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Thursday 24 July 2025
1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking...

Thursday 24 July 2025
SK Hynix optimistic on HBM demand amid AI growth, highlights next-gen DRAMs
In SK Hynix's second-quarter earnings call, the company emphasized strong confidence in the sustained growth of HBM, driven by increasing AI workloads and emerging applications like...
Thursday 24 July 2025
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
Oracle is rapidly expanding its cloud infrastructure footprint across the US and Europe, securing significant contracts and projecting substantial revenue growth for fiscal year 2026...
Thursday 24 July 2025
From search to smart glasses: Alphabet bets big on AI agents
Alphabet CEO Sundar Pichai said AI is "positively impacting every part of the business," citing growing adoption of Gemini models, momentum in agentic AI, and strong user engagement...
Thursday 24 July 2025
Alphabet opens its wallet for AI supremacy
On July 23, Alphabet Inc. reported robust second-quarter 2025 financial results, marked by double-digit revenue growth and a sharp increase in capex. The company posted revenue of...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Wednesday 23 July 2025
Taiwan rallies industry to fast-track AI robot development with three-phase strategy
As artificial intelligence increasingly converges with robotics, humanoid machines are moving beyond the realm of science fiction and into the spotlight of global technology and investment...
Wednesday 23 July 2025
Foxconn auto subsidiary receives Saudi certification for new charging stations
Foxconn has continued to focus on growth in electric vehicles (EVs) and other emerging markets, as part of its "3+3+3" strategy of transition and transformation across the corporate...
Wednesday 23 July 2025
Chinese EVs surge globally but face mounting international roadblocks
China overtook Japan in 2023 to become the world's top automobile exporter — a symbolic milestone for its surging electric vehicle (EV) industry. From battery-electric (BEV)...
Wednesday 23 July 2025
Taiwan sees June 2025 export orders grow 24.6% YoY
Taiwan's export orders for advanced process semiconductors and AI servers continued to perform well in June 2025, despite ongoing uncertainties with US trade policy and geopolitical...
Wednesday 23 July 2025
TI flags 2Q25 demand boost from pull-ins, expects more typical demand as tariff impact fades
Texas Instruments (TI) signaled a more moderate third-quarter outlook, with CEO Haviv Ilan citing easing tariff-related demand and ongoing geopolitical uncertainty. While earlier...
Wednesday 23 July 2025
Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components
Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026,...
Wednesday 23 July 2025
Dixon crowned India's mobile phone manufacturing leader
Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.
Wednesday 23 July 2025
TI notes slower growth in automotive market, reaffirms 2025 capex plan
Texas Instruments' management struck a cautious tone during its second-quarter 2025 earnings call, highlighting signs of cyclical recovery across most end markets while acknowledging...