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    NEWS TAGGED DIGITIMES INSIGHT
    Thursday 19 February 2026
    DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race
    When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...
    Thursday 19 February 2026
    DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
    A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
    Wednesday 18 February 2026
    DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus
    TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...
    Wednesday 11 February 2026
    DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
    Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
    Monday 9 February 2026
    Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
    Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...
    Tuesday 3 February 2026
    Research insight: Blue Origin's TeraWave bets on space-based optical backhaul
    Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond...
    Wednesday 21 January 2026
    Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

    As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

    Wednesday 21 January 2026
    Weekly research roundup: EV market splits and edge AI foundry war
    While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...
    Wednesday 21 January 2026
    Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving
    Nvidia unveiled its Alpamayo family at CES 2026, introducing a suite that includes the open-source AI model Alpamayo 1, the AlpaSim simulation framework, and Physical AI Open Datasets...
    Monday 19 January 2026
    Research Insight: The rising chip cost inside every car is forcing a rethink in China
    As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...
    Sunday 18 January 2026
    Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets
    On December 10, 2025, Qualcomm Inc. disclosed its acquisition of Ventana Micro Systems in the US without revealing the deal's financial terms or completion date. The company highlighted...
    Tuesday 13 January 2026
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
    DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus...
    Saturday 27 December 2025
    Research insight: China's carmakers narrow the refueling gap and push autonomous driving forward
    After attending the 2025 Guangzhou Auto Show, DIGITIMES analyzed the latest strategies unveiled by leading automakers and suppliers in two pivotal areas: energy replenishment...
    Monday 22 December 2025
    Research insight: SpaceX's growth story is shifting from rockets to networks in space

    SpaceX is widely expected to pursue an initial public offering in mid to late 2026. In anticipation, investors have increasingly tied...

    Monday 8 December 2025
    Research Insight: Strong momentum expected for data center AI chip packaging in 2025-2030
    According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook