DIGITIMES news archive

Total: 937 items

Analysis: After Nvidia invests in Intel, who's next?

Friday 19 September 2025

Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the US government, Nvidia has announced a US$5 billion investment in Intel,...

Tags

Google eyes Nvidia's turf with new TPU-as-a-service model

Monday 15 September 2025

In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking a bold step...

Tags

Google TPU chips Nvidia hardware

Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive

Wednesday 10 September 2025

YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation memory chips. The move not...

Tags

YMTC NAND flash Beijing capacity

Commentary: Intel's Faustian bargain trades independence for survival

Monday 8 September 2025

The Trump administration recently announced it would acquire nearly 10% of Intel's shares, becoming its largest shareholder. This move marks one of the most notable government interventions in a private company since...

Tags

Intel government business

Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'

Friday 5 September 2025

Advanced packaging is rewriting the rules of the semiconductor industry. According to DIGITIMES Research, in 2024, global AI data center accelerators (covering GPUs and ASICs) have seen advanced back-end packaging...

Tags

packaging semiconductor industry DIGITIMES 2024 technology

Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap

Thursday 4 September 2025

The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption that allowed the companies to ship...

Tags

TSMC China fab chipmakers equipment Samsung SK Hynix

Tech Forum 2025: TSMC faces the next decade of chip war from Arizona to Beijing

Thursday 4 September 2025

Taiwan Semiconductor Manufacturing Co. (TSMC) has begun mass production and turned a profit at its Arizona plant in 2025, a milestone that marks not only a breakthrough in its global expansion but also a reversal of...

Tags

TSMC Taiwan Arizona Beijing technology

Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race

Thursday 4 September 2025

The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized" phase shaped by three forces:...

Tags

packaging HBM high-end market cloud AI

Commentary: Trump eyes TSMC's Arizona fab as leverage to lift Intel and 'Made in America' drive

Wednesday 27 August 2025

Since August 11, 2025, when Intel CEO Lip-Bu Tan met with US President Donald Trump at the White House, and following the White House confirmation on August 22 that it would subsidize Intel through the CHIPS and Science...

Tags

Intel TSMC CEO 2025 manufacturing

Research Insights: Broadcom defends Ethernet ecosystem as NVLink and UALink push specialized interconnects

Tuesday 26 August 2025

At the OCP APAC Summit, Ethernet and UALink advocates clashed over data center interconnect architectures. Kurtis Bowman, UALink board chair and AMD's director of architecture and strategy, questioned Ethernet's latency...

Tags

Broadcom Ethernet APAC data center performance

Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Monday 25 August 2025

... boosting its foundry business credibility. DIGITIMES foresees that Samsung and Intel are expected to capture around 10% and 9% of the global foundry market by 2025, mostly driven by internal demand—over 90% for Intel and at least 50...

Tags

Samsung Tesla Automotive IC supply chain Texas

Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks

Monday 25 August 2025

The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations. For TSMC, the exclusion...

Tags

government TSMC Intel acquisition investment

Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market

Saturday 23 August 2025

The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary framework for SoftBank's equity...

Tags

Intel Softbank investment Arm manufacturing

Analysis: Is the US taking a page from China's 'Big Fund'?

Friday 22 August 2025

SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race. A country that once championed...

Tags

Intel Big Fund investment Arm Beijing

Research Insights: UCIe 1.1 upgrade aims at auto industry, boosts chiplet adoption

Thursday 21 August 2025

... Das Sharma, Intel Senior Fellow and chair of the Universal Chiplet Interconnect Express (UCIe) Consortium, Jessie Lin...

Tags

UCIe Chiplet automotive efficiency Research insights

Commentary: The govt check TSMC should turn down

Thursday 21 August 2025

US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American taxpayers' interests. A...

Tags

subsidies TSMC government Intel development

Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will

Wednesday 20 August 2025

As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor leader, Intel's lagging advanced...

Tags

Intel USA government investment policy Donald Trump

Commentary: TSMC shows no fear despite 300% tariff threat

Tuesday 19 August 2025

US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the market's primary concern is the...

Tags

TSMC USA manufacturing Donald Trump Tariffs

Commentary: Can Trump's stake-in steer Intel to recovery?

Monday 18 August 2025

The Trump administration is in talks with Intel. The stakes? A direct equity investment in America's struggling chip giant.

Tags

Intel government manufacturing Apple investment

Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future

Wednesday 13 August 2025

On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign immediately. Intel and Tan quickly...

Tags

Intel 2025 Donald Trump CEO TSMC

1/47 pages

Date range

News overview

Relevant articles

Beta — AI answers are generated from DIGITIMES content by relevancy and available date ranges.
They may contain errors or miss the latest updates. Please verify critical information. Contact us if you experience issues.

Syntax	Example	Finds articles containing
AND && A B	Intel AND AMD Intel && AMD Intel AMD	"Intel" and "AMD"
OR \|\|	Intel OR AMD Intel \|\| AMD	"Intel" or "AMD"
NOT !	Intel NOT AMD Intel ! AMD	"Intel" but not "AMD"
"A B"	"Smart TV"	Phrase "Smart TV"
("A B" OR C) AND D NOT X	("Smart TV" OR panel) AND maker NOT Taiwan	Multiple terms form a complex query combined together with Boolean operators