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    Samsung reportedly shifts GaN strategy toward foundry as device business stalls
    11h 52min ago
    Nvidia's rapid AI refresh cycle strains supply chain partners
    11h 52min ago
    Wuhan's optical valley bets big on AI with 12.8T module debut
    11h 52min ago
    Lam Research sees PLP pilot-line wave in the next 1-2 years
    11h 52min ago
    China's teleco trio roll out token pricing for AI compute services
    11h 52min ago
    NEWS TAGGED 2026
    Friday 22 May 2026
    AMD deepens Taiwan supply chain ties with US$10B-plus push
    AMD CEO Lisa Su arrived in Taiwan on May 20, 2026, on a private jet and largely followed the same itinerary as her April 2025 visit, including a meeting with TSMC, a technology forum...
    Friday 22 May 2026
    Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units
    On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications."...
    Friday 22 May 2026
    Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026
    At the recent Plug and Play Silicon Valley May Summit, the semiconductor and supply chain sessions highlighted a critical shift toward hardware-level security, energy efficiency for...
    Friday 22 May 2026
    Tech Forum 2026: Starlink dominates LEO internet market as telecoms shift strategy

    At DIGITIMES' Tech Forum 2026 this week, analysts said satellite-based internet services are rapidly emerging as one of the most fiercely...

    Thursday 21 May 2026
    Tech Forum 2026: Taiwan must design space, not just build it
    At DIGITIMES' Tech Forum 2026 this week, Taiwan's top space official delivered a blunt assessment of the island's growing role in the global space economy: Taiwan has become...
    Thursday 21 May 2026
    Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

    Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The...

    Thursday 21 May 2026
    Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch

    Introduction

    Thursday 21 May 2026
    GigaDevice sees niche DRAM and NAND prices rising through 2026
    GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...
    Thursday 21 May 2026
    Taiwan's export engine stalls in April as global orders pull back
    Taiwan's export orders fell 4.0% in April compared to March levels, with orders from the US, China, Europe, Japan, and the ASEAN region all declining. According to data released on...
    Thursday 21 May 2026
    AI chip boom strains ABF substrate supply chain
    AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
    Thursday 21 May 2026
    Tech Forum 2026: Taiwan suppliers could win a critical role in humanoid robot supply chains as commercialization accelerates
    AI-driven humanoid robots are entering a visible phase of commercialization. At the same time, software lags hardware, creating an opening for Taiwan component suppliers to target...
    Thursday 21 May 2026
    LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply
    LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean...
    Thursday 21 May 2026
    Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
    Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
    Thursday 21 May 2026
    Anthropic surpasses OpenAI in enterprise adoption amid rising compute and cost pressures
    Anthropic overtook OpenAI in enterprise AI adoption in April 2026, according to spending data from Ramp, Wall Street Journal, Bloomberg and VentureBeat,...
    Thursday 21 May 2026
    Tech Forum 2026: How much longer can semiconductors sustain Taiwan?
    During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook