|
|
|
|
|
|
|
|
|
|
|
22.01.26 - 01:36
|
Nanya expects memory shortage through 1H27 amid surging demand (Digitimes)
|
|
|
Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust DRAM market into 2026. Customers are overbooking and seeking long-term agreements (LTAs), eyeing to secure sufficient supply....
|
|
|
|
|
|
|
|
|
22.01.26 - 01:36
|
Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion (Digitimes)
|
|
|
PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite ongoing inventory adjustments among automotive customers. Strong demand from server and memory module applications is driving a steady increase in utilization rates, allowing first-quarter operations to defy traditional seasonality and remain in line with the previous quarter's revenue level....
|
|
|
22.01.26 - 01:36
|
Raana Semiconductors raises US$3 million seed round to develop indigenous silicon ingot growth systems (Digitimes)
|
|
|
Raana Semiconductors Pvt. Ltd. (RSPL), an India-based company specializing in crystal growth systems and single-crystal materials, has raised US$3 million in a seed funding round, marking its first institutional capital raise. The pure equity round was led by Equirus Innovatex Fund and Artha Venture Fund, with participation from IvyCap Ventures, PointOne Capital, CIIE Initiatives (IIMA Ventures), and angel investor Garimella Laxminarayana. Valuation details were not disclosed, according to Inc42, Saure Energy, and BW Disrupt....
|
|
|
|
|
22.01.26 - 01:36
|
Taiwan PCB direct shipments to the US remain limited (Digitimes)
|
|
|
The US has lowered the tariff rate on Taiwan to 15%, and it will not be stacked with the most-favored-nation (MFN) tariff rate. This places Taiwan on the same baseline as Japan, South Korea, and EU countries. It is also better than the previously agreed rates of 19% and 20% for Thailand and Vietnam, respectively. Regarding semiconductor tariffs derived from Section 232, as long as the products are supplied for use by cloud service providers (CSPs), government agencies, and other such purposes, they meet the exemption conditions set by the US. This means that Taiwan's AI products exported to the US are essentially unaffected and benefit from zero-tariff preferential treatment....
|
|
|
22.01.26 - 01:36
|
Advanced lenses become critical as drones move beyond photography (Digitimes)
|
|
|
As the global drone market enters a new growth curve in 2026, an "airspace revolution" driven by military reconnaissance, industrial inspection, and logistics delivery is emerging as the next strategic frontier for the optical-lens industry after smartphones. For optics manufacturers, drones are no longer simply cameras that happen to fly; they are complex optoelectronic systems that integrate high-precision imaging, environmental sensing, and edge computing....
|
|
|
22.01.26 - 01:36
|
Why Apple turns to Google′s Gemini, sidelining OpenAI (Digitimes)
|
|
|
Apple and Google have entered into a multi-year strategic agreement under which Apple's next-generation foundation models will be built using Google's Gemini models and cloud infrastructure. The partnership will provide core technical support for a more personalized version of Siri that Apple plans to roll out in 2026....
|
|
|
|
|
22.01.26 - 01:36
|
India-based Paras Defence enters semiconductor packaging with new subsidiary (Digitimes)
|
|
|
Paras Defence and Space Technologies Ltd. announced the launch of a new subsidiary, Paras Semiconductor Pvt. Ltd., marking the company's expansion into the semiconductor packaging and assembly sector. The move aims to address gaps in India's domestic capability for advanced semiconductor packaging, particularly for defence and strategic electronics applications....
|
|
|
22.01.26 - 01:36
|
BTL capitalizes on AI server testing capacity shortage (Digitimes)
|
|
|
To strengthen computing power reserves, the capexs of the four major cloud service providers (CSPs) are expected to remain strong in 2026 and support industry development. These investments are cascading downstream, creating large-scale AI server deployment projects that not only boost the performance of upstream and downstream electronic components and system assembly factories, but also drive pre-shipment electromagnetic compatibility (EMC) verification demand as product power design moves toward a megawatt-level high-power trend. This has accelerated the influx of professional electronic testing firms....
|
|
|
22.01.26 - 01:36
|
Taiwan machine tool industry poised for growth as US-Taiwan tariff agreement takes effect (Digitimes)
|
|
|
The Taiwan Machine Tool & Accessory Builders' Association (TMBA) held its annual outlook press conference on January 20, 2026, highlighting the impact of the recent US-Taiwan tariff agreement on the sector. The agreement, which prevents tariff stacking at a 15% rate, is expected to enhance the competitiveness of Taiwan's machine tool industry, aligning it with major players such as Japan and South Korea....
|
|
|
|
|
|