News tagged electronics at DIGITIMES

NEWS TAGGED ELECTRONICS

Tuesday 17 March 2026

As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain

As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains...

Monday 16 March 2026

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...

Monday 16 March 2026

AI server tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip

Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...

Saturday 14 March 2026

AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026

Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices...

Friday 13 March 2026

China's NDRC warns memory price surge spreading across electronics supply chain

China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...

Friday 13 March 2026

India weighs new smartphone export incentives and US$11 billion chip fund

According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion...

Thursday 12 March 2026

SMIC flags supply squeeze in memory, BCD chips

China's largest contract chipmaker, SMIC, says orders for mature-node memory and BCD processes are running at full capacity, pushing prices higher as AI demand tightens supply across...

Thursday 12 March 2026

AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February

Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...

Thursday 12 March 2026

Taiwan supply chains show resilience amid global conflicts, says Qisda chairman

With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...

Thursday 12 March 2026

Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026

Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...

Wednesday 11 March 2026

Apple's India iPhone output reaches 25% as production shifts from China

Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence...

Wednesday 11 March 2026

Asus sees 50% brand revenue growth in first two months

Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative...

Wednesday 11 March 2026

Analysis: Why Taiwan is building fabs it can't fill — and why that's the point

Taiwan's semiconductor industry is globally dominant, yet the very success of its production ecosystem is creating friction for the academic and research community that underpins it...

Wednesday 11 March 2026

TPIsoftware's push for enterprise sovereign AI could accelerate Taiwan's AI deployments and reshape vendor partnerships

Software firm TPIsoftware said it expects double-digit revenue growth momentum in 2026, targets short-term profitability, and aims to double revenue within three to four years while...

Tuesday 10 March 2026

Intelligent Asia Thailand 2026: Leading ASEAN PCB & Automation

Intelligent Asia Thailand 2026, Southeast Asia's leading B2B platform for PCB manufacturing and industrial automation, will take place from 11 to 13 March 2026 at Event...

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BIZ FOCUS

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