News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Thursday 7 May 2026

Research Insight: AI memory boom squeezes automotive supply, driving costs higher

Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...

Wednesday 6 May 2026

Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit

Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...

Wednesday 6 May 2026

'Chipflation' hits Samsung, boosts Apple results

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...

Wednesday 6 May 2026

VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry

Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...

Wednesday 6 May 2026

AEM CEO says AI upends semiconductor testing

Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing,...

Wednesday 6 May 2026

SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity

At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing...

Wednesday 6 May 2026

Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions

QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K...

Wednesday 6 May 2026

GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...

Wednesday 6 May 2026

GlobalWafers reports weaker quarter as expansion weighs on margins

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

Wednesday 6 May 2026

VIS sees stronger growth in the AI boom and pricing power

Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...

Wednesday 6 May 2026

GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply

GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...

Wednesday 6 May 2026

Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...

Wednesday 6 May 2026

AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026

GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix

GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers...

Wednesday 6 May 2026

MediaTek unit Airoha targets AI networking surge with triple optical growth

MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical...

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