News tagged 2025 at DIGITIMES

NEWS TAGGED 2025

Saturday 9 May 2026

Adata sees DRAM, NAND prices rise 40% in 2Q26

Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026

2D NAND shortage spirals after Samsung, Micron, and rivals exit market

Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...

Friday 8 May 2026

China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

Introduction

Friday 8 May 2026

Topco hits record 1Q26 revenue, profit on semiconductor materials demand

Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...

Friday 8 May 2026

HannStar pivots to automotive, reflective displays after US$333 million factory sale

Taiwan panel maker HannStar Display, which posted losses in 2025, is repositioning its 2026 strategy around Generation 5.3 α-Si production, targeting full-capacity utilisation...

Friday 8 May 2026

AUO tops US$3 billion in circular economy value

AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with...

Friday 8 May 2026

Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%

Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...

Friday 8 May 2026

Memory shortages choke AI storage orders, says Hitachi Vantara

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising...

Thursday 7 May 2026

Global chip sales surge in 1Q26, signaling supply and investment shifts

Global semiconductor sales reached US$298.5 billion in the first quarter of 2026, the Semiconductor Industry Association (SIA) reported, underscoring robust worldwide demand with possible...

Thursday 7 May 2026

SEMI reports stronger wafer shipments with global implications

The SEMI Silicon Manufacturers Group reported a 13.1% year-over-year rise in global silicon wafer shipment area to 3,275 million square inches in the first quarter of 2026, signaling...

Thursday 7 May 2026

Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results

Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...

Thursday 7 May 2026

Innodisk tops 2025 full-year revenue in first four months of 2026

Memory module maker Innodisk reported its unaudited March 2026 earnings, with after-tax earnings per share (EPS) reaching NT$28.1 (approx. US$0.89), surpassing its full-year 2025 EPS...

Thursday 7 May 2026

Power Win Taiwan scales safe-discharge recycling to secure critical battery metals

Power Win Taiwan, Taiwan's largest domestic lithium-ion battery processor with more than an 80% market share, said it is building a technical moat around its self-developed safe discharge...

Thursday 7 May 2026

Nvidia, AMD and Intel starve the PC market to feed the AI boom

The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.

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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