News tagged chips at DIGITIMES

NEWS TAGGED CHIPS

Sunday 1 March 2026

Micron opens semiconductor assembly and test facility in India

Micron Technology has inaugurated its first semiconductor assembly and test facility in Sanand, expanding its global manufacturing footprint while supporting India's efforts to strengthen...

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...

Thursday 26 February 2026

US rushing to reshore semiconductor production

The US is quietly rebuilding its domestic semiconductor industry by reducing dependence on Taiwan, which produces roughly 90% of the world's most advanced computer chips. Experts warn...

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...

Wednesday 25 February 2026

Without memory chips, Korea's semiconductor edge over China erodes, KIET warns

As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in...

Wednesday 25 February 2026

Unimicron's 4Q25 profit surpasses combined earnings of first 3 quarters; 2026 capex raised to NT$34 billion

Given the steady demand for AI and high-performance computing (HPC) chips, Unimicron stated that orders for IC substrates and PCBs have picked up. This has not only steadily increased...

Wednesday 25 February 2026

Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand

Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...

Wednesday 25 February 2026

US says no H200s were cleared for China since Trump's go-ahead

Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....

Wednesday 25 February 2026

Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch

Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...

Wednesday 25 February 2026

Elon Musk recruits South Korean chip talent as HBM sparks global war

Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...

Tuesday 24 February 2026

CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades

The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...

Tuesday 24 February 2026

OpenAI agreement boosts Cerebras’ renewed IPO push

Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...

Tuesday 24 February 2026

Intel on edge as Nvidia sells Grace CPU separately to Meta

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...

Tuesday 24 February 2026

AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

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BIZ FOCUS

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