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Digitimes — stock news & what’s moving it

20 recent stories tracked by Excalium

China's humanoid robot production shifts from prototype to mass scaleJul 1, 2026 · The shift from prototype to production in China's humanoid robot sector signals increasing industrialization and potenti
China loosens auto aftermarket rules; Taiwan firms hold US groundJul 1, 2026 · China's policy shift in its auto aftermarket could create new opportunities for foreign firms, while Taiwanese companies
AI fuels OSAT pricing power; chip packaging orders fill through 2027Jul 1, 2026 · The sustained demand for AI-related chip packaging indicates robust growth for outsourced semiconductor assembly and tes
Naphtha supply risk adds pressure to semiconductor materialsJul 1, 2026 · Potential disruptions in naphtha supply could impact the production costs and availability of key materials for the semi
Taiwan auto market levels as US tariff uncertainty easesJul 1, 2026 · The stabilization of the Taiwan auto market, driven by reduced US tariff uncertainty, signals a positive outlook for par
Digitimes: China market impacts global supply chainJun 30, 2026 · This signals ongoing scrutiny and potential shifts in global manufacturing and logistics, affecting companies with signi
IC design firms brace for uncertain peak seasonJun 30, 2026 · The semiconductor industry faces potential headwinds as rising prices for IC components could impact demand during the t
Networking demand resilient in 3Q26, but component shortages and price hikes cloud outlookJun 30, 2026 · The continued resilience in networking demand signals robust enterprise IT budgets and ongoing data center buildout, but
Cloud AI demand distorts 3Q26 peak season signalsJun 30, 2026 · The analysis suggests that strong demand for Cloud AI infrastructure is creating an unusual market dynamic, potentially
Taiwan smartphone shipments rose in May despite higher component costsJun 29, 2026 · The increase in Taiwan's smartphone shipments despite rising component costs suggests resilient consumer demand in the s
China's first diamond semiconductor supply chain project lands in ZhengzhouJun 29, 2026 · This development signals China's strategic push for self-sufficiency in advanced semiconductor materials, potentially re
South Korea advances physical AI; Europe diversifies supply chainsJun 29, 2026 · South Korea's move from AI policy to practical implementation signals a potential increase in demand for AI-related hard
Taiwan electronics production jumps 93% in first five months of 2026Jun 25, 2026 · This significant increase in Taiwan's electronics production signals robust demand for AI-related hardware, indicating s
Advanced chip packaging market set for rapid expansionJun 24, 2026 · The rapid expansion of the advanced chip packaging market signals increasing demand for high-performance semiconductors,
Flexible AMOLED panel prices pressured by rising memory costsJun 24, 2026 · Rising memory costs could impact the profitability of smartphone panel manufacturers, potentially affecting the broader
AI server VRM shifts cause power shortages, 6-month lead timesJun 23, 2026 · The shift in AI server Voltage Regulator Module (VRM) technology is creating power shortages and extending lead times fo
AI robot paths split: humanoid prices plunge, industrial orders recordJun 23, 2026 · The divergence in AI robot market trends, with falling humanoid prices and surging industrial orders, signals a maturing
Physical AI commercialization faces safety gapJun 23, 2026 · The increasing commercialization of physical AI systems highlights a critical gap in safety regulations and standards, p
Physical AI, ADAS-cockpit fusion rewiring China's smart driving supply chainJun 22, 2026
China InP export relief falls short, suppliers secure 2027 supplyJun 22, 2026

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