DIGITIMES archived news

Research Report Database

REALTIME NEWS

China controls 80% of global AI glasses production

LMOC ramps silicon photonics output with new MOCVD expansion plan

Transsion profits halved in 2025 because of memory price increases

CSPs ramp up AI capex as supply chain gains confidence

Concrete ESG standards needed as Phase 3-3 offshore wind development launches

Feb

1

2026

The AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom

Jan

31

2026

Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Intel signals return to memory with new DRAM bonding research

Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Century Group secures over NT$100 billion in wind power orders

Taiwan's capital markets reach new highs, signaling broader global role

China claims 64% of ESS battery market as South Korea scrambles to launch a comeback

CIP completes first subsea foundations for Fengmiao wind farm, on track for 2027 completion

Morris Chang resurfaces as Jensen Huang returns to Taipei

Jan

30

2026

Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits

KLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

ASML gains from rising EUV demand and US chip spending

ASIC server demand boosts Taiwan's high-end CCL shipments

Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

ABF substrate crunch reshapes market: Unimicron leads and rivals close in

Taiwan pledges full US cooperation to build new non-China supply chain

MediaTek and Arm-backed Arbor drives layered growth with AI strategy

Hyundai and Kia hit hardest by Korea-US tariffs

China's 15th Five-Year plan targets space mining, space tourism

DRAM price surge ripples downstream as CWE plans EMC hike

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Nexcom eyes robot market growth, targets ramp-up in 2027

Alibaba, Baidu advance IPO plans for AI chip subsidiaries

Boeing signals stronger 2026 outlook as aircraft deliveries accelerate

US-China rivalry enters next phase: Nvidia's H200 chips get Beijing's nod

Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market

Aspeed profits rise for second year on server upgrade demand

AI integration drives cautious optimism in global collaborative robot market

Altos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Exclusive: Why SpaceX still bets on solar—and what it means for suppliers

Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end

Samsung, LG hike laptop prices as memory 'chipflation' hits

Apple buys Israeli audio startup Q.ai

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

South Korea NAND flash gains strategic role in next-gen AI infrastructure

Taiwan semiconductor test supply chain poised for growth amid rising AI chip complexity

Analysis: Why ASML is cutting jobs in Europe and the US but sparing China

GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions

Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA

Taiwan pledges equal incentives for US investors under new MOU, with no cap on subsidies

Dixon gears up for massive scale-up amid global memory volatility

Apple achieves record-breaking revenue in India amid surging demand

Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics

Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion

Realtek expects networking to drive growth in 2026 amid PC market challenges

Advantest to boost SoC test equipment capacity to 5,000 units by 2027

Tex Year Industries eyes strong 1H26 growth on India, Vietnam capacity, and specialty chemicals

AsiaTech Imaging expects strong first-quarter revenue growth following difficult 2025 performance

Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud

MediaTek, Alchip, Marvell clash for ASIC runner-up spot

With Techman Robot, JPP brings AI automation to the factory floor

Greatek hits full capacity on AI-driven flip chip, QFN packaging demand

SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins

Record Taipower profit masks rising pressure from AI data centers on Taiwan's power system

Asia Cement, Enel X launch virtual power plant to boost grid resilience

Jan

29

2026

Jensen Huang endorses Micron CEO "Sanjay" as Taiwan cement AI memory alliance

Samsung reclaims memory sales crown as SK Hynix extends profit lead

South Korea's industry minister heads to Washington after tariff rollback warning

Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US

Taiwan, US expand AI, drone cooperation under Pax Silica framework

Moltbot cracks the CUDA barrier, pushing Apple's Mac mini back into AI development

Jensen Huang hints at H200 approval for China, cements TSMC’s central role

Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus

Kim Long Motor and BYD plan US$130 million battery factory in Vietnam

Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization

Tech giants' US$100bn bet on OpenAI: Nvidia, Microsoft lead US$730bn power play

Analysis: ASML earnings prove AI demand is hitting the factory floor

A year of transformation: Tesla pivots to Robotaxis and domestic chip production

In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips

Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays

Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance

China's MCU sector trends from price cutting to margin repair

Earnings call summary: Meta maps AI monetization roadmap beyond ads with subscriptions and commerce

Earnings call summary: Meta accelerates AI glasses push as wearables emerge as next major consumer platform

Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain

Musk moves Tesla past Model S and X, betting on robots and AI

AI boom threatens global chip supply, automakers warned

Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead

Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

Analysis: how SK Hynix is binding customers to its AI memory

Celestica posts sharp revenue gains as cloud and AI spending rise

UMC accelerates advanced packaging and silicon photonics development as AI drives demand

Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom

Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates

Upstream firms say US investment unprofitable if gross margin below 50%

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle

VIS licenses GaN technology from TSMC to boost power device development

UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%

Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite

Tesla bets future on custom chips as profit plunges 64%

Meta targets 2026 for massive AI infra push following solid earnings

Taiwan tops auto display revenue while China dominates volume

Taiwan enterprise 5G investments set to surge, driven by testing demands

Scientech's growth signals shift in semiconductor investment toward packaging and system integration

Semco and LG Innotek push into humanoid robot supply chain

Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom

IPC cost and memory supply pressures accelerate product upgrades

Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26

Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science

Taiwan and Germany expand trade ties as demand for chips and green tech rises

Deep dive: how Taiwan engineered a 15% tariff deal

How Sega's US$5 million lifeline saved Nvidia from collapse

Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand

China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect

Vivo exits smart glasses race, citing three insurmountable obstacles

Column: How chip value spillover is redefining Taiwan's economic and industrial trajectory

Why can't tech giants escape China's smartphone production grip?

