News tagged silicon at DIGITIMES

NEWS TAGGED SILICON

Thursday 30 April 2026

Meta's 1Q26 earnings redraw the AI hardware map

Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.

Thursday 30 April 2026

Taiwan wafer maker Episil triples capex to scale silicon photonics for AI

Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...

Thursday 30 April 2026

UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention

United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...

Thursday 30 April 2026

Qualcomm to ship custom product with hyperscaler in 4Q26

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...

Thursday 30 April 2026

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...

Monday 27 April 2026

What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure

The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...

Sunday 26 April 2026

JDI accelerates exit from LTPS, reshaping automotive display panel landscape

Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...

Thursday 23 April 2026

LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply

Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...

Tuesday 21 April 2026

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...

Tuesday 21 April 2026

Apple puts its chip architect in charge of all hardware as CEO transition looms

On April 20, 2026, Apple announced that Johny Srouji — the executive behind its custom silicon revolution — has been elevated to the newly created role of Chief Hardware...

Monday 20 April 2026

Potential Google-Marvell partnership escalates AI chip competition against Nvidia

Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive...

Friday 17 April 2026

Interview: AI compute startup TBC details biological computing platform linking living neurons and machine learning

In an era where AI systems are rapidly scaling beyond the limits of traditional silicon, new experimental companies are beginning to question what "compute" itself should look like...

Friday 17 April 2026

China wafer maker NSIG lifts revenue on 300mm momentum

National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...

Friday 17 April 2026

Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

Thursday 16 April 2026

Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

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