News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Tuesday 2 December 2025

Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip

Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the...

Monday 1 December 2025

PaleBlueDot AI seeks US$300m loan for Nvidia chips

US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data...

Monday 1 December 2025

Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production

Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according...

Monday 1 December 2025

China turns to Baidu's Kunlun as AI chip constraints intensify

Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...

Sunday 30 November 2025

Samsung reportedly nears December verdict on Nvidia HBM4 tests

Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...

Saturday 29 November 2025

CXMT's high-end DRAM push narrows China's gap with South Korea to one year

China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South...

Saturday 29 November 2025

Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs

China's top technology companies are shifting their LLM training to overseas data centers as Washington tightens controls on advanced AI chips and Beijing orders domestic firms to...

Saturday 29 November 2025

GPU and TPU dispute illustrates zero-sum fallacy

The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With...

Friday 28 November 2025

Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move...

Friday 28 November 2025

Google's TPU shakes up ASIC market, challenging Nvidia's lead

Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...

Friday 28 November 2025

Rapidus reportedly plans second Hokkaido fab for 1.4nm chips as funding gap widens, but company pushes back on timeline

Rapidus plans to begin construction on a second fabrication plant in Chitose, Hokkaido, in fiscal 2027 to produce 1.4nm and eventually...

Friday 28 November 2025

Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

Friday 28 November 2025

Trump-Xi détente could unleash another wave of Taiwan AI chip boom

The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's...

Friday 28 November 2025

Kneron's ambitious chip roadmap expands into AI infrastructure

Kneron introduced a new generation of AI chips on November 26, 2024, as the company positions itself as a full-stack AI infrastructure provider. The launch featured the flagship KL1140...

Friday 28 November 2025

Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history

In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs...

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BIZ FOCUS

Nov 26, 08:00

Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation

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