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Marvell eyes XPU and attach wins as pillars of custom silicon growth

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digitimes.com 2026-05-28

Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.

Qualcomm wins ASIC customers beyond ByteDance

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digitimes.com 2026-05-28

Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloombergand other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.

Commentary: China's AI chip certification becomes new market gatekeeper

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digitimes.com 2026-05-28

China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.

Solidigm appoints co-CEOs to split operations and growth responsibilities

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digitimes.com 2026-05-28

Solidigm, the enterprise storage brand under SK Hynix, announced a leadership reshuffle this spring, naming two executives as co-chief executive officers to divide responsibilities between global operations and commercial growth. One co-CEO was appointed in March 2026, and the other took office on May 1, with leadership stating the change aims to accelerate product execution and business performan

Yageo tops Murata in AI-driven passive component orders

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digitimes.com 2026-05-28

Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

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digitimes.com 2026-05-28

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

ASE launches first automated PLP line, eyes 1H27 production

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digitimes.com 2026-05-28

Advanced Semiconductor Engineering (ASE) has unveiled its industry-first automated panel-level packaging (PLP) system, a development poised to reshape global artificial intelligence (AI) and high-performance computing supply chains by significantly improving chip integration speeds and manufacturing efficiency for AI data centers and cloud infrastructure providers.

Semiconductors and AI are pillars of Taiwan's global prosperity, says Taiwanese president

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digitimes.com 2026-05-28

During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners worki

Synopsys sees hyperscaler chip ambitions fueling AI-related demand

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digitimes.com 2026-05-28

Synopsys said growing demand for artificial intelligence chips from semiconductor companies and hyperscale data center operators is driving broader adoption of its electronic design automation (EDA), hardware-assisted verification, and intellectual property (IP) products, supporting a higher fiscal 2026 revenue outlook and reinforcing the company's position in AI-related semiconductor development.

Applied Materials, Inc. (AMAT) Partners with Broadcom on Advanced Chip Packaging Technologies for AI Systems - Yahoo Finance

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finance.yahoo.com 2026-05-28 Yahoo Finance

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Synopsys (SNPS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates - Yahoo Finance

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finance.yahoo.com 2026-05-28 Yahoo Finance

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Synopsys (SNPS) Tops Q2 Earnings and Revenue Estimates - Yahoo Finance

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finance.yahoo.com 2026-05-28 Yahoo Finance

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