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Thursday 4 December 2025
Tera Auto Tech eyes military and AI growth, optimistic for 2026
Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually,...
Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Thursday 4 December 2025
Lenovo cuts entire Shanghai ISG team in sweeping restructure
Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny...
Thursday 4 December 2025
Eris Tech targets data center opportunities; Nexperia chip crisis effects to surface in 2026
To meet the rising power management demands of AI data centers, power semiconductor company Eris Technology has begun deploying AI power components, and its subsidiary Yea Shin Technology...
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel...
Wednesday 3 December 2025
OpenAI declares 'code red': tests ad formats as Google gains ground
OpenAI has declared a "code red" status, concentrating efforts on improving ChatGPT and delaying other initiatives such as advertising, according to Reuters, citing
Wednesday 3 December 2025
Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers
Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding...
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
Wednesday 3 December 2025
North American EMS providers see growth from AI data-center boom
North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI...
Wednesday 3 December 2025
3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
In December 2025, DIGITIMES tracked global EMS/ODM companies and compiled the rankings of the top 20 companies for the third quarter of 2025. Generative AI has driven a paradigm shift...
Tuesday 2 December 2025
Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain
Foxconn Industrial Internet (FII), a Foxconn subsidiary, is continuing to expand its strategic investments in artificial intelligence (AI) compute infrastructure. Foxconn announced...
Tuesday 2 December 2025
AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026
Acer Cyber Security (ACSI), a leading cybersecurity firm under the Acer Group, is setting AI and cloud services as its core operational focus for 2026. General manager I-Nan Wu highlighted...
Tuesday 2 December 2025
AOT and Epileds bet on automotive LED growth in 2025
Even though economic uncertainties have clouded the automotive market in 2025, LED makers Advanced Optoelectronic Technology (AOT) and Epileds Technologies are aggressively pursuing...
Tuesday 2 December 2025
Taiwan PCB makers ride LEO satellite boom
The race to claim a stake in the space economy is accelerating. As nations around the world ramp up plans for low-Earth-orbit (LEO) satellite constellations, roughly 70,000 satellites...
Tuesday 2 December 2025
AI drives Samsung's 2026 operating profit toward KRW100T
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit...