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NEWS TAGGED 2026
Monday 8 September 2025
Weekly news roundup: Rapidus 2nm matches TSMC density and outpaces Intel; TSMC to hike chip prices up to 10% in 2026
These are the most-read DIGITIMES Asia stories from the week of September 1–September 7.
Saturday 6 September 2025
Intel's 14A gamble: 2026 looms as make-or-break year, TSMC reliance continues
Intel CFO David Zinsner told investors at Citigroup's 2025 Global TMT Conference that 2026 will mark a turning point for the company's manufacturing plans, with the fate of its 14A...
Friday 5 September 2025
OpenAI reportedly developing custom AI chips with Broadcom, mass output slated for 2026
Broadcom CEO Hock Tan revealed the company has landed a US$10 billion order from a mystery customer, which insiders now identify as OpenAI. The two firms are developing OpenAI's first...
Friday 5 September 2025
Broadcom hits record quarter, secures reportedly US$10B AI chip deal for 2026
Broadcom posted record earnings for the third quarter of fiscal 2025, topping Wall Street forecasts on revenue and profit, and disclosed a custom AI chip order exceeding US$10 billion...
Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production...
Friday 5 September 2025
Japan’s 2026 drone budget surges to record-high US$2.13 billion
Japan’s Ministry of Defense announced in late August its defense budget proposal for fiscal year 2026 (April 2026 to March 2027), reaching a record high of JPY 8.8454 trillion...
Friday 5 September 2025
Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5
Samsung Electronics and SK Hynix are reportedly pushing back plans to phase out DDR4 DRAM, extending production until 2026 after prices for the older chips surged past next-generation...
Friday 5 September 2025
Aoi Electronics acquires Sharp's Mie factory to produce data center and packaging products
Aoi Electronics, a Japanese outsourced semiconductor assembly and test (OSAT) provider, has purchased Sharp's factory in Taki, Mie Prefecture, and will convert the site into a new...
Thursday 4 September 2025
Tech Forum 2025: Taiwan must embrace TSMC as the world's, says DIGITIMES chairman
DIGITIMES chairman Colley Hwang pointed out that from 2025 to 2026, the technology industry will revolve around three key terms: artificial intelligence (AI), semiconductors, and...
Thursday 4 September 2025
Apple prepares AI-powered search overhaul for Siri, targeting OpenAI and Perplexity
Apple is planning to launch its own AI-powered web search tool in 2026, stepping up competition with OpenAI and Perplexity AI. The company is working on a new system dubbed World...
Thursday 4 September 2025
India clears incentive scheme to boost critical mineral recycling
India has approved an incentive scheme worth INR15 billion (US$180 million) to expand the country's capacity to recycle critical minerals from secondary sources. The six-year program,...
Thursday 4 September 2025
Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race
The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized"...
Wednesday 3 September 2025
Nittobo to triple T-Glass cloth capacity by 2027
Japanese fiberglass cloth giant Nitto Boseki (Nittobo) announced plans to invest JPY15 billion(US$101.87 million) to expand its production facilities to meet surging demand from...
Wednesday 3 September 2025
GCCS poised for growth in China+1 SiC substrate market
Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term...
Wednesday 3 September 2025
TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives
TSMC has surpassed Intel in the number of US patent applications for silicon photonics (SiPh), a crucial optoelectronic integration technology essential for artificial intelligence...