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Impact News +++ CH-Eröffnung: SMI tiefer – Holcim, Kühne+Nagel nach Zahlen gesucht (Moneycab) +++ HOLCIM Aktie -3,70%

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.
 
24.04.26 - 09:06
Microsoft and Meta announce workforce reductions amid heavy AI investment (Digitimes)
 
Microsoft and Meta have recently announced job cuts or buyouts impacting possibly 23,000 jobs. The staff reductions come as the tech giants funnel massive resources into building out their AI capacity, a trade-off that has become common across the industry in recent months....
24.04.26 - 09:06
EU targets Android access rules, putting Gemini integration edge at risk (Digitimes)
 
European regulators are preparing to push Google to open up core Android operating system functions, potentially allowing rival AI assistants such as ChatGPT and Claude to access the platform on the same terms as Gemini, according to people familiar with the matter....
24.04.26 - 06:36
Heran′s three-brand strategy targets all appliance segments, with Yamada brand driving 2026 growth (Digitimes)
 
Taiwan-based appliance maker Heran's shift to a multi-brand, multi-product strategy signals that mature appliance markets can still expand by segmenting price tiers; global consumers and competitors may see stronger low-end volume, steady air-conditioner demand, and measured pricing pressure from raw-material and currency volatility, as well as market responses....
24.04.26 - 06:36
Tesla′s hidden US$2 billion AI hardware deal points to deeper chip, compute ambitions (Digitimes)
 
Tesla has quietly taken a significant step deeper into artificial intelligence (AI), disclosing a US$2 billion acquisition of an unnamed AI hardware company in a single sentence buried in its latest regulatory filing....
24.04.26 - 06:36
White House accuses China of ′industrial-scale′ AI theft, signals crackdown (Digitimes)
 
The White House has accused China of conducting "industrial-scale" theft of US artificial intelligence intellectual property, a development that could escalate tensions in the ongoing technology rivalry between the two countries, according to the Financial Times, Reuters, and CNN....
24.04.26 - 06:06
AI PCB supply crunch squeezes margins on rising materials and energy costs (Digitimes)
 
A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from T-glass fiberglass cloth for IC substrates to longer lead times for copper-clad laminates (CCL), with prices for multiple upstream inputs rising in tandem....
24.04.26 - 06:06
Texas Instruments eyes further price hikes amid strong data center, industrial chip demand (Digitimes)
 
Texas Instruments (TI) reported robust results for the first quarter of 2026 on April 23, driven by surging AI data center demand and a notable rebound in industrial control applications. TI stressed that while industrial demand has yet to reach its previous peak, the current recovery trend is positive, signaling continued growth prospects ahead....
24.04.26 - 06:06
FSET eyes local battery recycling and storage by 2027 (Digitimes)
 
Amid rising electricity demand driven by geopolitical tensions and AI growth, Formosa Smart Energy Tech (FSET) is advancing its battery recycling and energy storage strategy to build a localized circular supply chain. The company plans to establish Taiwan's first waste battery recycling line in Changhua County, targeting completion by the fourth quarter of 2027 with an initial capacity of 720 tons....
24.04.26 - 06:06
Commentary: DeepSeek rethinks funding strategy under talent drain and AI race (Digitimes)
 
The trajectory of DeepSeek has drawn scrutiny, but its latest move marks a clear inflection point. According to a report by The Information, the company is seeking external funding for the first time, triggering strong interest from China's major tech groups. Four sources familiar with the matter said Tencent and Alibaba are in discussions to invest....
24.04.26 - 06:06
SK Hynix deepens TSMC ties with HBM4, advances memory-logic integration (Digitimes)
 
SK Hynix showcased its latest high-bandwidth memory (HBM) technologies at TSMC's North America Technology Symposium 2026, highlighting closer collaboration with the foundry and outlining a strategy focused on integrating memory and logic....
24.04.26 - 05:06
SMIC returns to advanced packaging, scales team to boost AI chip strategy (Digitimes)
 
China's leading foundry, SMIC, is quietly recalibrating its strategy, moving beyond its long-standing focus on front-end wafer manufacturing to accelerate investments in advanced packaging....
24.04.26 - 05:06
Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share (Digitimes)
 
Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth in the application-specific integrated circuit (ASIC) server supply chain, with Taiwanese manufacturers expanding their role, according to supply chain sources....
24.04.26 - 05:06
German automakers lose share as EV incentives lift Chinese rivals (Digitimes)
 
Germany's EV subsidy program is set to open for applications in May, with retroactive eligibility for vehicles purchased as early as January. But while the policy is intended to bolster the country's domestic EV industry, early results suggest that much of the benefit is flowing to foreign automakers — particularly Chinese brands — adding competitive pressure on German manufacturers at home....
24.04.26 - 05:06
MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal (Digitimes)
 
The government has included AI computing infrastructure within the scope of major digital public construction projects, using tax incentives to boost private-sector investment. Minister of Digital Affairs (MODA) Yen-nun Huang stated that applications will close at 5 pm on May 14, and Foxconn has already expressed interest and maintained close communication with the ministry....
24.04.26 - 05:06
E Ink and Netronix eye e-reader growth despite DRAM headwinds (Digitimes)
 
As color electronic paper technology matures, the e-reader market is entering a new growth phase—one that could reshape global reading habits and retail channels. Consumers worldwide may see broader access to color devices, evolving purchase patterns in convenience retail, and sustained demand for monochrome readers that support diverse market segmentation....
24.04.26 - 05:06
Texas Instruments says edge AI opportunities extend beyond robots (Digitimes)
 
In an April 23 interview, Amichai Ron of Texas Instruments (TI) warned that edge AI will reshape devices worldwide, extending far beyond robotics and driving greater semiconductor demand as AI integrates into long-lived products, implying that global markets must prepare for increased connectivity, sensorization, and chip requirements, along with regulatory and logistical adjustments....
24.04.26 - 05:06
MCU supplier Artery weighs price hikes on AI capacity squeeze, new applications drive growth (Digitimes)
 
Microcontroller supplier Artery Technology (Arterytek or Arterychip) delivered a strong start to 2026, posting first-quarter consolidated revenue of NT$653 million (approx. US$20.1 million), a record high for a single quarter. Full-year revenue is projected to grow by up to 60%, driven by a combination of new product launches and expanded demand from existing customers....
24.04.26 - 05:06
Huawei invests CNY18 billion in smart driving while European legacy brands struggle for relevance (Digitimes)
 
Huawei has committed a CNY18 billion (US$2.63 billion) investment plan dedicated to research and development in smart driving technologies, in an aggressive push to dominate the foundational layer of the electric vehicle (EV) industry. According to Reuters, Huawei is allocating CNY10 billion specifically for computing power to train AI models, with plans to scale that infrastructure spending to between CNY70 billion and CNY80 billion over the next five years....
24.04.26 - 05:06
Zhen Ding to invest CNY40 billion in Huai′an to expand high-end PCB capacity (Digitimes)
 
Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand high-end printed circuit board (PCB) capacity targeting artificial intelligence (AI) applications....
24.04.26 - 04:06
Intel keeps capex steady as it shifts spending toward capacity expansion (Digitimes)
 
Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts chip output. Executives signaled that existing factory space is sufficient for now, allowing the company to prioritize tools and productivity gains to meet rising AI-driven demand. This measured approach reflects confidence in near-term demand—particularly for server CPUs—while maintaining financial discipline amid macroeconomic uncertainty and rising input costs....
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