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    Micron exits Crucial consumer market amid shift to AI-driven memory demand
    5h 6min ago
    Infineon builds GaN patent barriers, forcing clear IP boundaries for major players
    5h 6min ago
    GaN supply chain reshaped: AI demand drives Western firms to rely on China
    5h 6min ago
    Exclusive: Ex-TSMC R&D VP talks advanced packaging and CoWoS
    5h 6min ago
    China's rare metal export restrictions create global supply gap benefiting Taiwan metal firm
    5h 7min ago
    China faces AI data center overcapacity and low utilization amid rising compute demand
    5h 7min ago
    NEWS TAGGED GROWTH
    Thursday 4 December 2025
    Tech Forum 2026: GW-level AI data centers become new norm as Taiwan supply chain eyes energy storage and fuel cell opportunities
    The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen...
    Thursday 4 December 2025
    Samsung and SK Hynix align 2026 DRAM strategies
    Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7,...
    Thursday 4 December 2025
    Tera Auto Tech eyes military and AI growth, optimistic for 2026
    Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually,...
    Thursday 4 December 2025
    Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

    Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint...

    Thursday 4 December 2025
    Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market
    For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud...
    Thursday 4 December 2025
    Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026
    Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao...
    Thursday 4 December 2025
    Exclusive: Qualcomm SVP says AI PC still in early stage, focuses on tech and market education
    Qualcomm is hosting another summit with Taiwan's local PC ecosystem by the end of 2025, following its 2023 event. Kedar Kondap, Qualcomm's senior vice president responsible for PC...
    Thursday 4 December 2025
    Local brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline
    The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up...
    Wednesday 3 December 2025
    Global smartphone industry, 3Q 2025

    Introduction

    Wednesday 3 December 2025
    AI companion toys break out in China after Huawei's sell-out launch

    AI-driven emotional-companion toys are becoming a new growth driver for the consumer electronics sector as advances in AI accelerate.

    Wednesday 3 December 2025
    OpenAI declares 'code red': tests ad formats as Google gains ground
    OpenAI has declared a "code red" status, concentrating efforts on improving ChatGPT and delaying other initiatives such as advertising, according to Reuters, citing
    Wednesday 3 December 2025
    China props up global EV market as growth slows
    As global demand for electric vehicles cools, suppliers across the EV supply chain are shifting toward hybrid and plug-in hybrid models to maintain steady growth. Yet despite intensifying...
    Wednesday 3 December 2025
    Marvell reports strong third-quarter growth driven by data center demand
    Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
    Wednesday 3 December 2025
    North American EMS providers see growth from AI data-center boom
    North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI...
    Wednesday 3 December 2025
    3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
    In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift...
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    Veeam Q4 Platform Content Syn
    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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