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NEWS TAGGED CHIPS
Wednesday 9 September 2026
China's AI computing plan targets sixfold growth and 100,000-card clusters
China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year...
Wednesday 9 September 2026
Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV)...

Wednesday 9 September 2026
Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage
Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure...
Wednesday 9 September 2026
Preferred Networks eyes an IPO as Japan's AI chip ambitions outgrow private funding
One of Japan's few private technology companies valued above US$1 billion is preparing to abandon a decade of engineering independence, because designing an AI chip is no longer the...
Wednesday 9 September 2026
WinWay revenue surges on AI chip pin-count demand
Semiconductor test interface maker WinWay said AI-related orders drove August 2026 revenue to NT$1.706 billion (US$53.8 million), up more than 2x year-over-year and a record high for...
Wednesday 9 September 2026
IQE returns to profit in 1H26, warns on China InP risk
IQE said first-half 2026 results came in better than expected on an AI data-center buildout boom, but the UK compound semiconductor epitaxy maker also warned that China's grip on indium...
Tuesday 8 September 2026
Malaysia weighs Huawei Ascend 910C for MYR2 billion sovereign AI cloud
Malaysia is evaluating Huawei Technologies' Ascend 910C accelerators as the compute backbone of its MYR2 billion (US$494 million) sovereign AI initiative, which is designed to keep...
Tuesday 8 September 2026
Nvidia underwrites its own demand; that may be harder to copy than its chips
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
Tuesday 8 September 2026
Black Sesame, Horizon Robotics unveil China's smart driving chip race

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line...

Tuesday 8 September 2026
Innolux, AUO take display technology into AI chips with FOPLP, glass substrates, Micro LED CPO
AI demand is accelerating advanced packaging and high-speed optical interconnect development, pushing Taiwan display makers Innolux and AUO deeper into the semiconductor supply cha...
Monday 7 September 2026
DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia
DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make...
Monday 7 September 2026
China smart driving chips hit bottlenecks in mass production, cost, in-house auto R&D
China's intelligent driving market is advancing rapidly, but the true trial has only just begun for domestic smart driving chipmakers.
Monday 7 September 2026
Orphans of the liquid cooling age: xMEMS targets data center 'hot spots,' eyes 2027 smartphone and smartglasses cooling ports
As the world's most powerful enterprise data centers undergo a massive migration to liquid cooling to support high-power artificial intelligence processors, a Silicon Valley chipmaker...
Monday 7 September 2026
SiliconAuto pushes AI chiplets as automotive SoC ties tighten
Taiwanese automotive microcontroller (MCU) maker SiliconAuto showcased its products at SEMICON Taiwan 2026, with CEO Gene Liu saying the company is now spotlighting AI chiplet architecture...
Monday 7 September 2026
AI racks move toward MW scale as power, cooling converge
As AI computing power surges, the energy consumption of AI servers has become a major bottleneck that must be solved. The issue is spreading from chips into power delivery systems...