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05.04.26 - 13:06
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DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes (Digitimes)
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After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of 2026. While DRAM and NAND Flash contract prices remain strong on the back of supply constraints and server demand, spot markets — especially in China — are experiencing sharp drops amid weak consumer demand and inventory sell-offs....
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05.04.26 - 13:06
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Taiwan′s plan to bring AI into traditional manufacturing heartland (Digitimes)
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Taiwan has long been synonymous with semiconductors and high-tech electronics, but the bulk of its industrial base tells a different story. The country's traditional manufacturing sector — spanning metalworking, textiles, chemicals, and plastics — comprises more than 90% of all manufacturing activity, with 85,300 companies employing 2.08 million people, according to Ministry of Economic Affairs (MOEA) Deputy Minister Chin-tsang Ho....
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05.04.26 - 13:06
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Apple pricing seen as key to 2026 smartphone slump (Digitimes)
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The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International Data Corporation (IDC) and industry sources....
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04.04.26 - 02:06
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Taiwan space body makes global push with EU and US expo debut (Digitimes)
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Taiwan has spent the past decade quietly assembling one of Asia's most capable space industries, with more than 250 companies now active across satellites, rockets, and related systems. The sector's leading trade body is now ready to take that story to the world. The Taiwan Space Industry Development Association (TSIDA) announced it will send a delegation abroad for the first time in 2026, targeting two of the industry's most prominent international gatherings — the US Small Satellite Conference and Europe's Space Tech Expo....
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04.04.26 - 02:06
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Semco raises ABF substrate prices as AI server demand surges (Digitimes)
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The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks in the global supply chain for advanced packaging substrates, South Korea's Samsung Electro-Mechanics (Semco) has proactively restructured its product lineup and increased prices. This move reflects not only rising raw material costs but also a structural shift where demand far exceeds supply....
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04.04.26 - 02:06
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Samsung strike threat clouds PMIC, mature-node outlook (Digitimes)
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Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs) and display driver ICs (DDICs) are seen as the most exposed segments, given constrained capacity and firm demand....
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04.04.26 - 02:06
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New contender to Starlink: Amazon in talks to acquire Globalstar (Digitimes)
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Amazon is in advanced discussions to acquire the satellite communications provider Globalstar, a move that could significantly strengthen its ambitions in low-Earth orbit broadband and sharpen its challenge to SpaceX and its dominant Starlink network, according to people familiar with the negotiations....
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04.04.26 - 02:06
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How second-tier powers are bypassing big tech via Taiwan (Digitimes)
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The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement is emerging among second-tier industrial powers. During a recent lecture, DIGITIMES chairman Colley Hwang spoke about how nations such as Germany, Japan, France, and Canada are increasingly focused on building sovereign AI....
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04.04.26 - 02:06
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Taiwan-Silicon Valley start-up Anvil Robotics aims to scale intelligent machines (Digitimes)
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Operating across Taiwan and Silicon Valley, the artificial intelligence start-up Anvil Robotics said on April 2 that it had raised US$6.5 million in seed funding, led by Matter Venture Partners, a Silicon Valley investor focused on semiconductors, robotics, and advanced manufacturing. The company said the funds would be used to accelerate development of its "physical AI" infrastructure platform and expand into global markets....
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03.04.26 - 11:06
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PSMC, CEA-Leti strike multi-year deal to ease AI data, power bottlenecks (Digitimes)
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Taiwanese foundry Powerchip Semiconductor Manufacturing Corp. (PSMC) and France's CEA-Leti have signed a multi-year agreement on April 3 aimed at easing one of artificial intelligence's most pressing constraints: rising power consumption and data-transfer bottlenecks inside data centers, executives said in an interview with DIGITIMES Asia....
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