DigiTimes Nachrichten

 

A newly announced agreement between OpenAI and the US Department of Defense underscores a growing divide in the AI sector—not over whether military cooperation should exist, but over who ultimately governs the limits of how advanced AI systems are used in classified environments....

Chunghwa Telecom will participate in the 2026 Mobile World Congress (MWC) in Barcelona, Spain, from March 2 to 5, unveiling its core strategy for "pre-6G next-generation communications." The company plans to highlight technological advancements and strengthen international collaborations across satellite communications, optical networks, and 5G-Advanced....

Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business, impacted by exchange rate fluctuations, grew only 5%. Chairman Z.C. Chen said that demand across all medical product lines is currently solid, and the company expects to return to double-digit growth in 2026....

Telecommunications giant Ericsson has announced its participation at the 2026 Mobile World Congress (MWC), scheduled for March 2 to 5 in Barcelona, under the theme "Enter new horizons." At the event, the Swedish company will collaborate with its global ecosystem partners to demonstrate how AI is driving the evolution of mobile networks and laying critical foundations for 6G....

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle....

Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will decline significantly, with some dropping by as much as 15–20%. For smartphone chip suppliers, this is expected to translate into considerable revenue pressure....

Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the company expects full-year performance to surpass 2025, with growth increasingly coming from non-display IC applications, including AI SoCs and edge computing solutions....

NAND prices continue to climb, and supply remains tight. NAND controller supplier Phison Electronics has notified customers that it will revise payment terms. The company said rising NAND prices have sharply increased its funding requirements. To secure a more stable supply, it will discuss prepayment arrangements with customers on a case-by-case basis....

OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly determine leadership more than model performance alone....

Micron Technology has inaugurated its first semiconductor assembly and test facility in Sanand, expanding its global manufacturing footprint while supporting India's efforts to strengthen its role in the semiconductor value chain....

Samsung Electronics officially unveiled the Galaxy S26 series of smartphones in the early hours of February 26 2026, Taipei time. Alongside its annual hardware upgrades to the flagship lineup, Samsung is leaning heavily on enhanced generative AI capabilities through the introduction of AI agents, more intuitive AI controls, and other AI-powered innovations....

China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED and advanced packaging projects, according to Chinese media outlets Sina Finance and Jiwei.com....

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per share of NT$5.75, a record high for a single quarter. Full-year EPS reached NT$19.45, also a record....

Wayve, the UK-based autonomous driving startup, has raised US$1.2 billion in a Series D funding round, pushing its valuation to US$8.6 billion. The round was led by venture capital firms Eclipse Capital, Balderton Capital, and SoftBank Vision Fund 2, and included major tech and automotive investors such as Nvidia, Microsoft, Uber, Mercedes-Benz, Nissan, and Stellantis. Uber also committed up to an additional US$300 million in milestone-based funding to accelerate the deployment of Wayve-powered robotaxi services globally....

In the high-stakes world of global semiconductors, where microscopic precision meets massive geopolitical shifts, Dr. Tien Wu stands as a rare figure: a leader who balances the exacting standards of a $22 billion tech giant with a deeply humanistic philosophy....

Taiwan's innovation engine ran hot in 2025. The Taiwan Intellectual Property Office (TIPO) announced on February 26, 2026, that Taiwan Semiconductor Manufacturing Company (TSMC) topped Taiwan-based invention patent applicants for the 10th consecutive year, filing 1,485 applications....

US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue, highlighting ongoing strong demand for AI infrastructure. Benefiting from the AI boom, Wiwynn reported consolidated revenue of NT$950.66 billion (US$30.46 billion) in 2025, up 163.7% year over year, with AI products accounting for more than half of sales....

Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure plan for 2026. The investment signals more than a race for computing power: it marks a decisive push to translate AI breakthroughs into scalable, real-world applications....

Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected to rise by 3-5pp sequentially, supported by sustained AI demand and strong order intake. Revenue, gross margin, and operating margin in the first quarter of 2026 are all projected to increase slightly from the fourth quarter of 2025....

As AI-driven demand continues to lift global semiconductor output, TSMC is accelerating the localization of electroplating additives used in advanced packaging to secure a stable supply. Through four measures — production line guidance, equipment optimization, quality inspection, and sample validation — the company has supported Japanese suppliers in establishing production in Taiwan, cutting production cycles from 60 days to 20 days and improving logistics efficiency by 90%....