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Wednesday 28 January 2026
Phison's Pascari SSDs power world's first lunar data center, set new reliability benchmark
Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data company Lonestar Data Holdings on the award-winning Freedom Mission, a milestone project highlighting the rising strategic importance of secure and resilient data storage in the AI era.
Wednesday 28 January 2026
MetaX revenue more than doubles to US$230 million as losses narrow
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January 27, 2026, the Shanghai-based company said revenue is expected to reach CNY1.6 billion (US$230 million) to CNY1.7 billion, up from CNY743 million a year earlier, a year-over-year increase of 115% to 129%.
Wednesday 28 January 2026
Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar with the matter told Reuters.

Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure. Analysts say resilient cash flow and constructive capital allocation help steady investor sentiment amid an uneven recovery.
Wednesday 28 January 2026
Lightmatter leverages Taiwan ecosystem to bridge the gap between photonics prototypes and production
Lightmatter is hosting its Tech Day in Taiwan on January 28, 2026, following the announcement of strategic partnerships with Global Unichip Corp. (GUC), Cadence Design Systems, and Synopsys. The company is positioning itself to advance AI infrastructure and accelerate the commercialization of co‑packaged optics (CPO) solutions.
Wednesday 28 January 2026
KGD joins memory price rally with China vendor raising prices by up to 80%
A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials and critical components. Known Good Die (KGD), long a low-profile yet tightly linked segment of the ecosystem, is now emerging as a key pressure point in the latest pricing surge.
Wednesday 28 January 2026
MediaTek partners with Google, targets US$10 billion ASIC business by 2027
MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have risen that the ASIC business could potentially be worth US$10 billion by 2027.
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even as consumer-facing segments remain uneven. Management framed fourth-quarter results as broadly in line with expectations, while emphasizing that the mix of end markets—not pricing—is driving both near-term performance and longer-term strategy.
Wednesday 28 January 2026
TI accelerates capacity push, shrugs off memory shortages
Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying fears that rising memory prices are constraining near-term demand across its core markets.
Tuesday 27 January 2026
The end of the copper age? Lightmatter builds an alliance to power the optical future

In a major coordinated push to reshape high-performance computing, Lightmatter has announced strategic collaborations with Global Unichip Corp. (GUC), Synopsys, and Cadence.

Tuesday 27 January 2026
Taiwanese chipmakers eye Europe and US as visual AI market in China gets saturated
Taiwanese semiconductor companies specializing in visual AI technologies are pivoting away from the Chinese market, increasingly focusing on Europe and the US amid growing challenges in China. These firms are advancing comprehensive solutions encompassing SoCs, ISPs, sensors, and algorithms to maintain competitiveness.
Tuesday 27 January 2026
US shows endorsement of Taiwan industry by granting MFN status on Section 232 tariffs, Taiwan officials say
Taiwan's finance minister and central bank governor have welcomed the US promise to extend most-favored-nation treatment under Section 232 tariffs, calling it a strong endorsement of Taiwan's industries in the trade negotiations between the two countries.
Tuesday 27 January 2026
Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform by 2027, marking one of the latest efforts by domestic Chinese chipmakers to advance their AI computing capabilities.
Tuesday 27 January 2026
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely on a single foundry. Qualcomm has confirmed plans to return to a dual-track strategy for its processor system-on-chip products, placing orders with both TSMC and Samsung Electronics.

Tuesday 27 January 2026
Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts see the move as aimed at lowering costs, reducing reliance on external chip suppliers, and strengthening control over Azure's AI hardware stack.
Tuesday 27 January 2026
Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial intelligence workloads worldwide. As part of the deal, Nvidia invested US$2 billion in CoreWeave Class A common stock at US$87.20 per share, reflecting confidence in CoreWeave's team, strategy, and cloud platform built on Nvidia technology.
Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Tuesday 27 January 2026
Microsoft launches Maia 200 AI chip, mass production progress draws attention
Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes improved inference performance and is produced with TSMC's advanced 3nm process technology.
Monday 26 January 2026
Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast, A Bit Personal. Following its January 16 debut episode featuring an in-depth conversation with Nvidia CEO Jensen Huang, the series' second episode, released on January 23, spotlighted AMD CEO Lisa Su.

Monday 26 January 2026
HVDC 800V supply chain gains attention as cloud AI seeks better power efficiency, but entry barriers remain high
The growing emphasis on power efficiency in cloud AI computing has drawn focus to the high-voltage direct current (HVDC) 800V supply chain, presenting notable opportunities and challenges within the semiconductor industry. According to sources from integrated device manufacturers (IDMs) and IC design houses, the market is currently dominated by established European and US players, making entry difficult for smaller companies.
Monday 26 January 2026
Memory innovation demand urgent as startups and SMEs gain opportunities
The memory industry is currently facing significant demand shortfalls, bringing renewed attention to the long-developed concept of "compute-in-memory." Leading memory manufacturers are actively investing in related technology development. At the same time, major players are also focusing on startup teams in the market, aiming to secure innovation through strategic investments. Companies like d-Matrix and TetraMem have demonstrated promising growth potential.
Monday 26 January 2026
Cmsemicon enters NOR Flash with first SPI NOR chip, expands beyond MCUs
Cmsemicon Semiconductor has released its first low-power SPI NOR Flash chip series, marking the Shanghai-listed chip designer's initial entry into the non-volatile memory segment. The launch fills a gap in the company's Flash product lineup and aligns with its "MCU+" strategy of pairing MCUs with complementary chips.
Monday 26 January 2026
MIPS expands RISC-V processor platform with ARC IP integration

MIPS is repositioning itself within the RISC-V ecosystem following the integration of the ARC Processor IP business acquired from Synopsys, moving beyond a CPU-centric model toward a broader processor platform that combines CPUs, NPUs, DSPs, and software tools.

Monday 26 January 2026
MIPS accelerates S8200 RISC-V NPU timeline

MIPS has accelerated the development timeline of its S8200 neural processing unit, a RISC-V–based NPU designed for real-time, low-latency edge AI, as the company continues to advance its strategy around what it calls "Physical AI," following its integration into GlobalFoundries.

Monday 26 January 2026
Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.