DigiTimes Nachrichten

 

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between explosive demand for artificial intelligence (AI) infrastructure and softening demand for legacy consumer device assembly in 2026. Monthly revenue data highlight how suppliers anchored to high-density compute racks, GPU-based servers, and high-speed network switches are delivering massive year-over-year gains, whereas manufacturers more reliant on standard notebooks face component supply bottlenecks....

The US has taken steps to tighten controls on power systems and robotics equipment in line with its "America First" policy amid the latest geopolitical shifts, adding new uncertainties for Taiwanese supply chain players seeking to establish a foothold in the US. Rather than isolated natural disasters such as earthquakes and floods, the risks that companies must now face are far more structural and geopolitical in nature, according to Chung-Hua Institution for Economic Research (CIER) vice president Shin-horng Chen, who notes that US oversight is moving beyond mere market access for products, into deeper factors such as equipment origin, remote control, software and firmware transparency, and overall supply-chain trustworthiness....

At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the trajectory of the optical networking industry: a 1.6T pluggable optical transceiver currently ramping toward mainstream adoption, and a prototype module built for external light source (ELS) architectures, a technology that could define the next generation of data center interconnects....

Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix upgrades lifted revenue across the board supply chain....

Supply chain resilience was once centred on raw materials, components, factories and logistics. AI, cloud services and the digital economy have expanded the risk perimeter. Companies now depend equally on software, data, computing power and the "digital trust" that underpins online transactions and cross-border collaboration....

Vice Minister of Taiwan's Ministry of Economic Affairs (MOEA) Chien-hsin Lai recently led a delegation to Beijing, China, to attend the 16th APEC Energy Ministerial Meeting (EMM). Amid the rapid development of artificial intelligence (AI) and high-tech industries and a shifting global energy landscape driven by ongoing geopolitical changes, Lai outlined Taiwan's approach to achieving stable power supplies to support industrial development....

Although the global 5G mobile communications market is still growing in 2025, higher 5G user penetration has not necessarily translated into equivalent revenue growth for telecom operators, while annual growth in mobile data traffic has continued to slow....

TSMC's 3nm, 2nm, and CoWoS advanced packaging capacity remained in short supply in late 2026's third quarter, as changes in major customer orders and front-end and back-end supply models prompted the foundry to adjust its advanced capacity allocation. Supply chain sources said Nvidia and Apple continue to dominate TSMC's advanced process and packaging resources, while AWS has recently expanded AI chip tape-outs, giving Annapurna more 3nm capacity....

Within a relatively short span of time, China has built a formidable EV industry that has proved difficult for any other country to match globally, nurtured by years of industrial policy, infrastructure investment and government support....

HS Hyosung Energy Solution Korea, a joint venture formed by South Korea's HS Hyosung Group and Belgian materials leader Umicore, signed a memorandum of understanding with Ulsan Metropolitan City on September 14 to construct a major silicon anode materials manufacturing base....

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup batteries from AI data centers surges. The company said it will keep energy storage systems (ESS) as a core growth driver and flex investment plans to match market demand....

Tesla has established a subsidiary in Vietnam as it prepares to enter the local market. Reuters reported that filing documents show the unit is registered in Ho Chi Minh City with capital of US$3 million....

As US AI executives warn that artificial intelligence development may need to slow down, Chinese companies are pressing ahead with open source tools and large-scale deployment. The gap matters far beyond China, because the next phase of AI competition may be shaped as much by collaboration and standards as by chips and model size....

Ainos said its second-generation AI Nose has entered commercial deployment at semiconductor fabs, signaling growing interest in chemical sensing for industrial AI. The move highlights how factories worldwide may gain another layer of monitoring as AI systems begin to interpret chemical signals that traditional sensors often miss....

Samsung Display is deepening its technology partnership with Vivo's iQOO brand, with the two companies jointly developing display technology and establishing a dedicated production line for the upcoming iQOO 16 as Chinese smartphone makers step up investment in premium hardware....

The world's largest automotive aftermarket trade fair, Automechanika Frankfurt, was held in Germany from September 8 to 12. Taiwan's Ministry of Economic Affairs (MOEA) said Taiwan is an important supplier to the automotive aftermarket, with 324 Taiwanese companies participating in this year's show, the third-highest number of exhibitors worldwide. To help Taiwanese businesses expand overseas, Taiwan will participate in several major international trade shows in 2026....

Chinese-made semiconductor equipment accounted for roughly 35% of tools installed at fabs in China in 2025, up from about 25% a year earlier, as domestic suppliers gain ground in key process-equipment markets....

For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was dominated by a frenzy of data-center buildouts, where speed, scale and safety emerged as the three core thresholds to meet in the agentic AI era....

Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE), DIGITIMES reporters got a peek into the trends going on within this booming industry....

South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and drive growth in new applications such as head-up displays. Competition is set to intensify as China's LCD makers press into higher-end automotive screens....