Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV
Sep 20, 2026, 9:59 pm By DIGITIMES
This week’s reports centered on intensifying competition and bottlenecks across the semiconductor…Anthropic reportedly weighs a new model, outside safety auditors as its IPO clock runs down
Sep 20, 2026, 9:07 pm By DIGITIMES
Anthropic is reportedly being asked to prove two opposite things at once. To list at the valuation…AMAX expands liquid-cooled data center in push beyond hardware
Sep 20, 2026, 7:45 pm By Sherri Wang
Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into…Column: AI usage patterns may be shifting the case for self-hosted servers
Sep 20, 2026, 7:45 pm By Jingyue Hsiao
A new Anthropic threat intelligence report offers an unusual glimpse into how advanced AI systems…DIGITIMES Insight: AI chip upgrades shift substrate supply bottleneck from upstream materials to equipment
Sep 20, 2026, 7:44 pm By Yunnie Cheng
DIGITIMES Intelligence has observed that as the performance of AI accelerators and server CPUs…US-Mexico trade talks put AI servers in focus as Taiwan ODMs seek common ground
Sep 20, 2026, 7:44 pm By Scarlett Yu
The US is reportedly pressuring Mexico to tighten rules of origin for AI hardware to limit the use…OpenAI, Microsoft filings intensify copyright fight over AI training
Sep 19, 2026, 8:28 pm By DIGITIMES
New court filings from The New York Times and other news organizations have put OpenAI and…Charts: Two-thirds of Taiwan's chip equipment growth comes from testing AI chips
Sep 19, 2026, 8:28 pm By DIGITIMES
Taiwan's listed semiconductor equipment, components, and solutions suppliers are growing at nearly…AI capacity crunch drives up consumer tech costs, deepening China's deflation
Sep 19, 2026, 8:27 pm By Levi Li
Surging AI server demand is reshaping consumer electronics. Memory costs have risen sharply this…BYD plans four Europe factories as EU tariff pressure rises
Sep 19, 2026, 8:27 pm By DIGITIMES
BYD is planning four factories in Europe over the long term as it works to meet local manufacturing…Amazon Leo clears Taiwan's NCC review, with commercial launch pointed at 2027
Sep 18, 2026, 7:21 pm By Joseph Chen
FarEasTone Telecommunications has cleared four of the six regulatory steps required to bring Amazon…Power grids can't keep pace with AI data center boom in EU, US
Sep 18, 2026, 7:20 pm By Kevin Wang
According to supply chain players, most AI data center cost models used by analysts in both China…Memory recovery, price hikes lift Niching IC substrate outlook, order visibility through 2H27
Sep 18, 2026, 7:19 pm By Yunnie Cheng
Semiconductor packaging and testing materials distributor Niching Industrial hosted an investor…MediaTek, Vivo bring 30B MoE models on-device in next AI phone race
Sep 18, 2026, 7:18 pm By Levi Li
MediaTek's new Dimensity 9600 Pro puts agentic AI at the center of its flagship smartphone strategy,…Solidigm weighs first US NAND fab, explores upstate New York
Sep 18, 2026, 4:41 am By DIGITIMES
Solidigm, the US NAND flash subsidiary of SK Hynix, is considering building its first NAND…Analysis: China's 15th five-year plan spotlights diamond for AI chip thermal management
Sep 18, 2026, 4:15 am By Yunnie Cheng
China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform…Winbond cements server NOR lead with Infineon deal
Sep 18, 2026, 4:08 am By Lily Hess
Winbond Electronics is expanding its NOR Flash footprint and has agreed to pay US$1.12 billion in…Corning to raise display glass substrate prices 15% from 4Q26
Sep 18, 2026, 3:45 am By Lily Hess
Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass…CXMT eyes NAND amid global shortage, taking aim at YMTC
Sep 18, 2026, 3:10 am By DIGITIMES
ChangXin Memory Technologies (CXMT) is preparing to expand beyond DRAM into NAND flash, a move that…Doosan commits KRW968 billion to CCL expansion as demand strains capacity
Sep 18, 2026, 2:43 am By DIGITIMES
Doosan is investing KRW968.4 billion (approx. US$701 million) to expand high-end copper-clad…
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