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Impact News +++ MINIMAX-WP Slumps 8%+ After Midday as CN Reportedly Restricts SOEs from Installing OpenClaw (AAStocks) +++ MINIMAX Aktie -10,07%

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.
 
11.03.26 - 05:42
JCET opens automotive and robotics chip packaging plant in Shanghai Lingang (Digitimes)
 
JCET, China's leading semiconductor packaging and testing provider, has launched a facility focused on automotive electronics and robotics chips, strengthening the country's vehicle-grade semiconductor manufacturing ecosystem....
11.03.26 - 05:06
Nvidia audits Samsung HBM4 packaging for Rubin GPUs, report says (Digitimes)
 
Nvidia has reportedly conducted a series of closely spaced visits to Samsung Electronics' semiconductor packaging campus in Cheonan, South Korea, signaling that verification of the next-generation high-bandwidth memory (HBM) supply chain is entering a final stage....
11.03.26 - 05:06
Japan′s investment list targets AI, quantum computing, and semiconductors (Digitimes)
 
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg....
11.03.26 - 05:06
Sercomm expects memory shortages and price hikes to last until end of 2026 (Digitimes)
 
Sercomm chairman James Wang predicted that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments and consumer reactions to smartphone price hikes....
11.03.26 - 05:06
Texas Instruments reportedly plan analog chip price hikes (Digitimes)
 
Market sources say analog chip design leader Texas Instruments (TI) is preparing to raise prices on a range of semiconductor products starting in April 2026. The scale of the increases across different product lines and the outcomes will depend on negotiations between TI and its customers....
11.03.26 - 04:06
China reportedly accelerating nuclear expansion while Western revival faces structural challenges (Digitimes)
 
The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts....
11.03.26 - 04:06
Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub (Digitimes)
 
Applied Materials has partnered with memory chipmakers Micron Technology and SK Hynix to develop next-generation memory technologies for AI and high-performance computing....
11.03.26 - 04:06
OpenClaw AI agents pull 13 tech companies into China′s cloud and device ecosystem (Digitimes)
 
China's technology sector is embracing a new trend known as "raising the lobster," developer slang for deploying and operating the open-source AI agent platform OpenClaw. What began in developer communities is spreading to cloud providers, device makers, and enterprise software platforms as companies move to integrate AI agents into their ecosystems....
11.03.26 - 03:06
OpenClaw downloads eclipse Linux′s 30-year reach in three weeks, Nvidia CEO flags AI agent surge (Digitimes)
 
The open-source AI agent platform OpenClaw is rapidly emerging as a key milestone in AI, with Nvidia CEO Jensen Huang calling it one of the most important software breakthroughs of the current era....
11.03.26 - 03:06
Asus and Foxconn lead Taiwan′s AI City National Team as Middle East conflict escalates (Digitimes)
 
The conflict in the Middle East unexpectedly affected a data center operated by major cloud service provider (CSP) AWS, once again highlighting the urgent need for sovereign AI. Taiwanese companies are also seizing the chance to capture new business. The 2026 Smart City exhibitions in Taipei and Kaohsiung will open next week. For the first time, the 2026 event will feature a full suite of solutions from the "Taiwan AI National Team," led by major companies such as Asus and Foxconn....
11.03.26 - 03:06
Oracle says AI will augment, not kill, enterprise SaaS (Digitimes)
 
Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical applications and to keep private data close to systems of record....
11.03.26 - 02:18
Pegatron sees February 2026 revenue drop amid seasonal slowdown (Digitimes)
 
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$430.85 million) for the month, down 26.2% from January and 17.6% from the same period a year earlier, marking its lowest point in the past six months. Cumulative revenue for the first two months of 2026 totaled NT$160.14 billion, a 14.73% year-over-year decline....
11.03.26 - 02:18
Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online (Digitimes)
 
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction capacity is completed, estimating accelerator gross margins in the 30% to 40% range and pointing to higher-margin adjacent services and database offerings to lift overall profitability....
11.03.26 - 02:18
Oracle beats estimates as AI cloud demand drives growth and eases financing concerns (Digitimes)
 
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud infrastructure and easing investor concerns about whether the company could finance its ambitious data-center expansion....
11.03.26 - 02:18
Asus: Apple′s MacBook Neo undercuts mainstream notebooks, shocks PC market (Digitimes)
 
Apple Inc. launched the MacBook Neo at an aggressive price that has disrupted the notebook market, with the most basic version in Taiwan priced at NT$19,900 (US$624.71) — the lowest-ever price for a Mac product....
11.03.26 - 01:00
MediaTek CEO: Advanced chip production due for a global rebalance (Digitimes)
 
MediaTek CEO Ricky Tsai recently discussed artificial intelligence, semiconductor geopolitics, and MediaTek's evolving strategy in an interview with an English-language publication. He also reflected on his academic background and career path, as well as his approach to work and life....
11.03.26 - 01:00
Jarllytec expects short-term trough as new hinge shipments begin (Digitimes)
 
Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments of Chinese smartphones and US-brand notebooks pick up....
11.03.26 - 01:00
Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes (Digitimes)
 
Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although Taiwan's smartphone market is expected to slow in 2025 due to high penetration rates and the price of components continues to rise, Vivo Taiwan President Yi-ting Chen said the company plans to boost revenue by 30% and increase shipment volume by 20% through targeted product segmentation and innovative marketing strategies....
11.03.26 - 01:00
TDK to open Asia-Pacific regional headquarters in Bangalore and Singapore (Digitimes)
 
TDK announced the establishment of its Asia-Pacific regional headquarters in Bangalore, India, marking the company's fifth regional headquarters after Japan, Europe, the Americas, and China. A new legal entity, TDK Asia-Pacific, will work with TDK Singapore to manage more than 20 TDK entities across India, Southeast Asia, and Oceania. Those teams account for nearly 17% of TDK's approximately 105,000 global employees....
11.03.26 - 01:00
India′s Optiemus approves further equity investments in two wholly owned subsidiaries (Digitimes)
 
Optiemus Infracom Limited informed stock exchanges that its Operations & Administration Committee approved further investments in two wholly owned subsidiaries in a meeting held on March 9....
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