News tagged IC design, distribution at DIGITIMES

NEWS TAGGED IC DESIGN, DISTRIBUTION

Wednesday 5 August 2026

Macroblock returns to profit as display demand and new products support outlook

Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...

Wednesday 5 August 2026

AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

Wednesday 5 August 2026

Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...

Wednesday 5 August 2026

Smartphone makers brace for lower volumes, higher prices, and deeper market split

Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...

Wednesday 5 August 2026

AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips

AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...

Tuesday 4 August 2026

Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise

Nvidia GeForce RTX 50 series graphics card prices in South Korea were set to rise by as much as 30% starting in August 2026 as higher wafer costs at Taiwan Semiconductor Manufacturing...

Tuesday 4 August 2026

Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the...

Tuesday 4 August 2026

China tightens chip layout design protection to strengthen domestic semiconductor innovation

China has revised its regulations on the protection of integrated circuit (IC) layout designs, introducing stricter registration requirements,...

Tuesday 4 August 2026

Taiwan-Japan semiconductor ties go beyond supply chain partnerships

Cooperation between Taiwan and Japan in semiconductors will go beyond supply-chain partnerships towards joint technological innovation and talent development, according to Taiwan's...

Tuesday 4 August 2026

MediaTek sees SerDes 448G as copper's final battleground

The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...

Tuesday 4 August 2026

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...

Tuesday 4 August 2026

China’s in-house auto chip push could reshape costs, supply chains, and regulatory risks

As Chinese automakers accelerate in-house chip development, the strategy is increasingly about more than smart vehicles. It is also tied to supply chain self-reliance, overseas expansion,...

Tuesday 4 August 2026

Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains

AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO...

Tuesday 4 August 2026

CXMT listing fuels concerns over DRAM prices and global memory competition

China's CXMT drew fresh attention after its parent ChangXin Memory Technology (CXMT) went public, with market estimates of the firm's future valuation ranging from US$160 billion to...

Tuesday 4 August 2026

Montage brings CXL 3.2 memory expansion to AI data centers with Samsung, SK Hynix support

Montage Technology has begun pilot production of what it says is the industry's first CXL 3.2 memory expansion controller, targeting...

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Jul 30, 08:00

EDOM Accelerates Edge AI Deployment with NVIDIA Technologies

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