News tagged supplier at DIGITIMES

NEWS TAGGED SUPPLIER

Tuesday 10 February 2026

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

Tuesday 10 February 2026

Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers

AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...

Monday 9 February 2026

Wistron navigates supply chain challenges while targeting broad growth

Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

Sunday 8 February 2026

Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Friday 6 February 2026

Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race

Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...

Friday 6 February 2026

Taiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan

The arbitration ruling has been issued in an equipment contract dispute between Taiwan-based LED equipment supplier FitTech and China's leading LED manufacturer Sanan Optoelectronics...

Thursday 5 February 2026

Repon eyes strong 2026 growth on rising server demand

Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...

Wednesday 4 February 2026

Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

Tuesday 3 February 2026

SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin

SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...

Monday 2 February 2026

Liquid cooling triples growth for thermal solution makers

AI computing demand is increasing the need for thermal management. To optimize space efficiency in data centers, server cooling is shifting from traditional air cooling to liquid cooling,...

Friday 30 January 2026

Boeing signals stronger 2026 outlook as aircraft deliveries accelerate

Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace...

Friday 30 January 2026

Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion

Lam Research, a leading supplier of semiconductor manufacturing equipment dubbed the "US version of ASML," capped off fiscal 2025 with stellar performance, fueled by surging AI demand...

Thursday 29 January 2026

Celestica posts sharp revenue gains as cloud and AI spending rise

Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

Thursday 29 January 2026

Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle

Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...

Wednesday 28 January 2026

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...

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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