Jan

28

2026

Earnings call summary: ASML executives bet on chip demand strength past 2025

Toppan keeps legal options open for Giantplus Technology's share transfer dispute

SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary

ASML orders beat expectations as company plans 1,700 layoffs

SK Hynix reports record-breaking 2025 earnings driven by AI memory boom

Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark

MetaX revenue more than doubles to US$230 million as losses narrow

Earnings call summary: ASML posts record 2025 results on surging orders

Taiwan bets on drone swarms with Anduril Lattice AI command playing key role

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27

Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way

AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years

Powertech posts 4Q25 profit high, eyes growth momentum into 2026

Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output

LG Display returns to profitability as LCD exit takes effect

Tesla restarts Dojo development with new focus on space AI

SoftBank in talks to invest additional US$30 billion in OpenAI

'Taiwan Dome' drives shift toward networked defense warfare

Musk plans to cut AI chip design cycle to 9 months

Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

Apple's iPhone 17 powers a strong quarter as memory costs soar

BYD reportedly considers local assembly in India as local EV demand surges

Mouser Electronics expands manufacturer lineup with 63 new partners in 2025

Corning signs up to US$6 billion supply agreement with Meta for US data center expansion

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

TI outlook points to tentative recovery as cash flow strength offsets profit pressure

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

King Yuan Electronics recovers most stolen semiconductor test equipment, strengthens controls

Post-CES 2026: China leads humanoids, South Korea rivals the US

KGD joins memory price rally with China vendor raising prices by up to 80%

As China races to localize auto chips, Taiwan locks onto upmarket

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

Jensen Huang prioritizes 'empty chairs' over wrong hires; says Nvidia holds bench of 60 potential CEOs

TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade

TI accelerates capacity push, shrugs off memory shortages

Taiwan-US tariff resolution to boost machine tool industry, signaling structural recovery and growth

Efun Technology's shift toward niche optical films signals broader industry disruption amid supply chain challenges

Micron's US$100 billion New York megafab attracts local oversight

Samsung phases out MLC NAND as 3D NAND shift cuts supply in 2026

Ta-i Technology raises chip resistor prices from February as a cost squeeze mounts

Accton enters global top 20 EMS/ODM as AI products double revenue

AI EXPO Taiwan 2026 to expand, unveiling new AI industry blueprint on March 25

China's new commercial space plan aims to reshape global space economy by 2027

China's TV subsidies lose traction, shipments likely to decline in 2026

China's conditional H200 approval rewire Samsung-SK Hynix rivalry

Analysis: Does Foxconn's Mitsubishi venture make it an automaker?

Memory shortages raise alarm across the auto industry

South Korea's trade with Vietnam grows strongly; sets export value record in 2025

Taiwan's auto market sees cautious recovery as tariff talks and tax reforms bring clarity for 2026

Jan

27

2026

Taiwan defends TSMC's US expansion as brain drain fears mount

The end of the copper age? Lightmatter builds an alliance to power the optical future

Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures

Nvidia launches open models to speed weather forecasting

Semco reports record revenue for 2025, driven by AI and automotive sectors

Taiwanese chipmakers eye Europe and US as visual AI market in China gets saturated

TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion

Nexperia supply crisis eases as Honda and GAC restart three China plants

US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say

Taiwan's machine tool industry faces pressure; China, Japan, and South Korea still struggle, even with price edge

Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin

Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues

Ennostar advances optical communication to meet AI-driven data transmission needs

Samsung favors high-margin memory clients, squeezing TV and appliance units

China reportedly enters semiconductor glass substrate market

TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift

Samsung doubles down on Galaxy A as Chinese brands take half the market

GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI

IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap

Commentary: With ChatGPT saying yes to ads, why is Google still on the fence?

Why South Korea's new AI law left manufacturing outside core rules

Micron breaks ground on US$24 billion advanced NAND fab in Singapore

Memory crunch accelerates notebook orders, reshapes 2026 demand

India, EU strike trade pact as Trump tariffs force global realignment

Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says

AI and localization reshape China's semiconductor supply chain as price hikes arrive

Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough

Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion

Sanmina reports surge in revenue driven by AI infrastructure expansion

Amazon: AI applications are already pervasive in 2026

Commentary: Behind the scenes of Jensen Huang's China trip

Microsoft launches Maia 200 AI chip, mass production progress draws attention

Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages

Pan-International eyes humanoid robot supply chain with Foxconn, Magnax backing

Analysis: Why Foxconn and Hotai are targeting Japan's toughest market

G-Tech Optoelectronics ventures into military drones with Firestorm Labs, Aerkomm

Taiwan aims for industrial-grade quantum computing within 5 years

Memory chip super cycle opens door for China to challenge South Korea

Jensen Huang is all about staying alive

Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor

Infineon pushes vertical power delivery for AI data center efficiency gains

Yageo leads chip resistor price hikes, Walsin follows

TSMC's capex surprise reveals blind spots in semiconductor forecasting

Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise