DIGITIMES news archive

Total: 10,936 items

FedEx expands Taiwan hub to meet AI and semiconductor logistics surge

Saturday 14 March 2026

FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the AI and semiconductor sectors. The...

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AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026

Saturday 14 March 2026

Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices and weakening consumer electronics...

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demand revenue 2026 2025 chips

Tesla AI chip delay pushes South Korean NPU startup DeepX back six months

Friday 13 March 2026

Tesla's next-generation AI processor schedule change has disrupted Samsung Electronics' foundry timelines, delaying mass-production plans for South Korean startup DeepX's next AI accelerator by roughly six months.

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Tesla DeepX Samsung AI chip startup

AI server tracker: February revenue highlights across testing, design services, and rail kits

Friday 13 March 2026

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing, design services, and mechanical...

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AI server supply chain revenue testing design

Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover

Friday 13 March 2026

Tim Breen, who became GlobalFoundries' CEO in 2025, reportedly led a senior delegation to Taiwan this week for a five-day visit. The group held intensive meetings with supply chain partners across Hsinchu and Kaohsiung....

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GlobalFoundries CEO Taiwan acquisition UMC

Innolux posts small 2025 profit during ongoing factory sale drama

Friday 13 March 2026

Panel maker Innolux posted a small profit in 2025, but compared with its earnings performance, the "factory sale drama" that has drawn market attention is escalating. In addition to selling a small factory not listed on...

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Innolux profit 2025 market revenue

Samsung targets 2nm process for HBM4E base die to boost AI chip edge

Friday 13 March 2026

Samsung Electronics is reportedly planning to adopt a 2-nanometer (nm) process for the base die of its next-generation high-bandwidth memory (HBM), HBM4E, aiming to enhance its technological competitiveness. Industry...

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Samsung 2nm HBM4 nm SK Hynix

Monthly Chart: memory surge vs logic slump creates polarized February in Taiwan

Friday 13 March 2026

The Taiwanese semiconductor sector reported a starkly bifurcated performance for February 2026, as a massive cyclical rebound in the memory market clashed with a sharp contraction in...

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Taiwan monthly tracker ASIC revenue performance 2026

Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown

Friday 13 March 2026

... is a strategic attempt to expand its ecosystem, but it highlights a growing disparity in revenue contribution at TSMC. While... an initial stock of 5 million units, a figure that Lin describes as "barely moving the needle" for TSMC's total wafer volume...

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Apple TSMC Google MacBook CoWoS

UMC, HyperLight to mass-produce TFLN photonics chiplets for AI data centers

Thursday 12 March 2026

United Microelectronics Corporation (UMC) has partnered with startup HyperLight to mass-produce thin-film lithium niobate (TFLN) chiplets, aiming to improve data transmission speeds in artificial intelligence computing...

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UMC photonics data startup transmission

Middle East conflict raises helium supply risks for South Korean chipmakers

Thursday 12 March 2026

Samsung Electronics and SK Hynix are reviewing their helium supply strategies as tensions in the Middle East disrupt key logistics routes, raising concerns over the availability of a gas essential to semiconductor...

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Samsung chipmakers SK Hynix Qatar production

IBM, Lam Research join forces on sub-1nm logic and High-NA EUV development

Thursday 12 March 2026

IBM and Lam Research have announced a five-year collaboration to develop materials, manufacturing processes, and High-NA EUV lithography technologies for sub-1nm logic...

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IBM Lam Research High-NA EUV materials manufacturing

MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand

Thursday 12 March 2026

At Embedded World 2026, MediaTek unveiled the Genio Pro series, its flagship IoT platform built on TSMC's 3nm process, and said the market now requires both power-efficient mid-to-low-end chips and high-performance...

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MediaTek IoT 3nm TSMC 2026

Meta designs four in-house chips to power data centers

Thursday 12 March 2026

Meta Platforms has unveiled plans for four generations of internally designed artificial intelligence chips as the company expands its data center infrastructure to support growing AI workloads.

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Meta chips data data center infrastructure

MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands

Wednesday 11 March 2026

This week at Embedded World 2026 in Nuremberg, Germany, MediaTek unveiled a series of new Genio platforms designed to empower various Internet of Things (IoT) products and applications, including the Genio Pro, Genio...

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MediaTek 3nm flagship high-end IoT 2026

Analysis: Why Taiwan is building fabs it can't fill — and why that's the point

Wednesday 11 March 2026

Taiwan's semiconductor industry is globally dominant, yet the very success of its production ecosystem is creating friction for the academic and research community that underpins it. Many universities across the island...

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Taiwan 12-inch production equipment TSMC

Nvidia narrows CoWoP PCB partners to three amid advanced packaging crunch

Wednesday 11 March 2026

Advanced packaging capacity is tightening, and Nvidia is quietly pushing its Chip-on-Wafer-on-PCB (CoWoP) technology forward. The company is working with PCB, semiconductor packaging, and testing suppliers — even...

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packaging PCB Nvidia capacity development

Taiwan expands semiconductor R&D infrastructure with new pilot line in the pipeline

Wednesday 11 March 2026

Taiwan is deepening its investment in domestic semiconductor research infrastructure, part of a broader push to develop homegrown chip technology capabilities beyond its world-leading commercial foundries.

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12-inch TSMC TSRI ITRI Taiwan

TSMC February 2026 revenue climb on AI demand despite seasonal dip

Tuesday 10 March 2026

TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the company's latest monthly sales release.

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TSMC revenue 2026 demand growth

Groq reportedly urges Samsung to expand wafer production as AI chip demand surges

Tuesday 10 March 2026

Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources expect Samsung's foundry business to...

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Groq Samsung AI chip wafer production

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