News tagged growth at DIGITIMES

NEWS TAGGED GROWTH

Saturday 21 February 2026

OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to...

Saturday 21 February 2026

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Saturday 21 February 2026

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...

Friday 20 February 2026

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...

Thursday 19 February 2026

Global AI leaders stress equitable adoption and ethical safeguards at India summit

At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities...

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Wednesday 18 February 2026

Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes

Major printed circuit board (PCB) manufacturer Zhen Ding Technology (ZDT) held its year-end party on February 13, where chairman Charles Shen announced that full-year 2025 revenue...

Wednesday 18 February 2026

AI factory boom in Taiwan fuels construction and land plays

As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...

Monday 16 February 2026

AI supply chain tracker: Power, substrate, and thermal split on momentum

Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...

Monday 16 February 2026

Memory crunch tightens CIS capacity, pressures smartphone supply chain

The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...

Sunday 15 February 2026

UMC appoints new representative as Unimicron chairman Tseng retires

Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered...

Sunday 15 February 2026

Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...

Saturday 14 February 2026

World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom

GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...

Saturday 14 February 2026

HBM steals the show at SEMICON Korea despite Samsung, SK Hynix skipping the floor

Artificial intelligence-driven growth in the semiconductor industry has drawn increasing public attention. SEMICON Korea, organized by SEMI, continues to expand in scale. The 2026...

Saturday 14 February 2026

Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition

One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...

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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