News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Friday 1 May 2026

China's $1M Nvidia AI servers expose global chip squeeze

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

Friday 1 May 2026

Advantest beats on AI chip testing, cautious outlook dents shares

Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

Friday 1 May 2026

Mitsubishi Electric proposes three-way power chip JV with Rohm, Toshiba

Mitsubishi Electric president Kei Uruma said the company aims to establish a joint venture with Rohm and Toshiba to integrate their power semiconductor businesses, signaling continued...

Friday 1 May 2026

Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens

Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...

Friday 1 May 2026

Macronix eyes steady growth from 1Q26 amid eMMC supply gap

Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...

Friday 1 May 2026

Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models

Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...

Thursday 30 April 2026

Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging

As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous...

Thursday 30 April 2026

Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth

Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...

Thursday 30 April 2026

ASE Technology sees seasonality fade as AI demand drives steady 2026 growth

Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...

Thursday 30 April 2026

CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets

Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Corp., has long attracted attention for its drone business. Although the company is facing delays with Taiwan's...

Thursday 30 April 2026

MetaX GPU revenue jumps 75%, losses narrow on AI demand

China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...

Thursday 30 April 2026

Meta's 1Q26 earnings redraw the AI hardware map

Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.

Thursday 30 April 2026

Memory crunch squeezes smartphone SoC market as Samsung gains share

Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

Thursday 30 April 2026

Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

Thursday 30 April 2026

Quanta eyes strong 2026 server demand as general-purpose orders surge

Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...

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BIZ FOCUS

Feb 9, 08:00

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

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook