News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Thursday 4 June 2026

Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business

At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...

Thursday 4 June 2026

Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative

Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...

Thursday 4 June 2026

Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations

Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...

Thursday 4 June 2026

BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek

Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...

Thursday 4 June 2026

Goldkey targets NT$10B funding to lock in memory supply as prices surge

Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...

Thursday 4 June 2026

Chip test equipment makers hit by FPGA, CPU supply crunch

Semiconductor test equipment makers are facing severe shortages of key components, with lead times for FPGAs, CPUs, GPUs, and driver ICs...

Thursday 4 June 2026

RISC-V will be 'default ISA of choice' for all new chip designs, architecture's CEO predicts

Andrea Gallo, CEO of RISC-V International, used his appearance at the MIPS Forum during Computex 2026 to declare that RISC-V has completed its transition from academic project to industrial...

Thursday 4 June 2026

Kioxia weighs new NAND fab as AI demand drives long-term expansion plans

Kioxia is evaluating the construction of a new NAND flash manufacturing facility at its Kitakami site in Iwate Prefecture, aiming for production to begin after 2029-2030 as the company...

Thursday 4 June 2026

Taiwan courts the world's AI startups in a bid to secure chip future

Taiwan is stepping up its efforts to position itself as a global hub for artificial intelligence and semiconductor innovation, deepening ties between international startups and its...

Thursday 4 June 2026

Interview: Andhra Pradesh moves to become India's semiconductor packaging hub

Andhra Pradesh is making its most concrete move yet in semiconductors, zeroing in on packaging as the immediate entry point into the chip supply chain. Speaking on the sidelines of...

Thursday 4 June 2026

Taiwan's Walsin Technology gains pricing power from AI demand

Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

Thursday 4 June 2026

Huawei's Tau Law exposes China's EDA gap; Empyrean advances memory chip design tools

Huawei's recently proposed Tau Law has drawn attention across the semiconductor industry, with the company arguing that chip performance can be improved by reducing the internal signal...

Wednesday 3 June 2026

MIPS CEO makes the case for RISC-V in physical AI at Computex forum

Sameer Wasson, CEO of MIPS by GlobalFoundries, spoke at the MIPS Forum at Computex 2026 on June 3 in Taipei, held at the Taipei Courtyard by Marriott Nangang — one day after...

Wednesday 3 June 2026

Physical AI must act before it thinks, NXP CEO argues at Computex

As robots and autonomous systems move from factory floors into hospitals, warehouses, and public spaces, NXP Semiconductors CEO Rafael Sotomayor used his Computex 2026 keynote to argue...

Wednesday 3 June 2026

Micron's HBM4 push signals bigger Nvidia supply role

Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...

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Jun 1, 08:00

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