News tagged AMD at DIGITIMES

NEWS TAGGED AMD

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...

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.

Wednesday 6 May 2026

Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit

Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...

Wednesday 6 May 2026

AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026

AMD lifts outlook as AI demand fuels data center growth

On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...

Tuesday 5 May 2026

Intel's revival runs on politics and promises — but supply bottlenecks tell a different story

Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...

Wednesday 29 April 2026

TSMC exits Arm investment with US$231 million sale

TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...

Tuesday 28 April 2026

Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...

Tuesday 28 April 2026

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...

Friday 24 April 2026

Taiwan plans 130-hectare industrial zone in Tamsui for science city

Following Nvidia's decision to establish its overseas headquarters at the Beitou-Shilin Technology Park (BSTP) in Taipei, space constraints in northern Taiwan have prompted Advanced...

Friday 17 April 2026

Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the...

Friday 17 April 2026

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...

Wednesday 8 April 2026

Arm reportedly plans to sell AGI CPUs in China despite core licensing ban

Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...

Tuesday 7 April 2026

Global AI chip suppliers compete as TSMC remains top foundry partner

As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research...

Sunday 29 March 2026

AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to...

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Feb 9, 08:00

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

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