News tagged silicon at DIGITIMES

NEWS TAGGED SILICON

Thursday 12 March 2026

JetCool, Broadcom partner on liquid cooling for AI chips

JetCool, a subsidiary of Flex, has partnered with Broadcom to develop liquid cooling solutions for next-generation AI processors, according...

Thursday 12 March 2026

AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand

Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...

Tuesday 10 March 2026

Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics

US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...

Tuesday 10 March 2026

MAtek's testing business grows with AI-era chip complexity, but profits fall

MAtek reported record quarterly revenue in the fourth quarter of 2025 amid rising outsourced demand for materials analysis and reliability assurance, but net income after tax declined...

Monday 9 March 2026

AW 2026: Advantech sees a way out of physical AI's 'chaos'

As the industry makes strides toward physical AI, Advantech is asserting its role as not only a hardware provider but as a vital architectural bridge between global silicon giants...

Sunday 8 March 2026

SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance

In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...

Sunday 8 March 2026

Broadcom CEO sees copper interconnects viable through 2028

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

Thursday 5 March 2026

Apple builds US chip supply chain with TSMC and Foxconn

Semiconductors are a core technology of the digital economy. While most chip design still takes place in the US, manufacturing has long been concentrated in Asia, particularly Taiwan...

Thursday 5 March 2026

Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence

Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...

Wednesday 4 March 2026

Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization

Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and...

Wednesday 4 March 2026

Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical...

Wednesday 4 March 2026

Apple unveils M5 Pro and M5 Max with new Fusion Architecture and AI focus

Apple's latest Mac chips mark a structural shift in its silicon roadmap, introducing a new dual-die "Fusion Architecture" for Pro models and sharpening its focus on on-device AI, even...

Tuesday 3 March 2026

MediaTek invests US$90M in SiPh startup Ayar Labs

MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...

Tuesday 3 March 2026

Nvidia invests in Lumentum to advance AI optics technology

Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...

Monday 2 March 2026

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

11/22 pages

BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

MOST-READ
7 DAYS NEWS

Full list