News tagged 2025 at DIGITIMES

NEWS TAGGED 2025

Friday 27 February 2026

Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents

Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure...

Friday 27 February 2026

Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

Friday 27 February 2026

Chart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established...

Friday 27 February 2026

Lite-on doubles down on AI power as consumer markets dim

Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...

Thursday 26 February 2026

AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

Thursday 26 February 2026

WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion

Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion...

Thursday 26 February 2026

Macronix January profit surges 195%; OSE, Walton earnings rise

Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...

Thursday 26 February 2026

Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab

Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

Taiwan Mask posts nearly NT$100m profit in January, advanced packaging to boost revenue in 2H26

Benefiting from its group integration strategy, Taiwan Mask Corporation (TMC) is seeing operations that are gradually recovering. The parent company's core business has seen five consecutive...

Thursday 26 February 2026

King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints

King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...

Thursday 26 February 2026

CyberLink hits 12-year revenue high on AI creation boom, defying 'SaaS apocalypse' concerns

Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and...

Thursday 26 February 2026

Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices

Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...

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...

Thursday 26 February 2026

TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks

On February 24, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) crossed the US$2 trillion market capitalization mark, becoming the eighth company in US stock market history...

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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