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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.
 
07.04.26 - 11:06
Interview: Agentic AI is creating a new frontier of cybersecurity risks (Digitimes)
 
AI agents and their high-powered capabilities are creating a new category of cybersecurity threats among enterprises using them, from accidental data breaches to bad actors breaking into company systems....
07.04.26 - 11:06
Wonderful Hi-Tech bets on AI servers and satellites for next growth wave (Digitimes)
 
After a slower second half of 2025, marked by elevated customer inventories and a softer ordering pace, high-end cable material provider Wonderful Hi-Tech anticipates a rebound in 2026. According to the company, inventory adjustments are largely concluding in the first quarter, and customer orders and shipments have been steadily picking up since March, setting the stage for a quarter-by-quarter acceleration in revenue. The company aims to surpass its previously stated NT$10 billion (approx. US$313 million) revenue target, with Chairman Ming-Lieh Chang noting that current trends suggest actual results could exceed that benchmark....
07.04.26 - 11:06
Advantech tops US$635 million in 1Q26 revenue on edge AI demand surge (Digitimes)
 
Driven by accelerating real-world deployment of edge AI applications across major global markets, industrial PC (IPC) maker Advantech reported March 2026 consolidated revenue of NT$7.7 billion (approx. US$240 million), up 21.75% from NT$6.32 billion a year earlier. For the first three months of 2026, cumulative revenue reached NT$20.39 billion, marking a 17.49% increase from NT$17.35 billion in the same period of 2025....
07.04.26 - 11:06
IndieSemiC eyes India′s general-purpose chip gap with Kaynes OSAT deal (Digitimes)
 
India-based fabless startup IndieSemiC is betting that its new OSAT partnership with Kaynes Semicon can help it move from RF modules into vertically integrated chip products. However, the company acknowledged that the headline volume tied to the collaboration is still based on expected customer adoption rather than firm orders....
07.04.26 - 11:06
Quobly moves quantum chips into volume production (Digitimes)
 
French quantum chip startup Quobly has continued to report progress while expanding its partnership network. The company has set up a new presence in Canada and gained recognition at the American Physical Society meeting, where it was identified as a potential key player in the emerging quantum computing era....
07.04.26 - 11:06
FOPLP and WMCM emerge as key to fan-out packaging competitive field (Digitimes)
 
The advanced packaging market is entering a structural turning point. Among emerging technologies, fan-out packaging has hit a sweet spot between cost and performance, making it a key next-generation solution for applications such as AI mobile devices and high-performance computing (HPC). As a result, it has become a new battleground actively pursued by both foundries and OSAT providers....
07.04.26 - 11:06
Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives (Digitimes)
 
AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers to seek alternatives, leaving Intel as the only credible challenger with its EMIB platform....
07.04.26 - 11:06
US MATCH bill targets China chip equipment, services (Digitimes)
 
US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream controls on advanced chips....
07.04.26 - 11:06
From components to systems: Ennostar to highlight optical comms, automation tech at Touch Taiwan (Digitimes)
 
As the optoelectronics industry shifts from competition in individual components toward systems integration and higher value-added applications, optoelectronics solution provider Ennostar is focusing on two emerging sectors with long-term growth potential at the Touch Taiwan 2026 exhibition, running from April 8-10: optical communications and sensing, and automation. The company is also integrating its two core technologies of microLED and miniLED with automotive optoelectronics, presenting a comprehensive layout across four high-value application segments....
07.04.26 - 11:06
China seeks break from Nvidia CUDA grip in AI chips (Digitimes)
 
Generative AI is concentrating control of computing power within a narrow set of architectures and ecosystems. Wei Shaojun, chairman of the IC design branch of the China Semiconductor Industry Association and a professor at Tsinghua University, said AI competition now extends beyond hardware to control of rules and ecosystems, warning that continued reliance on existing systems could lock China into long-term dependence on critical technologies....
07.04.26 - 11:06
Rapid deployment and flexible scalability drive the rise of modular data centers (Digitimes)
 
As GPU platforms continue to iterate each year, the buildout of AI infrastructure is accelerating in tandem. For data center operators, cloud service providers, hyperscalers, and large enterprises, the challenge is no longer just building the facility, but rather how to bring computing power online faster while preserving flexibility for future upgrades and expansion....
07.04.26 - 10:06
Korean chip suppliers face second year of price cuts despite AI boom (Digitimes)
 
Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed upstream. Materials and component suppliers are facing a second consecutive year of price cuts, with contract terms for 2026 again revised lower....
07.04.26 - 10:06
Arm′s three-pronged approach increases pressure on x86 in cloud CPU market (Digitimes)
 
Market sentiment toward the future of Arm CPUs in cloud AI is increasingly positive. According to Counterpoint Research, x86 architectures have maintained overwhelming dominance in cloud AI CPUs over the past three years. However, starting in the second half of 2026, Arm CPU penetration is expected to rise rapidly....
07.04.26 - 09:06
UBTech sees losses and margins improve as humanoid robots drive 40% of revenue (Digitimes)
 
Chinese humanoid robot maker UBTech significantly improved its overall gross margin and reduced losses in 2025, with full-size embodied intelligent humanoid robot sales soaring by more than 2200% year-on-year to CNY820 million (US$119 million), becoming the company's largest revenue source....
07.04.26 - 09:06
In-depth: How DeepSeek V4 strengthens Huawei′s role in China′s AI stack (Digitimes)
 
China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation to execution, linking software, chips, and policy into a single system....
07.04.26 - 09:06
Global AI chip suppliers compete as TSMC remains top foundry partner (Digitimes)
 
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions....
07.04.26 - 08:06
MSScorps targets CPO demand with in-house silicon photonics test platform (Digitimes)
 
MSScorps has expanded its silicon photonics (SiPh) testing capabilities in recent years and will debut its in-house "MSS HG" platform at the Electronic Production Equipment Exhibition on April 8....
07.04.26 - 08:06
MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC (Digitimes)
 
Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the supply chain. Recently, reports emerged that major Chinese smartphone brands are scaling back purchases of processors, forcing MediaTek and Qualcomm to reduce their subsequent orders with TSMC, with estimated cuts of 10-15% in wafer starts on 4/3nm processes....
07.04.26 - 07:06
Innodisk revenue jumps 4x in March, first-quarter hits record (Digitimes)
 
Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month and 484.8% year-over-year. First-quarter revenue reached NT$13.18 billion, also a record high....
07.04.26 - 07:06
US PIPIR advances drone-missile strategy, integrating Taiwan into ′non-China′ defense supply chains in Indo-Pacific (Digitimes)
 
Amid sustained Middle East tensions, the US is redirecting strategic attention to the Indo-Pacific region, advancing a defense industrial network among first island chain partners. Through the Partnership for Indo-Pacific Industrial Resilience (PIPIR), Washington is spearheading a shift toward localized production and allied coordination to effectively decouple regional defense networks from Chinese supply chains....
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