News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Friday 12 December 2025

Broadcom confirms fifth ASIC customer as custom AI chip business doubles

Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...

Friday 12 December 2025

AI server demand propels MLCCs into strategic role in passive components market

As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...

Friday 12 December 2025

MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand

MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...

Friday 12 December 2025

Why replicating Taiwan's science park ecosystem in Arizona is harder than it looks

Taiwan's semiconductor supply chain, which produces over 60% of the world's chips, faces growing pressure to expand overseas amid rising geopolitical tensions. Gudeng Precision Industrial,...

Friday 12 December 2025

Rapidus secures Canon, SoftBank backing for 2nm chip ambitions

Canon has reportedly entered final negotiations to invest in a state-backed chipmaker, while SoftBank prepares to increase its financial support, marking a significant step in Japan's...

Friday 12 December 2025

Samsung's TM Roh to reportedly hold surprise CES meeting with Micron CEO on DRAM supply

Samsung Electronics is reportedly preparing for urgent negotiations with Micron Technology at CES 2026 in Las Vegas, as surging mobile DRAM prices and tightening supply threaten to...

Thursday 11 December 2025

Nvidia says no concrete evidence yet in alleged DeepSeek GPU smuggling case

Chinese artificial intelligence startup DeepSeek is under scrutiny for allegedly circumventing US export restrictions by illegally acquiring thousands of Nvidia's Blackwell architecture...

Thursday 11 December 2025

China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage...

Thursday 11 December 2025

AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices

Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...

Thursday 11 December 2025

US eases H200 curbs, but China may no longer need the chip, says DIGITIMES analyst

In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington's decision to lift export restrictions on Nvidia's H200 accelerator to China signals a shift...

Thursday 11 December 2025

South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push

South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation memory and revive weaker segments such as logic chips and the domestic fabless sector...

Thursday 11 December 2025

Singapore unveils US$28.5 billion tech plan, spotlight on 2026 semiconductor drive

Singapore will invest SGD37 billion (approx. US$28.5 billion) over the next five years under its Research, Innovation and Enterprise...

Thursday 11 December 2025

India's state-run chip fab upgrade puts public-sector model to the test

India's effort to modernize its state-run Semiconductor Laboratory (SCL) is shaping up to be one of the most consequential experiments in the country's semiconductor strategy.

Thursday 11 December 2025

EU court cuts Intel antitrust fine to about EUR237 million

Intel has secured a reduction of nearly EUR140 million (approx. US$163.7 million) in its remaining EU antitrust penalty, though the bloc's second-highest court upheld the finding...

Thursday 11 December 2025

China weighs Nvidia's H200 amid US export shift and supply constraints

The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a major channel for American semiconductor revenue, but whether Beijing will embrace...

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Dec 24, 08:00

InnoPad Taipei to debut in 2026 as Taipei's flagship hub for global startups

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