News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Friday 6 March 2026

South Korean Academia: NAND scaling nears ceiling; China seen closing gap

The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...

Friday 6 March 2026

Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment

The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning...

Friday 6 March 2026

Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains

In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...

Friday 6 March 2026

SK Group chairman reportedly to meet Nvidia CEO at GTC

SK Group chairman Chey Tae-Won is expected to attend Nvidia GTC 2026 in San Jose, California, on March 16, 2026, where he will likely hold high-level talks with Nvidia CEO Jensen Huang...

Friday 6 March 2026

Taiwan and US to jointly boost investments in five trusted industries

Taiwan's government is actively promoting developments in the "Five Trusted Industry Sectors": semiconductors, AI, military, security and surveillance, and next-generation communications...

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...

Friday 6 March 2026

Hormuz tensions test Taiwan's energy security as government scrambles to shield chip industry

While the global economy pins its growth hopes on the rapid scaling of artificial intelligence (AI), the physical foundation of that technology is currently facing an existential threat...

Friday 6 March 2026

Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early

Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and...

Friday 6 March 2026

China chip leaders call for national effort to build 'Chinese ASML'

China's semiconductor industry leaders are calling for a nationwide effort to develop a domestic equivalent of ASML within five years,...

Friday 6 March 2026

Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization

The semiconductor industry had widely expected Samsung's Taylor fab to begin large-scale production before the end of 2026. However, the...

Friday 6 March 2026

Taiwan refocuses nearly US$9.5bn chip program on drone, robotics and LEO satellite chips

US and Israeli strikes on Iran have sharply raised tensions in the Middle East. The operation seeks to weaken Iran's military capability and reshape the regional balance, but with...

Friday 6 March 2026

US considers global licensing regime for AI chips, tying exports to investment pledges

The Trump administration is currently drafting stringent new regulations that would require US approval for virtually all global exports of artificial intelligence accelerators from...

Friday 6 March 2026

Former TSMC SVP leads V5 Technologies' AI inspection push in semiconductor packaging

V5 Technologies, a leading maker of advanced semiconductor inspection equipment centered on AI algorithms, is capitalizing on the explosive growth in advanced process and packaging...

Friday 6 March 2026

China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production

Taiwan's Legislative Yuan has yet to review the 2026 central government budget amid political deadlock, but lawmakers have raised concerns over China's massive subsidies and capacity...

Friday 6 March 2026

Hangzhou signs US$3.7b AI GPU deal: China's multi-vendor chip strategy

On February 28, Hangzhou convened an AI development summit at the Hangzhou Civic Center aimed at positioning the city as China's leading...

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Sep 2, 08:22

World Diamond Technology accelerates mass production of 300 mm diamond wafers

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