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NEWS TAGGED CHIPS
Wednesday 22 April 2026
SJSemi's blockbuster IPO reorders China's chip packaging landscape
Shares of SJSemi surged on their trading debut on Shanghai's SSE STAR Market on Monday, underscoring investor enthusiasm for advanced chip packaging technologies as demand for artificial...
Wednesday 22 April 2026
Amazon expands alliance with Anthropic as AI race shifts to computing power
While much of the public conversation around artificial intelligence (AI) has centered on chatbots and consumer-facing tools, a quieter — and far more capital-intensive —...
Tuesday 21 April 2026
Enflame tests IPO path with fast growth, Tencent reliance, and rising losses
Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable...
Tuesday 21 April 2026
MacBook Neo demand surge highlights chip shortage pressure
Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.
Tuesday 21 April 2026
ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
Tuesday 21 April 2026
Huawei flags smartphone price pressure, broadens AI device portfolio
Huawei used its latest product launch to deliver a dual message: rising component costs are tightening smartphone pricing margins, even as the company accelerates its push across AI-driven...
Tuesday 21 April 2026
Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026
Analysis: Amazon's 11-year chip journey crowns Anthropic and OpenAI as top Trainium customers
Amazon CEO Andy Jassy declared in his latest shareholder letter that the company's self-developed chip business is booming, surpassing US$15 billion in annualized AI revenue through...
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges

At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by one constraint: computing, and at the...

Monday 20 April 2026
AI boom lifts Taiwan's chip testing firms to record 1Q26
As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...
Monday 20 April 2026
South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints
South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening...
Monday 20 April 2026
Potential Google-Marvell partnership escalates AI chip competition against Nvidia
Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive...
Friday 17 April 2026
Spanish startup Openchip targets 2028 launch on agentic AI wave
Openchip's growth and product roadmap could reshape AI computing supply chains and deployment costs globally, offering lower-power alternatives and CPU-independent modules that could...
Friday 17 April 2026
TSMC remains top choice for European AI chip startups amid capacity scramble
European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...