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Monday 26 January 2026

Weekly news roundup: strategy shifts, supply chain realignments, scaling limits

Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.

Monday 26 January 2026

Pegatron aims for growth in AI servers and automotive sectors amid market challenges

Pegatron is intensifying efforts in its AI servers business and expanding new ventures to sustain growth, according to statements from Co-CEO Gary Cheng. The company expects double-digit...

Monday 26 January 2026

Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities

Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...

Monday 26 January 2026

Commentary: Metalenses move from lab to market, reshaping optical design

As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading...

Monday 26 January 2026

Tariff uncertainty pushes US allies to rethink China ties

When US President Donald Trump erected a high wall of tariffs—and repeatedly adjusted its height—the stated goal was to protect...

Monday 26 January 2026

Ennostar’s Micro LED bet targets a bottleneck inside AI server racks

Ennostar Corp. is advancing its Micro LED technology from display applications to short-distance data transmission within AI server racks, aiming to achieve a significant boost in...

Monday 26 January 2026

iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply

The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...

Monday 26 January 2026

Analysis: Tariff talks spark fears of low-cost imports and origin washing in Taiwan auto sector

Taiwan's Trade Representative Jen-ni Jenny confirmed that ongoing Taiwan-US trade negotiations have reached a critical point, with the US explicitly pressing for "full market access"...

Sunday 25 January 2026

Nvidia's China AI chip share falls to 8% as local rivals ramp up

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

Sunday 25 January 2026

Fan motor demand drives growth for Taiwan analog chip makers

As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across...

Saturday 24 January 2026

China advances T1000 carbon fiber supply chain for semiconductor materials

As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to...

Saturday 24 January 2026

US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...

Saturday 24 January 2026

Canada cuts tariffs on Chinese EVs, shaking the North American auto market

The North American automotive landscape is cloaked in strategic uncertainty. In a move that has captured international attention, Canada recently announced a dramatic, one-time reduction...

Saturday 24 January 2026

LinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%

The Taiwanese passive components industry continued to experience a wave of price increases. Magnetic component manufacturer LinkCom pointed out that since magnetic components primarily...

Saturday 24 January 2026

European automakers face US-China squeeze as South America emerges as key buffer

European car manufacturers are confronting a complex geopolitical and economic dilemma that threatens their global competitiveness. Increasing tariffs and unpredictable policies in...

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