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Impact News +++ Rezolve Ai raises 2025–2026 revenue outlook, forecasts $350M in 2026 sales (SeekingAlpha) +++ REZOLVE AI Aktie +5,48%

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.
 
13.01.26 - 10:06
Taiwan-US tariff talks near closure, Section 232 relief in focus (Digitimes)
 
Taiwan's Office of Trade Negotiations under the Executive Yuan said on January 13 that the core objectives of ongoing tariff talks with the US have been to secure reductions in reciprocal tariffs without stacking, and to obtain preferential treatment under Section 232 for semiconductors, semiconductor-derived products, and other covered items....
13.01.26 - 10:06
WT Microelectronics and WPG post record 2025 revenues driven by AI momentum (Digitimes)
 
Leading IC distributors WT Microelectronics and WPG reported strong revenue growth in 2025, fueled by robust demand from AI and data-center sectors. WT Microelectronics posted a record annual revenue of NT$1.18 trillion (approx. US$37.3 billion), up 22.8% year-over-year, while WPG neared the NT$1 trillion mark with NT$999.12 billion in sales, growing 13.47% year-over-year....
13.01.26 - 10:06
EU plans to adjust rules on Chinese EV imports; shifts from tariffs to minimum import prices (Digitimes)
 
The EU said this week that it is considering setting minimum import prices for Chinese-made electric vehicles (EVs), a move that would replace the steep anti-subsidy tariffs currently in place. The proposal is widely seen as a signal of easing trade tensions between Europe and China, aiming to protect European automakers while allowing Chinese manufacturers to preserve reasonable profit margins. China's Ministry of Commerce has welcomed the idea....
13.01.26 - 10:06
Topco Scientific posts record 2025 revenue on strong advanced process material demand (Digitimes)
 
Continued capacity expansion for advanced semiconductor manufacturing processes is driving strong demand for key materials such as photoresist and quartz. Topco Scientific (TSC), a leading semiconductor materials distributor, reported December 2025 revenue of NT$6.48 billion (approx. US$205.35 million), setting a new single-month record, representing a 12.9% month-over-month and 18.9% year-over-year increase....
13.01.26 - 09:06
Taiwan′s EMS/ODM sector ends 2025 with AI servers driving record months and reshaping the rankings (Digitimes)
 
Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center supply chains continued to post standout growth and fresh revenue records, while PC-focused ODMs were steady, and many traditional consumer-electronics and peripherals manufacturers remained subdued. Automotive, industrial, and IoT-related businesses showed signs of recovery, but results varied widely by project timing and customer qualification cycles....
13.01.26 - 09:06
Taiwan OSAT sector posts broad 2025 revenue gains as AI testing offsets weak consumer recovery (Digitimes)
 
Taiwan's outsourced semiconductor assembly and test (OSAT) industry closed December 2025 with a pattern that investors have increasingly come to expect: revenue growth was widespread on a year-on-year basis, but performance gaps between end markets widened. Demand tied to AI servers and high-performance computing (HPC) continued to concentrate the strongest momentum in advanced testing and select advanced packaging programs, while more mature consumer-facing segments remained choppy....
13.01.26 - 09:06
Memory price surge spares Nintendo′s Switch 2 so far; lower-priced model faces headwinds (Digitimes)
 
Nintendo president Shuntaro Furukawa said the supply of the company's Nintendo Switch 2 game console has been stabilizing globally, though Japan continues to trail other markets, as rising memory costs linked to artificial intelligence demand add pressure to hardware margins....
13.01.26 - 09:06
DeepSeek V4 update: Conditional memory reshapes large-model efficiency (Digitimes)
 
DeepSeek founder Liang Wenfeng has published a new paper with a research team from Peking University, outlining key technical directions for next-generation sparse large language models. The study is widely viewed as an early look at the architecture behind DeepSeek V4....
13.01.26 - 09:06
LG debuts CLOiD home robot at CES 2026 (Digitimes)
 
