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NEWS TAGGED CHIPS
Tuesday 28 April 2026
Why the AI boom still runs through Taiwan — and why that won't change
As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...
Tuesday 28 April 2026
DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency...
Tuesday 28 April 2026
AI chip testing complexity lifts probe card and upstream supply chain demand
As AI chips move to advanced process nodes and packaging technologies, semiconductor testing requirements are becoming significantly more complex.
Tuesday 28 April 2026
Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
Monday 27 April 2026
Commentary: DeepSeek reframes AI competition around efficiency, not scale
When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...
Monday 27 April 2026
Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly...
Monday 27 April 2026
Broadcom, Marvell set to benefit as 1.6T optical modules near mass production
1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's...
Monday 27 April 2026
Nio pushes into chipmaking to cut reliance on Nvidia

Nio's founder, chairman, and chief executive, William Li, said on April 24 that the company is accelerating efforts to develop its own automotive...

Monday 27 April 2026
MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...
Monday 27 April 2026
Cerebras files for IPO after AI chip breakthrough, G42 partnership shapes supply chain
Cerebras Systems filed for an initial public offering (IPO) on April 17, 2026, aiming to list on the Nasdaq. The company reversed its fortunes with US$510 million in revenue and a...
Monday 27 April 2026
Innolux enters leading tier of advanced packaging with new RDL and TGV technology
Innolux is expanding into the advanced semiconductor packaging sector, leveraging display technology as its core platform to accelerate integration with semiconductor and IoT technologies...
Sunday 26 April 2026
Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?
2026 has become a major year for IPO fundraising among leading AI players. At the end of 2025, Nvidia CEO Jensen Huang spent US$20 billion to acquire the IP and talent of AI chip startup...
Saturday 25 April 2026
China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon...

Friday 24 April 2026
Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure
At Google Cloud Next 26, Google Cloud announced a strategic shift in its AI hardware approach by introducing two distinct eighth-generation Tensor Processing Units: the TPU v8t for...
Friday 24 April 2026
DeepSeek previews V4 models with Huawei integration, signaling shift in China's AI stack
Chinese artificial intelligence startup DeepSeek has released preview versions of its latest models — DeepSeek-V4-Pro and V4-Flash — marking a closer integration with domestic...