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Impact News +++ Hims & Hers Health starts selling Novo Nordisk′s Wegovy, Ozempic (SeekingAlpha) +++ HIMS & HERS Aktie -3,13%

DigiTimes Nachrichten

DigiTimes publiziert in Taiwan eine wöchentägliche Zeitung zur Software- und Elektronikbranche. Neben der Printversion bietet der Verlag auch kostenlose Online- Artikel, sowie bezahlbare Researchdienstleistungen auf seiner Webseite unter Digitimes.com an.
 
26.03.26 - 10:42
Universal Microwave Technology ramps up OISL output as LEO delivery deadlines threaten supply chains (Digitimes)
 
SATELLITE 2026, the international satellite industry's premier event, runs from March 23 to 26 in Washington, where Universal Microwave Technology, Inc. will once again engage with global satellite operators, equipment makers, component suppliers, and government agencies. The company's renewed presence comes as low Earth orbit (LEO) satellite deployments accelerate and component supply becomes a strategic bottleneck....
26.03.26 - 10:06
Enterprises must treat agentic AI as engineering discipline, experts say (Digitimes)
 
Enterprises seeking to harness agentic artificial intelligence must move beyond viewing the technology as a simple "time-saving" tool and instead treat it as a disciplined extension of software engineering, experts said at the AI Expo Taiwan 2026....
26.03.26 - 10:06
Slower-than-expected smart cockpit monetization prompts global recalibration (Digitimes)
 
Slower-than-expected monetization of smart cockpits is prompting a global reassessment of in-car payments, with implications for automakers, tech platforms, and financial institutions. Industry players say meaningful demand hinges on advanced autonomous driving freeing driver attention, while short-term focus will shift to maintenance and connectivity services as the market recalibrates....
26.03.26 - 10:06
China captures global machine tool market share from Taiwan as Russia-Ukraine war disrupts exports (Digitimes)
 
Tongtai Machine & Tool's chairman warned that shifts caused by the Russia-Ukraine war and China's industrial growth have global implications for supply chains and industrial sourcing, affecting competitiveness in semiconductors, automotive, aerospace, and defense markets worldwide....
26.03.26 - 10:06
Taiwan′s Rapidtek expands global presence with Satellite 2026 debut (Digitimes)
 
Rapidtek, a Taiwanese satellite communications firm, is stepping up its international push, showcasing its technologies at Satellite 2026 in Washington this month, shortly after appearing at the Space-Comm Expo in Britain....
26.03.26 - 10:06
Coupang opens 4th Taiwan logistics center, eyes central and southern expansion (Digitimes)
 
US-based Coupang announced on March 26, 2026, the official launch of its fourth warehouse and logistics center in Taiwan, further expanding its storage and logistics capacity....
26.03.26 - 09:06
Rising GPU costs force India to reassess AI incentives and hardware policy (Digitimes)
 
India is reviewing its technology incentive framework as surging graphics processing unit (GPU) prices reshape the economics of these policies, with implications for both manufacturing policy and public investment plans, according to officials and industry participants....
26.03.26 - 09:06
AI Expo Taiwan 2026 opens as Industry 4.0 deepens, highlighting global industrial sovereignty implications (Digitimes)
 
AI Expo Taiwan 2026 opened as global automotive manufacturing accelerates into Industry 4.0, highlighting widening industrial sovereignty gaps that will significantly affect global supply chains and competitiveness. Attendees heard that the US and China are outpacing Europe in digital manufacturing, while Taiwan emerges as a key enabler of AI-driven production worldwide....
26.03.26 - 09:06
Taiwan′s Tmytek enters global satcom supply chain with Comtech deal (Digitimes)
 
Tmytek, a Taiwanese developer of millimeter-wave phased array solutions, said on March 25 that it has partnered with Comtech to introduce a next-generation satellite communications terminal capable of operating across multiple orbits, marking a significant step for a Taiwanese company into the core of the global satcom supply chain....
26.03.26 - 09:06
Innos set for late April listing on TPEx, riding advanced packaging boom (Digitimes)
 
