News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Friday 17 October 2025

Taiwan machine tool industry sees mixed 2026 outlook, cites exchange rate disadvantage

The Taiwan Machine Tool and Accessory Builders' Association (TMBA) recently held its member assembly, where industry leaders expressed divergent views on when the machine tool market...

Thursday 16 October 2025

TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026

TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...

Thursday 16 October 2025

Nanya sees DDR4 price and volume growth; annual contract talks emerge

Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs)...

Thursday 16 October 2025

Policy shift prompts last-minute rush in China's EV market

China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models...

Thursday 16 October 2025

ASML sees continued growth in EUV demand, confident in High NA progress

ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...

Thursday 16 October 2025

ASML expects China sales to normalize after exceptional growth cycle

ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...

Thursday 16 October 2025

ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch

ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...

Thursday 16 October 2025

ASML signals stable 2025 sales outlook as China demand expected to cool

ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...

Thursday 16 October 2025

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025

Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer...

Wednesday 15 October 2025

OCP Summit: Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI market

Intel CTO Sachin Katti announced at the 2025 Open Compute Project (OCP) Global Summit that the company plans to launch a new AI server GPU, codenamed Crescent Island, in 2026. The...

Wednesday 15 October 2025

Samsung's rebound sparks optimism across South Korean semiconductor supply chain

As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...

Wednesday 15 October 2025

Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation

Google has announced plans to establish a large-scale artificial intelligence (AI) hub in Visakhapatnam, Andhra Pradesh, marking its largest investment in India to date. The company...

Monday 13 October 2025

Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter

Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million),...

Monday 13 October 2025

Nvidia GB300 powers strong 4Q25 momentum for server supply chain

Nvidia's GB300 AI server chassis began shipping in late September 2025, poised to become the main driver of shipment growth for the server supply chain in the fourth quarter of 2025...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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