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Physical AI drives autonomous driving upgrade; three efficiency factors lift AI accelerator demand

End-to-end autonomous driving has become the mainstream technology path, and the inference demand created by Physical AI in autonomous driving systems is, in turn, reshaping automotive system-on-chip (SoC) design.

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Global top-3 memory maker status, 3Q 2026: AI servers drive record memory revenue; SSD, LPDDR upgrades ahead

DIGITIMES observes that major memory suppliers posted record-high revenue in the second quarter of 2026, with yearover-year growth remaining in the triple digits. Driven by AI demand, SSDs and LPDDR are emerging as key competitive
battlegrounds.

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AI demand reshapes capital allocation and operating models in telecom sector

Although the global 5G mobile communications market is still growing in 2025, higher 5G user penetration has not necessarily translated into equivalent revenue growth for telecom operators, while annual growth in mobile data traffic has continued to slow.

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Notebook shipment update, July 2026

DIGITIMES' survey of July 2026 notebook shipments (excluding detachable models) from the world's top five notebook brands (excluding Apple) and the top three notebook ODMs

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From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

DIGITIMES identifies three main directions for memory development in cloud AI accelerators: processing near memory, 3D Stacked SRAM, and high-bandwidth flash.

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Global smartphone industry, 2Q 2026

According to DIGITIMES, smartphone memory contract prices surged by 50% to 80% in the first half of 2026, prompting most vendors to continue cutting shipments of mid- and low-end models and to raise product prices.

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AI data center 800VDC power architecture takes shape; future hurdles require balancing multiple key factors

DIGITIMES believes that 2026 will be a pivotal year in the stabilization of 800VDC power architectures for AI data centers.

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Growth in low-Earth-orbit satellite communications accelerates; further boosts demand for GaN components

DIGITIMES has observed that since SpaceX began using reusable rockets for launch missions, its payload capacity has continued to rise.

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Chinese automakers expand to humanoid robotics with technology, supply chain and scenario advantages

DIGITIMES observes that the humanoid robot market is expanding rapidly, supported by global labor shortages and advances in artificial intelligence (AI), and Chinese automakers are also moving aggressively into this emerging field.

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Siri AI taps Google Gemini LLM technology, with future development focused on deep third-party app integration

DIGITIMES has observed that Siri AI is built around four core layers - devices, models, reasoning, and applications - and is designed to transform Siri from a voice assistant into an AI agent capable of executing tasks.

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