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21.04.26 - 11:06
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AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026 (Digitimes)
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Niche memory design firm AP Memory announced a 112% year-over-year increase in its self-reported March 2026 revenue to NT$814 million (approx. US$25.9 million). Pre-tax net income rose 53% to NT$457 million, while net profit attributable to the parent company grew 62% to NT$372 million. Earnings per share (EPS) reached NT$2.29. The company is optimistic about sustained growth momentum throughout 2026, with overall operational visibility better than in previous years....
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21.04.26 - 09:06
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IX Renewables urges Taiwan collaboration to advance floating wind power (Digitimes)
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Taiwan plans to launch a floating wind turbine demonstration project in 2026, a move with implications for global energy markets as soaring oil prices and geopolitical risk increase demand for green power. Industry leaders say government cooperation, policy, and international supply chain collaboration are needed to lower costs and attract investment....
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21.04.26 - 09:06
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ASML′s memory revenue tops logic in 1Q26, AI-fueled HBM demand surges (Digitimes)
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ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI infrastructure investment, DRAM manufacturers are aggressively competing for extreme ultraviolet (EUV) equipment capacity, signaling a shift in global semiconductor demand patterns....
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21.04.26 - 09:06
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BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels (Digitimes)
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According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply share, up about 8pp year-over-year. In terms of shipments, SDC's supply volume increased to around 142 million units in 2025, a year-over-year growth of about 15%....
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21.04.26 - 07:06
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Huawei flags smartphone price pressure, broadens AI device portfolio (Digitimes)
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Huawei used its latest product launch to deliver a dual message: rising component costs are tightening smartphone pricing margins, even as the company accelerates its push across AI-driven devices — from flagship phones to PCs and wearables — built around its in-house chips and HarmonyOS ecosystem....
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21.04.26 - 06:06
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Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea (Digitimes)
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Qualcomm Chief Executive Cristiano Amon is expected to meet senior executives from Samsung Electronics and SK Hynix during a recent visit to South Korea, according to industry sources. The discussions are expected to focus on securing memory supplies as well as potential cooperation with Samsung in advanced semiconductor manufacturing, including its 2nm foundry process....
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21.04.26 - 06:06
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Taiwan has more than 260,000 job vacancies, with manufacturing accounting for 32.4% (Digitimes)
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Taiwan's artificial intelligence (AI) servers and advanced-process chip manufacturing businesses are booming, with related manufacturing industries also benefiting. According to a survey by Taiwan's Ministry of Labor (MIL), labor turnover rates in the manufacturing industry are relatively low, while vacancy rates and recruitment periods are comparable to the overall industry average, indicating a stable workforce structure....
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