News tagged competition at DIGITIMES

NEWS TAGGED COMPETITION

Monday 11 May 2026

Emtar: Building the 6G Satellite 'Brain' with Canadian Support

As Low Earth Orbit (LEO) satellite competition intensifies, satellite communication has evolved from a terrestrial supplement into a core infrastructure for AI and cloud...

Saturday 9 May 2026

Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

Saturday 9 May 2026

China's robots move from half-marathon to triathlon

Chinese robots, which recently demonstrated their ability to complete a half-marathon, are now entering a new stage of competition. The focus is shifting from flat-ground endurance...

Thursday 7 May 2026

China token prices rise while US hyperscalers flood AI infrastructure

Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...

Thursday 7 May 2026

Intel targets entry-level advanced packaging, draws interest from Google and Amazon

Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays...

Thursday 7 May 2026

Gen5 SSD race shifts to power and AI: Micron, YMTC diverges

As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...

Wednesday 6 May 2026

China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift

As the global electric vehicle market enters a phase of structural adjustment, China's new energy vehicle makers are increasingly relying on exports to sustain growth and expand their...

Tuesday 5 May 2026

Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition

Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change...

Monday 4 May 2026

Samsung reshuffles TV leadership amid Chinese rivalry and service pivot

Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...

Monday 4 May 2026

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...

Monday 4 May 2026

Foxconn shoots for the stars — and Starlink's playbook

Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX...

Monday 4 May 2026

Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains

The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...

Thursday 30 April 2026

Cambricon earnings surge on AI compute demand

China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...

Thursday 30 April 2026

Analysis: Chinese smart home brands outpace Western rivals with relentless innovation

Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration...

Wednesday 29 April 2026

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

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