DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Singapore's small-state strategy offers new insights for Taiwan's tech industry

Mar 5, 10:58

SOUTHEAST ASIA

Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers

Mar 5, 10:37

SEMICONDUCTORS

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Mar 5, 10:21

SEMICONDUCTORS

Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

Mar 5, 10:04

SEMICONDUCTORS

Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month

Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates

Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook

Column: US drone policy reshapes supply chain opportunities for Taiwan

Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers

Hanmi Semiconductor strengthens ties with India amid Micron facility launch

GIS eyes mass production of microLED AR glasses in 2H26 amid optical push

Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027

Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

WT Microelectronics sees 2026 growth despite memory price hikes

Egis showcases satellite and drone integration at MWC 2026

Tesla's Grunheide overhaul signals shift to multi-product 'superfactory' with implications for European automakers

Chunghwa Precision Test Tech posts record February revenue despite seasonal dip

AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026

Taipower forecasts over 5GW new power demand by 2030 amid semiconductor and AI data center expansion

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

BMW's Aeon signals shift toward technology-led governance as new CEO takes helm

Rising memory prices push Nanya and Winbond into expansion and record revenues

Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025

Mitac expands US server capacity, eyes growth in 2026

Primax's shift to automotive, AIoT and robotics could reshape revenues within two years

Catcher to start mass production for new customers in 2Q26, full-year revenue contribution expected to reach double digits

BYD sales surpass Tesla in 20 countries with vertical integration and local production

Acter Group posts 37% revenue growth in 2025 on Taiwan project surge

MediaTek and Starlink showcase satellite emergency alerts at MWC 2026

AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ

MULTIMEDIA

How NVIDIA and TSMC are Celebrating the Year of the Horse: Speed and Power in 2026

Global server shipments are expected to grow over 10% on year in the first quarter of 2026 as both cloud service providers and server brands are enjoying robust demand from customers.

AI applications and memory are two major growth drivers for the global semiconductor industry, with global semiconductor revenue expected to reach US$960 billion in 2026.

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.