News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Tuesday 12 May 2026

Intel's revival secret: Suppliers with TSMC's stamp of approval

With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.

Tuesday 12 May 2026

Arm's AGI CPU demand surges as supply constraints loom

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...

Tuesday 12 May 2026

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...

Tuesday 12 May 2026

Commentary: SEA semiconductor industry pivots towards AI as a strategic hub

SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...

Tuesday 12 May 2026

Infineon wins US patent ruling against Chinese GaN rival Innoscience

A patent dispute between Infineon Technologies and China's Innoscience over gallium nitride (GaN) technology has escalated after the US International Trade Commission upheld a preliminary...

Tuesday 12 May 2026

GaN patent fight between China and Europe extends beyond courtroom

As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission...

Tuesday 12 May 2026

Japan's diamond chip startups move toward production as factory and samples advance

Japan's diamond semiconductor sector is moving closer to practical use, as university-backed startups advance factory construction,...

Tuesday 12 May 2026

Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

Tuesday 12 May 2026

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor...

Monday 11 May 2026

Transcend chair sees AI memory supercycle

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...

Monday 11 May 2026

Samsung strike threat puts memory output at risk as 18-day walkout looms

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point...

Monday 11 May 2026

For India's chip dream, Lam Research points beyond fabs

As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that...

Monday 11 May 2026

Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu...

Monday 11 May 2026

Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP

Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...

Monday 11 May 2026

Samsung strike talks resumed with US$29 billion on the line

Samsung Electronics' labor and management have returned to the negotiating table under South Korean government mediation, as the company faces a planned general strike and a widening...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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