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07.04.26 - 02:18
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AMT expands into medical and e-paper amid geopolitical uncertainty (Digitimes)
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Industrial touch panel maker Apex Material Technology (AMT), whose core business spans industrial control and medical applications, accounting for up to 90% of its operations, will continue to deepen its presence in the medical and energy-efficient e-paper sectors in 2026. Following shipments of over 10,000 e-paper units in 2025, volumes are expected to grow further in 2026, contributing to tangible revenue and profit gains. The company noted that despite headwinds such as geopolitical conflicts and rising material costs, both revenue and operating margin in 2026 are expected to remain in line with 2025 performance....
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07.04.26 - 02:18
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Acer′s smart mobility sector to hit double-digit growth in 2026 (Digitimes)
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Acer's smart mobility strategy is beginning to show results. The company expects the overall industry to rebound in 2026 and anticipates its smart mobility to expand, with full-year growth likely reaching double digits. Key growth markets will be the US and Canada, while opportunities in electric motorcycles and e-bikes are also promising in the Asia-Pacific region. However, despite being a large e-bike market, China is not a current target due to intense competition....
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07.04.26 - 02:18
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Canada welcomes Chinese EVs as US draws hard line (Digitimes)
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In January 2026, Canada reached an agreement with China to allow the annual import of 49,000 Chinese electric vehicles (EVs), replacing tariffs that had previously reached as high as 100%. The policy shift has fueled consumer speculation about the prospect of "half-price" cars. In practice, however, industry executives say such expectations are unlikely to materialize....
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07.04.26 - 02:18
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China channels billions into space start-ups through IPO pipeline (Digitimes)
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In recent years, space has emerged as a central arena of global strategic competition, drawing heavy investment from the US, China, Russia, Japan, South Korea, and India. Among them, China has moved aggressively to commercialize its space sector, encouraging private start-ups to develop rockets and satellites while building an independent ecosystem in low-Earth orbit. The aim is to narrow the gap with SpaceX....
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06.04.26 - 13:06
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Smartphone order cuts hit IC design as recovery pushes to 2027 (Digitimes)
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Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board chip price hikes, making it unclear whether the initial round of handset price increases seen in early 2026 will be the only one....
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06.04.26 - 13:06
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Out of this world: Taiwan′s supply chain sets sights on orbital data centers (Digitimes)
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The surge of generative artificial intelligence is reshaping not only computing power but also the very geography of data centers, extending their reach beyond Earth's atmosphere. In recent years, SpaceX has steadily expanded its low-Earth orbit satellite deployments and submitted a new round of satellite plans to the Federal Communications Commission (FCC)....
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06.04.26 - 13:06
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China 2.5D packaging demand surges, supporting Korean backend equipment growth (Digitimes)
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China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors. Demand for advanced packaging tools is running ahead of expectations, with high-bandwidth memory (HBM) and 2.5D packaging advancing in tandem as central pillars of future growth. At the same time, Beijing's push for supply chain localization is reshaping competitive dynamics and limiting foreign access....
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05.04.26 - 13:06
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DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes (Digitimes)
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After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of 2026. While DRAM and NAND Flash contract prices remain strong on the back of supply constraints and server demand, spot markets — especially in China — are experiencing sharp drops amid weak consumer demand and inventory sell-offs....
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05.04.26 - 13:06
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Taiwan′s plan to bring AI into traditional manufacturing heartland (Digitimes)
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Taiwan has long been synonymous with semiconductors and high-tech electronics, but the bulk of its industrial base tells a different story. The country's traditional manufacturing sector — spanning metalworking, textiles, chemicals, and plastics — comprises more than 90% of all manufacturing activity, with 85,300 companies employing 2.08 million people, according to Ministry of Economic Affairs (MOEA) Deputy Minister Chin-tsang Ho....
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05.04.26 - 13:06
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Apple pricing seen as key to 2026 smartphone slump (Digitimes)
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The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International Data Corporation (IDC) and industry sources....
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04.04.26 - 02:06
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Taiwan space body makes global push with EU and US expo debut (Digitimes)
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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....
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04.04.26 - 02:06
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Semco raises ABF substrate prices as AI server demand surges (Digitimes)
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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....
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04.04.26 - 02:06
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Samsung strike threat clouds PMIC, mature-node outlook (Digitimes)
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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....
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