News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Wednesday 4 February 2026

Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM

SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...

Wednesday 4 February 2026

Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position

Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...

Wednesday 4 February 2026

Samsung, SK Hynix move into HBM4 as yields and policy risks loom

Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...

Wednesday 4 February 2026

Jensen Huang clarifies collaboration with OpenAI on track, confirms participation in new funding round

Recent reports suggested a stall in investment between Nvidia and OpenAI, but Nvidia CEO Jensen Huang has confirmed that their collaboration remains on track. Huang stated in a CNBC...

Wednesday 4 February 2026

AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities

Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe...

Wednesday 4 February 2026

VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing

Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...

Wednesday 4 February 2026

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...

Wednesday 4 February 2026

Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch

Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...

Wednesday 4 February 2026

Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus

Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...

Wednesday 4 February 2026

CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet

Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...

Wednesday 4 February 2026

NXP abandons low-margin bets to chase the software-defined car

In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....

Wednesday 4 February 2026

AMD delivered the numbers—just not the surprise the AI market wanted

Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...

Wednesday 4 February 2026

Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory

SoftBank Corp. has launched a push into next-generation AI memory through its wholly owned unit SAIMEMORY Corp., forming a strategic collaboration with Intel Corporation to commercialize...

Wednesday 4 February 2026

Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research...

Wednesday 4 February 2026

Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

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