Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
Aug 4, 2026, 10:42 pm By DIGITIMES
Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure…Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
Aug 4, 2026, 10:27 pm By DIGITIMES
Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher…PSMC open to US, Singapore, Malaysia joint ventures as Intel packaging partnership enters mass production
Aug 4, 2026, 10:22 pm By Eifeh Strom
Market interest in whether Taiwan's Powerchip Semiconductor Manufacturing (PSMC) would deepen…Taiwan launches NT$10B fund to back biotech commercialization
Aug 4, 2026, 9:45 pm By DIGITIMES
Taiwan's National Development Fund Management Committee on the 4th approved a new NT$10 billion…Apple's India breakthrough highlights a market betting on premium over volume
Aug 4, 2026, 9:33 pm By DIGITIMES
Apple's India business crossing US$10 billion in annual sales for the first time is less a story…Nanya Technology July revenue hits record as DDR4 contract prices surge
Aug 4, 2026, 9:30 pm By DIGITIMES
Nanya Technology Corporation reported July 2026 revenue of NT$43.868 billion(US$1.353 billion), up…FMS 2026 opens with major memory makers present, but CXMT missing from exhibitor list
Aug 4, 2026, 9:26 pm By Jingyue Hsiao
FMS 2026 opened in Santa Clara with Samsung, SK Hynix, and Micron highlighting AI memory plans,…SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
Aug 4, 2026, 7:55 pm By DIGITIMES
SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on…AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
Aug 4, 2026, 7:53 pm By DIGITIMES
AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in…Samsung previews zHBM stacked-on-logic concept, 400-layer bonded NAND at FMS 2026
Aug 4, 2026, 7:02 pm By DIGITIMES
Samsung Electronics used the Future of Memory and Storage (FMS) 2026 conference to lay out an AI…China steps up challenge to Starlink: targets annual satellite output of 7,360 in major ramp-up of commercial space industry
Aug 4, 2026, 7:02 pm By Scarlett Yu
China's commercial space ambitions are entering a new phase as Beijing accelerates efforts to build…Waymo weighs ending Uber robotaxi role as app control battle intensifies
Aug 4, 2026, 6:22 pm By DIGITIMES
Waymo is considering leaving its robotaxi partnership with Uber as it seeks to bring ride-hailing…Everlight files third US patent suit over LED flip chip technology
Aug 4, 2026, 6:21 pm By DIGITIMES
Everlight Electronics filed a new US patent infringement lawsuit against Nichia on July 30 in the…US dominates world's largest AI data centers as China places three in global top 60
Aug 4, 2026, 6:20 pm By Scarlett Yu
The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data…Cloud AI chipmakers race to secure capacity with long-term deals
Aug 4, 2026, 6:20 pm By Charlene Chen
Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at…SK Hynix, Sandisk release first HBF specs with up to 512GB and 3TB/s bandwidth
Aug 4, 2026, 5:49 am By DIGITIMES
SK Hynix and Sandisk released the first standard specifications for High Bandwidth Flash (HBF) on…PSMC sees stronger 2H, says strategy unchanged after chair's death
Aug 4, 2026, 5:29 am By Sherri Wang
Powerchip Semiconductor Manufacturing Corp. (PSMC) will maintain its existing strategy following the…Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise
Aug 4, 2026, 5:15 am By DIGITIMES
Nvidia GeForce RTX 50 series graphics card prices in South Korea were set to rise by as much as 30%…Samsung Galaxy Z8 preorder sales hit record 1.44 million in South Korea
Aug 4, 2026, 5:02 am By DIGITIMES
Samsung Electronics said its Galaxy Z8 foldable smartphone lineup generated 1.44 million preorders…Samsung Foundry nears full utilization, but 2nm yields remain a hurdle
Aug 4, 2026, 5:01 am By DIGITIMES
Samsung Electronics' contract chipmaking business could approach full utilization in the second half…
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