Semiconductors

    Micron is overhauling how it pays employees, promising quarterly profit-sharing bonuses and better pay and benefits for its Taiwan staff. The changes follow a labor dispute with the company's unions in Taiwan. Credit: DIGITIMES

  90. PSMC raises mature-node prices again, targets 20% increase in 2027
    TWDigiTimes Daily Semiconductors

    Powerchip Semiconductor Manufacturing (PSMC) reported third-quarter 2026 revenue of NT$21.3 billion (US$654.3 million), up 23% quarter-over-quarter, as higher foundry prices, a stronger average selling price (ASP) and improved capacity…

  91. Taiwan-France semiconductor alliance strengthens with CPU pact between SiPearl and Egis Group
    TWDigiTimes Daily Semiconductors

    Highlighting the deepening industrial synergies between Europe and Asia, the Egis Group TechDay Taiwan-France Strategic CPU Partnership Signing Ceremony hosted the official signing between Egis Group and SiPearl. The landmark ceremony…

  92. ADEPT Taiwan holds inaugural in-person meeting as PLP and substrate standardization efforts gain momentum
    TWDigiTimes Daily Semiconductors

    The Advanced Electronic Packaging Technology (ADEPT) committee under the Global Electronics Association continues to expand its presence in Taiwan. Credit: Shihmin Fu

  93. U-Power listing highlights Taiwan's growing need for high-speed EV charging
    TWDigiTimes Daily Semiconductors

    U-Power, Taiwan's ultra-fast electric vehicle (EV) charging operator, has applied to list on the Taipei Exchange as the country's expanding EV population supports expectations for sustained charging demand. The company, which plans an…

  94. MIPI expands beyond smartphones into AR glasses and humanoid robots
    TWDigiTimes Daily Semiconductors

    The MIPI Alliance held this year's MIPI Demo Day Taipei at the Grand Hyatt Taipei this week, where 16 member companies demonstrated working products to more than 200 developers and engineers. Founded in 2003 to standardize camera and…

  95. Infineon, NVIDIA push gallium nitride power for 800-volt AI data centers
    TWDigiTimes Daily Semiconductors

    Infineon Technologies is expanding its work with Nvidia on 800-volt direct current power architectures for AI data centers, with a focus on gallium nitride (GaN) chips in the intermediate bus converter (IBC), the company said on October…

  96. Chi Yi Hsin Technology's Arizona fab projects drive order backlog to NT$4.476B
    TWDigiTimes Daily Semiconductors

    As the global foundry leader accelerates construction of advanced-process and advanced-packaging facilities in the US, semiconductor facility engineering integrator Chi Yi Hsin Technology is expanding its role in Arizona, from core…

  97. Apex Science & Engineering expands automotive and medical display push
    TWDigiTimes Daily Semiconductors

    Apex Science & Engineering is expanding its optoelectronics business in automotive and medical markets, with booked but undelivered orders worth approximately NT$105.7 million (US$3.24 million). Exports have accounted for 73% of the…

  98. Analysis: Musk's thrusting Roadster takes off, but questions remain up in the air
    TWDigiTimes Daily Semiconductors

    Tesla unveiled its new Roadster, equipped with rocket-style thrusters, on October 15 and announced plans to begin production in 2028, more than a decade after the second-generation prototype was first showcased. Credit: AFP

  99. Tesla's Megapack boom meets AI power crunch, but margin gains raise questions
    TWDigiTimes Daily Semiconductors

    While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial results in the company's third-quarter 2026 earnings…

  100. Texas Instruments posts rising Q3 sales across data centers, cars, industry
    TWDigiTimes Daily Semiconductors

    Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company said it is facing a tight supply environment for its chips…