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04 Apr
Latest News and Trends

Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent

  • April 4, 2026
  • By author-avatar jeff
Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter revenue climbed to NT$49.09 billion, surging 582.91% to a record high, underscoring a sharp rebound in the DRAM cycle.

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04 Apr
Latest News and Trends

How second-tier powers are bypassing big tech via Taiwan

  • April 4, 2026
  • By author-avatar jeff

The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement is emerging among second-tier industrial powers. During a recent lecture, DIGITIMES chairman Colley Hwang spoke about how nations such as Germany, Japan, France, and Canada are increasingly focused on building sovereign AI.

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04 Apr
Latest News and Trends

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

  • April 4, 2026
  • By author-avatar jeff
Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with expectations. Adjusted net profit reached CNY2.02 billion, up 62.0%, reflecting solid underlying demand.

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04 Apr
Latest News and Trends

New contender to Starlink: Amazon in talks to acquire Globalstar

  • April 4, 2026
  • By author-avatar jeff
Amazon is in advanced discussions to acquire the satellite communications provider Globalstar, a move that could significantly strengthen its ambitions in low-Earth orbit broadband and sharpen its challenge to SpaceX and its dominant Starlink network, according to people familiar with the negotiations.

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04 Apr
Latest News and Trends

Samsung strike threat clouds PMIC, mature-node outlook

  • April 4, 2026
  • By author-avatar jeff
Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs) and display driver ICs (DDICs) are seen as the most exposed segments, given constrained capacity and firm demand.

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03 Apr
Latest News and Trends

PSMC emerges as key link in Europe’s push to bring AI chip research to market

  • April 3, 2026
  • By author-avatar jeff

Europe is stepping up semiconductor ties with Taiwan as it seeks to turn research strength into commercial production, with foundries such as Powerchip Semiconductor Manufacturing Corp. (PSMC) playing a growing role in bridging that gap as the artificial intelligence race intensifies.

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03 Apr
Latest News and Trends

PSMC, CEA-Leti strike multi-year deal to ease AI data, power bottlenecks

  • April 3, 2026
  • By author-avatar jeff

Taiwanese foundry Powerchip Semiconductor Manufacturing Corp. (PSMC) and France’s CEA-Leti have signed a multi-year agreement on April 3 aimed at easing one of artificial intelligence’s most pressing constraints: rising power consumption and data-transfer bottlenecks inside data centers, executives said in an interview with DIGITIMES Asia.

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03 Apr
Latest News and Trends

2026 USTR Report: landmark ‘ART’ pact reshapes US-Taiwan trade landscape

  • April 3, 2026
  • By author-avatar jeff
The Office of the United States Trade Representative (USTR) has designated Taiwan as a highly cooperative and pivotal trading partner in its 2026 National Trade Estimate (NTE) Report.

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03 Apr
Latest News and Trends

Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage

  • April 3, 2026
  • By author-avatar jeff
Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance computing (HPC) applications continues to outpace supply, according to South Korean media reports and industry sources.

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03 Apr
Latest News and Trends

US faces split Asia: allies build ‘sovereignty walls’ as digital tensions rise

  • April 3, 2026
  • By author-avatar jeff

The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies.

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Recent Posts
  • Kuycon W34KB goes on sale with a 5K Fast HVA display and a dual-mode refresh rate
    August 31, 2026 No Comments
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