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digitimes.com > news > a20/26/0910PD202 > exports-taiwan-electronics-2025-ai-server.html

AI server exports to US slow; electronics parts jump 1.5 times in August

16+ hour, 36+ min ago   (105+ words) digitimes AI server exports to US slow; electronics parts jump 1.5 times in August Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens…...

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digitimes.com > news > a20/26/0911PD216 > apple-modem-iphone-mmwave-qualcomm.html

Apple cracks mmWave with C2, weakening Qualcomm's last big iPhone modem edge

2+ day, 10+ hour ago   (168+ words) Apple has introduced its new in-house C2 modem in the iPhone 18 Pro, and the US specifications list support for the n258, n260 and n261 mmWave bands, marking the first time Apple's C-series modem has crossed the mmWave threshold. Apple cracks mmWave with C2, weakening Qualcomm's…...

DIGITIMES
digitimes.com > news > a20/26/0910VL220 > sk-hynix-high-na-dram-2028-samsung.html

Samsung, SK Hynix eye 2028 High-NA DRAM rollout

2+ day, 19+ hour ago   (106+ words) digitimes Samsung, SK Hynix eye 2028 High-NA DRAM rollout ASML's TWINSCAN EXE:5200B High-NA EUV lithography system. Credit: ASML Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...

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digitimes.com > news > a20/26/0911PD202 > xiaomi-huawei-apple-market-foldable-smartphone.html

Huawei, Xiaomi, Apple take different bets on foldables

2+ day, 13+ hour ago   (104+ words) digitimes Huawei, Xiaomi, Apple take different bets on foldables Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door to AMD without…...

DIGITIMES
digitimes.com > news > a20/26/0911VL203 > jensen-huang-nvidia-goldman-sachs-growth-silicon.html

Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

2+ day, 14+ hour ago   (120+ words) digitimes Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace,…...

DIGITIMES
digitimes.com > news > a20/26/0911PD210 > apple-iphone-component-taiwan-foldable.html

Apple's foldable arrives late to a supply chain already moving on

2+ day, 15+ hour ago   (147+ words) digitimes Apple's foldable arrives late to a supply chain already moving on Apple has unveiled its first foldable smartphone, the iPhone Duo, raising expectations that its entry will expand the foldable phone market and lift component prices. For Taiwanese suppliers,…...

DIGITIMES
digitimes.com > news > a20/26/0911VL204 > ai-server-revenue-taipei-materials.html

AI server tracker: Taiwan's August filings say demand is still accelerating

2+ day, 15+ hour ago   (186+ words) The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics…...

DIGITIMES
digitimes.com > news > a20/26/0910PD208 > development-nec-quantum-security-electronics.html

Quantum computer development is more about national security than profits, says expert

2+ day, 19+ hour ago   (164+ words) Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026. According to Japanese media reports, NEC concluded that the commercialization timeline for a physical quantum computer was too long and that hardware investment…...

DIGITIMES
digitimes.com > news > a20/26/0910VL222 > gpu-ai-inference-nvidia-dram-data-center.html

GPU economics face pressure as token prices fall, d-Matrix says

2+ day, 18+ hour ago   (169+ words) digitimes GPU economics face pressure as token prices fall, d-Matrix says d-Matrix Vice President Chris Nicol presents an inference cost model at the SEMICON Taiwan 2026 Memory Executive Summit. Credit: Sherri Wang Falling token prices are putting pressure on the economics…...

DIGITIMES
digitimes.com > news > a20/26/0910PD218 > academia-sinica-2026-equipment-taiwan-quantum-computing.html

Academia Sinica to open 8-inch quantum chip platform in September 2026

2+ day, 19+ hour ago   (115+ words) digitimes Academia Sinica to open 8-inch quantum chip platform in September 2026 Keep me signed in - Track financials & stock data of Taiwan tech. - Tungsten prices surge sixfold as US-China restrictions tighten supply for chips, aerospace, defense - Google's v10 TPU opens door to…...