Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Sino-American Silicon Products (SAS) is focusing on computing power and electricity, as construction of artificial intelligence (AI) data centers accelerates, demand for high-bandwidth...
FarEasTone Telecommunications is evaluating opportunities in AI data centers (AIDCs) but has no concrete plans to build a new facility, according to company president Chee Ching. Speaking...
Weak PC demand, customer order adjustments, product transitions, and component supply changes are sharply weakening Elitegroup Computer Systems' (ECS) 2026 OEM and channel shipment...
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from...
Monitor LCD panel prices remained stable in November as panel makers continued to adjust production and maintain a weak supply-demand balance, while notebook panel prices faced broader...
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...
PCB manufacturer Zhen Ding Tech (ZDT) reported record revenue for October 2026, driven by peak-season demand for mobile communications products and ramping shipments of high-end AI...
Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest...
Japan's Nittobo (Nitto Boseki) plans to invest an additional JPY20 billion (approx. US$127 million) to expand production of T-Glass, a specialized low-coefficient-of-thermal-expansion...
India's electronics sector is drawing fresh investment in semiconductors, optical connectivity and manufacturing capacity, even as AI-driven component shortages threaten production,...
WT Microelectronics chairman Eric Cheng said November 5, 2026, that the long-term AI growth trend remains intact, while the automotive and industrial markets have both passed their...
The boom in AI demand has triggered a global memory crunch, creating persistent supply shortages and price hikes. The market is currently dominated by Samsung Electronics, SK Hynix,...
Solidigm, a subsidiary of SK Hynix, is considering building a NAND flash wafer fab in the US. Funding and the investment timeline have yet to be settled, but DIGITIMES Intelligence...
DIGITIMES observes that as large language models (LLMs) and agentic AI development become increasingly widespread, it is driving not only significant growth in data center CPU demand...
