DIGITIMES news archive

Total: 4,581 items

Column: From 3D NAND to 3D DRAM — how vertical stacking is reshaping memory chip manufacturing

Tuesday 13 October 2026

After 2013, planar NAND flash memory began reaching its scaling limits at the 15–16nm process node. Capacitive coupling between the floating gates of adjacent memory cells increasingly disrupted their threshold...

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3D DRAM NAND manufacturing

Podcast highlights: Is Elon Musk using TSMC talks as leverage against Intel and Samsung?

Tuesday 13 October 2026

Elon Musk's recent confirmation that his "TeraFab" initiative is in talks with Taiwan Semiconductor Manufacturing Co. (TSMC) signals that a project originally framed as a challenge to the established foundry model is...

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TSMC Intel Samsung capacity fab

Interview: Microsoft's Maia GM on Maia 300, Taiwan and HBM supply

Tuesday 13 October 2026

Microsoft's in-house Azure Maia chips will become the main platform for its own AI services, including Microsoft 365 Copilot, GitHub Copilot and Microsoft Foundry. However, the company will keep using GPUs from Nvidia...

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Microsoft Taiwan HBM chips Copilot

Commentary: Largan plays defense in phones, presses CPO offensive

Monday 12 October 2026

Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing. His comments on order trends,...

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smartphone CPO CEO 2027 production

Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?

Monday 12 October 2026

AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position in the global AI data center supply...

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supply chain data manufacturing capacity component

Interview: Europe's enterprise networking market returns to growth as pandemic inventory hangover clears

Friday 9 October 2026

The European enterprise networking market has cleared its multi-year inventory digestion period. According to CONTEXT, sell-through via European distribution channels is growing in the low double digits entering 2026...

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market inventory growth pandemic Europe

DIGITIMES Insight: HBM expansion raises the bar for memory offload

Wednesday 7 October 2026

The boundary for adopting external capacity is changing, as workloads that previously needed memory offload because of insufficient high-bandwidth memory (HBM) can now run directly on next-generation GPUs. As a result,...

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capacity HBM expansion data GPU

Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers

Wednesday 7 October 2026

Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending shock waves through Taiwan's supply...

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HP Dell supply chain Huaqin revenue

Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum

Wednesday 7 October 2026

Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September revenue recovering and the company...

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Largan Precision CPO optical lens expansion earnings

Column: Robots have learned to move. They haven't learned to think

Wednesday 7 October 2026

At IROS 2026, one of the world's top robotics conferences, held in Pittsburgh at the end of September, a robot startup's booth featured a dual-arm robot catching, in midair, sticks dropped at random from above. The...

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2026 robot robotics data startup

Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

Wednesday 7 October 2026

Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from record NAND demand and higher prices,...

Tags

Kioxia NAND SSD revenue NAND flash

The death of the software seat: cheaper AI tokens turn enterprise computing into metered labor

Tuesday 6 October 2026

The ferocious push toward artificial intelligence is gathering momentum amid growing industry demand for higher AI inference and increasingly compute-intensive models.

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AI inference price software labor trends

Column: How semiconductors' evolution foretells the rise of AI data centers

Tuesday 6 October 2026

Semiconductors and AI data centers share a striking number of similarities.

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data semiconductors cost AI server 12-inch

Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand

Monday 5 October 2026

China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant: Apple, Xiaomi, Vivo, Oppo and...

Tags

smartphone market demand subsidies shipments

TSMC, Intel named as Musk's Terafab ambitions face reality check

Monday 5 October 2026

As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel and TSMC for assistance.

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Elon Musk fab IC manufacturing Intel TSMC

Exclusive: A*STAR IME's Yu-chieh Chien targets next-gen SiC through 8-inch R&D, reliability gains

Monday 5 October 2026

Singapore is building a semiconductor R&D hub by attracting both multinational investment and overseas research talent. Dr Yu-chieh Chien, a Taiwanese scientist at the Agency for...

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SiC design talent Singapore Taiwan

DIGITIMES Insight: AI data demand surges as power and cooling become new bottlenecks

Monday 5 October 2026

As the number of AI computing transistors integrated within a single CoWoS package rises rapidly, DIGITIMES observes that moving massive volumes of data to compute chips fast enough is becoming increasingly...

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data cooling demand chips HBM

Podcast highlights: TSMC Texas plant talk is premature, Intel 18A hits backfiring criticism

Monday 5 October 2026

This excerpt from DIGITIMES analyst Luke Lin's podcast looks at TSMC's rumored Texas expansion, Intel's 14A and 18A process debate, and Qualcomm's high bandwidth compute (HBC) push as AI workloads drive demand for...

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TSMC Intel Texas DIGITIMES Arizona

Interview: AI PCs reach 65% of Europe's notebook channel, but what brings buyers to the market?

Saturday 3 October 2026

The rapid iteration of AI-capable hardware, following an industry-wide push toward integrating AI-processing capabilities into PCs, is bringing renewed attention to what AI could offer as its presence extends further...

Tags

AI notebooks sales data Europe hardware PC

DIGITIMES Insight: Intel, TSMC, Samsung converge on backside power — packaging becomes the next divide

Friday 2 October 2026

Data center AI accelerator package power has climbed from about 500W in the A100 generation to roughly 3,500–4,000W for Rubin Ultra-class products expected in 2027, pushing supply current into the thousands of...

Tags

Intel TSMC Samsung packaging accelerator

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