News tagged component at DIGITIMES

NEWS TAGGED COMPONENT

Saturday 7 March 2026

GCS eyes 200G optical component ramp in 2026 as AI demand grows

Driven by AI workloads, global data traffic is expanding rapidly. Compound semiconductor firm GCS Holdings said the optical...

Wednesday 4 March 2026

Primax's shift to automotive, AIoT and robotics could reshape revenues within two years

Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face...

Wednesday 4 March 2026

Sinbon sees modest February revenue decline, cites Lunar New Year working days as a drag on monthly sales

Electronics component maker Sinbon reported a slight drop in February 2026 revenue, attributing the decline to fewer working days during the Lunar New Year holiday and noting declines...

Tuesday 3 March 2026

AI server boom strains tantalum capacitors; MLCC substitution falls short

The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...

Tuesday 3 March 2026

China hits 140 humanoid robot OEMs, 330 models; supply chain ramps

By 2025, China had more than 140 humanoid robot OEMs, with over 330 products launched in a single year. The rapid increase in vendors and...

Monday 2 March 2026

Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades

Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...

Monday 2 March 2026

Rohm integrates TSMC GaN process to scale production and meet AI server demand by 2027

Rohm has reached an agreement to integrate its internal development and manufacturing capabilities for gallium nitride (GaN) power devices with process technology from Taiwan Semiconductor...

Thursday 26 February 2026

Yageo posts 82% profit jump in 4Q25 on AI-driven product mix

Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...

Wednesday 25 February 2026

Walsin Technology boosts Matsuo Electric stake to expand product lines

Walsin Technology Corporation announced plans to invest JPY508 million (US$3.27 million) to increase its shareholding in Japan's Matsuo Electric, a move the passive components maker...

Wednesday 25 February 2026

Korean suppliers brace for Apple's staggered iPhone 18 rollout

Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition...

Wednesday 25 February 2026

Apple's budget MacBook set for March debut as component costs increase

Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...

Tuesday 24 February 2026

Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix

Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...

Tuesday 24 February 2026

Taiwan's CMAT to debut as AI chip testing boom lifts margins

Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei...

Monday 23 February 2026

Lenovo hits North American partners with price increases driven by memory shortage

Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments...

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,...

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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