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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.
 
04.05.26 - 00:24
Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains (Digitimes)
 
The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and integrated supply chain collaborations, DIGITIMES Research observed. The event showcased both domestic and foreign manufacturers alongside key automotive intelligence suppliers....
04.05.26 - 00:24
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets (Digitimes)
 
India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors, and electronics manufacturing. From startup bets on AI inference to multi-billion-dollar data center plans and OSAT capacity buildouts, global and domestic players are deepening commitments. The momentum underscores India's rising role in supply chains and compute-driven industries....
04.05.26 - 00:24
AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron (Digitimes)
 
Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare to enter the field, setting up a new competitive front in advanced packaging....
04.05.26 - 00:24
MIT Technology Review outlines 10 key AI trends shaping the future (Digitimes)
 
In the fast-moving and often noisy world of AI, what truly merits attention? MIT Technology Review has long tracked the field's evolution to map its next directions. Their latest annual insight highlights 10 key themes that capture major AI trends, breakthroughs, and shifts in power dynamics driving innovation today and shaping tomorrow's possibilities....
04.05.26 - 00:24
ESMC confirmed to be on schedule — and sets its sights on AI (Digitimes)
 
The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027. On April 29, the German Trade Office Taipei confirmed that construction is progressing as scheduled and expressed confidence in the timely delivery of the first batch of chips....
04.05.26 - 00:24
Holtek raises low-margin MCU prices, expands AI server cooling and optical comms (Digitimes)
 
Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment has since driven order inflows for touch MCUs and other products. Holtek expects strong growth momentum in the security and health segments in the first half of 2026, with some orders already visible up to six months ahead. The company is also advancing the development of brushless DC motor (BLDC) products and external laser optical communication modules targeting AI servers....
04.05.26 - 00:24
BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels (Digitimes)
 
BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical mechanical planarization (CMP) brush wheels have entered the Taiwan supply chain of a major memory manufacturer....
04.05.26 - 00:24
AI data center demand boosts IDM growth in industrial market (Digitimes)
 
Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors report stronger performance in their industrial segments. Improved demand visibility and projected growth through 2026 could influence component sourcing, pricing, and investment strategies for technology stakeholders....
04.05.26 - 00:24
Taiwan-Europe cooperation aims to accelerate counter-drone integration among democratic allies (Digitimes)
 
Amid shifting geopolitics, collaboration between Europe's electronic warfare expertise and Taiwan's leading supply chain capabilities could materially change how democratic allies counter unmanned threats. Accelerated cooperation on counter-drone system integration promises shorter supply chains, faster deployment, and improved resilience, with implications for defense procurement, interoperability, and deterrence strategies worldwide....
04.05.26 - 00:24
China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles (Digitimes)
 
China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the first quarter of 2026 — even as heavy R&D spending continues to weigh on profitability....
04.05.26 - 00:24
Coretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound (Digitimes)
 
Taiwan backlight module maker Coretronic swung to a first-quarter loss and warned of continued pressure in the second quarter, with currency swings, geopolitical risks, raw material costs, and soft demand clouding visibility. A recovery is expected only in the second half, when peak season demand returns....
04.05.26 - 00:24
Zhen Ding expands NTHU partnership with new five-year research program (Digitimes)
 
PCB maker Zhen Ding Technology has launched the second phase of its joint research center with National Tsing Hua University, aiming to deepen collaboration on advanced PCB and IC substrate technologies, smart manufacturing, and talent development....
03.05.26 - 12:00
Foxconn launches second-gen LEO satellites, tests inter-satellite links (Digitimes)
 
Foxconn's two second-generation low-earth orbit satellites — PEARL-1A and PEARL-1B — launched on a SpaceX Falcon 9 from Vandenberg Space Force Base on May 3, riding as part of a CAS500-2 rideshare mission. The satellites are designed for a five-year orbital mission....
03.05.26 - 04:42
Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification (Digitimes)
 
As artificial intelligence (AI) continues to drive power demands, investment in power-related sectors has become a key focus for component suppliers. Connector and cable supplier JPC Connectivity announced a major breakthrough in its power cable business during its earnings call on April 28, confirming that its ORV3 series of products have completed validation by major cloud service providers (CSP) and Taiwanese ODMs, and have entered the mass production and shipment phases....
03.05.26 - 04:42
Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO (Digitimes)
 
On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mallet....
03.05.26 - 04:42
Taiwanese makers chip in as LEO satellite launches reshape global supply chains (Digitimes)
 
The rapid rise in low Earth orbit satellite launches is reshaping global supply chains, opening opportunities — and risks — for Taiwanese component makers in connectors, battery modules, and cables. Their early foothold could influence downstream costs, certification hurdles, and manufacturing footprints worldwide, affecting satellite program timelines, sourcing strategies, and investment decisions....
03.05.26 - 04:42
Samsung restructures home appliance business after 90% profit erosion (Digitimes)
 
Samsung Electronics is reportedly initiating a large-scale restructuring of its home appliance division aimed at reversing declining profitability by increasing outsourced production and streamlining operations. According to South Korean media outlets including Maeil Business Newspaper and Hangyung, Samsung held a high-level meeting in early April 2026 to establish plans for bolstering competitiveness in the home appliance sector....
03.05.26 - 04:42
Silicon Motion posts record 1Q26 revenue driven by AI, new products to boost growth (Digitimes)
 
Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The company posted a gross margin of 47.2%, net income after tax of US$53.9 million, and diluted earnings per American depository share (ADS) of US$1.58. CEO Wallace Kou said that ongoing ramp-ups of new projects and market share gains will drive quarterly revenue growth throughout 2026....
03.05.26 - 04:42
CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain (Digitimes)
 
At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained its already elevated capex levels, the other three — Alphabet, Microsoft, and Meta — each raised their spending outlooks....
03.05.26 - 04:42
Lite-On′s AI power ramp lifts 2Q26, but cautious PC outlook tempers 2H26 visibility (Digitimes)
 
Lite-on Technology is forecasting essential second-quarter revenue growth as next-generation AI power management products enter mass production, president Anson Chiu said, while warning that PC demand momentum may moderate in the second half of the year....
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