DigiTimes Nachrichten

 

BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition to Milan Nedeljkovic, who will assume the role of group chief executive in May 2026....

Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However, their profitability trajectories diverged, reflecting different stages of commercialization and investment intensity....

Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate capacity expansion....

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However, semiconductor and IC distribution players identify three major industry groups that remain resilient amid the supply crunch, experiencing relatively limited disruption....

With the ongoing AI surge driving capacity expansions in Taiwan's foundry, memory, advanced packaging, and server industries, Taiwan Power Company (Taipower) expects new power demand to exceed 5GW by 2030, averaging an annual increase of roughly 1GW. Overall, Taipower is projecting a significant surge in system-wide electricity consumption from 2026 to 2035, with average annual growth more than double the pace during the past decade....

AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and emerging AI-native hardware. The companies say the work adapts AGI's hybrid agent architecture to Snapdragon processors, with a roadmap toward executing the full stack locally on devices....

Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP) markets has kept orders for high-end test interfaces robust, supporting continued year-over-year revenue growth in February 2026....

Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners of the parent reaching NT$6.84 billion and earnings per share (EPS) of NT$5.15....

Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face pressure from currency and component costs....

Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit percentages, even as memory prices rise and the tight supply of key components persists in the short term....

Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition reached a dramatic turning point in 2025, as BYD surpassed Tesla for the first time in the UK, while also claiming the title of the world's top annual EV seller....

Taiwanese cleanroom integration engineering leader Acter reported consolidated revenue of NT$10.98 billion (US$348.84 million) for the fourth quarter of 2025, up 16% year-on-year, with net profit after tax soaring 34.55% to NT$1.001 billion. Earnings per share (EPS) reached NT$8.07, a 35% increase from 2024....

MediaTek announced a collaboration with SpaceX's Starlink to demonstrate satellite communication technology for supporting mobile devices in receiving emergency alert services, potentially reaching users outside terrestrial network coverage....

AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet growing data center demand, CEO Lisa Su said at the Morgan Stanley TMT conference....

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site as a core production base for next-generation AI memory. The company's fifth fabrication plant, P5, is scheduled to begin operations in 2028 and will support the long-term supply of high-bandwidth memory (HBM) and advanced DRAM used in AI servers and data-center infrastructure, according to Yonhap and Munhwa....

While AI is reshaping many industries, the gaming sector remains staunchly human-driven. According to Johnny Jan, CEO of Acer Gaming's subsidiary Winking Studios, 99% of major game IP companies prohibit their art outsourcing partners from using AI-generated content to avoid consumer backlash....

Taiwan's scooter market declined in February 2026 due to the Lunar New Year holiday, with fewer working days for vehicle registration. Total monthly sales dropped to 44,817 units in February, down 22.55% from the previous month's 57,867 units and 24.37% lower than the 59,258 units recorded in February 2025....

Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other applications shift from the cloud toward on-site deployment. Industrial PC (IPC) makers are aiming to capitalize on this trend by stepping up their efforts in overseas marketing, as well as increasing participation in industry-focused international exhibitions to boost product visibility....

LED equipment manufacturer FitTech announced it has filed compulsory enforcement applications with local Chinese courts to recover more than US$43.29 million and CNY30.37 million (approx. US$4.42 million) from two subsidiaries of Sanan Optoelectronics, saying the move follows unpaid arbitration awards....

Semiconductor industry insiders say humanoid robots are still stuck in their 1.0 enlightenment phase. Most mobile robots—whether wheeled or bipedal—remain at prototype versions 1.0 or 1.1, with a clear gap before reaching a mature 2.0 stage....