News tagged CPU at DIGITIMES

NEWS TAGGED CPU

Friday 22 May 2026

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications."...

Thursday 21 May 2026

Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...

Wednesday 20 May 2026

Nvidia earnings set to beat again on AI rack boom

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.

Wednesday 20 May 2026

Intel prioritizes high-end CPUs as AI demand tightens global supply

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global...

Tuesday 19 May 2026

Arm faces US antitrust probe after announcing plan to design its own chips

Arm was notified by the US Federal Trade Commission in early 2026 that it was the subject of an antitrust investigation after the chip designer said it would begin engineering its...

Monday 18 May 2026

DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another...

Friday 15 May 2026

Global server market and shipments, 2026: Agentic AI drives global server shipments near 20 million mark in 2026

Introduction

Thursday 14 May 2026

ASMedia reports record profit as it expands beyond PC chips into AI and automotive

Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...

Wednesday 13 May 2026

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

Tuesday 12 May 2026

PC chip demand stays murky in 2H26 as pre-buying clocks key

Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...

Tuesday 12 May 2026

Arm's AGI CPU demand surges as supply constraints loom

Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...

Friday 8 May 2026

Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs

AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...

Friday 8 May 2026

Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

Thursday 7 May 2026

Nvidia, AMD and Intel starve the PC market to feed the AI boom

The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.

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