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Friday 2 January 2026
South Korea's quantum equipment makers anticipate major orders as data centers adopt QPU
As quantum technology, one of South Korea's national strategic technologies, gradually shifts from government-led R&D to the private sector, growing AI computing workloads have...
Friday 2 January 2026
China demand pushes Nvidia to seek more H200 capacity from TSMC
Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters...
Friday 2 January 2026
AGI Repositions Storage for AI Era at CES 2026

As AI applications rapidly expand across PCs, mobile devices, and content creation workflows, there is a parallel surge in demand for high-resolution video, real-time...

Friday 2 January 2026
2026 electronics industry outlook
As 2026 begins, DIGITIMES has conducted in-depth analyses of sectors within the electronics industry. The current landscape theme can be described as "one core, two keys, three drivers."...
Friday 2 January 2026
Intel and Samsung advance 2nm GAA, but yield gaps leave TSMC as the sole external supplier
TSMC has officially commenced volume production of its 2nm (N2) semiconductor process in the fourth quarter of 2025, marking a milestone as the first foundry worldwide to offer chiplet...
Friday 2 January 2026
Server ODMs remain bullish through the end of 2026 despite bubble concerns
Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
Thursday 1 January 2026
China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process
The 28-nanometer process has become the most popular node among mature processes. It boasts the highest utilization rates and the strongest price support. However, market conditions...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Wednesday 31 December 2025
Samsung reportedly poised to clear KRW20 trillion profit mark in 4Q25

Samsung Electronics is reportedly on track to post sharply higher operating profit in the fourth quarter of 2025 as demand tied to artificial...

Wednesday 31 December 2025
China trade-in subsidies reshape auto market as domestic surge accelerates global export push
China's expanded vehicle trade-in program is set to reinforce its rise as the world's largest auto market, supporting domestic demand while intensifying export pressure overseas....
Wednesday 31 December 2025
Notebook shipment update, November 2025

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Wednesday 31 December 2025
E-paper is turning colorful, and the supply chain is scaling fast
With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier,...
Wednesday 31 December 2025
Limited 2026 sports boost seen for panel shipments; foldable displays gain traction
Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty...
Wednesday 31 December 2025
Weblink bets on memory price surge and AI server boom for double-digit growth in 2026
Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...
Wednesday 31 December 2025
Taiwan OSATs boost spending as CoWoS supply tightens

Taiwan's leading semiconductor assembly and test providers are launching record capital spending programs to expand advanced packaging...