High memory prices could slow China's AI push, analyst says
Jul 30, 2026, 2:41 am By DIGITIMES
Memory prices are expected to remain elevated through 2026 as AI and data-center demand strains…Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand
Jul 30, 2026, 1:57 am By DIGITIMES
Lam Research delivered record quarterly results and raised its outlook for global wafer fab…Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA
Jul 30, 2026, 1:56 am By Charlene Chen
Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA…China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts
Jul 30, 2026, 12:33 am By Levi Li
China's 28nm DUV lithography programme has entered a new phase after Shanghai Aishengna Electronic…Samsung foundry to double 2nm design wins in 2026 on Broadcom talks; claims profit turnaround 'possible in near term'
Jul 30, 2026, 12:29 am By DIGITIMES
Samsung Electronics' foundry business expects its 2nm project wins to more than double year-on-year…Taiwan delays car tax cuts over supply chain concerns
Jul 30, 2026, 12:05 am By Rodney Chan
Taiwan will not move ahead for now with proposed passenger car tariff cuts, as the government weighs…US rallies global partners on 6G as competition with China intensifies
Jul 30, 2026, 12:04 am By DIGITIMES
The US government has launched a multinational initiative to coordinate 6G development, signaling a…Advantest lifts fiscal 2026 forecast as AI chip test demand surges
Jul 30, 2026, 12:03 am By DIGITIMES
Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test…Ennoconn deepens Singapore push with SMF pact and AI forum
Jul 30, 2026, 12:02 am By DIGITIMES
Ennoconn Technologies held its 2026 Semiconductor x AI Applications Forum at Google's Asia-Pacific…Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position
Jul 29, 2026, 11:58 pm By DIGITIMES
Samsung Electronics expects HBM4 sales to increase more than threefold sequentially in the third…China rejects 'overcapacity' claims in new policy paper, defends industrial strategy
Jul 29, 2026, 11:58 pm By DIGITIMES
China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the…Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals
Jul 29, 2026, 11:55 pm By DIGITIMES
Samsung Electronics expects the global memory shortage to become more severe in 2027 than in 2026…Qualcomm to supply compute chips for BMW's next-gen vehicles through 2030s
Jul 29, 2026, 11:55 pm By DIGITIMES
Qualcomm Technologies and BMW Group have signed a long-term agreement under which Qualcomm will…Intel's reported DDR4 CPU revival expected to boost PC demand in second half
Jul 29, 2026, 10:58 pm By Scarlett Yu
With AI server demand continuing to absorb DRAM production capacity, DDR5 memory prices remain…Meta earnings series 2/2: Zuckerberg defends higher AI expenditure, outlines the path to returns
Jul 29, 2026, 10:52 pm By DIGITIMES
Meta Platforms' second-quarter results showed a widening gap between its fast-growing advertising…Microsoft raises AI infrastructure spending outlook as Azure growth tops expectations
Jul 29, 2026, 10:46 pm By DIGITIMES
Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating…Samsung device business swings to loss in 2Q26 as memory boom drives up component costs
Jul 29, 2026, 10:43 pm By DIGITIMES
While record memory earnings powered Samsung Electronics to an all-time-high quarter —…Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
Jul 29, 2026, 9:55 pm By DIGITIMES
Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center…Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth
Jul 29, 2026, 9:52 pm By DIGITIMES
Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its…US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security
Jul 29, 2026, 9:49 pm By Jingyue Hsiao
As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US…
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