News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Tuesday 21 July 2026

Electronics Supply Chain Outlook: Where H2 2026 Momentum Is Heading

Six months into 2026, the story isn't whether the electronics supply chain has stabilized. It has, broadly. The real story is that it has split into two distinct markets...

Tuesday 21 July 2026

LGES accelerates sodium-ion battery plans while CATL secures early ESS lead

LG Energy Solution plans to establish a sodium-ion battery mother line at its Ochang Energy Plant in South Korea in 2026, seeking to narrow CATL's early commercial lead in energy storage...

Tuesday 21 July 2026

Samsung, SK Hynix prioritize DDR5 as margins near HBM levels

Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other...

Tuesday 21 July 2026

Elite Material, TUC race ahead in AI CCL push

As AI server products accelerate their generational shift and demand higher-frequency, higher-speed transmission, the upgrade cycle...

Tuesday 21 July 2026

Advanced Echem Materials to invest NT$4.52 billion in Longtan plant

Advanced Echem Materials (AEMC), a semiconductor specialty chemicals materials maker, plans to invest roughly NT$4.52 billion (approx. US$139.66 million) in Taiwan's Longtan Science...

Tuesday 21 July 2026

Samsung could overtake SK Hynix in the HBM market by 2027

Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...

Tuesday 21 July 2026

Power management IC (PMIC) maker Fortune Advanced Technology is set to list on the Emerging Stock Board on July 22, with an eye on...

Monday 20 July 2026

HBM4 battle shifts to cooling as hybrid bonding slips

Sixth-generation high-bandwidth memory (HBM4) shipments paired with Nvidia Vera Rubin will keep rising in the second half of 2026, setting up a head-to-head fight among the three major...

Monday 20 July 2026

Musk brands US$52 billion SpaceX-Foxconn Nvidia server order 'fake news'

Elon Musk has publicly rejected reports that SpaceX placed a roughly US$52 billion order with Foxconn for Nvidia GB300 AI servers, calling the widely circulated claim "fake news" in...

Monday 20 July 2026

Memory is becoming a national security priority, SK chair warns

The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...

Monday 20 July 2026

Smart glasses race enters new phase as AI ecosystems eclipse hardware specs

The global smart glasses market is entering a decisive new stage in the second half of 2026, with competition expanding well beyond Meta's early dominance. Industry attention is rapidly...

Monday 20 July 2026

Compeq acquires Guanyin site for NT$2.09 billion to expand optical and space data center PCB capacity

HDI PCB maker Compeq Manufacturing has approved the acquisition of a new manufacturing site in Taoyuan's Guanyin Industrial Park for approximately NT$2.09 billion (US$64.5 million),...

Monday 20 July 2026

Intel reassigns global fabs, eyes early 14A and EMIB-T AI wins

Intel has accelerated its global footprint reset for 2026 after receiving investments from the US government, SoftBank, and Nvidia...

Monday 20 July 2026

Star Fusion to acquire electrical engineering contractors

Star Fusion Group announced on July 15 that it plans to spend NT$252 million (US$7.8 million) to strategically acquire Chao Lung Electrical...

Monday 20 July 2026

Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial...

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