News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Friday 24 July 2026

Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion

Intel used its second-quarter 2026 earnings call on July 23 to argue that its biggest problem is no longer winning demand but building enough capacity to fill it, telling analysts...

Friday 24 July 2026

AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center

AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and...

Friday 24 July 2026

Japan, Korea, and Taiwan face fresh 10-12.5% US tariffs under forced-labor Section 301 action

Much of Asia's manufacturing base is now subject to new US import duties of 10% to 12.5% after the White House finalized a Section 301 action against 60 economies, citing their failure...

Friday 24 July 2026

Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround

Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind...

Friday 24 July 2026

AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending

Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...

Friday 24 July 2026

AMD splits next-generation data center GPUs for specialized AI demand

AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the...

Friday 24 July 2026

Wistron says growth is strong, but transformation remains incomplete

Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...

Friday 24 July 2026

China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Friday 24 July 2026

Samsung to break ground on Onyang HBM expansion in October, targets 2029 production

Samsung Electronics plans to break ground in October 2026 on a KRW 1.3 trillion (approx. US$884 million) expansion of its Onyang semiconductor packaging site in South Korea, targeting...

Friday 24 July 2026

AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026

PG Union bets on new models as Taiwan auto market weakens

PG Union is counting on new vehicle launches to navigate a weakening Taiwan auto market in the second half of 2026, after demand in the first seven months fell short of industry ex...

Friday 24 July 2026

Techzone sees stronger 2026 demand as semiconductor waste processing tightens

Techzone said growing AI demand and continued ramp-up of advanced semiconductor production have increased both the volume and complexity of specialty solvents, pushing hazardous waste...

Friday 24 July 2026

Global Tek expands into AI liquid cooling and robotics to drive second-half growth

Global Tek Industrial said on July 20 that it is moving deeper into AI liquid cooling, humanoid robots and aerospace as it targets stronger operating momentum in the second half of...

Friday 24 July 2026

Ubiqconn lifts first-quarter revenue and expands North America and AI plans

Ubiqconn Technology, a Taiwan-based industrial computer manufacturer, said on July 21 that its consolidated revenue rose to NT$548 million in the first quarter of 2026, up 61% from...

Friday 24 July 2026

After SDA: How the Pentagon is rebuilding military space—and why Taiwan's satellite industry should pay attention

The proposal to dissolve the US Space Development Agency (SDA) in the Fiscal Year 2027 National Defense Authorization Act (NDAA) has attracted attention largely as a government restructuring...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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