News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Friday 10 July 2026

Meta readies Iris chip, locks in supply for push to 14 gigawatts

Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...

Friday 10 July 2026

China's silicon-to-agent AI stack headlines WAIC 2026 in Shanghai

When the 2026 World Artificial Intelligence Conference (WAIC) opens on July 17, its exhibition halls will double as a statement: China...

Friday 10 July 2026

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...

Thursday 9 July 2026

Apple's Broadcom deal extension shows wireless independence remains a distant dream

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift...

Thursday 9 July 2026

Rebellions' IPO plan tests market appetite for inference chips

South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...

Thursday 9 July 2026

Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit

Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...

Thursday 9 July 2026

AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

Thursday 9 July 2026

Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.

Thursday 9 July 2026

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend...

Thursday 9 July 2026

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Thursday 9 July 2026

China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology...

Thursday 9 July 2026

Interview: UK courts Taiwan suppliers as AI hardware race shifts to chips and power

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers, seeking to turn its AI infrastructure push into a market and investment opportunity...

Wednesday 8 July 2026

Apple reportedly broadens iPad OLED driver supply, chipping at Samsung's grip as foldables enlarge the pie

Apple's supply chain for OLED display driver ICs (DDI) — the chips that control how a screen's pixels light up — is diversifying, loosening Samsung's exclusive hold on...

Wednesday 8 July 2026

Enterprise SSD shortage lifts DDR4 8Gb 3Q26 contract prices

Memory prices are rising faster than expected as global AI demand strains DRAM and flash supply, with knock-on effects for PCs, data...

Wednesday 8 July 2026

China eyes AI model curbs as tech rivalry moves beyond chips

For years, Washington and Beijing focused much of their tech rivalry on silicon. Now the front line may be moving to the AI models the...

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