Probe card automation equipment maker Innostar Service (Innos) is expected to list on the Taipei Exchange (TPEx) main board in late April 2026. With artificial intelligence (AI) applications driving demand in the semiconductor industry, the probe card market is anticipated to grow rapidly, supporting strong revenue growth and sustained high gross margins for the company in 2026....
26.03.26 - 09:06
Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue (Digitimes)
 
Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales could improve profits by shifting to a higher-value product mix, with implications for supply chains and procurement across data center and server manufacturers worldwide, as well as enterprise customers....
26.03.26 - 09:06
AI shifts to inference as costs rise, memory constraints emerge, researcher says (Digitimes)
 
Artificial intelligence is entering a new phase in which inference, rather than training, is becoming the dominant driver of computing demand, as rising costs and memory constraints begin to reshape AI infrastructure, according to researchers....
26.03.26 - 08:06
Commentary: TSMC chairman exposes three realities behind China′s robot FOMO (Digitimes)
 
When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait. Yet, the market had already quietly signaled a nuanced answer....
26.03.26 - 08:06
Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20% (Digitimes)
 
Ritek's warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical disc prices are expected to rise nearly 20% in the second quarter of 2026, potentially affecting data-archiving, media production, and storage procurement strategies worldwide and could alter cost forecasts globally....
26.03.26 - 08:06
Dell sees stronger AI demand boosting early PC orders despite memory price hikes (Digitimes)
 
Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers, with the GB10 model especially popular. While AI servers are booming, the PC market faces headwinds from memory shortages and rising prices, which inevitably impact sales. Liao expects memory price increases to persist, making current PC prices the lowest point for the year....
26.03.26 - 08:06
Alibaba‑backed Tripo AI draws investor confidence, led by exec from Minimax (Digitimes)
 
Tripo AI, founded in 2023, is rapidly emerging in AI-driven 3D content creation, turning text prompts or 2D images into production-ready 3D models in seconds. Backed by major investors like Alibaba and Baidu Ventures, the startup addresses growing demand from gaming, XR/AR/VR, e-commerce, and digital twins, positioning itself to capture a multi-billion-dollar market by democratizing professional 3D workflows....
26.03.26 - 07:06
Hiwin order surge signals industrial recovery amid geopolitical and cost risks (Digitimes)
 
Hiwin Technologies reported stronger-than-expected order momentum, driven largely by demand for semiconductor equipment, artificial intelligence (AI) infrastructure, automation, robotics, and broader industrial projects. March orders exceeded those in January and February, marking an unusually robust off-season and pointing to a gradual recovery in industrial demand....
26.03.26 - 06:06
South Korea freezes 2Q26 electricity rates, amplifying stress on pricing mechanism and future bills (Digitimes)
 
South Korea will keep electricity rates unchanged for the second quarter of 2026 amid geopolitical tensions in the Middle East, which are pushing global energy prices higher, a decision intended to stabilize household costs in the short term. The move, however, exposes mounting contradictions between the country's electricity pricing mechanism and broader energy policy objectives....
26.03.26 - 06:06
Taiwan firms form sovereign AI industry alliance (Digitimes)
 
Industry leaders hail 2026 as the inaugural year for sovereign AI. On March 23, software firm TPIsoftware held a signing ceremony to launch the AISO sovereign AI industry alliance, announcing collaboration with Phison Electronics. The alliance brings together 12 prominent domestic software and hardware partners, including Gogolook, Kdan, TNP, Tatung System Technologies, Altos Computing, Thinktron, Fuco & Ryzo, Acer Synergy Tech, ECS, and Fongkong, alongside guidance from Taiwan's Industrial Technology Research Institute (ITRI) to initiate strategic cooperation....
26.03.26 - 06:06
MicroIP debuts automotive AI solutions at AI EXPO Taiwan 2026 (Digitimes)
 
MicroIP unveiled automotive AI advances at AI EXPO Taiwan 2026, signaling wider availability of driver monitoring and electronic rearview mirror solutions for global fleets and aftermarket suppliers. The move suggests increased commercialisation of previously guarded vehicle technologies with implications for safety, supply chains, and market expansion in Asia and beyond....
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