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Thursday 6 August 2026
GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test
GlobalFoundries (GF) often presents itself as an essential pillar of US semiconductor sovereignty. That claim is partly true, but requires qualification.
Thursday 6 August 2026
Chunghwa Precision Test posts record July revenue on AI chip demand
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud...
Thursday 6 August 2026
Anthropic builds in-house chip design team, signaling AI firms' turn to custom silicon

Anthropic is building an in-house team to design custom chips for its Claude AI models, according to Reuters, moving ahead...

Thursday 6 August 2026
FOPLP leads production as CoPoS advances glass packaging
AI chip computing power is rising rapidly, pushing advanced packaging toward larger form factors, higher bandwidth, and greater integration. Traditional Ajinomoto build-up film (ABF)...
Wednesday 5 August 2026
Anthropic's scramble for compute is reshaping how AI labs finance their chips

Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

Wednesday 5 August 2026
Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook

Huawei is arguing that the next phase of semiconductor performance will depend less on transistor shrinkage and more on system architecture,...

Wednesday 5 August 2026
AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...
Tuesday 4 August 2026
China’s in-house auto chip push could reshape costs, supply chains, and regulatory risks
As Chinese automakers accelerate in-house chip development, the strategy is increasingly about more than smart vehicles. It is also tied to supply chain self-reliance, overseas expansion,...
Monday 3 August 2026
Amazon deepens OpenAI ties with US$50B AWS expansion
Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...
Monday 3 August 2026
Research insight: Robotaxis, AI chips and shared platforms accelerate AIDV commercialization
DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle...
Monday 3 August 2026
xLight bets on EUV light source, eyes ASML deal
The semiconductor industry is grappling with a supply-demand imbalance as AI-driven demand for advanced-node chips outpaces global capacity by several times, pushing up fab utilization...
Monday 3 August 2026
India advances semiconductor ambitions as Visakhapatnam OSAT plant anchors South India packaging push

India is moving deeper into semiconductor manufacturing with construction beginning on an INR23.87 billion (US$250 million) OSAT facility...

Monday 3 August 2026
C.C.P. Contact Probes teams with chipmaker on MEMS probes and test-cleaning sheets
C.C.P. Contact Probes said it has expanded its presence in the AI sector through a joint development project with a major semiconductor company covering microelectromechanical systems...
Sunday 2 August 2026
AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS
Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's...
Saturday 1 August 2026
Realtek, Elan, and Parade set the tone for PC chip demand
As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...