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    Intel, AMD warn of extended server CPU delays in China
    7min ago
    Anthropic launch adds pressure on the enterprise software sector
    22min ago
    South Korea aims to lead global quantum chip manufacturing by 2035
    24min ago
    NEWS TAGGED AMD
    Wednesday 4 February 2026
    AMD sees PC growth in 2026 despite market contraction
    Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...
    Wednesday 4 February 2026
    Analysis: AMD prioritizes supply chain for second-half AI ramp
    Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
    Wednesday 4 February 2026
    AMD beats estimates, flags softer 1Q26 momentum

    Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

    Wednesday 4 February 2026
    AMD delivered the numbers—just not the surprise the AI market wanted
    Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...
    Tuesday 3 February 2026
    AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion
    Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...
    Tuesday 3 February 2026
    Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales
    Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...
    Tuesday 3 February 2026
    Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst
    Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...
    Monday 2 February 2026
    Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration
    With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...
    Monday 2 February 2026
    Weekly news roundup: Diversification, memory power, capacity politics
    Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.
    Friday 30 January 2026
    Memory, CPU shortages hit Wintel notebooks, benefiting Apple
    Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    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...
    Monday 26 January 2026
    Lisa Su's toughest call: scrapping AMD's server roadmap

    Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

    Thursday 22 January 2026
    Why Intel poached a Qualcomm GPU chief to bet on AI graphics

    Eric Demers, a veteran GPU architect who until recently served as Senior Vice President of Engineering at Qualcomm and led its GPU business,...

    Thursday 22 January 2026
    QCT eyes AI supply chain integration battle with full-spectrum server strategy
    AI has sparked a significant boom in the server industry, turning system manufacturing into a supply chain battle. For ODMs, success now hinges on deep collaboration with chip partners...
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    aiexpo2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook