News tagged 2028 at DIGITIMES

NEWS TAGGED 2028

Friday 21 August 2026

Research Insight: 2028 key year for optical interconnects in AI racks

Optical communications will likely enter AI server racks in 2028, DIGITIMES analyst Joyce Chen said on August 20 at a semiconductor industry forum in Taipei, as rising AI cluster scale...

Friday 21 August 2026

Nitto Denko to expand HDD baseboard capacity for AI data center demand

Nitto Denko said it will invest JPY28 billion (US$176.68 million) through fiscal 2028 to expand production of thin-film metal base boards for hard disk drives, raising capacity by...

Thursday 20 August 2026

Samsung repays 20 trillion won SDC loan early as memory demand surges

Samsung Electronics fully repaid a KRW20 trillion unsecured loan from Samsung Display ahead of schedule in the second quarter of 2026,...

Wednesday 19 August 2026

Samsung Display restarts Asan OLED plant to meet foldable and IT demand

Samsung Display Co. is reported to be restarting construction of a new OLED plant in Asan, South Korea, after a five-year pause as demand rises for foldable phones and OLED panels...

Monday 17 August 2026

Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

Monday 17 August 2026

T-glass demand surges as IC substrate makers see shortages through 2028

As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...

Friday 14 August 2026

Nvidia Feynman pushes TSMC A16 and CPO ramp

Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin...

Friday 14 August 2026

Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028

Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...

Friday 14 August 2026

Applied Materials sets 2028 capacity target as it commits new manufacturing hires

Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...

Thursday 13 August 2026

Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

Thursday 13 August 2026

LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion

LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...

Thursday 13 August 2026

Sodium batteries get 28-month tax window in China

Chinese authorities have announced that sodium-ion batteries will be exempt from consumption tax from September 2026 through the end...

Wednesday 12 August 2026

Haechitech enters eSSD sensors as it prepares Kosdaq listing

South Korean sensor IC designer Haechitech is moving beyond smartphone compass chips into enterprise solid-state drive temperature sensors,...

Wednesday 12 August 2026

SPIL breaks ground on NT$100B Douliu plant, targeting operations in 2028

Siliconware Precision Industries (SPIL), a subsidiary of ASE Technology Holding (ASEH), broke ground on a new plant in Douliu, Yunlin...

Wednesday 5 August 2026

AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028

AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to...

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Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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