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    NEWS TAGGED IC DESIGN, DISTRIBUTION
    Tuesday 7 April 2026
    Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce
    In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...
    Tuesday 7 April 2026
    With Vera, Nvidia stops borrowing and starts building its own CPU muscle
    Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...
    Monday 6 April 2026
    Smartphone order cuts hit IC design as recovery pushes to 2027
    Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
    Saturday 4 April 2026
    Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
    Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
    Thursday 2 April 2026
    IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment
    IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security,...
    Thursday 2 April 2026
    Samsung reportedly supplies Exynos modem chips to Fibocom for 5G module mass production
    Samsung Electronics has supplied its Exynos modem chipset to Chinese wireless module maker Fibocom, marking a notable expansion of its system semiconductor business into external clients,...
    Thursday 2 April 2026
    Intel expands SambaNova stake, governance questions surface

    Intel plans to invest a further US$15 million in AI chip startup SambaNova Systems, lifting its stake to about 9% pending regulatory...

    Thursday 2 April 2026
    Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
    On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
    Thursday 2 April 2026
    South Korea's market volatility hands Taiwan a rare edge in AI
    During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...
    Thursday 2 April 2026
    Chinese companies capture nearly 41% of domestic AI accelerator server market
    China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...
    Thursday 2 April 2026
    Commentary: What's the real game behind Arm's chip venture?
    Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...
    Thursday 2 April 2026
    Intel buyback signals shift beyond austerity as chipmaker regains confidence
    Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
    Thursday 2 April 2026
    Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle
    Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity...
    Thursday 2 April 2026
    Interview: How Europe's two-year AI lag is becoming a security liability
    While North America and Asia race to deploy "physics-bending" AI hardware, Europe has opted for a "wait-and-see" approach, shielded by thick layers of regulation. In a DIGITIMES...
    Thursday 2 April 2026
    Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

    Taiwan's IC design sector is undergoing a decisive shift in 2026, with capital markets effectively validating an industry transition toward...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook