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Digitimes November 2, 2026 By DIGITIMES neutral

Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM

IntelAMDMicronSK HynixAI / LLMSemiconductorsMemoryManufacturingSupply ChainData Center
This week’s coverage highlights intensifying competition and capacity constraints across the global semiconductor industry. Taiwan faces debate over whether public R&D funding should prioritize universities and talent development. Micron workers receive unusually large bonuses amid unresolved labor negotiations. India is expanding state-level semiconductor incentives, while KLA reportedly considers local manufacturing. Memory shortages may persist through 2030, and SK Hynix is investing beyond memory. Server CPU demand is projected to surge, with AMD potentially surpassing Intel in revenue.
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