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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.
 
09.02.26 - 11:06
Can ZAM replace HBM? Intel, SoftBank push ′alternative′ memory architecture (Digitimes)
 
As the global AI computing race intensifies, the primary constraint is shifting from GPU architecture to memory physics. HBM capacity remains concentrated among Samsung, SK Hynix, and Micron....
09.02.26 - 11:06
ACpay, inFlux partner to bridge Taiwan fitness liquidity gap; eye education sector next (Digitimes)
 
Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness and supplementary education, both posting annual compound growth rates above 20%. The company is now positioning subscription payments and receivables financing as its next major revenue engine....
09.02.26 - 09:06
Advanced chip testing demand climbs; KYEC consolidates global lead, steps up local recruitment (Digitimes)
 
King Yuan Electronics Co. (KYEC) held its year-end banquet, where chairman C.K. Lee said that collaboration with employees, customers, and suppliers has positioned the company as a major chip testing provider in the global semiconductor supply chain. Advanced chip testing has become the core driver of business growth. The company has expanded beyond being a major employer in Miaoli, with total headcount exceeding 8,600....
09.02.26 - 09:06
Samsung boosts HBM4 DRAM investment to secure market leadership (Digitimes)
 
Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the race to supply critical components for next-generation AI hardware. Industry sources cited by the Yonhap News Agency say shipments could start as early as next week, following the Lunar New Year holiday, with Nvidia among the first customers....
09.02.26 - 09:06
Weekly news roundup: chips, software, geopolitics reshape tech (Digitimes)
 
Below are the most-read DIGITIMES Asia stories from the week of February 2-9, 2026....
09.02.26 - 09:06
Takaichi′s election victory clears path for Japan′s chip sovereignty, military buildup (Digitimes)
 
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing renewed attention to the future direction of Japan's semiconductor and defense technology agenda....
09.02.26 - 09:06
Wistron navigates supply chain challenges while targeting broad growth (Digitimes)
 
Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's president, said the company anticipates strong performance across the board. In response to concerns that Nvidia's procurement strategies might compress supply chain margins, Lin declined to comment on specific clients but emphasized that Wistron's business remains stable and its profitability intact....
09.02.26 - 09:06
OpenClaw and Cowork spark desktop AI agent race in China (Digitimes)
 
The AI agent sector intensified in early 2026 as the simultaneous arrival of Anthropic's Claude Cowork and Peter Steinberger's OpenClaw catalyzed significant interest across the global technology community. While both represent a shift toward independent desktop agents, they operate on different ends of the permission spectrum. OpenClaw grants deep system-level access to files, applications, and chat histories, whereas Claude Cowork functions within secure, user-authorized boundaries to manage file organization, data processing, and document generation....
09.02.26 - 08:06
North American clients drive 2026 growth as CHPT targets quarterly gains (Digitimes)
 
Taiwan-based test interface maker Chunghwa Precision Test Tech (CHPT) expects steady revenue growth through 2026, driven by rising AI ASIC orders and expanded capacity, as stronger visibility in AI demand helps offset pressures from memory shortages and higher component prices affecting smartphones and consumer electronics....
09.02.26 - 07:06
MediaTek to be early adopter of TSMC 2nm, A14 processes, focuses on boosting AI computing power (Digitimes)
 
MediaTek president and chief operating officer Joe Chen stated that artificial intelligence (AI) computing is shifting from training to inference applications, with rapid growth expected across cloud data centers and various edge devices. He noted that following the rise of generative AI and agentic AI, physical AI is also anticipated to see more mature applications and development within the next two to three years....
09.02.26 - 06:48
LG CNS partners with FuriosaAI, bringing South Korea′s NPU to enterprise AI services (Digitimes)
 
To promote the formal deployment of South Korea's domestic NPU and reduce reliance on Nvidia, LG Consulting & Solutions (CNS), the IT services arm of South Korea's LG Group, has joined forces with local IC design company FuriosaAI. The two will jointly integrate FuriosaAI's second-generation RNGD NPU into LG CNS's enterprise agentic AI platform, targeting the public-sector digital transformation market....
09.02.26 - 06:48
GSEO and Kinko post record January revenues in optical industry (Digitimes)
 
Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year, marking a new high for the period....
09.02.26 - 06:48
PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors (Digitimes)
 
IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin, however, declined slightly due to a higher proportion of CMOS image sensor (CIS) shipments....
09.02.26 - 06:48
Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies (Digitimes)
 
The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to suffer the most significant impact. Retailers report that the persistent shortage and price surge of generic DDR memory remain unresolved. Smartphone manufacturers have responded with various strategic measures, including adjusting pricing and downgrading specifications for mid- and low-end models....
09.02.26 - 06:48
Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle (Digitimes)
 
Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion in the same period in January 2024....
09.02.26 - 06:48
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales (Digitimes)
 
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven demand across key business segments....
09.02.26 - 05:06
India-US trade deal offers tariff cuts, capital goods access to reshape supply chains (Digitimes)
 
New Delhi and Washington have established an interim trade deal framework targeting electronics, intellectual property, and supply chains. The Economic Times reports that this move aims to enhance competitiveness and improve supply chain resilience. This agreement follows discussions between Prime Minister Narendra Modi and US President Donald Trump, focusing on reducing trade barriers between the two nations....
09.02.26 - 05:06
India, Malaysia forge strategic pact on chips, energy and digital payments (Digitimes)
 
India and Malaysia used Prime Minister Narendra Modi's official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation across semiconductors, clean energy, digital finance, and security that carries implications for supply chains, the Indo-Pacific balance, and South–South economic integration....
09.02.26 - 05:06
Qualcomm′s 2nm tape-out marks India′s arrival in cutting-edge chip design (Digitimes)
 
According to ANI and IANS, Qualcomm Technologies has completed the tape-out of its 2-nanometre semiconductor design with significant contributions from its engineering centres in India, underscoring the country's rising importance in the global race toward next-generation chip technologies and aligning with New Delhi's push to strengthen domestic semiconductor design capabilities....
09.02.26 - 05:06
Taiwan′s Mighty Hornet IV drone completes US integration test, aims for full local production (Digitimes)
 
Taiwan's National Chung-Shan Institute of Science & Technology (NCSIST) and US-based Kratos Defense & Security Solutions have announced the successful completion of system integration testing for the Mighty Hornet IV high-speed attack drone in the United States. Following further flight tests and validations, the project plans to incorporate Taiwanese suppliers into the development chain with a goal of achieving 100% Taiwan-made production....
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