DigiTimes Nachrichten

 

Lenovo detailed a Hybrid AI strategy at the CES 2026 technology conference, outlining plans to integrate artificial intelligence (AI) across cloud infrastructure and personal devices as part of an effort to build an end-to-end AI computing network....

During the CES 2026 technology show, Nvidia executives made an unannounced visit to Samsung Electronics' private semiconductor exhibition space, a move that industry observers interpreted as a possible step toward discussions on the supply of next-generation high-bandwidth memory (HBM4)....

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company....

At the 2026 Consumer Electronics Show (CES) in Las Vegas, Hyundai Motor Group Chairman and CEO Chung Eui-sun held a private meeting with Nvidia CEO Jensen Huang, marking their first in-person encounter since October 2025. The discussion, focused on Nvidia's newly unveiled self-driving platform, Alpamayo, has fueled speculation about the potential expansion of the two companies' strategic partnership....

India's backend semiconductor manufacturers are benefiting from a narrow window of materials comfort that is closely tied to the use of legacy packaging technologies....

Qisda announced consolidated revenue of NT$19.028 billion (approx. US$604 million) for December 2025, a 1% increase compared to the same month in 2024 and a 16% rise from November 2025. The company's fourth-quarter revenue totaled NT$52.46 billion, down 3% year over year but stable sequentially. Full-year consolidated revenue in 2025 reached NT$208.2 billion, up 3% from 2024....

The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond. According to ICsmart, Reuters, and TrendForce's January 2026 report, conventional DRAM contract prices are set to rise 55–60% quarter over quarter in the first quarter of 2026, while server DRAM prices are expected to jump more than 60% and NAND Flash 33–38%....

Qualcomm is reportedly in talks with Samsung Electronics about contract manufacturing of next-generation 2nm chips, discussions that could support Samsung's efforts to revive its loss-making foundry business....

Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO Jensen Huang outlined the company's three main investment focuses that guide how it deploys its abundant cash reserves....

At CES 2026, Taiwanese firms highlighted how artificial intelligence (AI), advanced connectivity, and next-generation energy technologies are rapidly converging to reshape healthcare, mobility, and everyday life. From AI-powered virtual twins and non-invasive medical wearables to solid-state batteries (SSBs) and Wi-Fi 8 connectivity, the exhibition underscored a shift from concept-driven innovation to real-world deployment and commercialization across global industries....

Taiwan-based passive components giant Yageo announced its preliminary consolidated revenue for December 2025, which showed both year-over-year and month-over-month growth, setting a new single-month record in company history....

CES 2026 opened on January 6 (Pacific Time), offering not only a snapshot of technology trends but also a clear signal of shifting industry power. Ahead of the show, industry watchers had widely expected Japanese and South Korean brands to scale back. DIGITIMES on-site reporting confirms that Samsung Electronics and SK Group — both major Central Hall exhibitors in 2025 — were absent from the Las Vegas Convention Center (LVCC) this year, with their former prime locations taken over by Chinese companies led by TCL....

China's brain–computer interface (BCI) unicorn BrainCo has completed a funding round of about CNY2 billion (US$286 million), making it the world's second-largest single BCI financing, behind only Neuralink's US$650 million raise in mid-2025....

Anli International reported its highest monthly revenue of 2025 in December as notebook brands accelerated orders to avoid anticipated price hikes for key components....

The Taiwanese Executive Yuan's 2026 Science and Technology Advisory Meeting concluded with Taiwan's top technology firms represented by new leaders, including TSMC's Cliff Hou and MediaTek's Rick Tsai. President Ching-te Lai emphasized that 2026 marks a critical year to strengthen Taiwan's semiconductor capabilities and advance AI projects alongside the biotech, defense, and SME sectors....

Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices of silver, platinum, palladium, gold, and copper rose sharply throughout the year, with bullish momentum expected to extend into 2026. This upswing is having notable ramifications on the electronic components supply chain, particularly affecting cost structures....

At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest....

Taiwan's Qisda Group is accelerating its push into healthcare by backing emerging health brand TSA International, which is preparing to enter the capital markets while scaling a dual-engine strategy spanning human health and pet wellness....

At CES 2026, Nvidia CEO Jensen Huang identified physical AI as the next significant evolution in artificial intelligence. Huang categorized physical AI into two main types: one involving direct interaction with the physical world through robots and autonomous vehicles, and the other focusing on understanding physical laws for applications such as weather forecasting and protein structure prediction....

CES 2026 in Las Vegas highlighted new product trends from Samsung Electronics, LG Electronics, and Chinese appliance manufacturers, with a focus on generative AI (GenAI) to enhance smart home integration. Industry players aim to position TVs and refrigerators as central hubs in connected homes....