DIGITIMES news archive

Total: 11,023 items

Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus

Wednesday 1 April 2026

Fujitsu plans to develop a 1.4nm artificial intelligence (AI) chip and outsource its production to Rapidus in Japan, according to Nikkei. The chip is designed for use in servers and related systems, with a focus on...

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TSMC eyes SiPh breakthrough as industry consensus forms

Wednesday 1 April 2026

TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC vice president and co-chair of the...

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TSMC SiPh packaging CPO production

Nvidia moves beyond GPUs with three-system push to own the AI stack

Wednesday 1 April 2026

At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend Nvidia's portfolio beyond its...

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Nvidia GTC 2026 Groq CPU

Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand

Wednesday 1 April 2026

Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor supply chains.

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Arm Tesla demand technology Samsung

China's AI chip demand drives advanced foundry growth amid geopolitical split

Wednesday 1 April 2026

Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory. This momentum is fueled by a virtuous...

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demand capacity growth AI chip SMIC

CEA-Leti bets on Taiwan fabs to turn Europe’s chip research into reality

Tuesday 31 March 2026

Europe is tightening its semiconductor research links with Taiwan's manufacturing engine, with French research institute CEA-Leti positioning itself as a primary gateway between the two ecosystems.

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Europe Taiwan manufacturing Foxconn production

Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue

Tuesday 31 March 2026

The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global AI boom. According to Counterpoint...

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semiconductor foundry fab revenue growth market 2025

Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology

Tuesday 31 March 2026

Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in the next-generation semiconductor...

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Samsung 1nm technology 2030 TSMC

Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

Tuesday 31 March 2026

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year growth through February...

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Taiwan monthly tracker AI revenue growth

AI computing shifts from training to inference; heterogeneous architectures go mainstream

Tuesday 31 March 2026

As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026, HyperAccel Chief Strategy Officer...

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training infrastructure development cost data

Apple sustains growth with budget MacBook Neo and OpenClaw craze

Tuesday 31 March 2026

Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched budget MacBook "Neo" have prompted the...

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Apple budget MacBook sales OpenClaw

Jensen Huang unpacks what's behind TSMC's staying power

Tuesday 31 March 2026

Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks, AI factories, and the future impact of AI...

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TSMC Nvidia CEO Jensen Huang wafer

China's analog chip price surge spreads, benefiting mature AI process assets

Tuesday 31 March 2026

As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices, aligning with international...

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analog IC mature process capacity demand China

Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine

Tuesday 31 March 2026

Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to a "generative system" capable of...

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Nvidia Jensen Huang CEO data efficiency

Samsung reportedly aims to begin silicon photonics mass production in 2028

Monday 30 March 2026

Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition. The company is offering clients...

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silicon photonics Samsung TSMC 2028

Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?

Monday 30 March 2026

Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute supply of around 20 GW. He plans to...

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Elon Musk wafer fab IC manufacturing

Advantech urges industry restructuring as physical AI faces vertical integration limits

Monday 30 March 2026

Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative AI currently commands greater...

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Advantech president 2026 adoption growth

Weekly news roundup: AI, supply chains, new entrants intensify global chip race

Monday 30 March 2026

... role in global semiconductor supply chains. The move is expected to deepen collaboration with key partners such as TSMC...-generation hardware-software innovation. SK Hynix eyes TSMC 3nm to gain advantages in HBM4E race SK Hynix is reportedly...

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DIGITIMES weekly news roundup HBM4 fab funding

Taiwan’s AI pivot: from chip factory to “silicon innovation island”

Monday 30 March 2026

Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan Shih calls a "silicon innovation...

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Taiwan hardware silicon government manufacturing

Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

Sunday 29 March 2026

SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS), estimating that global AI and data...

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SEMICON China AI demand investment 2026

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