News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Thursday 18 December 2025

Rapidus launches AI design tools to support 2nm semiconductor development

On December 17, Rapidus announced a new suite of AI-based semiconductor design tools under its Rapidus AI-Assisted Design Solution (Raads), aimed at supporting the company's Rapid...

Thursday 18 December 2025

Apple's 20th-anniversary iPhone sets off quiet display race in Korea

Apple is widely expected to mark the 20th anniversary of the iPhone in 2027 with a redesigned model, and South Korea's two dominant display...

Thursday 18 December 2025

Manufacturing giant Jabil signals confidence with higher targets for 2026

Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that...

Thursday 18 December 2025

Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts

As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...

Thursday 18 December 2025

Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026

In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...

Thursday 18 December 2025

Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output

Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...

Thursday 18 December 2025

Micron says fab start-up costs to have limited impact on gross margins despite expansion push

Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...

Thursday 18 December 2025

Apple reportedly explores chip assembly in India, signaling supply chain diversification

Apple is reportedly in preliminary talks with Indian chip manufacturers to assemble and package components for the iPhone, potentially marking a first step in shifting part of its...

Thursday 18 December 2025

Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...

Thursday 18 December 2025

Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026

After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...

Thursday 18 December 2025

Taiwan's AI software push needs substance, not stopgaps

Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized...

Thursday 18 December 2025

Beyond human hackers: 2026 marks the era of autonomous AI warfare

As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet,...

Thursday 18 December 2025

Murata to mass-produce VPD power modules for AI servers in 2026

Murata Manufacturing plans to start mass production of AI server power modules in 2026 and is coordinating with major cloud service providers. The company expects the business to generate...

Thursday 18 December 2025

MilDef Crete to double rugged PC output amid defense order surge

MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning the...

Thursday 18 December 2025

SpaceX sets sights on orbital data centers, with Musk's role seen as both asset and risk

SpaceX could go public as early as 2026 and emerge as one of the world's most valuable listed companies, with market estimates putting...

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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