News tagged 2028 at DIGITIMES

NEWS TAGGED 2028

Wednesday 4 March 2026

Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization

Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...

Tuesday 3 March 2026

Advantech's special dividend plan signals management confidence in long-term outlook

Industrial PC provider Advantech said its board approved a limited three-year special dividend program and shifted to an all-cash dividend policy, increasing the regular cash payout...

Monday 2 March 2026

Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough

Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing...

Thursday 12 February 2026

Tower Semiconductor revamps strategy after Intel deal collapses

Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has prompted Tower Semiconductor to revamp its manufacturing roadmap, scrap the facility from...

Wednesday 11 February 2026

Rapidus aims for 2nm ramp in FY2027 with fourfold capacity boost

Rapidus is expected to begin full-scale production in fiscal 2028. Mass production of 2nm-class chips is scheduled to commence in the second half of fiscal 2027, according to Kyoto...

Wednesday 11 February 2026

DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations

Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...

Friday 6 February 2026

Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race

Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...

Friday 6 February 2026

Nittobo targets 2028 launch for next-generation glass fiber cloth

Nitto Boseki (Nittobo), which currently holds around 90% market share in the semiconductor materials glass fiber cloth segment, is planning to launch its next-generation T-glass glass...

Thursday 5 February 2026

Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

Tuesday 3 February 2026

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...

Thursday 29 January 2026

IPC cost and memory supply pressures accelerate product upgrades

The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...

Wednesday 28 January 2026

Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal...

Wednesday 28 January 2026

Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...

Saturday 17 January 2026

Micron's new fabs target 2030 rollout as supply shortages linger

Micron is scheduled to begin construction on its planned New York state megafab site on January 16, 2026, advancing its US manufacturing...

Tuesday 13 January 2026

Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online

The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...

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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