News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Tuesday 16 June 2026

China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers

AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...

Tuesday 16 June 2026

AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play

The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...

Tuesday 16 June 2026

Qualcomm weighs Tenstorrent deal that could reach US$10 billion

Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Information reported, citing a person with direct...

Tuesday 16 June 2026

Huawei's PanguLM comeback hinges on Richard Yu after credibility hit

Huawei is trying to restore the profile of PanguLM at a time when China's large AI model race is entering a tougher phase.

Tuesday 16 June 2026

ByteDance in talks for Iluvatar, Baidu Kunlunxin AI chips as Doubao demand grows

ByteDance is in talks to buy AI chips from Shanghai-based Iluvatar CoreX and is also considering using Baidu's Kunlunxin chips, as...

Tuesday 16 June 2026

TSMC reportedly teams with Ibiden, Innolux to push CoPoS, glass substrates

TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in...

Tuesday 16 June 2026

Kioxia surpasses Toyota, eyes M&A push in face of AI boom

NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial...

Tuesday 16 June 2026

Samsung reportedly deepens foundry ties with Elon Musk's companies as turnaround timeline pushes toward 2028

Samsung Electronics' foundry business is reportedly expanding its strategic relationship with companies led by Elon Musk, with cooperation now spanning electric vehicles and emerging...

Tuesday 16 June 2026

TSMC PLP timeline faces skepticism from Taiwan industry sources

A South Korean media report claiming TSMC is preparing to launch panel-level packaging at mass-production scale as early as 2027 has...

Tuesday 16 June 2026

Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026

AI chip race sends WF6 prices soaring after Japan supply shock

Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used...

Monday 15 June 2026

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...

Monday 15 June 2026

LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand...

Saturday 13 June 2026

Nvidia turns to Vera CPU in China as H200 sales stall

Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that...

Friday 12 June 2026

Samsung's packaging gap clouds chip comeback as TSMC, Intel push ahead

Samsung Electronics is regaining ground in high-bandwidth memory and foundry services, but advanced packaging remains a weak point...

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