DIGITIMES news archive

Total: 1,295 items

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

Wednesday 1 April 2026

On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%, while SanDisk and Seagate...

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Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight

Wednesday 25 March 2026

At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing importance of 6G standards in an...

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Qualcomm Taiwan Asia 6G data

Analysis: How Nvidia is reshuffling partners for the inference era

Tuesday 24 March 2026

On August 15, 2023, a routine press release landed in the inboxes of semiconductor analysts and tech journalists worldwide. Titled "Groq Selects Samsung Foundry to Bring Next-gen LPU to the AI Acceleration Market," it...

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2023 Groq TSMC Samsung GTC

Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era

Saturday 21 March 2026

Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The new Exynos 2600, built on the advanced...

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Samsung Exynos performance 2nm Qualcomm

Interview: Taiwan's industrial spirit — the hidden geopolitical layer

Monday 16 March 2026

As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban. Yet beneath these shifts lies a...

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Taiwan industrial Anthropic TSMC ban

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Friday 6 March 2026

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones" in Africa, the Middle East and...

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Transsion smartphone shipments Middle East Africa

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Thursday 5 March 2026

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate development of hybrid bonding tools for...

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Hybrid bonding equipment HBM production

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Thursday 5 March 2026

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes that major economies, including...

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PCB demand AI applications production supply chain

Analysis: Europe's stalled gigafactory push threatens battery autonomy

Monday 2 March 2026

With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery installations, led by CATL's...

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EV Battery Europe China CATL

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

Monday 2 March 2026

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud and data-center operators are...

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Memory price DIGITIMES smartphone global smartphone

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Saturday 21 February 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and...

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Samsung 2026 Intel revenue growth

DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

Thursday 19 February 2026

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor...

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TSMC DIGITIMES 2026 budget equipment

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

Thursday 19 February 2026

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES analyst Luke Lin, speaking on a...

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DIGITIMES AI server manufacturing production Tariffs

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

Friday 30 January 2026

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain strategy.

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Apple demand iPhone revenue cost

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

Wednesday 28 January 2026

In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production, but on AI-driven robotics....

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TSMC Tesla production Samsung 2024

TSMC's capex surprise reveals blind spots in semiconductor forecasting

Tuesday 27 January 2026

TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This...

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TSMC capex DIGITIMES market investment

Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Monday 26 January 2026

Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market share—another question...

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Apple foldable iPhone design

Analysis: How Howard Lutnick is redrawing the memory-chip map

Friday 23 January 2026

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive analysis from DIGITIMES analyst Luke...

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Memory chips USA Tariffs policy supply chain Taiwan TSMC

Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Thursday 22 January 2026

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment business, including TV and...

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TV TCL Sony Bravia brand joint venture

Weekly research roundup: EV market splits and edge AI foundry war

Wednesday 21 January 2026

... products are willing to assume higher risk by adopting Samsung Electronics' advanced processes. ...

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market growth automotive sales 2025

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