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Sunday 8 February 2026
Shanghai's AI chip boom powers China's homegrown computing future
In 2025, Shanghai's domestic AI chip sector surged alongside capital market activity. MetaX reported CNY740 million (US$106 million) in revenue in 2024, rising to CNY915 million in...
Saturday 7 February 2026
A close reading of the book behind TSMC's Japan bet
TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime...
Saturday 7 February 2026
Silicon Labs acquisition enables TI to build AIoT tech advantage
Texas Instruments (TI) recently announced that it will acquire IoT wireless connectivity specialist Silicon Labs for US$7.5 billion, with the deal expected to be completed in the first...
Saturday 7 February 2026
Microsoft's Maia 200 chip targets AI inference cost advantage, not Nvidia rivalry
Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations...
Saturday 7 February 2026
Commentary: SpaceX's orbital data center plan signals a new arena for AI power
As the rest of the world struggles with shortages of computing power, electricity and advanced chips, SpaceX has moved the chessboard decisively beyond Earth.
Friday 6 February 2026
MetaOptics drives heat-resistant metalenses into CPUs

At the Asia Photonics Expo (APE 2026) in Singapore, DIGITIMES interviewed MetaOptics, the first planar lens company listed on...

Friday 6 February 2026
Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla
The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence...
Friday 6 February 2026
CSPs turn to custom silicon to break Nvidia dependence
The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...
Friday 6 February 2026
Nvidia delays new gaming GPU as AI boom strains memory supply

Nvidia has postponed the release of its next-generation gaming graphics processing units (GPUs) this year as a global shortage of memory...

Friday 6 February 2026
Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
Friday 6 February 2026
Nittobo targets 2028 launch for next-generation glass fiber cloth
Nitto Boseki (Nittobo), which currently holds around 90% market share in the semiconductor materials glass fiber cloth segment, is planning to launch its next-generation T-glass glass...
Friday 6 February 2026
Cerebras raises US$1 billion, valuation nearly triples in 6 months
AI chip startup Cerebras Systems has secured a US$1 billion funding round, boosting its valuation to US$23 billion. According to Reuters and Bloomberg, the latest...
Thursday 5 February 2026
Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch
Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers...
Thursday 5 February 2026
Adata sees January revenue nearly triple, as memory prices hold in 2026
The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
Thursday 5 February 2026
TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse
TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of...