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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.
 
04.04.26 - 02:06
Taiwan space body makes global push with EU and US expo debut (Digitimes)
 
Taiwan has spent the past decade quietly assembling one of Asia's most capable space industries, with more than 250 companies now active across satellites, rockets, and related systems. The sector's leading trade body is now ready to take that story to the world. The Taiwan Space Industry Development Association (TSIDA) announced it will send a delegation abroad for the first time in 2026, targeting two of the industry's most prominent international gatherings — the US Small Satellite Conference and Europe's Space Tech Expo....
04.04.26 - 02:06
Semco raises ABF substrate prices as AI server demand surges (Digitimes)
 
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks in the global supply chain for advanced packaging substrates, South Korea's Samsung Electro-Mechanics (Semco) has proactively restructured its product lineup and increased prices. This move reflects not only rising raw material costs but also a structural shift where demand far exceeds supply....
04.04.26 - 02:06
Samsung strike threat clouds PMIC, mature-node outlook (Digitimes)
 
Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs) and display driver ICs (DDICs) are seen as the most exposed segments, given constrained capacity and firm demand....
04.04.26 - 02:06
New contender to Starlink: Amazon in talks to acquire Globalstar (Digitimes)
 
Amazon is in advanced discussions to acquire the satellite communications provider Globalstar, a move that could significantly strengthen its ambitions in low-Earth orbit broadband and sharpen its challenge to SpaceX and its dominant Starlink network, according to people familiar with the negotiations....
04.04.26 - 02:06
Memory interface chip maker Montage sees DDR5 surge drive 2025 growth (Digitimes)
 
Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with expectations. Adjusted net profit reached CNY2.02 billion, up 62.0%, reflecting solid underlying demand....
04.04.26 - 02:06
How second-tier powers are bypassing big tech via Taiwan (Digitimes)
 
The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement is emerging among second-tier industrial powers. During a recent lecture, DIGITIMES chairman Colley Hwang spoke about how nations such as Germany, Japan, France, and Canada are increasingly focused on building sovereign AI....
04.04.26 - 02:06
Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent (Digitimes)
 
Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter revenue climbed to NT$49.09 billion, surging 582.91% to a record high, underscoring a sharp rebound in the DRAM cycle....
04.04.26 - 02:06
Taiwan-Silicon Valley start-up Anvil Robotics aims to scale intelligent machines (Digitimes)
 
Operating across Taiwan and Silicon Valley, the artificial intelligence start-up Anvil Robotics said on April 2 that it had raised US$6.5 million in seed funding, led by Matter Venture Partners, a Silicon Valley investor focused on semiconductors, robotics, and advanced manufacturing. The company said the funds would be used to accelerate development of its "physical AI" infrastructure platform and expand into global markets....
03.04.26 - 11:06
PSMC, CEA-Leti strike multi-year deal to ease AI data, power bottlenecks (Digitimes)
 
Taiwanese foundry Powerchip Semiconductor Manufacturing Corp. (PSMC) and France's CEA-Leti have signed a multi-year agreement on April 3 aimed at easing one of artificial intelligence's most pressing constraints: rising power consumption and data-transfer bottlenecks inside data centers, executives said in an interview with DIGITIMES Asia....
03.04.26 - 11:06
PSMC emerges as key link in Europe′s push to bring AI chip research to market (Digitimes)
 
Europe is stepping up semiconductor ties with Taiwan as it seeks to turn research strength into commercial production, with foundries such as Powerchip Semiconductor Manufacturing Corp. (PSMC) playing a growing role in bridging that gap as the artificial intelligence race intensifies....
03.04.26 - 06:54
LG Energy Solution reportedly adopts new battery method for Tesla (Digitimes)
 
LG Energy Solution has introduced a new "double stack" manufacturing process for prismatic batteries to be supplied to Tesla, according to South Korea's The Elec, as the battery maker expands US production for grid-scale energy storage....
03.04.26 - 06:54
Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers (Digitimes)
 
The surge in AI computing power is driving explosive demand for high-speed optical interconnects in data centers. Forecasts show that by 2026, over 50% of data center transceiver sales will come from silicon photonics (SiPh) modules, a sharp rise from 33% in 2024....
03.04.26 - 06:54
Memory stocks rattled by TurboQuant, but demand outlook holds (Digitimes)
 
Google Research's TurboQuant memory-compression algorithm has raised concerns that demand for AI-related memory could weaken, but South Korean experts and analysts say the market reaction may be overblown....
03.04.26 - 06:54
2026 USTR Report: landmark ′ART′ pact reshapes US-Taiwan trade landscape (Digitimes)
 
The Office of the United States Trade Representative (USTR) has designated Taiwan as a highly cooperative and pivotal trading partner in its 2026 National Trade Estimate (NTE) Report....
03.04.26 - 06:54
Software-defined vehicles: Longevity vs. rapid tech change (Digitimes)
 
In the era of software-defined vehicles (SDVs), the automotive industry faces a fundamental tension: while a car's mechanical structure can last 15 years or more, its digital computing and communication technologies evolve on a 3-to-5-year cycle....
03.04.26 - 06:54
Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis (Digitimes)
 
Taiwan sits at a rare intersection of economic momentum and political gridlock. The island's economy expanded 8.68% in 2025, exports hit a record US$640.75 billion, and per capita GDP is closing in on the US$40,000 threshold — largely on the back of booming global demand for AI chips and semiconductor capacity. Yet while Taiwan's technology industry is firing on all cylinders, its legislature remains deadlocked over the government's spending plan....
03.04.26 - 06:54
J-mex accelerates IMU motion capture tech to lower robot training costs (Digitimes)
 
The current lack of real-world physical data for humanoid robots means they still require substantial training costs. Recognizing this business opportunity, J-Mex, which specializes in motion capture technology, has in recent years been actively entering the humanoid robot supply chain. It is now a partner in Nvidia's ecosystem and has recently announced a collaboration with Techman Robot to accelerate the deployment of physical AI....
03.04.26 - 06:54
US-China trade tensions deepen as supply chains fracture despite tariff truce (Digitimes)
 
The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative analysis of the latest National Trade Estimate (NTE) Reports, underscoring a widening gap between high-level diplomacy and on-the-ground economic realities....
03.04.26 - 06:54
US faces split Asia: allies build ′sovereignty walls′ as digital tensions rise (Digitimes)
 
The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies....
03.04.26 - 06:54
Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage (Digitimes)
 
Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance computing (HPC) applications continues to outpace supply, according to South Korean media reports and industry sources....
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