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04.05.26 - 05:36
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Apple′s cash pivot: A new CEO and strategy for the AI arms race (Digitimes)
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In a landmark shift coinciding with its second quarter of fiscal 2026 results, Apple has announced that it will no longer maintain its formal "net cash neutral" target. This financial pivot comes as the company prepares for a significant leadership transition: John Ternus, the current hardware engineering chief, will succeed Tim Cook as CEO on September 1, 2026....
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04.05.26 - 04:06
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Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth (Digitimes)
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Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose 16% from a year earlier to NT$1.07 billion, while operating income increased 58% from the first quarter of 2025 to NT$482 million, marking record highs for all three for the same period....
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04.05.26 - 03:06
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Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises (Digitimes)
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Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects. The firm disclosed quarterly revenue of NT$159.4 billion (US$5.05 billion) in the first quarter, up 34% year-over-year, and record gross and operating margins of 37% and 17.8%, respectively, attributing the gains to a higher mix of AI products, scale effects, and a one-time compensation payment related to certain electric vehicle projects....
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04.05.26 - 00:24
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AI data center demand boosts IDM growth in industrial market (Digitimes)
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Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors report stronger performance in their industrial segments. Improved demand visibility and projected growth through 2026 could influence component sourcing, pricing, and investment strategies for technology stakeholders....
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04.05.26 - 00:24
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Holtek raises low-margin MCU prices, expands AI server cooling and optical comms (Digitimes)
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Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment has since driven order inflows for touch MCUs and other products. Holtek expects strong growth momentum in the security and health segments in the first half of 2026, with some orders already visible up to six months ahead. The company is also advancing the development of brushless DC motor (BLDC) products and external laser optical communication modules targeting AI servers....
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04.05.26 - 00:24
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ESMC confirmed to be on schedule — and sets its sights on AI (Digitimes)
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The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027. On April 29, the German Trade Office Taipei confirmed that construction is progressing as scheduled and expressed confidence in the timely delivery of the first batch of chips....
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04.05.26 - 00:24
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MIT Technology Review outlines 10 key AI trends shaping the future (Digitimes)
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In the fast-moving and often noisy world of AI, what truly merits attention? MIT Technology Review has long tracked the field's evolution to map its next directions. Their latest annual insight highlights 10 key themes that capture major AI trends, breakthroughs, and shifts in power dynamics driving innovation today and shaping tomorrow's possibilities....
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