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Friday 14 March 2025
Intel revival hinges on Tan's industry ties, tech expertise
Intel has named Lip-Bu Tan as its new CEO, following a three-month search. The market has reacted positively to this appointment, but some insiders in the semiconductor supply chain...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.
Wednesday 12 March 2025
TSMC reportedly proposes joint venture for Intel's foundry division
TSMC has reportedly proposed a joint venture to operate Intel's foundry division, engaging companies like Nvidia, AMD, Broadcom, and Qualcomm. The plan suggests that TSMC would not...
Wednesday 12 March 2025
Altera embraces independence from Intel, shifts focus to edge AI
At Embedded World 2025, Altera CEO Sandra Rivera spoke during a keynote Q&A about the company's transition and future plans as the Intel-owned FPGA provider operates independen...
Monday 10 March 2025
Weekly news roundup: AMD CEO says DeepSeek's value lies in open-source innovation; HP slash 2,000 jobs
These are the most-read DIGITIMES Asia stories from the week of March 3 – March 7.
Friday 7 March 2025
DeepSeek's value lies in open-source innovation, not cost, says AMD CEO Lisa Su
Nvidia CEO Jensen Huang recently announced the company's fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI's long-term growth, even amid...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Wednesday 5 March 2025
Trump tariffs spark supply chain shift: PC brands eye southeast Asia, servers move to Texas
The Trump administration is escalating trade tensions, slapping a 25% tariff on Canada and Mexico while increasing China's tariffs by 10%. The move is accelerating supply chain migration,...
Monday 24 February 2025
AMD discusses server plant sale for up to US$4 Billion
Advanced Micro Devices Inc. is in talks with Asia-based companies over a sale of data center manufacturing plants it agreed to acquire last year, people familiar with the matter sa...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...
Tuesday 11 February 2025
Minds that shaped chip guru Jim Keller: Beyond Steve Jobs
Jim Keller's career has been shaped by interactions with some of the most influential figures in the semiconductor industry. As Jim Keller entered his forties, he met a figure at...
Saturday 8 February 2025
Jim Keller: How early setbacks forged a semiconductor visionary
Jim Keller, a semiconductor industry veteran, remains deeply involved in RISC-V development, working to establish a new foundation for AI-driven computing despite being years away...
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...