News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Thursday 29 January 2026

Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain

China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...

Thursday 29 January 2026

AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026

Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle

Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...

Thursday 29 January 2026

Tesla bets future on custom chips as profit plunges 64%

Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...

Thursday 29 January 2026

China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect

In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...

Thursday 29 January 2026

Vivo exits smart glasses race, citing three insurmountable obstacles

After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...

Wednesday 28 January 2026

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026

Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27

In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai...

Wednesday 28 January 2026

Tesla restarts Dojo development with new focus on space AI

In a recent post on social media, Elon Musk unveiled Tesla's latest roadmap for artificial intelligence chips, declaring that development of the company's AI5 chip was progressing...

Wednesday 28 January 2026

Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...

Tuesday 27 January 2026

Taiwanese chipmakers eye Europe and US as visual AI market in China gets saturated

Taiwanese semiconductor companies specializing in visual AI technologies are pivoting away from the Chinese market, increasingly focusing on Europe and the US amid growing challenges...

Tuesday 27 January 2026

Samsung favors high-margin memory clients, squeezing TV and appliance units

Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin...

Tuesday 27 January 2026

Taiwan aims for industrial-grade quantum computing within 5 years

US Secretary of the Treasury Scott Bessent highlighted at the World Economic Forum (WEF) in Switzerland that 97% of advanced chips are produced in Taiwan, warning that any blockade...

Tuesday 27 January 2026

Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor

T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry...

Monday 26 January 2026

Samsung expected to start HBM4 shipments to Nvidia, AMD in February

Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook