News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Tuesday 27 January 2026

TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion

With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...

Tuesday 27 January 2026

US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say

Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement...

Tuesday 27 January 2026

Taiwan's machine tool industry faces pressure; China, Japan, and South Korea still struggle, even with price edge

The removal of US tariffs on Taiwan's machine tools has leveled the playing field with major competitors Japan and South Korea, offering some relief to the industry. However, while...

Tuesday 27 January 2026

Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin

Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...

Tuesday 27 January 2026

Column: From black-and-white TVs to AI chips, Taiwan's export leadership continues

Taiwan's information and communications technology (ICT) sector—dominated by the semiconductor industry and Electronics Manufacturing Services (EMS)—accounted for 65.2%...

Tuesday 27 January 2026

Samsung favors high-margin memory clients, squeezing TV and appliance units

Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...

Tuesday 27 January 2026

China reportedly enters semiconductor glass substrate market

China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports.

Tuesday 27 January 2026

TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift

The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.

Tuesday 27 January 2026

GlobalFoundries' MIPS takes aim at Arm's hold on automotive AI

Following GlobalFoundries' acquisition of Synopsys' ARC Processor IP business, MIPS CEO Sameer Wasson is not just integrating a portfolio; he is orchestrating a pivot.

Tuesday 27 January 2026

IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap

IonQ and SkyWater Technology, the largest exclusively US-based pure-play semiconductor foundry, announced a definitive agreement for IonQ to acquire SkyWater in a cash-and-stock deal...

Tuesday 27 January 2026

Micron breaks ground on US$24 billion advanced NAND fab in Singapore

Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...

Tuesday 27 January 2026

Memory crunch accelerates notebook orders, reshapes 2026 demand

Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

Tuesday 27 January 2026

Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026

Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says

Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...

Tuesday 27 January 2026

AI and localization reshape China's semiconductor supply chain as price hikes arrive

After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory...

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BIZ FOCUS

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