News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Wednesday 25 February 2026

Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion

Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...

Wednesday 25 February 2026

Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand

Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...

Wednesday 25 February 2026

US says no H200s were cleared for China since Trump's go-ahead

Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....

Wednesday 25 February 2026

Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch

Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...

Wednesday 25 February 2026

Elon Musk recruits South Korean chip talent as HBM sparks global war

Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...

Tuesday 24 February 2026

CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades

The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...

Tuesday 24 February 2026

OpenAI agreement boosts Cerebras’ renewed IPO push

Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...

Tuesday 24 February 2026

Intel on edge as Nvidia sells Grace CPU separately to Meta

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...

Tuesday 24 February 2026

AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

Tuesday 24 February 2026

Anthropic warns of rising AI 'distillation' attacks, accuses Chinese firms of data siphoning

Anthropic has sounded the alarm over a surge in so-called "distillation" attacks, accusing several Chinese AI companies of improperly...

Tuesday 24 February 2026

Analysis: MediaTek’s long game in cloud silicon

MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...

Tuesday 24 February 2026

Memory chip shortage will last until mid-2026, says Acer CEO

Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...

Monday 23 February 2026

Altman dismisses space data centers, challenges Musk's orbital AI vision

The artificial intelligence boom has triggered a global race for chips, electricity, and land. Now it is fuelling something even more ambitious: proposals to move data centers into...

Monday 23 February 2026

Samsung Foundry rebounds with utilization above 80% in 1Q26

Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...

Monday 23 February 2026

Nvidia challenges Intel, AMD with AI laptop chips

Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia's...

4/78 pages

BIZ FOCUS

Feb 9, 08:00

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

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

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