News tagged growth at DIGITIMES

NEWS TAGGED GROWTH

Friday 21 August 2026

Power supply lags behind AI compute growth: chips, optical interconnects battle for energy efficiency

At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES in Taipei on August 20, semiconductor, investment, and...

Friday 21 August 2026

JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale

JCET Group reported record first-half revenue for 2026, with demand from artificial intelligence infrastructure and high-performance...

Friday 21 August 2026

AI paid user conversion rate in US only 3% as rising token costs fuel edge AI server demand

At the "AI on Chips: Semiconductor Industry Trends Forum" hosted by DIGITIMES, industry experts highlighted that the massive volume of tokens consumed by AI services has become a growing...

Friday 21 August 2026

Explainer: Why South Korea's semiconductor concentration may fare better than Taiwan's

As South Korea's semiconductor exports continue to power its economic expansion, market concerns are growing regarding the risks of excessive concentration in the tech sector. Recent...

Friday 21 August 2026

Goertek reports higher revenue and profit in 1H26

Chinese electronics manufacturer Goertek reported higher revenue and profit for the first half of 2026, supported by growth in its smart acoustic products and continued investment...

Friday 21 August 2026

Alibaba’s 45% AI cloud jump masked by 75% capex surge and margin squeeze

Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other...

Friday 21 August 2026

Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter

Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing...

Friday 21 August 2026

Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up

Foundry leader Taiwan Semiconductor Manufacturing Company (TSMC) grew 37% year to date — and still lost four percentage points of the sub-sector's revenue share, because the...

Friday 21 August 2026

Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers

Thirty-eight of 43 companies grew year to date at a median rate of 28.7% — the highest of any semiconductor sub-sector — with test handlers, sockets and probe cards recurring...

Friday 21 August 2026

TXC pivots to AI infrastructure as 1.6T optical modules surge

Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in...

Friday 21 August 2026

Kenmec surges on AI, advanced packaging to record orders, revenue

Fueled by robust global demand for artificial intelligence and the rapid expansion of semiconductor advanced packaging capacity, Kenmec...

Friday 21 August 2026

Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double

The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.

Thursday 20 August 2026

Global server market, 2Q 2026: Supply constraints curb shipment momentum, global server shipments up 2.8% in 3Q26

Introduction

Thursday 20 August 2026

Aurotek targets humanoid robot rollout gap with Physical AI push

Aurotek Corporation is accelerating its push into the robotics market, unveiling its first lights-out factory solution integrating multi-brand, multi-form-factor robots at Automation...

Thursday 20 August 2026

Nexcom brings together dozens of partners to build open AI robotics ecosystem

Industrial computer (IPC) maker Nexcom International on August 19 officially unveiled its RoboWIZ AI Robotics Open Platform concept at the 2026 Automation Taipei exhibition, bringing...

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Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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