News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Thursday 11 June 2026

MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026

Global smartphone industry, 1Q 2026

Introduction

Thursday 11 June 2026

Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full

Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...

Thursday 11 June 2026

Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth

Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom...

Thursday 11 June 2026

Niching Industrial sees heat spreader revenue hit record on AI server demand

AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....

Thursday 11 June 2026

AI boom drives capital inflows, but Taiwan sees low systemic risk

Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...

Thursday 11 June 2026

Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved...

Thursday 11 June 2026

Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament

Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...

Thursday 11 June 2026

Apple's AI strategy gains scale as rivals race ahead

Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

Thursday 11 June 2026

Taiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion

Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure...

Thursday 11 June 2026

AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak

Aerospace Industrial Development Corp. said on June 10 that it had secured NT$12.8 billion (approx. US$400 million) in new orders in the first half of 2026, driven by demand for aircraft...

Thursday 11 June 2026

Pegatron May revenue hits 2026 high as server business gains momentum

Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...

Thursday 11 June 2026

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...

Thursday 11 June 2026

Taiwan optical suppliers target drones, robots as smart-camera demand grows

Taiwan's optical suppliers are entering the smart-camera market along two main paths: some are pushing deeper into system integration and software, while others are concentrating on...

Thursday 11 June 2026

Cincoze to Showcase Comprehensive Edge AI Solutions at Computex 2026

Rugged edge computing brand – Cincoze will showcase its latest embedded computing solutions at COMPUTEX Taipei 2026, from June 2–5 (Hall 2, Booth Q0401a)...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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7 DAYS NEWS

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook