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NEWS TAGGED CHIPS
Wednesday 4 November 2026
Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies
AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum...
Wednesday 4 November 2026
DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia
DeepSeek plans to use Huawei's Ascend 950 chips as the core training hardware for its next-generation V5 model, potentially extending the companies' partnership from inference to full...
Wednesday 4 November 2026
Nexperia takes Wingtech to court over alleged rival chip supply chain in China
Dutch chipmaker Nexperia is seeking US$2 billion in damages from its Chinese owner Wingtech and three other defendants, alleging they established a competing supply chain in China...
Wednesday 4 November 2026
Taiwan eyes US FDPR alignment to block AI transshipment
As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten...
Wednesday 4 November 2026
MediaTek targets global AI leadership as Nvidia invests US$3.5 billion
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
Tuesday 3 November 2026
South Korea urged to link chip fab support to local suppliers
South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded...
Tuesday 3 November 2026
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...
Tuesday 3 November 2026
Apple says 2nm transition is easing its advanced-node chip constraints
Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...
Tuesday 3 November 2026
DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.
Monday 2 November 2026
Taiwan aims to train 60,000 IC specialists by 2030
Taiwan is aggressively pursuing a core strategy of "Team Taiwan to Team Global," according to Cheng-Wen Wu, Minister of the National Science and Technology Council (NSTC). Wu noted...
Monday 2 November 2026
Seoul Viosys begins mass production of rare earth-free white micro LEDs
A South Korean company says it has begun mass-producing white-light micro LED chips without rare earth materials, potentially reducing costs and environmental concerns in a market...
Sunday 1 November 2026
The 20% problem: why Taiwan's imported equipment parts still carry 70% of the cost
Taiwan can manufacture some of the world's most advanced chips, package them into increasingly complex AI systems, and connect much of the surrounding electronics supply chain within...
Saturday 31 October 2026
Marvell-Lumentum talks put optical supply chain in focus
Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly...
Saturday 31 October 2026
DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China
Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI)...
Friday 30 October 2026
Google, Foxconn aims to cut AI infrastructure deployment to six months
Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional...