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NEWS TAGGED 2026
Monday 4 May 2026
AI memory crunch squeezes 5G FWA market
DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...
Monday 4 May 2026
Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset
Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026:
Monday 4 May 2026
Apple's cash pivot: A new CEO and strategy for the AI arms race
In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial...
Monday 4 May 2026
PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties
PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation...
Monday 4 May 2026
Realtek sees PC revenue growth despite 2026 shipment decline
Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models...
Monday 4 May 2026
TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
Monday 4 May 2026
MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
Monday 4 May 2026
China curbs memory speculation; DDR4 spot slides, contract prices surge

Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

Monday 4 May 2026
Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...
Monday 4 May 2026
United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...
Monday 4 May 2026
Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects....
Monday 4 May 2026
China's auto sector pushes standards and exports while disposable-car concept gains traction
The 2026 Beijing Auto Show signaled a significant shift in China's new energy vehicle sector as automakers accelerated adoption of ultra-fast charging, intelligent powertrains, and...
Monday 4 May 2026
SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging
SEMICON SEA 2026 convened from May 5 to 7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur to showcase Malaysia's expanding role in the global semiconductor...
Monday 4 May 2026
Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...