News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Sunday 26 July 2026

Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY

WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...

Sunday 26 July 2026

Samsung and Hyundai target Silicon Valley AI roundtable

Samsung Electronics chairman Lee Jae-Yong and Hyundai Motor chairman Chung Eui-Sun are reportedly moving to join the advisory network of the global AI leaders' gathering "Silicon Valley...

Sunday 26 July 2026

Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion

Alphabet disclosed in its latest quarterly filing that its purchase commitments and other contractual obligations had climbed to US$811 billion as of the end of June, underscoring...

Sunday 26 July 2026

Lynas says Malaysia heavy rare earth project has gone over budget

Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...

Sunday 26 July 2026

Podcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection

This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment...

Saturday 25 July 2026

89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

Saturday 25 July 2026

Trumpf's stabilizing sales point to a broader recovery in industrial demand

Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...

Saturday 25 July 2026

Taiwan's chip partnerships widen beyond fabs to AI, photonics and quantum

Taiwan's semiconductor industry is expanding overseas while deepening cooperation with the US, Europe, and Asia across advanced packaging, AI infrastructure, research, talent, cybersecurity,...

Saturday 25 July 2026

Valeo's drone-motor deal pulls a car-parts giant into France's defense-sovereignty push

Defense-tech firm Harmattan AI has picked automotive supplier Valeo to develop and build an electric drone motor in France, a modest first contract that signals two larger shifts:...

Saturday 25 July 2026

SuperAlloy expands recycled aluminum push as semiconductor business nears revenue contribution

SuperAlloy Industrial is broadening its business beyond forged aluminum wheels, with recycled aluminum and semiconductor parts emerging as new growth drivers. The shift could matter...

Saturday 25 July 2026

NAND price rally enters plateau as supply stays tight despite weaker spot demand

The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...

Saturday 25 July 2026

Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings

Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...

Friday 24 July 2026

Google raises capex outlook as compute demand stays tight, boosting Foxconn

Alphabet, Google's parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI...

Friday 24 July 2026

Huawei founder endorses Tau Law as sole path for post-Moore chip development

Huawei founder Ren Zhengfei has publicly endorsed the company's τ (tau) Law as Huawei's sole technological path for advancing semiconductor...

Friday 24 July 2026

IEI pairs NANO-X100 with Ryzen AI for edge AI inference

Industrial PC maker IEI Integration joined Castec International at AMD Advancing AI 2026 in San Francisco on July 21 and 22 to showcase the new NANO-X100 4-inch single-board computer...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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