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Latest news and trends for industry
08
Apr
Gigabyte G27Q3 debuts as a 320Hz QHD powerhouse for competitive gamers
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Posted by
jeff
08
Apr
DIGITIMES analyst discusses Apple’s Siri evolution, AI agent trends, and Samsung’s 2nm reality
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Posted by
jeff
In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple’s upcoming evolution of Siri. The new version is expected to integrate Google’s Gemini and allow users to select their preferred chatbot, including ChatGPT, Claude, or xAI’s Grok. While some market analysts suggest Apple may use this approach to control distribution and charge listing fees, Lin is skeptical of that interpretation.
08
Apr
Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
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Posted by
jeff
Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata’s monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million), a rise of 47.09% from February and 181.48% year over year. Meanwhile, Team Group reported NT$4.92 billion in March revenue, surging 326.68% sequentially and 120.49% from a year earlier, setting new records for both monthly and first-quarter sales.
08
Apr
China intervenes in memory supply; Apple outpaces local smartphone vendors
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Posted by
jeff
Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic memory leaders CXMT and YMTC to provide “strategic support” aimed at stabilizing prices and containing supply chain costs for local brands. Yet with a wide supply-demand gap in DRAM and NAND flash, near-term price stabilization remains unlikely.
08
Apr
Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition
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Posted by
jeff
Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The booming token economy is changing the role of AI data center energy storage from simply backup power to a core element of computing power.
08
Apr
Europe’s battery ambitions shrink as costs and China’s dominance loom
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Posted by
jeff
Driven by the rapid shift toward automotive electronics and electrification, Europe moved earlier than the United States to localize lithium battery production. Yet the region’s ambitions have been sharply scaled back. Plans unveiled in 2023 projected battery manufacturing capacity of roughly 2,000 gigawatt-hours by 2030, but current estimates have been revised down to about 1,200 gigawatt-hours, effectively cutting the original blueprint nearly in half.