At CES 2026, LG unveiled several innovative products, but the spotlight was on its global debut of the household robot CLOiD. This home robot is an evolution of LG's 2018 CLOi series, featuring upgraded robotics technology and aligning with CES 2026's "Zero Labor" vision to tackle the last mile of automated household chores—such as placing food in the oven or removing and folding laundry....
13.01.26 - 09:06
CES 2026: Chinese humanoid robots dominate the spotlight (Digitimes)
 
Humanoid robots emerged as a centerpiece of CES 2026 this week as the world's largest technology trade show pivoted from traditional consumer electronics toward the commercialization of embodied artificial intelligence. Leading hardware developers and a surge of Chinese manufacturers used the event to signal that robotic assistants are moving from experimental prototypes toward viable industrial and domestic tools....
13.01.26 - 09:06
CES 2026: The auto industry′s AI boom meets growing doubts (Digitimes)
 
The exhibition halls brimmed with visions of the future: autonomous vehicle cabins designed for emotional interaction, humanoid robots capable of perceiving their surroundings with uncanny depth, and increasingly sophisticated in-car AI systems promising to redefine mobility. The spectacle suggested an industry on the brink of transformation....
13.01.26 - 09:06
CES 2026: AI smart homes shift appliances into proactive household managers (Digitimes)
 
At CES 2026, the smart home has moved beyond simple "connectivity" into an era of "proactive service," evolving from command-driven devices into home assistants that can anticipate needs and make decisions autonomously....
13.01.26 - 09:06
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online (Digitimes)
 
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning that meaningful relief is still years away....
13.01.26 - 09:06
Nvidia and Eli Lilly launch joint AI lab to advance drug discovery and manufacturing (Digitimes)
 
Nvidia and Eli Lilly and Company have announced the formation of a joint AI co-innovation lab to apply artificial intelligence to drug discovery, development, and manufacturing, as pharmaceutical companies increasingly turn to advanced computing to improve research productivity and reduce development timelines....
13.01.26 - 08:06
Nvidia denies requiring Chinese customers to prepay for H200 chips (Digitimes)
 
Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming the company had imposed unusually strict commercial terms on Chinese buyers amid regulatory uncertainty....
13.01.26 - 08:06
Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets (Digitimes)
 
The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics....
13.01.26 - 08:06
Weekly Research Roundup: Qualcomm′s AI strategy, memory giants and updated 2026 smartphone outlook (Digitimes)
 
DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus the latest trends of the memory industry, and an update to DIGITIMES' estimate of global smartphone shipments in 2026 as a result of ongoing price hikes of memory....
13.01.26 - 08:06
Uber names Cesar Molina as Taiwan GM, Magarita Peker transitions to Head of Family Growth (Digitimes)
 
Uber announced on January 13 that Cesar Molina Leguia has been named the General Manager of Uber Taiwan, effective immediately. Former General Manager Margarita Peker will transition to the role of Global Head of Family Growth at Uber....
13.01.26 - 06:06
Greenfiltec semiconductor AMC filter market share rises, revenue exceeds 40% in 2025 (Digitimes)
 
Because of slower customer orders and process optimization at its Southern Taiwan Science Park (STSP) facility, Greenfiltec's consolidated revenue for the fourth quarter of 2025 was NT$17.5 billion (approx. US$552.5 million), down 11.75% from the third quarter. However, full-year 2025 consolidated revenue reached NT$63.5 billion, a significant 42.15% increase over 2024, driven by a rise in market share for AMC filters used in semiconductors....
13.01.26 - 06:06
China′s reusable rocket makers set their sights on SpaceX′s cost edge (Digitimes)
 
After completing a Series A funding round in January 2025, SEPOCH (also known as Jianyuan Technology), a Beijing-based private aerospace company, moved quickly to translate capital into concrete infrastructure. The company has begun construction in Hangzhou, Zhejiang Province, of a medium- to heavy-lift liquid rocket assembly, testing, and recovery complex with a total planned investment of CNY5.2 billion (approx. US$745 million)....
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