News tagged DIGITIMES at DIGITIMES

NEWS TAGGED DIGITIMES

Thursday 5 March 2026

Global smartphone industry, 4Q 2025

Introduction

Wednesday 4 March 2026

TSMC dominates global foundry rankings while four Chinese players enter top 10

ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for...

Wednesday 4 March 2026

Global OSAT industry, 2026

Introduction

Monday 2 March 2026

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...

Friday 27 February 2026

From equipment to talent, Japan moves to anchor India's chip expansion

Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim...

Wednesday 25 February 2026

Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the...

Monday 23 February 2026

Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty

Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.

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

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...

Wednesday 18 February 2026

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...

Wednesday 11 February 2026

DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations

Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...

Monday 9 February 2026

Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026

Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...

Friday 6 February 2026

MetaOptics drives heat-resistant metalenses into CPUs

At the Asia Photonics Expo (APE 2026) in Singapore, DIGITIMES interviewed MetaOptics, the first planar lens company listed on...

Wednesday 4 February 2026

China smartphone market and industry, 4Q 2025

Introduction

Tuesday 3 February 2026

Research insight: Blue Origin's TeraWave bets on space-based optical backhaul

Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond...

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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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7 DAYS NEWS

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RESEARCH INSIGHTS

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