News tagged 2026 at DIGITIMES

NEWS TAGGED 2026

Tuesday 24 February 2026

Memory chip shortage will last until mid-2026, says Acer CEO

Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...

Monday 23 February 2026

SenseTime's risks run deeper than consensus forecasts

SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still...

Monday 23 February 2026

IEEPA tariff rollback offers relief, but Trump's 15% tariff plan clouds outlook

The US government will halt the collection of tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting February...

Monday 23 February 2026

Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...

Monday 23 February 2026

Samsung Foundry rebounds with utilization above 80% in 1Q26

Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...

Monday 23 February 2026

Meta goes after Apple with AI-first smartwatch revival

Meta is reviving its smartwatch ambitions as part of a broader push to define the next era of AI-powered consumer hardware, setting up a fresh competitive battle with rivals including...

Monday 23 February 2026

India roundup: India spotlights AI ambitions and global tech alignment at Impact Summit

India puts AI at the center of tech and geopolitical strategy, hosting the AI Impact Summit 2026 with global investment pledges, joining the US-led Pax Silica coalition, and advancing...

Saturday 21 February 2026

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel...

Saturday 21 February 2026

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...

Friday 20 February 2026

Tech giants double down on physical AI in the GenAI age

As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment...

Friday 20 February 2026

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...

Thursday 19 February 2026

Global AI leaders stress equitable adoption and ethical safeguards at India summit

At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities...

Thursday 19 February 2026

DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...

Wednesday 18 February 2026

Commentary: A robot-heavy Spring Festival Gala meets a sceptical youth audience

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook