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The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen as key advantages for Taiwan's supply chain....

Tong Yang reported consolidated self-declared revenue of NT$2.218 billion (approx. US$70.9 million) for November 2025, up 1% from October and marking the highest monthly figure in nearly seven months amid strong peak-season order demand. The company's cumulative revenue for the first 11 months reached NT$23 billion....

China's Wingtech Technology and its subsidiary Nexperia are facing renewed turbulence in their control dispute with the Netherlands. Dutch Economic Affairs Minister Vincent Karremans abruptly cancelled a planned China visit, a decision seen as highly sensitive given the timing....

Samsung, on December 3, confirmed its next-generation Exynos 2600 mobile processor in an official teaser video, signaling a renewed commitment to in-house silicon for the upcoming Galaxy S26 smartphone lineup despite lingering consumer frustration over performance disparities in international markets....

In an unusual move, Samsung Electronics has released a teaser video for its next-generation mobile application processor, the Exynos 2600, before the chip officially hits the market. The announcement signals Samsung's growing confidence in its chipmaking capabilities, with leaked benchmark data suggesting that the Exynos 2600 could rival the latest processors from Qualcomm and Apple....

Taiwan's Edom Technology, a leading distributor of semiconductor and electronic components and a provider of integrated platform solutions for OEMs and ODMs, hosted a landmark seminar on December 3, highlighting the next generation of physical artificial intelligence (AI). Focused on Nvidia's newly released Jetson Thor platform, the event explored how advanced AI can be embedded directly into autonomous machines to deliver real-time decision-making and operational efficiency....

DIGITIMES' Tech Forum 2026 kicked off on December 3, 2025, where DIGITIMES analyst Brandon Fang highlighted that the AI glasses market is expected to grow steadily year-over-year. Despite inherent challenges such as weight limiting breakthroughs in functionality and battery life, deep integration of AI applications will create new development opportunities and ultimately define the ceiling for AI glasses advancement....

The DIGITIMES Tech Forum 2026 opened on December 3, with DIGITIMES senior analyst Benson Wu saying that the lack of breakthrough 5G applications has made operators cautious about next-generation infrastructure investment, yet Agentic AI services may become the catalyst that re-energises 6G development and drives new demand for future communications networks....

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported....

Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory supply shortages signals that the chip scarcity is no longer a temporary issue but a structural challenge reshaping the entire industry....

Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7, while SK Hynix intends to maintain its focus on HBM but is also looking to boost the profitability of its standard DRAM offerings....

Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge....

At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp jump in memory prices pushed supply-chain costs higher. Global smartphone shipment growth has been revised to negative 1.6%, with total volumes estimated at about 1.202 billion units....

Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025....

IT demand has entered the fourth quarter off-season, but panel makers are coping by balancing supply and demand. AI demand has driven up prices for upstream materials such as memory, putting pressure on panel makers to hold the line on IT panel prices. This is especially true for mainstream monitor panels, whose quoted prices are already near total cost, making price locking a top priority....

Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint for AI server manufacturing, overtaking concerns about memory shortages. Speaking at the DIGITIMES Tech Forum 2026 in Taipei, he said reliable power will remain a major hurdle for the industry through 2026 and likely beyond, even as demand for AI servers stays strong....

Nvidia's recent acquisition of a stake in Synopsys has stirred debate about the potential impact on the UALink Consortium, an industry group focused on establishing open standards for AI accelerator interconnects. The investment follows Nvidia's attempt to strengthen its position amid growing competition from ASIC and chip suppliers like AMD and Intel Corporation....

In a DIGITIMES interview with Acer's Chao-Guang Yang, senior vice president of the Computing Software Technology Division, Yang stated that an AI PC is essentially still just a more advanced PC. Every major technological upgrade ultimately comes down to applying the newest technologies to make a "better" PC. Most AI PC upgrades are built upon fundamentals such as performance, battery life, lighter design, and integrated peripheral AI functions. The core of Acer's strategy boils down to making improvements that consumers can naturally adapt to, which will enable smoother penetration into the mass market....

Market sources indicate that memory module maker Transcend Information recently notified its customers that key suppliers SanDisk and Samsung Electronics have informed the company of a sharp reduction in chip supply. The company reported that costs had already surged by 50% to 100% the previous week, warning that severe supply-demand imbalances could persist for at least three to five months....

For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud giants confront mounting costs and seek greater control over their computing destinies, a quieter transformation has been taking shape. This shift could fundamentally alter the balance of power in the semiconductor industry....