|
|
|
21.04.26 - 01:12
|
Middle East transshipment and supply chain shifts double SE Asia freight rates (Digitimes)
|
|
|
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating conflict in the Middle East has driven up fuel costs, while international cargo flights are being diverted or crowded into Southeast Asian routes. This phenomenon is causing air freight rates to double....
|
|
|
|
|
21.04.26 - 01:12
|
APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion (Digitimes)
|
|
|
Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to its co-packaged optics (CPO) strategy, the company noted that its external laser small form-factor pluggable (ELSFP) is becoming increasingly critical within the overall architecture. Small-volume shipments have begun in 2026, with volume ramp-up expected in 2027, positioning the product as a key future growth driver....
|
|
|
21.04.26 - 01:12
|
UALink 2.0 strengthens AI interconnect standards but lags behind NVLink in deployment (Digitimes)
|
|
|
The UALink Consortium has released version 2.0 of its universal interconnect standard, building on the initial 1.0 launch in April 2025 with enhanced AI accelerator communication and computation capabilities. The latest update introduces "in-network computing," reduces latency, and improves bandwidth efficiency to better support distributed AI training and inference workloads....
|
|
|
|
|
21.04.26 - 01:12
|
Foreign carmakers in China turn to local tech to regain lost ground (Digitimes)
|
|
|
In China's vast auto market, foreign brands — and the joint ventures they once dominated — have been steadily overtaken by domestic rivals. Market share has eroded for years, forcing global carmakers to pivot strategically: embrace Chinese design, technology, and consumer sensibilities. The upcoming Beijing Auto Show is set to showcase that transformation, as a wave of foreign models infused with a distinctly "Chinese soul" debuts in a bid to reclaim lost ground....
|
|
|
|
|
21.04.26 - 01:12
|
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure (Digitimes)
|
|
|
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power devices are stretching, while helium supply risks from Qatar are mounting. Topco Scientific CTO Tina Ding says companies must sharpen capabilities in long-term contract locking, flexible pricing negotiations, strategic stockpiling, and risk-based sourcing — all while tracking costs in real time and staying in close step with customers....
|
|
|
|
|
|
|
|
|
21.04.26 - 01:06
|
Beyond the workhorse: CMC maps AI, autonomy, and lifestyle as the new commercial vehicle agenda (Digitimes)
|
|
|
The commercial vehicle sector is at an inflection point. As software-defined vehicles (SDVs) and autonomous driving reshape the global automotive industry, China Motor Corporation (CMC) Vice President Hung-ching Yang used a keynote address on April 16 to lay out a four-stage evolution of the sector. His message was clear: AI enablement, energy transition, and cybersecurity will define who leads the next generation of mobility....
|
|
|
21.04.26 - 01:06
|
Samsung′s HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia (Digitimes)
|
|
|
Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's upgrade from traditional MBIST to programmable PMBIST testing architecture built on cutting-edge 4nm process technology, significantly enhancing production yield and efficiency....
|
|
|
21.04.26 - 01:06
|
Vivo boosts high-end lineup in Taiwan, aiming for 40% sales growth with new X300 series phones (Digitimes)
|
|
|
Vivo unveiled its latest mobile lineup for Taiwan at its annual launch event on April 16, including the flagship X300 Ultra and X300 FE smartphones, alongside accessories such as teleconverter zoom lenses, the Watch GT 2 smartwatch, and the Buds Pro Bluetooth earphones. Yi-ting Chen, president of Vivo Taiwan, announced that preorders would open immediately after the launch, with the X300 Ultra set for official release at the end of April and the X300 FE planned for June. By expanding its product lineup and growing sales channels, Vivo is aiming for a 30-40% boost in growth momentum from the X300 series....
|
|
|
|
|
20.04.26 - 12:06
|
Taiwan textile firms branch into aerospace and drones with high-performance materials (Digitimes)
|
|
|
Taiwan's manufacturers are no longer content with making sportswear and bicycle parts. Faced with margin pressure and slowing demand in traditional end markets, a growing number of the island's textile and composite materials makers are repositioning themselves as suppliers to the aerospace, defense, and drone industries — sectors that demand premium materials, carry long contract cycles, and are largely insulated from the price wars that have squeezed conventional manufacturing. Early movers are already showing results....
|
|
|
20.04.26 - 12:06
|
LEO satellites set to transform in-flight connectivity (Digitimes)
|
|
|
For years, one of the most frustrating aspects of long-haul travel has been expensive, slow, and often unreliable in-flight Wi-Fi. With the rapid rise of low Earth orbit (LEO) satellite communications, that frustration may soon be a thing of the past. Analysis from Aviation Week's podcast highlights how LEO players such as SpaceX's Starlink and Amazon's Project Kuiper are reshaping aviation connectivity across technology, business models, and passenger experience....
|
|
|
|
|
20.04.26 - 12:06
|
Solar power: the new front in G2 tech rivalry (Digitimes)
|
|
|
As China weighs restrictions on exporting heterojunction (HJT) solar equipment to the United States — partly to blunt Elon Musk's space ambitions — a new chapter in the technology's global race is unfolding on American soil....
|
|
|
20.04.26 - 12:06
|
Memory and raw materials′ increased prices weigh on smartphone panels in 2Q26 (Digitimes)
|
|
|
Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside escalating bulk raw material costs, brand vendors have adopted more conservative procurement strategies, further intensifying competition across the panel supply chain....
|
|