News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026

US president considers inviting Nvidia and other CEOs to China trade talks

CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...

Friday 8 May 2026

TSMC's 2026 revenue surges 30% in first four months on AI boom

TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...

Friday 8 May 2026

Samsung reportedly scales back Micro LED TV push as new TV chief takes over

Samsung Electronics is reportedly scaling back its Micro LED TV business, as high production costs and limited demand weigh on the commercial prospects of the premium display technology,...

Thursday 7 May 2026

Nuvoton BMC demand grows as per-rack chip count rises to 120

Nuvoton is seeing stronger demand for baseboard management controller (BMC) chips as AI servers drive higher requirements for remote server control and system monitoring. The company...

Thursday 7 May 2026

From chips to telecoms, South Korea faces an AI-era labor reckoning

Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...

Thursday 7 May 2026

Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration

Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...

Thursday 7 May 2026

Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand

During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...

Thursday 7 May 2026

Memory hikes slow telecom orders, but network chipmakers stay upbeat

Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...

Wednesday 6 May 2026

AI networking surge pushes Lumentum to record growth

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

Wednesday 6 May 2026

AEM CEO says AI upends semiconductor testing

Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing,...

Tuesday 5 May 2026

Tesla AI5 dual sourcing may not mean equal weight for Samsung

Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...

Tuesday 5 May 2026

Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026

AI and chips propel US back to top of Taiwan's trade chart

Trade between Taiwan and the US reached US$78.25 billion in the first quarter of 2026, driven primarily by advanced node chips and AI servers. This marks the first time in 25 years...

Tuesday 5 May 2026

As Nvidia goes to zero in China, Beijing races to fill the void

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook