Special Report

REALTIME NEWS

Tariff-free US-made vehicles to shift Taiwan market dynamics, industry says

Electric Vehicles

Taiwan, UK space supply chains forge closer ties

Industry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement

TSMC and memory makers boost capex to offset China export restrictions impact

Tomorrow's Headlines

Memory focus shifts to LPDDR6 and LPW in post-HBM era

Tomorrow's Headlines

Analysis: China's AI evolution achieves zero-delay model and chip adaptation

Tomorrow's Headlines

Home Tech Semiconductors

Why Applied says the AI boom is real—just waiting for more cleanrooms

Jingyue Hsiao, DIGITIMES Asia, Taipei Friday 13 February 2026 0

Credit: AFP

Applied Materials used its fiscal first quarter 2026 earnings call to underscore that AI-related semiconductor demand is running ahead of earlier forecasts, with industry revenues potentially reaching US$1 trillion in 2026 and momentum extending into...

The article requires paid subscription. Subscribe Now

LOGIN

Email address

Password

Save my User ID and Password

Save my User ID and Password

Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section. This will save the password on the computer you're using to access the site.

Note: If you choose to use the log-out feature, you will lose your saved information. This means you will be required to log-in the next time you visit our site.

NEW individual users please REGISTER first.

Enterprise user first-time LOGIN.

I forgot my ID and/or password?

MEMBERSHIP BENEFITS

Full access to articles dating back to 2000.
Real-time access to the news as it breaks.
Access to premium content.
Full access to Tomorrow's Headlines.
Asia Supply Chain 250 dataset access.

biz

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

biz

MOST-READ
7 DAYS NEWS