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NEWS TAGGED 2026
Monday 24 March 2025
Browave fast-tracks CPO rollout: 2025 shipments, 2026 breakout growth
The rise of AI data centers is fueling demand for co-packaged optics (CPO) and silicon photonics (SiPh), compelling optical communications firm Browave to fast-track its CPO development...
Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Thursday 20 March 2025
GTC 2025: Nvidia unveils AI GPU roadmap for 2026-2028 with Rubin and Feynman architectures
During the keynote address at Nvidia's GTC, CEO Jensen Huang revealed the latest AI products and technologies, and shared insights into the product roadmap for 2026 to 2028. Huang...
Monday 17 March 2025
Softbank to build world's first AI agent data center with OpenAI at Sharp's Sakai factory
SoftBank announced the acquisition of part of Sharp's Sakai Display Products (SDP) factory in Osaka Prefecture, Japan, for JPY100 billion (approx. US$6.7 million) on March 14, 2025...
Monday 17 March 2025
Weekly news roundup: China's EUV breakthrough and Chinese lawmakers' proposal for anonymous semiconductor purchases
These are the most-read DIGITIMES Asia stories from the week of March 10 – March 15.
Tuesday 11 March 2025
China's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rollout
China is advancing in extreme ultraviolet (EUV) lithography, with a domestically developed system undergoing testing at Huawei's Dongguan facility, according to XFastest...
Monday 10 March 2025
AT&S establishes IT Shared Service Center in Pune to support global operations
Austria-based AT&S AG, a major player in the PCB and IC substrate industry, has announced the establishment of a new Information Technology Shared Service Centre (IT SSC) in Pune,...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Tuesday 4 March 2025
Taiwan reassures on advanced chip review rules; emphasizes that restrictions target China, not US
TSMC's US investment of US$100 billion is sparking concerns about Taiwan's national security and potential talent and technology drain. Taiwanese officials have reassured that advanced...
Tuesday 4 March 2025
TSMC may start small-volume SiPh CPO manufacturing in 2H25
TSMC's silicon photonic (SiPh) co-packaged optics (CPO) technology is progressing swiftly, with recent market speculation suggesting that related production lines are expected to...
Tuesday 4 March 2025
Riding smart glasses' market momentum from CES 2025, Coretronic eyes industrial growth
The AI/AR glasses market is drawing attention at CES 2025, with shipments expected to surge before 2030. Coretronic Intelligent Robotics, having spent over six years developing AR...
Monday 3 March 2025
Tokyo Electron explores India expansion as Tata's partner, eyes long-term supply chain integration
As India emerges as a potential key player in the semiconductor industry, Tata Electronics' partner, Tokyo Electron, is contemplating establishing a manufacturing presence in India,...
Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Tuesday 25 February 2025
Honor Seiki bets on aerospace, hydrogen as expansion lifts growth
Honor Seiki forecasts double-digit revenue growth by 2025, though profits will see modest gains due to expansion costs. General Manager Zheng Jun Chen said aerospace and hydrogen...
Monday 24 February 2025
Nissan denies closure of Thailand plant; pledges to expand HEV investment instead
Nissan has dismissed speculation that it plans to shut down its factory in Thailand, reaffirming the country's role as a key manufacturing hub in the Association of Southeast Asian...