News tagged market at DIGITIMES

NEWS TAGGED MARKET

Thursday 9 April 2026

LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market

Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand...

Thursday 9 April 2026

Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market

Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...

Wednesday 8 April 2026

DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality

In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple's upcoming evolution of Siri. The new version is expected to integrate Google's Gemini and allow users to select their...

Wednesday 8 April 2026

China intervenes in memory supply; Apple outpaces local smartphone vendors

Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...

Wednesday 8 April 2026

Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition

Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...

Wednesday 8 April 2026

Memory rally lifts Adata to record quarter, AI demand fuels outlook

Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

Wednesday 8 April 2026

SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals

After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...

Wednesday 8 April 2026

Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth

Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...

Wednesday 8 April 2026

Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass...

Wednesday 8 April 2026

Apple leverages supply chain advantage to boost market share despite AI lag

As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...

Wednesday 8 April 2026

Kioxia considers first dividend as long-term contracts shape global memory strategy

Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...

Wednesday 8 April 2026

Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform

China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.

Wednesday 8 April 2026

Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdles

Apple's first foldable iPhone is reportedly facing a more complex-than-expected engineering testing phase, raising concerns about potential...

Wednesday 8 April 2026

SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era

SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...

Wednesday 8 April 2026

Broadcom, Google, and Anthropic alliance faces MediaTek competition

Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook