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    NEWS TAGGED CHIPS + COMPONENTS
    Monday 24 August 2026
    Taiwan's 'invisible champions' in chip materials are about to become visible, says GlobalWafers' Doris Hsu

    Advanced process technology and new device architectures are reshaping the semiconductor supply chain — and the pressure is shifting...

    Monday 24 August 2026
    AI compute race heads toward space as MediaTek executive says 1 million H100s will be mid-tier by 2030
    Speaking at DIGITIMES' "AI on Chips: Semiconductor Industry Outlook Forum," MediaTek senior director Bor-Sung Liang said AI development is shifting from individual large language models...
    Monday 24 August 2026
    India roundup: India's chip push moves beyond fabs as yield, supply chains and new technology become the next test
    India's semiconductor strategy is entering a more demanding phase, shifting from attracting fabs and assembly plants toward building the capabilities needed to sustain them. From wafer...
    Monday 24 August 2026
    AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26
    The AI semiconductor investment boom is increasingly spilling over into the materials supply chain. South Korea's major semiconductor materials suppliers broadly improved profitability...
    Monday 24 August 2026
    Samsung DX hits first quarterly loss on chip inflation

    Samsung Electronics' Device eXperience (DX) division posted its first-ever quarterly operating loss in the second quarter of 2026, hit...

    Monday 24 August 2026
    Agentic AI opens new era for humanoid robots, shipments to jump fourfold by 2030

    Humanoid robots have entered a clear new phase since agentic AI emerged in 2025, with DIGITIMES analyst Zouhao Shen saying the category...

    Monday 24 August 2026
    Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory
    ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst...
    Monday 24 August 2026
    CPO hurdles linger as 800G and 1.6T SiPh surge, says analyst
    Challenges around co-packaged optics (CPO) remain unresolved, but they have not slowed the rapid rise of 800G and 1.6T silicon photonics, DIGITIMES analyst Kiwi Hsu said on August...
    Saturday 22 August 2026
    AI memory windfall: Samsung to hand back up to US$79 billion in 2026
    Samsung Electronics' board has approved a 2026 shareholder return plan estimated at KRW90 trillion to KRW110 trillion (approx. US$64-79 billion), which the company says is the largest...
    Saturday 22 August 2026
    Interview: Arbe Robotics on why radar is needed for autonomous driving and beyond
    Autonomous driving technology is maturing, and a future in which cars entirely drive themselves is quickly approaching in the rearview mirror. Yet safety and trust remain crucial barriers...
    Saturday 22 August 2026
    Manz Asia says yield is key to glass core mass production
    As AI chips continue to grow in size, the shift in advanced packaging from 300 mm wafers to square panels is becoming clearer, driving parallel development of new packaging technologies...
    Friday 21 August 2026
    China chip equipment maker Piotech posts 1,324% profit surge, advanced deposition scales up
    Piotech Inc. reported a sharp rise in first-half 2026 earnings, helped by stronger demand for semiconductor deposition equipment, wider adoption of new process tools and improving...
    Friday 21 August 2026
    Cambricon advances sixth-gen AI silicon, broadens support for DeepSeek, Qwen and GLM
    Cambricon Technologies chairman and president Chen Tian-shi said the company's sixth-generation AI processor and instruction set remain under development, with the next-generation...
    Friday 21 August 2026
    SK Chairman warns of 2027 memory shortage, ties expansion to long-term orders
    SK Group Chairman Tae-Won Chey said in a recent interview with CNBC that memory demand is surging explosively and that the most severe "memory shortage" will hit in 2027. He also apologized...
    Friday 21 August 2026
    Lee Jae-myung meets SK chief Chey Tae-won with US chip investment pressure in focus
    South Korean President Lee Jae-myung has begun a fresh round of talks with the country's leading business figures, starting with a private dinner with SK Group chairman Chey Tae-won,...
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