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    Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump
    1min ago
    Samsung strike risk lifts memory spot prices as supply risks mount
    35min ago
    Nvidia H200 sales to China stall despite US approval
    37min ago
    Trump-Xi meeting leaves InP and CVD export controls unresolved
    May 14, 19:21
    ODMs push consignment deals to defend AI server margins
    May 14, 19:20
    NEWS TAGGED IC DESIGN, DISTRIBUTION
    Wednesday 13 May 2026
    AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

    Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

    Tuesday 12 May 2026
    AI drives IC price hikes, lifts China chip exports 83.7% in April
    Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...
    Tuesday 12 May 2026
    Trade talks to test US-China leverage on rare earths, tariffs, and AI
    US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling...
    Tuesday 12 May 2026
    PC chip demand stays murky in 2H26 as pre-buying clocks key
    Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
    Tuesday 12 May 2026
    Samsung labor dispute rattles global supply chain
    Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
    Tuesday 12 May 2026
    WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand
    Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data...
    Tuesday 12 May 2026
    Arm's AGI CPU demand surges as supply constraints loom
    Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
    Tuesday 12 May 2026
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
    Tuesday 12 May 2026
    Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck
    As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor...
    Monday 11 May 2026
    For India's chip dream, Lam Research points beyond fabs
    As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that...
    Monday 11 May 2026
    DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

    DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet...

    Monday 11 May 2026
    Weekly news roundup: Taiwan freezes trading in MediaTek; 2D NAND shortage spirals
    Below are the most-read DIGITIMES Asia stories from the week of May 4-10, 2026:
    Monday 11 May 2026
    Taiwan chip testing firm sheds power unit, pivots to AI validation as margins recover
    Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational...
    Monday 11 May 2026
    Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake
    Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook