Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak

Taiwanese display driver IC (DDI) manufacturers have reported broadly declining revenues for the first quarter of 2026, reflecting ongoing challenges in the small- and mid-size segments. Novatek posted NT$23.145 billion (US$728 million), down 14.7% year over year; Raydium recorded NT$5.437 billion, down 6.7%; Fitipower had NT$4.501 billion, down 3.4%; Ilitek reported NT$3.918 billion, down 14.4%; and FocalTech saw NT$2.474 billion, down 17.3%. Only Sitronix bucked the trend, posting a robust 23% year-over-year increase to NT$5.329 billion.

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Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference architectures. In response, Intel and SambaNova Systems on Monday unveiled a jointly engineered blueprint designed to address the next generation of AI workloads, while announcing a broader multi-year strategic collaboration.

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