News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Thursday 19 March 2026

AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU)...

Thursday 19 March 2026

Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27

At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...

Thursday 19 March 2026

Micron forecasts record revenue as memory supply tightens

Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

Thursday 19 March 2026

Chip price surge in 2Q26 shifts cost pressure to end markets

As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...

Thursday 19 March 2026

Nvidia signals optical future, but materials shortages stand in the way

Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...

Thursday 19 March 2026

Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Thursday 19 March 2026

Micron delivers record-breaking 2Q26 financial results driven by AI demand

Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...

Thursday 19 March 2026

Samsung, AMD expand AI memory and compute partnership with MOU to align HBM4 supply and DDR5 support

Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.

Thursday 19 March 2026

AMD deepens ties with Naver in bid to expand AI infrastructure

Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU...

Thursday 19 March 2026

Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty

Intel's advanced packaging complex in Malaysia is expected to begin operations later this year, Prime Minister Datuk Seri Anwar Ibrahim said, as the company advances its assembly and...

Thursday 19 March 2026

China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Thursday 19 March 2026

Nvidia adopts Groq to tackle AI inference and expand global reach

At its annual GTC conference in San Jose, Nvidia unveiled a major shift in its AI hardware strategy: integrating technology from AI chip startup Groq to address growing demand in AI...

Thursday 19 March 2026

Rapidus scales back US 2nm R&D early, raising timeline and funding concerns

With support from the Japanese government, Rapidus has been advancing R&D and pilot production testing to mass-produce 2nm chips by 2027. However, due to funding constraints and...

Thursday 19 March 2026

SK Hynix presses ahead on HBM4 despite tightening AI memory supply

SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...

Thursday 19 March 2026

Samsung strike vote nears, DS and DX divisions clash over bonuses

As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook