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NEWS TAGGED 2026
Thursday 4 December 2025
Tech Forum 2026: GW-level AI data centers become new norm as Taiwan supply chain eyes energy storage and fuel cell opportunities
The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen...
Thursday 4 December 2025
Tong Yang sees 1% revenue rise in November; new plant to finish by end of 2026
Tong Yang reported consolidated self-declared revenue of NT$2.218 billion (approx. US$70.9 million) for November 2025, up 1% from October and marking the highest monthly figure in...
Thursday 4 December 2025
Tech Forum 2026: Telecoms pull back on 5G as agentic AI sparks new momentum for 6G

The DIGITIMES Tech Forum 2026 opened on December 3, with DIGITIMES senior analyst Benson Wu saying that the lack of breakthrough 5G applications...

Thursday 4 December 2025
Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules...

Thursday 4 December 2025
Tech Forum 2026: AI glasses technology matures with demand set to hit 15M units by 2027
DIGITIMES' Tech Forum 2026 kicked off on December 3, 2025, where DIGITIMES analyst Brandon Fang highlighted that the AI glasses market is expected to grow steadily...
Thursday 4 December 2025
Samsung and SK Hynix align 2026 DRAM strategies
Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7,...
Thursday 4 December 2025
Commentary: Micron exits consumer memory market as structural chip shortage hits
Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory...
Thursday 4 December 2025
Tech Forum 2026: Tesla and BYD pivot to intelligent driving as EV sales slow
Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive...
Thursday 4 December 2025
Tech Forum 2026: Smartphone outlook slips into decline with CXMT DDR5 yields set to decide supply
At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp...
Thursday 4 December 2025
Tera Auto Tech eyes military and AI growth, optimistic for 2026
Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually,...
Thursday 4 December 2025
Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint...

Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Thursday 4 December 2025
Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market
For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud...
Thursday 4 December 2025
Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026
Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao...
Thursday 4 December 2025
Tech Forum 2026: Trump shifts trade tools toward legal frameworks, server supply chain splits into dual tracks
Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December...