News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Friday 12 June 2026

China's memory firms chase capital as AI storage demand lifts Biwin, Longsys

As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...

Friday 12 June 2026

CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation

China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.

Friday 12 June 2026

Taiwan OSAT firms gain from AI chip demand and foundry spillover

The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers...

Friday 12 June 2026

Google TPU orders shift as MediaTek, Marvell, and Broadcom split market

Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...

Friday 12 June 2026

SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway...

Friday 12 June 2026

Power semiconductors race to cut resistance for GPU cooling

Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used...

Friday 12 June 2026

Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain

Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...

Friday 12 June 2026

DDR4 shortage tightens as Nanya capacity fills and prices climb

DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking...

Thursday 11 June 2026

Amkor Korea weighs KRW1 trillion Gwangju expansion amid reported TSMC order growth

Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing...

Thursday 11 June 2026

Applied Materials CEO: AI reshapes semiconductor innovation

Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials...

Thursday 11 June 2026

Applied Materials expands Singapore base as AI supply-chain bottlenecks loom

Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment...

Thursday 11 June 2026

Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full

Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...

Thursday 11 June 2026

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...

Thursday 11 June 2026

AI boom drives capital inflows, but Taiwan sees low systemic risk

Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...

Thursday 11 June 2026

US lawmakers push ITC to enforce patent case involving TSMC

Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node...

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