News tagged 2027 at DIGITIMES

NEWS TAGGED 2027

Friday 14 August 2026

Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028

Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...

Friday 14 August 2026

Applied Materials sets 2028 capacity target as it commits new manufacturing hires

Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...

Friday 14 August 2026

Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales

Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...

Friday 14 August 2026

Cerebras raises 2026 outlook as hardware sales weaken

AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...

Friday 14 August 2026

SK Hynix advances Yongin fab construction for 2027 cleanroom launch

SK hynix has pushed construction of its semiconductor campus in Yongin, Gyeonggi Province, South Korea, to 87% completion as it targets February 2027 for the start of operations at...

Friday 14 August 2026

LEO satellite communications, space computing drive rising importance of GaN power amplifiers

DIGITIMES expects SpaceX to further accelerate Starlink satellite deployments in 2027, expanding network capacity and supporting faster rollout of its direct-to-cell (D2C) services...

Thursday 13 August 2026

Pegatron stocks AI server parts early as shortages spread through supply chain

Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...

Thursday 13 August 2026

South Korea plans new sovereign wealth fund to back AI, robots, supply chains

South Korea plans to establish a strategic investment account with at least 20 trillion won in assets within the Korea Investment Corporation in 2027 as it moves to strengthen its...

Thursday 13 August 2026

Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year

Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...

Wednesday 12 August 2026

Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout

Foxconn told investors on August 12 that its earnings are now growing faster than the spending required to expand AI server capacity — and that it can fund a bigger 2027 buildout...

Wednesday 12 August 2026

Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic...

Wednesday 12 August 2026

MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027

The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...

Wednesday 12 August 2026

Haechitech enters eSSD sensors as it prepares Kosdaq listing

South Korean sensor IC designer Haechitech is moving beyond smartphone compass chips into enterprise solid-state drive temperature sensors,...

Wednesday 12 August 2026

Lumentum targets US$2B quarterly run rate as optical capacity expansion accelerates

Lumentum Holdings said it is pulling forward capacity investments across lasers, transceivers, and optical circuit switches (OCS) after...

Wednesday 12 August 2026

Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

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