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    Samsung reportedly shifts GaN strategy toward foundry as device business stalls
    5h 35min ago
    Nvidia's rapid AI refresh cycle strains supply chain partners
    5h 35min ago
    Wuhan's optical valley bets big on AI with 12.8T module debut
    5h 35min ago
    Lam Research sees PLP pilot-line wave in the next 1-2 years
    5h 36min ago
    China's teleco trio roll out token pricing for AI compute services
    5h 36min ago
    NEWS TAGGED GROWTH
    Thursday 21 May 2026
    Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter

    Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The...

    Thursday 21 May 2026
    GigaDevice sees niche DRAM and NAND prices rising through 2026
    GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...
    Thursday 21 May 2026
    Taiwan's export engine stalls in April as global orders pull back
    Taiwan's export orders fell 4.0% in April compared to March levels, with orders from the US, China, Europe, Japan, and the ASEAN region all declining. According to data released on...
    Thursday 21 May 2026
    PANJIT Group at 40: Powering Ahead into the Next Chapter

    Founded in 1986, PANJIT Group is approaching a major milestone: its 40th anniversary. In an exclusive interview, founder and Group President Jason Fang reflected on the...

    Thursday 21 May 2026
    Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
    Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
    Thursday 21 May 2026
    Tech Forum 2026: How much longer can semiconductors sustain Taiwan?
    During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology...
    Thursday 21 May 2026
    Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
    Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...
    Thursday 21 May 2026
    OSE targets AI server SMT growth as memory demand lifts outlook
    Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
    Thursday 21 May 2026
    Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
    Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...
    Thursday 21 May 2026
    DFI flags supply crunch, not orders, as 2026's real growth ceiling
    DFI Inc. said healthy order visibility and strong demand from medical and defense projects will sustain growth into the second half of 2026, but widening component lead times driven...
    Thursday 21 May 2026
    Nvidia revenue surges 85% as data center sales jump 92%
    May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...
    Wednesday 20 May 2026
    Taiwan Wi-Fi router industry, 1Q 2026: Steady recovery, rising value, and telecom-led demand

    Introduction

    Wednesday 20 May 2026
    Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service
    Far EasTone Telecommunications held its 2026 shareholders meeting on May 20. They announced that it had achieved year-on-year growth in consolidated revenue and profit in 2025, while...
    Wednesday 20 May 2026
    U-leam to rely on LEO satellite business while building quantum and medical pipelines
    U-leam said LEO satellites will remain its primary growth engine for the next few years, while quantum computing, medical devices, robotics, and drones will form the company's second...
    Wednesday 20 May 2026
    Google I/O 2026: Consumer hardware competition and smart glasses market entry
    Google's announcement of Android XR smart glasses marks its direct entry into a fast-growing wearable AI market, signaling confidence in rapid consumer adoption and the category's...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook