News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Thursday 29 January 2026

South Korea's industry minister heads to Washington after tariff rollback warning

US President Donald Trump has threatened to restore 25% tariffs on South Korean goods, escalating trade tensions by citing delays in Seoul's...

Thursday 29 January 2026

Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US

Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the...

Thursday 29 January 2026

Jensen Huang hints at H200 approval for China, cements TSMC’s central role

Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals...

Thursday 29 January 2026

Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization

Chinese customers who had planned to use Samsung Electronics' foundry services abandoned a number of projects in 2025 as US regulatory pressure on China intensified and uncertainty...

Thursday 29 January 2026

Analysis: ASML earnings prove AI demand is hitting the factory floor

The artificial intelligence boom has moved from cloud infrastructure to the factory floor, and ASML Holding NV's latest earnings prove it.

Thursday 29 January 2026

Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays

Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence...

Thursday 29 January 2026

Alibaba's new AI chip challenges Nvidia from A800 to A100-class performance

Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed...

Thursday 29 January 2026

China's MCU sector trends from price cutting to margin repair

China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has...

Thursday 29 January 2026

Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain

China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...

Thursday 29 January 2026

AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...

Thursday 29 January 2026

Analysis: how SK Hynix is binding customers to its AI memory

SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...

Thursday 29 January 2026

UMC accelerates advanced packaging and silicon photonics development as AI drives demand

As artificial intelligence (AI) applications expand globally, United Microelectronics Corporation (UMC) is intensifying its efforts in advanced packaging and silicon photonics (SiPh)...

Thursday 29 January 2026

Earnings call summary: Samsung 4Q25 profit tops KRW20 trillion on memory boom

Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...

Thursday 29 January 2026

Upstream firms say US investment unprofitable if gross margin below 50%

Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...

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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