News tagged performance at DIGITIMES

NEWS TAGGED PERFORMANCE

Friday 8 May 2026

Inside Nvidia's high-stakes bet on next-generation AI cooling

One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture...

Friday 8 May 2026

Analysis: Samsung's union fight exposes a fault line in semiconductor investment

A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...

Friday 8 May 2026

M31 weathers project delays as royalties and advanced-node demand signal recovery

M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...

Thursday 7 May 2026

APMIC's Traditional Chinese model ACE-1 ranks in global top 5 after Taiwan sovereign AI evaluation

APMIC announced that its Traditional Chinese language model ACE-1 ranked in the global top 5 overall and secured the top spot on a "Taiwan values" metric in a language-model evaluation...

Thursday 7 May 2026

Chelic posts stronger first-quarter profit as AI server demand lifts automation parts

Chelic reported stronger first-quarter results as rising global shipments of AI servers drove demand across PCB, liquid-cooling, and semiconductor equipment supply chains, boosting...

Thursday 7 May 2026

Inventec sees strong NB and server demand but warns of component-driven margin pressure

Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...

Thursday 7 May 2026

Snapdragon tops India's chipset trust rankings: Counterpoint Research

A Counterpoint Research survey finds Snapdragon is India's most trusted chipset brand across smartphones, audio, XR devices, and passenger vehicles, signaling that chipset performance...

Thursday 7 May 2026

Intel targets entry-level advanced packaging, draws interest from Google and Amazon

Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays...

Thursday 7 May 2026

Gen5 SSD race shifts to power and AI: Micron, YMTC diverges

As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...

Wednesday 6 May 2026

GlobalWafers reports weaker quarter as expansion weighs on margins

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

Wednesday 6 May 2026

Low-cost cruise missiles drive a new drone cost race

Rapid changes in battlefield tactics have made drones central to "economic attrition warfare," shifting the focus from technical performance to cost and scale. The implications are...

Wednesday 6 May 2026

Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double

Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...

Wednesday 6 May 2026

Lumentum sees explosive expansion as AI demand fuels record results

Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...

Wednesday 6 May 2026

GlobalFoundries signals stronger second half despite mixed end-market demand

GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...

Wednesday 6 May 2026

Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook

Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.

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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