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News

DIGITIMES
digitimes.com > news > a20/26/0724PD231 > lcy-expansion-materials-tsmc-taiwan.html

KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion

1+ hour, 27+ min ago   (115+ words) digitimes KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion Keep me signed in - Track financials & stock data of Taiwan tech. - Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia - Haesung DS lands CXMT as…...

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digitimes.com > news > a20/26/0724PD233 > samsung-hyundai-ai-silicon-valley.html

Samsung and Hyundai target Silicon Valley AI roundtable

1+ hour, 26+ min ago   (109+ words) digitimes Samsung and Hyundai target Silicon Valley AI roundtable Keep me signed in - Track financials & stock data of Taiwan tech. - Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia - Haesung DS lands CXMT as DDR5 substrate customer, weighs…...

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digitimes.com > news > a20/26/0724PD204 > copper-demand-data-infrastructure-acquisition.html

Pantheon Electric expands copper platform as AI and grid demand tighten supply

1+ hour, 27+ min ago   (117+ words) digitimes Pantheon Electric expands copper platform as AI and grid demand tighten supply Keep me signed in - Track financials & stock data of Taiwan tech. - Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia - Haesung DS lands CXMT…...

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digitimes.com > news > a20/26/0724PD232 > alphabet-infrastructure-anthropic-inventory-2026.html

Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion

1+ hour, 26+ min ago   (153+ words) digitimes Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion Alphabet disclosed in its latest quarterly filing that its purchase commitments and other contractual obligations had climbed to US$811 billion as of the end of June, underscoring the…...

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digitimes.com > news > a20/26/0724PD202 > google-expansion-data-retail-usa.html

Google AI search reshapes traffic as publishers weigh blocking crawlers

1+ hour, 27+ min ago   (11+ words) digitimes...

DIGITIMES
digitimes.com > news > a20/26/0724PD201 > airbus-outlook-profit-production-aircraft.html

Airbus raises profit outlook as supply bottlenecks ease

1+ hour, 28+ min ago   (163+ words) Airbus updated its financial outlook for investors, saying easing supply-chain constraints should support stronger production and profit growth through 2029. According to, the European planemaker now expects adjusted annual operating profit of EUR12 billion-EUR13 billion (US$13.71 billion-US$14.84 billion) by 2029, nearly double current…...

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digitimes.com > news > a20/26/0724PD208 > budget-2026-equipment-supply-chain-revenue.html

Lynas says Malaysia heavy rare earth project has gone over budget

1+ hour, 27+ min ago   (116+ words) digitimes Lynas says Malaysia heavy rare earth project has gone over budget Keep me signed in - Track financials & stock data of Taiwan tech. - Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia - Haesung DS lands CXMT as…...

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digitimes.com > news > a20/26/0725VL203 > nvidia-sk-group-partnership-sk-telecom-training.html

SK Hynix and Nvidia strike long-term deal to co-develop next-generation HBM

11+ hour ago   (158+ words) digitimes SK Hynix and Nvidia strike long-term deal to co-develop next-generation HBM SK Group and Nvidia have announced a comprehensive partnership valued at more than $500 billion, spanning AI factory construction and next-generation memory supply, with letters of intent signed at…...

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digitimes.com > news > a20/26/0725VL201 > nvidia-ceo-technology-silicon-valley-investment.html

South Korea unveils AI cooperation agenda as Nvidia partnerships expand

1+ day, 38+ min ago   (102+ words) digitimes South Korea unveils AI cooperation agenda as Nvidia partnerships expand Keep me signed in - Track financials & stock data of Taiwan tech. - Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia - Haesung DS lands CXMT as DDR5 substrate…...

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digitimes.com > news > a20/26/0723PD229 > infrastructure-taiwan-investment-manufacturing-demand.html

89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

21+ hour, 23+ min ago   (183+ words) AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past US$1 trillion in 2026, four years earlier than previously expected, and expand the market to US$1.5 trillion by 2030. SEMI Global Chief Marketing Officer Terry…...