DIGITIMES news archive

Total: 11,713 items

TSMC exits Arm investment with US$231 million sale

Wednesday 29 April 2026

TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026. The transaction generated roughly...

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Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

Wednesday 29 April 2026

As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost reduction, breaking international...

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TSMC supply chain competition Taiwan semiconductor industry

CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply

Wednesday 29 April 2026

Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance. Industry estimates suggest that...

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training demand IC substrate CPU capacity

Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

Tuesday 28 April 2026

The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in cloud AI, while application-specific...

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AI agent ASIC CPU demand

Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

Tuesday 28 April 2026

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese company and the fourth globally...

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6nm GPU Microsoft Windows certification

US chip packaging capacity to hit 10% by 2032

Tuesday 28 April 2026

The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing capacities stateside,...

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capacity packaging OSAT reshoring TSMC

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Tuesday 28 April 2026

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined, with demand rising sharply and...

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Intel CPU GPU GenAI demand AMD MediaTek

TSMC's refusal of ASML's expensive High-NA EUV equipment, explained

Monday 27 April 2026

ASML has launched its 0.55 High Numerical Aperture Extreme Ultraviolet (High-NA EUV) in an effort to extend Moore's Law. The market had originally expected TSMC to adopt it first, but the company has held back. TSMC...

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TSMC ASML High-NA EUV equipment

Samsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back

Sunday 26 April 2026

The AI era has officially shifted from training to inference and agent-centric computing, prompting Nvidia's strategic acquisition of Groq to integrate LPUs into its own platform. This move not only eliminates a strong...

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TSMC Samsung Nvidia 2026 CEO

Memory price surge reshapes global notebook competition in 2026

Friday 24 April 2026

The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities as the core of competition....

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notebook panel competition price shipments 2026

Intel keeps capex steady as it shifts spending toward capacity expansion

Friday 24 April 2026

Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts chip output. Executives signaled...

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Intel capex demand equipment 2026

CPUs regain central role in AI as Intel highlights growing importance alongside rising ASIC demand

Friday 24 April 2026

Intel executives are placing renewed emphasis on the central role of CPUs in artificial intelligence (AI), arguing that shifting workloads are elevating their importance even as specialized chips gain traction....

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Intel CPU ASIC demand chips

Intel bets on CPUs as backbone of AI growth

Friday 24 April 2026

Intel executives are expressing growing confidence in the company's long-term outlook, arguing that a fundamental shift in artificial intelligence toward real-world deployment aligns with Intel's core strengths. CEO...

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Intel growth demand manufacturing outlook

Intel flags price increases and supply shortages as CPU demand strengthens

Friday 24 April 2026

Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its product lines. Management said...

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Intel demand price CPU PC

Intel's AI-driven CPU rebound signals early-stage revival

Friday 24 April 2026

Intel's first-quarter 2026 results point to a company in the midst of a credible revival, as improving execution and rising demand for AI-related computing begin to reshape its trajectory.

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Intel CPU demand 2026 revenue

Intel says 18A yield improves as 14A advances to early customer engagement stage

Friday 24 April 2026

Intel reported steady progress on its most advanced manufacturing technologies, saying its 18A process node is seeing meaningful yield improvements, while the next-generation 14A node has reached early design enablement...

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Intel manufacturing packaging design development

PC chipmakers warn CPU shortages cloud 2026 shipment outlook

Friday 24 April 2026

CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe that while current CPU shortages...

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PC CPU shipments IC shortage 2026

SpaceX eyes GPU push as Tesla taps Samsung for chip upgrade

Thursday 23 April 2026

SpaceX is exploring in-house production of graphics processing units (GPUs) as it cites potential chip supply constraints, even as Tesla advances its artificial intelligence...

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SpaceX Tesla Samsung GPU production

SaiMemory wins NEDO backing for next-generation ZAM memory, partners with Intel

Thursday 23 April 2026

SaiMemory, a next-generation memory developer established by SoftBank, said on April 22 that its development project has been selected for subsidies by Japan's New Energy...

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NEDO HBM performance development

Tesla tap Intel's advanced 14A chip for Terafab project

Thursday 23 April 2026

Tesla plans to use advanced semiconductor manufacturing technology from Intel in its ambitious Terafab project, a development that could mark a significant milestone in Intel's efforts to re-establish itself as a...

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Tesla Intel technology manufacturing development

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