Analysis: AI server power shifts to rack-level architectures as Delta, Liteon take lead
Jan 29, 2026, 3:58 am By Sherri Wang
As artificial intelligence (AI) development accelerates, power consumption across computing…Earnings call summary: Meta expects sharp rise in capex as AI capacity becomes strategic bottleneck
Jan 29, 2026, 3:41 am By DIGITIMES
Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to…Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans
Jan 29, 2026, 3:16 am By Charlene Chen
The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced…Analysis: how SK Hynix is binding customers to its AI memory
Jan 29, 2026, 3:09 am By DIGITIMES
SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a…Celestica posts sharp revenue gains as cloud and AI spending rise
Jan 29, 2026, 2:57 am By DIGITIMES
Celestica, a global supplier of data center infrastructure and advanced technology manufacturing,…UMC accelerates advanced packaging and silicon photonics development as AI drives demand
Jan 29, 2026, 2:48 am By Jingyue Hsiao
As artificial intelligence (AI) applications expand globally, United Microelectronics Corporation…Earnings call summary: Samsung 4Q25 profit rides memory boom to record revenue
Jan 29, 2026, 2:41 am By DIGITIMES
Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of…Microsoft tops US$50b cloud milestone as AI capex surges and Copilot adoption accelerates
Jan 29, 2026, 2:39 am By DIGITIMES
Microsoft's earnings conference call for the fiscal second quarter of 2026 underscored a company…Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
Jan 29, 2026, 1:59 am By Jingyue Hsiao
China's optical industry is confronting significant challenges as several lens module manufacturers…AMEC triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
Jan 29, 2026, 1:47 am By DIGITIMES
Chinese microcontroller (MCU) supplier AMEC has raised prices on its MCU and NOR Flash products by…VIS licenses GaN technology from TSMC to boost power device development
Jan 29, 2026, 1:25 am By Jingyue Hsiao
Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan…UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
Jan 29, 2026, 1:09 am By Jingyue Hsiao
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter…Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
Jan 29, 2026, 1:06 am By DIGITIMES
Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure,…Tesla bets future on custom chips as profit plunges 64%
Jan 29, 2026, 1:02 am By DIGITIMES
Tesla's latest earnings showed softer vehicle demand but improving margins, while management and…Meta targets 2026 for massive AI infra push following solid earnings
Jan 29, 2026, 12:57 am By DIGITIMES
Meta Platforms' latest results point to a sustained escalation in AI infrastructure investment, with…Taiwan tops auto display revenue while China dominates volume
Jan 28, 2026, 11:49 pm By Levi Li
China's LCD panel industry leads globally across major applications, pushing many Japanese and South…Semco and LG Innotek push into humanoid robot supply chain
Jan 28, 2026, 11:48 pm By Charlene Chen
As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South…Scientech's growth signals shift in semiconductor investment toward packaging and system integration
Jan 28, 2026, 11:48 pm By Jingyue Hsiao
As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global…Taiwan enterprise 5G investments set to surge, driven by testing demands
Jan 28, 2026, 11:48 pm By Kevin Wang
Enterprise investments in 5G private networks are expected to significantly increase following…ASML executives bet on chip demand strength past 2025
Jan 28, 2026, 9:29 am By DIGITIMES
ASML Holding's management says demand tied to artificial intelligence is proving more durable than…
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