CONNECT WITH US
NEWS TAGGED CHIPS
Monday 2 November 2026
Taiwan aims to train 60,000 IC specialists by 2030
Taiwan is aggressively pursuing a core strategy of "Team Taiwan to Team Global," according to Cheng-Wen Wu, Minister of the National Science and Technology Council (NSTC). Wu noted...
Monday 2 November 2026
Seoul Viosys begins mass production of rare earth-free white micro LEDs
A South Korean company says it has begun mass-producing white-light micro LED chips without rare earth materials, potentially reducing costs and environmental concerns in a market...
Sunday 1 November 2026
The 20% problem: why Taiwan's imported equipment parts still carry 70% of the cost
Taiwan can manufacture some of the world's most advanced chips, package them into increasingly complex AI systems, and connect much of the surrounding electronics supply chain within...
Saturday 31 October 2026
Marvell-Lumentum talks put optical supply chain in focus
Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly...
Saturday 31 October 2026
DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China
Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI)...
Friday 30 October 2026
Google, Foxconn aims to cut AI infrastructure deployment to six months
Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional...
Friday 30 October 2026
Nvidia dominates AI robot chips with 69% market share
The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Friday 30 October 2026
Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips
Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight...
Friday 30 October 2026
Taiwan manufacturing demand rises as bank property loans decline
Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...
Friday 30 October 2026
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter...
Thursday 29 October 2026
Analysis: Samsung's record quarter came from higher prices, not more chips; expects buyers to get no relief before 2028
Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors...
Thursday 29 October 2026
Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal
Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware...
Thursday 29 October 2026
NXP wins Volkswagen role in software-defined vehicle architecture
Volkswagen Group and NXP Semiconductors have agreed on a strategic partnership under which NXP's S32K5 microcontrollers (MCUs) are intended to serve as a building block of the carmaker's...
Thursday 29 October 2026
SenseCore captures nearly half of China's neocloud market as heterogeneous chips boost compute efficiency
As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost &...