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26.10.26 - 04:06
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Podcast highlights: TSMC′s 3nm demand story, Samsung HBM shift, and A14 ramp (Digitimes)
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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 Science Park (STSP), the transfer of Nvidia-related high-bandwidth memory (HBM) base die orders to TSMC, and whether demand for A14 includes Intel server CPUs....
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25.10.26 - 02:54
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Namuga expands beyond Samsung with humanoid robot camera modules (Digitimes)
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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 of KRW1 trillion (approximately US$754.7 million) by 2030....
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23.10.26 - 07:06
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Chinese phone brands beat Samsung, Apple to high-refresh OLED (Digitimes)
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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 new standard for smartphone applications, where power consumption remains a major concern, and has drawn market attention....
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23.10.26 - 03:00
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Samsung Foundry targets automotive, edge AI chips with 8LPU+ (Digitimes)
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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 electronics, robots, and edge AI chips while leveraging existing deep ultraviolet (DUV) production lines to control wafer costs....
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