E-glass capacity cuts trigger production shifts for Taiwan CCL makers
Feb 12, 2026, 6:58 pm By Charlene Chen
The global AI data center boom is straining not only high-end computing chips but also adjacent…Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push
Feb 12, 2026, 6:57 pm By DIGITIMES
Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM,…Global semiconductor industry, 2026
Feb 12, 2026, 4:52 am By DIGITIMESAI applications and memory are two major growth drivers for the global semiconductor industry, with…Nvidia CEO praises Foxconn's AI server leadership at company sports event
Feb 12, 2026, 4:03 am By Charlene Chen
Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening…Samsung reclaims AI crown with world-first HBM4 mass production
Feb 12, 2026, 3:58 am By DIGITIMES
Samsung Electronics has officially commenced the mass production and commercial shipment of its HBM4…China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
Feb 12, 2026, 3:10 am By DIGITIMES
Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as…Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
Feb 12, 2026, 2:56 am By Kevin Wang
Rare earth metals are essential to modern industry and defense. They are found in high-performance…Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity
Feb 12, 2026, 2:52 am By DIGITIMES
Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in…Cisco revenue beats expectations, but margin outlook pressured by rising memory costs
Feb 12, 2026, 2:52 am By DIGITIMES
Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip…BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing
Feb 12, 2026, 2:34 am By Jingyue Hsiao
BYD plans to intensify its push into the German market in 2026 by expanding its dealer network and…Tower Semiconductor revamps strategy after Intel deal collapses
Feb 12, 2026, 1:54 am By DIGITIMES
Intel's decision to walk away from its September 2023 agreement for Fab 11X in New Mexico has…Z.ai unveils GLM-5, advances AI agents and China chip compatibility
Feb 12, 2026, 1:54 am By Levi Li
Ahead of the Lunar New Year, Chinese AI startup Z.ai (formerly Zhipu AI) released its open-source…GlobalFoundries accelerates silicon photonics targets; eyes US$1 Billion revenue run rate by 2028
Feb 12, 2026, 1:40 am By DIGITIMES
GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh),…Tariff shifts and supply-chain realignment set to make Taiwan top US PCB supplier
Feb 12, 2026, 1:35 am By Jingyue Hsiao
Geopolitical tensions stemming from the US-China trade war and global tariff barriers are driving…Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages
Feb 12, 2026, 12:45 am By Levi Li
Notebook brands Acer and Asus posted strong January revenue, defying the usual seasonal slowdown.…Weblink posts record January revenue as AI demand boosts data center and consumer markets
Feb 11, 2026, 11:39 pm By Jingyue Hsiao
Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million)…China dominates 90% of South Korea's EV fast-charger modules
Feb 11, 2026, 11:32 pm By DIGITIMES
South Korea is moving to domestically produce key components for electric vehicle (EV) fast…Applied Materials settles with BIS for US$252.5 million over SMIC shipments
Feb 11, 2026, 11:30 pm By DIGITIMES
Applied Materials, a Santa Clara-based semiconductor equipment maker, has reached a US$252.5 million…Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets
Feb 11, 2026, 11:25 pm By Levi Li
Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its…Taiwan charts course toward defense autonomy with NT$400 billion push
Feb 11, 2026, 10:56 pm By Rodney Chan
For Taiwan, the threat of a Chinese blockade is not merely military — it is industrial. Beijing's…
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