News tagged market at DIGITIMES

NEWS TAGGED MARKET

Thursday 23 July 2026

Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers

The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...

Thursday 23 July 2026

Apple's first foldable iPhone faces production hurdles

Apple's long-rumored foldable iPhone is drawing fresh attention as supply-chain updates point to a possible debut at the company's...

Thursday 23 July 2026

Apple and Klarna target sticker shock with Apple Upgrade device leasing plan

Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers...

Thursday 23 July 2026

Fitch sees AI investment momentum holding, with no signs of supply downturn

Fitch Ratings has adjusted its Taiwan GDP growth forecasts for 2026 and 2027 to 9.4% and 4.8% respectively, up from its earlier estimates...

Thursday 23 July 2026

Commentary: Intel must show real AI orders to prove its turnaround

Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...

Thursday 23 July 2026

Wistron executives say AI demand is still far from a bubble

Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise...

Thursday 23 July 2026

Tesla 2Q26: Record deliveries mask 1.4% operating margin as robotaxi and Optimus bets mount

Tesla posted its strongest-ever second quarter for vehicle sales in results released after the US market close on July 22, but a razor-thin operating margin and a sharp swing to negative...

Thursday 23 July 2026

Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters

Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...

Thursday 23 July 2026

Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity

Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...

Thursday 23 July 2026

ASEAN AI data center power demand seen at 6-7GW

ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...

Thursday 23 July 2026

AVer Information targets commercial drone market with AI vision engine

AVer Information is expanding into the commercial drone market, focusing its research and development on the highest-value segment of the value chain: the artificial intelligence (AI)...

Wednesday 22 July 2026

Intel cuts data center jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

Wednesday 22 July 2026

Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026

Foxconn's Jun Seki says L4 adoption will be in 80% of new cars by 2040

Foxconn group's EV strategy chief Jun Seki said on July 21 in Tokyo that Level 4 (L4) and above autonomous driving will likely be installed in 80% of new cars by 2040, and that the...

Wednesday 22 July 2026

Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival

Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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