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08.03.26 - 00:07
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Broadcom CEO sees copper interconnects viable through 2028 (Digitimes)
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Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company's financial performance and more on its views on silicon photonics and copper interconnect technologies....
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08.03.26 - 00:07
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Adata chairman expects NAND price surge in 2H26 (Digitimes)
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Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers' inventory levels have dropped to critically low points, supporting their confidence for aggressive price hikes....
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08.03.26 - 00:07
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DynaPack plans triple BBU capacity expansion to meet AI data center demand (Digitimes)
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With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand facilities to capitalize on this clearly emerging trend, with room for further growth. In addition, the company has several ongoing projects to develop BBUs tailored for high-voltage direct current (HVDC) systems, targeting mass production as early as 2027....
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08.03.26 - 00:07
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Wistron posts record February revenue driven by AI server shipments (Digitimes)
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Wistron Group's February 2026 revenue surged to a historic high, fueled by strong shipments of AI servers and network switches. The company reported a year-over-year increase of 177.37% in February, with continued growth expected as PC-related shipments rise in March alongside sustained demand for AI servers and network switches....
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08.03.26 - 00:07
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Phison rides AI wave to record profits; foresees explosive growth through 2026 (Digitimes)
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Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter for 2025, driven by an insatiable global appetite for AI-ready storage. The company posted record-breaking revenue of $719 million (NT$22.8 billion), with EPS hitting an all-time high of NT$21.74....
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08.03.26 - 00:07
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Defense chips, satellite systems now "100% localized," Chinese academics say (Digitimes)
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As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience of defense supply chains and semiconductor self-sufficiency. Against this backdrop, and as China convenes its annual "Two Sessions," an article jointly authored by several Chinese academicians and published in the state-backed journal Science & Technology Review has drawn attention....
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08.03.26 - 00:07
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Tier-1 orders from major automakers fueling growth for Hiroca (Digitimes)
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The Chinese automotive market is undergoing an unprecedented transformation amid increasing industry volatility. As new energy vehicle (NEV) penetration rapidly rises, the traditional internal combustion engine (ICE) segment continues to shrink. Coupled with ongoing price wars, automakers face fierce competition on retail pricing while imposing stricter cost controls and faster R&D demands on their supply chains....
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