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03 Aug

Research insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization

August 3, 2026
By jeff

DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle intelligence is shifting from software-defined vehicle (SDV) function integration towards the development of AI-defined vehicle (AIDV) capabilities, extending automakers’ competitive focus from software architecture to AI models, computing platforms, and ecosystem integration.

03 Aug

Latest News and Trends

Coretronic’s OLED and auto-display gains point to steadier growth as NB weakens

August 3, 2026
By jeff

Coretronic said its OLED monitor business is gaining traction as new production lines ramp up, while car displays continue to expand. The company expects full-year OLED monitor shipments to rise 70% to 80% year-over-year, even as its weaker notebook business faces a sharp downturn.

03 Aug

Latest News and Trends

CSCC opens Pingtung R&D center to target battery, semiconductor supply chains

August 3, 2026
By jeff

China Steel Chemical Corporation has opened a new research and development center at its Pingtung plant as it expands into lithium battery anode materials, advanced carbon materials, and isostatic graphite. The move has implications beyond Taiwan, as global demand rises for electric vehicles, energy storage systems, AI servers, and semiconductor materials.

03 Aug

Latest News and Trends

Asia Optical’s 2Q26 operating profit hits record high on strong revenue and gross profit growth

August 3, 2026
By jeff

Asia Optical reported record operating profit for the second quarter of 2026, as consolidated revenue, gross profit and operating profit all increased from a year earlier. The company said the result was supported by three growth drivers that it expects to sustain momentum into the third quarter.

03 Aug

Latest News and Trends

Chinese display makers reportedly double down on large LCDs and OLED expansion

August 3, 2026
By jeff

China’s leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels and expanding into the fast-growing notebook OLED market as they seek new growth opportunities.

03 Aug

Latest News and Trends

Inversion Semiconductor targets ASML with particle-accelerator X-ray lithography

August 3, 2026
By jeff

Inversion Semiconductor is developing a particle-accelerator lithography platform that it says could deliver shorter wavelengths, higher throughput and denser chips than today’s extreme ultraviolet systems, offering a new route beyond ASML’s EUV architecture.

03 Aug

Latest News and Trends

Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

August 3, 2026
By jeff

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year earlier. President Anson Chiu said the company has secured two additional cloud service provider (CSP) customers in 2026 and remains highly confident that second-half performance will exceed the first half.

03 Aug

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Intel offers bonuses to speed up Ohio fab construction and reaches EMIB-T yields of 90%

August 3, 2026
By jeff

Intel is awarding bonuses for overtime work as it seeks to complete the construction of its Ohio fab complex by 2031. Meanwhile, the company has made progress on the development of its next-generation packaging technology, embedded multi-die interconnect bridge-through-silicon via (EMIB-T), positioning it to compete with TSMC.

03 Aug

Latest News and Trends

CXMT closes in on LPDDR6 mass production, challenging Samsung, SK Hynix

August 3, 2026
By jeff

CXMT is nearing the end of research and development validation for LPDDR6, bringing it closer to mass production of next-generation mobile DRAM and intensifying competition with Samsung Electronics, SK Hynix and Micron.

03 Aug

Latest News and Trends

TCL Technology to take full ownership of TCL CSOT

August 3, 2026
By jeff

TCL Technology Group plans to pay CNY9.32 billion (approx. US$1.38 billion) for the 45% of China Star Optoelectronics Semiconductor Display Technology it does not already own, according to the registration-stage draft of the company’s share-issue-and-cash asset purchase report, dated July 2026. The sellers are three Guangdong state-linked shareholders: Hengjian Investment (25.00%), Chengfa Investment (7.50%) and Science City Investment (12.50%).

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