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Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
Monday 20 April 2026
Inside the strategy of Anthropic's CFO as AI spending surges

At Anthropic, the race to build cutting-edge artificial intelligence (AI) is increasingly defined by one constraint: computing, and at the...

Monday 20 April 2026
AI boom lifts Taiwan's chip testing firms to record 1Q26
As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...
Monday 20 April 2026
South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints
South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening...
Monday 20 April 2026
Potential Google-Marvell partnership escalates AI chip competition against Nvidia
Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive...
Friday 17 April 2026
Spanish startup Openchip targets 2028 launch on agentic AI wave
Openchip's growth and product roadmap could reshape AI computing supply chains and deployment costs globally, offering lower-power alternatives and CPU-independent modules that could...
Friday 17 April 2026
TSMC remains top choice for European AI chip startups amid capacity scramble
European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...
Friday 17 April 2026
China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip

Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon...

Friday 17 April 2026
Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

Friday 17 April 2026
Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

Friday 17 April 2026
Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

Thursday 16 April 2026
Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

Thursday 16 April 2026
Samsung targets May HBM4E samples for Nvidia after validation

Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans...

Thursday 16 April 2026
Rockchip reports record results, scales AIoT chips across industries
China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets.
Wednesday 15 April 2026
Broadcom and Meta deepen AI infrastructure alliance with multi-gigawatt ambitions

Broadcom and Meta have unveiled a sweeping multi-year, multi-generation partnership aimed at scaling Meta's AI infrastructure, signaling...