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NEWS TAGGED AI CHIP
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
Friday 14 November 2025
Elon Musk looks to space for Tesla's next AI chip
Tesla is extending its in-house chip roadmap beyond vehicles and humanoid robots, with CEO Elon Musk signaling that the company's forthcoming AI8 processor could power orbiting data...
Thursday 13 November 2025
Microsoft speeds up AI chip development with OpenAI IP licensing
Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...
Thursday 13 November 2025
Rebellions expands US presence with Silicon Valley hires, launches North America entity
South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position...
Thursday 13 November 2025
Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once...
Wednesday 12 November 2025
CXMT and Tesla's chip plans challenge South Korea's semiconductor lead
South Korea's semiconductor industry, boosted by AI-driven HBM memory demand, faces challenges as China's CXMT speeds up HBM3 production and Tesla plans to create its own wafer fab...
Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Monday 10 November 2025
TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
Monday 10 November 2025
Malaysia reaffirms AI chip neutrality, adopts Nvidia and Huawei Ascend
Malaysia has reiterated its neutral stance on artificial intelligence (AI) chip selection, ensuring that both Nvidia Corporation and Huawei's Ascend unit chips will be adopted. According...
Friday 7 November 2025
Advanced packaging emerges as AI's next performance frontier, insights from DIGITIMES analyst Tony Huang
As Moore's Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Thursday 6 November 2025
Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...
Thursday 6 November 2025
China bans Nvidia from state data centers, mandates domestic AI chips
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Thursday 6 November 2025
Cambricon's NeuWare breaks China's dependence on Nvidia CUDA
In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
Wednesday 5 November 2025
KYEC secures triple AI chip testing contracts, expands production in Taiwan and Singapore
The global race to build next-generation AI computing power is accelerating, and Taiwan’s King Yuan Electronics Corp. (KYEC) has emerged as a key winner.