News tagged growth at DIGITIMES

NEWS TAGGED GROWTH

Tuesday 15 September 2026

DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting

DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.

Tuesday 15 September 2026

Minebea Mitsumi pauses M&A to chase AI hardware demand

Minebea Mitsumi has halted its push for new acquisitions and is shifting resources toward producing ball bearings, motors and actuators for AI hardware, as demand tied to data centers,...

Tuesday 15 September 2026

Global semiconductor revenue hits record US$425B in 2Q26

Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...

Tuesday 15 September 2026

OEM/EMS AI servers: August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026

AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows

Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...

Tuesday 15 September 2026

AI demand reshapes capital allocation and operating models in telecom sector

Introduction

Tuesday 15 September 2026

Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

Tuesday 15 September 2026

Inside CIOE: takeaways from China's biggest optoelectronics show

Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...

Tuesday 15 September 2026

South Korean firms hold 80% of the automotive OLED market

South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and...

Tuesday 15 September 2026

Phoenix Pioneer Technology AI power substrate order visibility extends to 1Q27

IC substrate manufacturer Phoenix Pioneer Technology (PPt) turned profitable in the first half of 2026, driven by strong momentum in...

Tuesday 15 September 2026

Wuliangye skips carmaking, turns liquor waste into silicon-carbon anodes

Chinese baijiu (white liquor) producer Wuliangye, or "Five Grain Liquid," is moving into battery materials by turning distillers' grains,...

Tuesday 15 September 2026

China reshapes cockpit display race, set to produce 84% of global AR-HUDs by 2031

S&P Global Mobility senior research analyst for connected cars and user experience in Asia-Pacific Quan Zhang shared the latest...

Tuesday 15 September 2026

Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Monday 14 September 2026

Kokusai Electric gains from Hitachi split as AI memory demand surges

Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...

Monday 14 September 2026

Taiwan drone maker Twoway breaks into US defense supply chain with Oklahoma procurement deal

Twoway has signed an agency procurement contract with a purchasing delegation from Oklahoma, marking a breakthrough in its defense strategy as it expands North American deployment...

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Sep 14, 08:00

Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects

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