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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.
 
27.01.26 - 11:30
Taiwan defends TSMC′s US expansion as brain drain fears mount (Digitimes)
 
TSMC is now worth US$1.7 trillion. The chip giant has surpassed Broadcom and Meta to become the world's sixth-largest company. But the milestone has triggered fresh concerns in Taiwan....
27.01.26 - 11:12
Lightmatter partners with GUC and Cadence to break AI bandwidth barriers (Digitimes)
 
Lightmatter has announced parallel collaborations with Global Unichip Corp. (GUC) and Cadence to accelerate the deployment of Co-Packaged Optics (CPO) in data centers. By integrating Lightmatter's photonic technology with GUC's ASIC capabilities and Cadence's design IP, the trio aims to eliminate the connectivity bottlenecks that are restricting hyperscale AI workloads....
27.01.26 - 10:54
Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures (Digitimes)
 
Taiwan Power Company (Taipower) has launched autonomous safety inspections for the planned restart of its second and third nuclear power plants, targeting submission of formal reactivation plans by March 2026, as Taiwan grapples with rising electricity demand from AI data centers and mounting net-zero carbon commitments....
27.01.26 - 10:42
Nvidia launches open models to speed weather forecasting (Digitimes)
 
Nvidia, on January 26, unveiled a new family of open-source AI models aimed at making weather forecasting faster and less expensive as part of the company's broader push to provide open-source software....
27.01.26 - 10:06
Semco reports record revenue for 2025, driven by AI and automotive sectors (Digitimes)
 
Samsung Electro-Mechanics (Semco) achieved a record annual revenue of approximately KRW11.31 trillion (approx. US$7.79 billion) in 2025, marking a 10% increase from the previous year, propelled by strong demand for AI and server multilayer ceramic capacitors (MLCCs), according to reports from Money Today and ZDNet Korea. Operating profit climbed 24% to KRW913.3 billion, while quarterly results also showed significant growth....
27.01.26 - 10:06
Taiwanese chipmakers eye Europe and US as visual AI market in China gets saturated (Digitimes)
 
Taiwanese semiconductor companies specializing in visual AI technologies are pivoting away from the Chinese market, increasingly focusing on Europe and the US amid growing challenges in China. These firms are advancing comprehensive solutions encompassing SoCs, ISPs, sensors, and algorithms to maintain competitiveness....
27.01.26 - 10:06
TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion (Digitimes)
 
With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity. As TSMC and Nvidia light the way for AI development, related semiconductor and electronics suppliers across Taiwan are investing heavily to boost production capabilities in response to surging orders....
27.01.26 - 10:06
Nexperia supply crisis eases as Honda and GAC restart three China plants (Digitimes)
 
Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary suspension of shipments from automotive chip supplier Nexperia, which led to critical component shortages, forcing multiple Honda plants to halt operations....
27.01.26 - 10:06
US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say (Digitimes)
 
Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement of Taiwan's industries in the trade negotiations between the two countries....
27.01.26 - 09:06
Taiwan′s machine tool industry faces pressure; China, Japan, and South Korea still struggle, even with price edge (Digitimes)
 
The removal of US tariffs on Taiwan's machine tools has leveled the playing field with major competitors Japan and South Korea, offering some relief to the industry. However, while this short-term resolution eases concerns, long-term challenges such as exchange rate fluctuations remain unresolved. Even as market doubts fade and demand shows signs of recovery, Taiwanese manufacturers cannot afford complacency....
27.01.26 - 09:06
Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia′s Rubin (Digitimes)
 
Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform by 2027, marking one of the latest efforts by domestic Chinese chipmakers to advance their AI computing capabilities....
27.01.26 - 09:06
Column: From black-and-white TVs to AI chips, Taiwan′s export leadership continues (Digitimes)
 
Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2% of Taiwan's exports in 2024. This share is projected to rise to roughly 74% in 2025, reflecting the island's unique position in global industrial competition and underscoring profound implications for the country's future industrial trajectory....
27.01.26 - 09:06
Ennostar advances optical communication to meet AI-driven data transmission needs (Digitimes)
 
Ennostar Group has rapidly advanced its optical communication technologies since 2021, targeting next-generation AI data transmission markets. In an interview with DIGITIMES, Chang-Da Tsai, deputy director of the Advanced Research Center at Ennostar, said the company has achieved significant milestones in short-, medium-, and long-distance solutions, positioning itself to surpass established industry standards and capture emerging opportunities driven by AI server demand....
27.01.26 - 09:06
Samsung favors high-margin memory clients, squeezing TV and appliance units (Digitimes)
 
Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin customers and products, according to South Korean industry outlet Dealsite....
27.01.26 - 09:06
China reportedly enters semiconductor glass substrate market (Digitimes)
 
China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports....
27.01.26 - 09:06
TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift (Digitimes)
 
The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry....
27.01.26 - 09:06
Samsung doubles down on Galaxy A as Chinese brands take half the market (Digitimes)
 
Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment....
27.01.26 - 08:06
GlobalFoundries′ MIPS takes aim at Arm′s hold on automotive AI (Digitimes)
 
Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot....
27.01.26 - 08:06
IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap (Digitimes)
 
IonQ and SkyWater Technology, the largest exclusively US-based pure-play semiconductor foundry, announced a definitive agreement for IonQ to acquire SkyWater in a cash-and-stock deal valued at approximately US$1.8 billion. Under the terms, SkyWater shareholders will receive US$15 per share in cash and US$20 per share in IonQ stock, subject to a collar, representing a 38% premium to SkyWater's recent trading price....
27.01.26 - 07:06
Commentary: With ChatGPT saying yes to ads, why is Google still on the fence? (Digitimes)
 
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI aims to offset high infrastructure costs, whereas Google focuses on balancing user experience and commercial interests....
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