|
|
|
|
|
|
|
|
|
|
|
26.03.26 - 01:48
|
Automakers face costly software gamble as industry shifts to software-defined vehicles (Digitimes)
|
|
|
The shift to software-defined vehicles (SDVs) will affect consumers, suppliers, and investors worldwide: automakers face huge upfront R&D and cloud costs, uncertain software revenue, and long-term post-sale maintenance burdens over 10-15-year lifecycles, challenging profitability and prompting strategic realignments across global vehicle markets, and raising regulatory questions for long-term investors....
|
|
|
|
|
26.03.26 - 01:48
|
SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die (Digitimes)
|
|
|
SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics' performance advantage. However, industry analysts warn that production timing and cost challenges pose significant risks to SK Hynix's 3nm ambitions....
|
|
|
|
|
|
|
26.03.26 - 01:48
|
Broadcom to mass-produce 400G single-lane PAM4 DSP by 2027, vows to maintain lead (Digitimes)
|
|
|
Broadcom recently announced that it completed development of a 400G single-lane PAM4 digital signal processor (DSP) at the Optical Fiber Communication Conference (OFC) 2026, signaling accelerated progress toward higher-speed optical links, with implications for global data center scalability, AI deployments, and supply-chain dynamics as the industry awaits volume production and wider market adoption over the coming years....
|
|
|
26.03.26 - 01:48
|
Phison partners with EU vendors to deploy Pascari PCIe Gen5 SSDs (Digitimes)
|
|
|
Phison Electronics is partnering with AIC, InWin, and other platform, server, and PC solution providers to deploy Pascari PCIe Gen5 SSDs across the EU, targeting storage bottlenecks for AI and data-center workloads. The move carries wider implications for global supply, energy efficiency, data sovereignty, and operational resilience....
|
|
|
25.03.26 - 11:06
|
Yesiang pioneers regenerative filters and CaaS subscription, eyes double-digit growth in 2026 (Digitimes)
|
|
|
Yesiang, a global leader in advanced process micro-contamination control filters, is set to enter a double-digit revenue growth trajectory by 2026 through its innovative regenerative chemical filters and Clean Air as a Service (CaaS) subscription model. Chairman and CEO James Chuang highlighted that with major wafer foundries aggressively expanding sub-2nm advanced processes, Yesiang's new regenerative filter product, slated for mass production in April, will strengthen the company's industry moat and drive significant revenue gains....
|
|
|
25.03.26 - 11:06
|
Micron′s Singapore expansion could trigger global transformer shortage and delay AI data centers (Digitimes)
|
|
|
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor infrastructure timelines and costs for data-center buildouts, energy storage projects, and heavy electrical equipment suppliers, potentially reshaping procurement and construction schedules worldwide and logistics planning....
|
|
|
25.03.26 - 11:06
|
Taipei as ′heart of global AI′: Mayor Chiang showcases city′s growing industrial magnetism at AI Expo (Digitimes)
|
|
|
Driven by a wave of massive technological investments and strategic corporate partnerships, Taipei City is rapidly transforming into a premier global hub for Artificial Intelligence. Speaking at the highly anticipated AI Expo Taiwan 2026, Taipei Mayor Wan-an Chiang outlined a comprehensive vision for the city's economic and structural future, highlighted by landmark commitments from industry titans such as Nvidia, Google, and key domestic supply chain players like Wistron....
|
|
|
25.03.26 - 11:06
|
Taiwan defense groups urge support for drone industry in face of budget delays (Digitimes)
|
|
|
As countries worldwide actively develop their drone industries and build autonomous supply chains, Taiwan's progress remains stalled. In a statement issued on March 22, Taiwan's Executive Yuan stated that drones are critical to the strategic deployment of democratic supply chains and to the military capabilities of the armed forces, urging the Legislative Yuan to expedite the review and approval of relevant budgets....
|
|
|
|
|
25.03.26 - 10:06
|
ASML employees stage walkout against 1,700 job cuts (Digitimes)
|
|
|
Over 1,000 employees at ASML's headquarters in Veldhoven, the Netherlands, staged a lunchtime walkout on March 24, 2026, to protest the company's plan to cut 1,700 jobs as part of an organizational restructuring. The layoffs represent about 3.8% of ASML's total workforce....
|
|
|
|
|
25.03.26 - 09:06
|
Ramon.Space and Foxconn unit team to develop orbital data centers (Digitimes)
|
|
|
Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial AI data centers. The partnership aims to accelerate the shift of computing, storage, and communications capability into orbit....
|
|
|
25.03.26 - 09:06
|
Samsung′s 2nm yield surpasses 60%, tripling in 6-month span (Digitimes)
|
|
|
Samsung Electronics has reportedly raised the yield of its 2nm wafer foundry process above 60%, a significant jump from around 20% in the second half of 2025. Industry analysts say this improvement not only cuts manufacturing costs but also boosts Samsung's chances of securing new orders....
|
|