News tagged Digitimes Insight at DIGITIMES

NEWS TAGGED DIGITIMES INSIGHT

Monday 2 March 2026

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform...

Monday 2 March 2026

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud...

Thursday 26 February 2026

Insight: Qualcomm ships rack-scale AI systems built on 2019 AI 100 chip; analyst sees structural barriers

Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where...

Thursday 19 February 2026

DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...

Thursday 19 February 2026

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...

Wednesday 18 February 2026

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...

Wednesday 11 February 2026

DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations

Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...

Monday 9 February 2026

Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026

Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...

Tuesday 3 February 2026

Research insight: Blue Origin's TeraWave bets on space-based optical backhaul

Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond...

Wednesday 21 January 2026

Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026

Weekly research roundup: EV market splits and edge AI foundry war

While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...

Wednesday 21 January 2026

Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving

Nvidia unveiled its Alpamayo family at CES 2026, introducing a suite that includes the open-source AI model Alpamayo 1, the AlpaSim simulation framework, and Physical AI Open Datasets...

Monday 19 January 2026

Research Insight: The rising chip cost inside every car is forcing a rethink in China

As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...

Sunday 18 January 2026

Research Insight: Qualcomm's Ventana deal signals push to reduce Arm reliance and deepen RISC-V bets

On December 10, 2025, Qualcomm Inc. disclosed its acquisition of Ventana Micro Systems in the US without revealing the deal's financial terms or completion date. The company highlighted...

Tuesday 13 January 2026

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

DIGITIMES has recently published three latest research reports regarding Qualcomm's cloud AI ASIC business strategy for 2026, the status of the worldwide top-3 memory makers, plus...

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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