News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Wednesday 13 May 2026

Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Wednesday 13 May 2026

Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

Wednesday 13 May 2026

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...

Wednesday 13 May 2026

Hanwha Semitech to supply FO-PLP equipment for SpaceX-linked chip production

South Korean semiconductor equipment maker Hanwha Semitech is reportedly preparing to supply fan-out panel-level packaging (FO-PLP) equipment for advanced chip packaging in the second...

Tuesday 12 May 2026

PC chip demand stays murky in 2H26 as pre-buying clocks key

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...

Tuesday 12 May 2026

Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development

Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips...

Tuesday 12 May 2026

Commentary: Trump-Xi summit may offer China a pause, not a truce

Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

Tuesday 12 May 2026

Arm's AGI CPU demand surges as supply constraints loom

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...

Tuesday 12 May 2026

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...

Tuesday 12 May 2026

Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales

Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...

Monday 11 May 2026

Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu...

Monday 11 May 2026

AMD's 2nm defection to Samsung dents TSMC's AI grip

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...

Monday 11 May 2026

Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

Monday 11 May 2026

Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

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