News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Sunday 26 April 2026

AI data centers hit interconnect limits, boosting optical module demand

The surge in optical module stocks reflects a deeper shift in AI infrastructure: the bottleneck is no longer computing power alone, but...

Sunday 26 April 2026

Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?

2026 has become a major year for IPO fundraising among leading AI players. At the end of 2025, Nvidia CEO Jensen Huang spent US$20 billion to acquire the IP and talent of AI chip startup...

Sunday 26 April 2026

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...

Sunday 26 April 2026

Samsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back

The AI era has officially shifted from training to inference and agent-centric computing, prompting Nvidia's strategic acquisition of Groq to integrate LPUs into its own platform....

Saturday 25 April 2026

LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand

Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer...

Saturday 25 April 2026

India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion

India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...

Saturday 25 April 2026

Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven,...

Friday 24 April 2026

New Partner of the Year at HPE 2026 Partner Summit

NewPower Worldwide today announced it was recognized by Hewlett Packard Enterprise (HPE) at the HPE Operations Partner Summit 2026, receiving the Spares Supply Chain...

Friday 24 April 2026

Chipmakers face higher cost pressure as packaging outpaces foundry price hikes

In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers...

Friday 24 April 2026

Memory price surge reshapes global notebook competition in 2026

The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities...

Friday 24 April 2026

Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

Geopolitical tensions in the Middle East and the blockade of the Strait of Hormuz since early March 2026 are beginning to ripple through...

Friday 24 April 2026

STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027

STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics...

Friday 24 April 2026

Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

Liteon's startup platform LITEON+ held its 2026 Demo Day, marking its third year, with a focus on key technologies including edge AI, AI...

Friday 24 April 2026

Heran's three-brand strategy targets all appliance segments, with Yamada brand driving 2026 growth

Taiwan-based appliance maker Heran's shift to a multi-brand, multi-product strategy signals that mature appliance markets can still expand by segmenting price tiers; global consumers...

Friday 24 April 2026

Tesla's hidden US$2 billion AI hardware deal points to deeper chip, compute ambitions

Tesla has quietly taken a significant step deeper into artificial intelligence (AI), disclosing a US$2 billion acquisition of an unnamed...

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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