DIGITIMES Semiconductors news

Sep 18

Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem

Baidu, one of China's leading internet companies, has cultivated its in-house Kunlun chip for years and recently secured a significant contract with China Mobile, marking the first step in its commercialization process of supplying external customers.

Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale

Sep 18

China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions

Sep 18

Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip

Sep 18

Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power

Sep 18

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IC DESIGN, DISTRIBUTIONAlibaba's T-Head AI chip rivals Nvidia H20, wins major China Unicom data center deal

Sep 19, 07:12

Alibaba's chip design arm T-Head has introduced its latest AI accelerator, the PPU, positioning it as a rival to Nvidia's China-only H20 GPU. The processor has already been rolled out in volume at China Unicom's Sanjiangyuan Big Data Base in Qinghai, representing one of the country's largest deployments of homegrown AI chips.

IC DESIGN, DISTRIBUTIONDomestic AI chips forecast to capture over half of China's market by 2027

Sep 19, 07:11

Once confined to gaming arcades, GPUs have transformed into the lifeblood of the AI revolution. Nvidia, the undisputed industry titan, wields what many call the "golden shovel" in the global artificial intelligence gold rush.

IC MANUFACTURINGImec CEO calls CMOS 2.0 the anchor for AI’s future

Sep 19, 07:11

Dr. Luc Van den hove, president and CEO of Belgian research institute imec, used his keynote at SEMICON Taiwan 2025 to call for a global push toward "super-fueled innovation" as the semiconductor industry faces mounting demands from artificial intelligence (AI), rising energy consumption, and shifting geopolitical currents.

MEMORY CHIPSSamsung and SK Hynix set stage for global battle over HBM4 chips

Sep 19, 07:10

SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory (HBM4), signaling the start of a new technological arms race in next-generation memory chips.

IC MANUFACTURINGAnalysis: After Nvidia invests in Intel, who's next?

Sep 19, 07:07

Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the U.S. government, Nvidia has announced a US$5 billion investment in Intel, buying shares at US$23.28 each. The move directly contradicts CEO Jensen Huang's dismissal in March of rumors that his company might take a stake in Intel.

IC MANUFACTURINGIntel–NVIDIA alliance: what it means for TSMC, AMD, Arm and the wider industry

Sep 19, 00:05

NVIDIA has announced it will invest US$5 billion in Intel, purchasing shares at US$23.28 each. The move surprised no one in the semiconductor and PC industries.

IC MANUFACTURINGNvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst

Sep 18

Nvidia and Intel announced a wide-ranging collaboration to jointly develop data center and personal computing products that integrate both companies' technologies. The agreement centers on combining Nvidia's AI and accelerated computing platforms with Intel's CPU and x86 ecosystem, connected through Nvidia's NVLink technology.

PASSIVE, PCB, OTHER IC COMPONENTSHanwha E-ssential challenges Ajinomoto's ABF monopoly with 2026 launch

Sep 18

Hanwha E-ssential, a subsidiary of Hanwha Solutions, has successfully localized the production of semiconductor packaging insulation materials in South Korea. The company plans to begin supplying in 2026, aiming to challenge the market dominance of Japanese firm Ajinomoto.

IC MANUFACTURINGTaiwan bets big on silicon photonics to capture US$100 billion global market

Sep 18

Taiwan is racing to advance its silicon photonics capabilities, aiming to develop high-efficiency 400Gbps optical modules within one to two years, according to the Ministry of Economic Affairs (MOEA).

PASSIVE, PCB, OTHER IC COMPONENTSMurata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B

Sep 18

Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural change. The Japanese electronic components maker aims to achieve revenue of JPY2 trillion (approx. US$13.3 billion) and an operating profit margin of at least 18% by fiscal 2027, with artificial intelligence (AI) applications serving as a key growth driver.

IC DESIGN, DISTRIBUTIONArm inaugurates Bengaluru design center, boosting India's chip ambitions

Sep 18

Arm has opened a new chip design center in Bengaluru focused on advanced 2nm chips. Union IT minister Ashwini Vaishnaw called it a milestone for India's semiconductor goals, making Arm the second company after Renesas to reach this level domestically.

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