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- Indexed articles, last 90 days
- 8
- Latest publication
- Aug 12, 2026
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- Aug 3, 2026
Latest articles
AI server tracker: King Slide, Quanta and AIC lead July growth (opens the original)
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July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied sharply by segment and supplier. ODM/EMS companies continued to generate the largest revenue base, while rail-kit maker King Slide, server manufacturer QCI and chassis supplier AIC recorded some of the strongest annual growth rates among the companies tracked. PCB suppliers delivered broadly positive year-over-year growth in July, with GCE and Tripod standing o
Research insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization (opens the original)
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DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle intelligence is shifting from software-defined vehicle (SDV) function integration towards the development of AI-defined vehicle (AIDV) capabilities, extending automakers' competitive focus from software architecture to AI models, computing platforms, and ecosystem integration.
Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit (opens the original)
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AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets such as automotive, healthcare and industrial displays. That transformation is now under intense scrutiny.
TSMC Kumamoto fab faces first major quake test with chip-material supplies secured (opens the original)
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A magnitude 7.1 earthquake struck Kumamoto Prefecture in Japan's Kyushu region on July 28, drawing attention to the recovery of Taiwan Semiconductor Manufacturing Co's Kumamoto plant, Sony, and other local semiconductor facilities.
Pat Gelsinger joins xLight in bid to bring TSMC into US-made lithography project (opens the original)
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US semiconductor policy is moving deeper into the most critical layers of advanced chipmaking, with former Intel chief executive Pat Gelsinger again emerging as a central figure. After previously urging Apple, AMD, Nvidia and Qualcomm to support Intel Foundry as part of a broader US manufacturing revival, Gelsinger is now backing xLight, a start-up seeking to challenge one of ASML's most entrenched advantages in extreme ultraviolet (EUV) lithography.
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