News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Friday 28 November 2025

AI workload surge creates opening for alternative memory and chiplet technologies, expert says

The rapid expansion of artificial intelligence (AI) workloads is forcing a fundamental redesign of data center infrastructure, driving historic memory shortages and opening a rare...

Friday 28 November 2025

Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move...

Friday 28 November 2025

DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers

A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising at...

Friday 28 November 2025

Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost

To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This...

Friday 28 November 2025

Cheng Mei delivers first CoPoS equipment to ASE

Competing with leading players, Cheng Mei Instrument Technology recently delivered the first CoPoS measurement and inspection equipment to the ASE Group, aiming to break KLA Corporation's...

Friday 28 November 2025

Rapidus reportedly plans second Hokkaido fab for 1.4nm chips as funding gap widens, but company pushes back on timeline

Rapidus plans to begin construction on a second fabrication plant in Chitose, Hokkaido, in fiscal 2027 to produce 1.4nm and eventually...

Friday 28 November 2025

Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators,...

Friday 28 November 2025

Topco Scientific eyes strong 2026 growth in photoresist and silicon wafers

Topco Scientific (TSC) expects semiconductor material demand to remain robust through 2026, driven by AI-led advanced process capacity utilization and strong memory market momentum...

Friday 28 November 2025

Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers

Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...

Friday 28 November 2025

Commentary: Taiwan's IC design edge in ASIC development

Taiwan's IC design sector has rapidly expanded in the application-specific integrated circuit (ASIC) market, driven by growing demand for AI applications. MediaTek has entered Google's...

Friday 28 November 2025

Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028

Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee supply...

Friday 28 November 2025

Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history

In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs...

Friday 28 November 2025

China's new TPU contender aims for Nvidia's AI chip dominance

China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue to...

Friday 28 November 2025

TSMC exit fuels Taiwan-US rivalry in GaN market

TSMC announced in mid-2025 that it will fully exit the gallium nitride (GaN) foundry business within two years. The strategic move refocuses resources on advanced silicon manufacturing...

Friday 28 November 2025

Why Jensen Huang spent Thanksgiving weekend in Taiwan

Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in town...

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iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook