News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Wednesday 16 July 2025

Exclusive: Intel’s rare move to Phoenix marks turning point in its fight with TSMC

Intel's annual conference shifts to Phoenix amid sweeping CEO-led reforms

Wednesday 16 July 2025

Apple turns to US rare earths in US$500M supply chain shift

Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.

Wednesday 16 July 2025

Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge

AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...

Wednesday 16 July 2025

Lee Jae-yong’s global sprint: Samsung chair courts partnerships in US, China, and Japan

Samsung Electronics Executive Chairman Lee Jae-yong returned to South Korea on July 14 following a whirlwind trip to the exclusive Sun...

Wednesday 16 July 2025

Goldkey gears up for August IPO as DDR4 demand takes off

A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%,...

Tuesday 15 July 2025

Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix

Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...

Tuesday 15 July 2025

TSMC in crosshairs: tariffs, currency, and AI growth at stake

As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world's largest contract chipmaker will navigate...

Tuesday 15 July 2025

Nvidia regains China access as Trump reverses H20 ban, but at what cost?

Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Tuesday 15 July 2025

GlobalFoundries takes MIPS under its wing; Imagination shoots down SMIC takeover talk

With TSMC commanding the lion's share of foundry orders for data center AI accelerators, second-tier players like UMC, GlobalFoundries (GF), and SMIC are urgently repositioning to...

Tuesday 15 July 2025

Broadcom's plant investment in Spain reportedly canceled, dealing blow to Southern Europe's chip ambitions

Broadcom has reportedly scrapped its plan to invest US$1 billion in an assembly, test, and packaging (ATP) facility in Spain. Reuters and Europa Press cited insiders...

Tuesday 15 July 2025

Malaysia requires export permits for Nvidia AI chips to block China trans‑shipments

Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately,...

Tuesday 15 July 2025

Nvidia caught between Washington's warnings and Beijing's welcome

As US-China tech tensions deepen, Nvidia CEO Jensen Huang has once again found himself at the center of a geopolitical storm — this time, not for launching a groundbreaking...

Tuesday 15 July 2025

US copper tariffs create uncertainty as India develops semiconductor supply chain

The US's recent decision to impose a 50% tariff on copper imports is expected to have minimal direct impact on India's copper exports, but it may contribute to uncertainty in India's...

Tuesday 15 July 2025

Nvidia-MediaTek chip sees demand surge as China seeks alternatives

The GB10 chip co-developed by Nvidia and Taiwan's MediaTek is experiencing demand several times higher than expected as the product nears mass production, according to industry sou...

Tuesday 15 July 2025

Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle

Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...

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