DIGITIMES news archive

Total: 28 items

Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain

Wednesday 8 April 2026

At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.

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Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms

Sunday 15 February 2026

The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security and cooperation in defense...

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Taiwan 2026 manufacturing 2025 2027

Commentary: When CXMT stops following and starts defining the PC-server memory race

Tuesday 25 November 2025

The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment rhythms for PCs, servers, and AI PCs....

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CXMT DDR5 DRAM market

Advanced packaging emerges as AI's next performance frontier, insights from DIGITIMES analyst Tony Huang

Friday 7 November 2025

As Moore's Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang. Speaking with DIGITIMES Asia,...

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packaging performance DIGITIMES chips transistor

Commentary: Lessons from Arm China and Nexperia’s unraveling

Wednesday 29 October 2025

Over the past decade, China's tech sector has surged across chip design, foundry, and packaging. Yet beneath the slogan of "technological self-reliance", two corporate...

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Nexperia Arm China design governance

Yole Group CEO interview (Part 2): Post-Moore's Law era sparks advanced packaging race

Wednesday 24 September 2025

As Moore's Law approaches physical and commercial limits, advanced packaging has surged as a new battleground in the semiconductor industry. TSMC not only leads globally with its CoWoS technology but also fosters a...

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packaging commercial Yole TSMC OSAT

Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders

Thursday 4 September 2025

China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates the company is now quietly investing in...

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DRAM YMTC CXMT 3D equipment

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Wednesday 20 August 2025

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity and bandwidth shape the speed...

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CXMT HBM3 HBM US-China trade war 2026

Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions

Friday 25 July 2025

As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly...

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DRAM Huawei fab Elpida Shenzhen

DRAM process development direction: 3D DRAM

Tuesday 6 May 2025

Since the 20nm node, advancements in DRAM process technology have decelerated, with development from 19 to 11nm occurring in small, 1 to 2nm steps across several nodes labeled from 1x to the forthcoming 1d.

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DRAM 20nm 3D development Guest column

Easing US export controls won't reverse dwindling foreign capital in Chinese chip production

Friday 13 October 2023

... of memory, both YMTC and CXMT have monthly capacities of around 100,000 12-inch wafers, respectively. Examining... the total capacity to 180,000 wafers. In memory, both YMTC and CXMT have set monthly production targets of 300,000 12-inch...

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China Chips + components IC manufacturing SMIC TSMC

SMIC gets caught in fresh US trade curbs (Part 1)

Monday 28 November 2022

China's three bellwether semiconductor firms, Yangtze Memory Technology (YMTC), Semiconductor Manufacturing International Corporation (SMIC), and ChangXin Memory Technologies (CXMT), have begun grumbling over the fresh...

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SMIC USA

2023 Outlook: China in sanction aftershock, TSMC sees limited impacts

Friday 25 November 2022

... expansions from chip champions like SMIC, YMTC and CXMT, which together accounted for approximately 50% of domestic demand...

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ASML SMIC TSMC

Beware of zero-sum game in US-China chip war that could last a decade

Monday 24 October 2022

The White House issued National Security Strategy on October 12, revealing plans for the "decisive decade" for competition between democracies and autocracies. Out-competing China and constraining Russia is seen as the...

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US-China chip ban

US wages advanced chip war to thwart China tech prowess

Tuesday 11 October 2022

The US announced a series of new rules expanding the export restriction on China on October 7, including a ban on advanced chips used for high-performance computing (HPC) applications such as artificial intelligence...

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China Chips + components

US takes two-prong strategy to stifle China chip tech advancement

Tuesday 2 August 2022

Following the escalation of US tech export restriction on semiconductor equipment to cover processing tools for 14 nm and below, which has been confirmed by two American equipment manufacturers recently, news from...

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chip bans

Highlights of the day: Intel CEO in Taiwan

Tuesday 14 December 2021

Intel's CEO has arrived in Taiwan to meet with local supppliers, includig TSMC, just days after he claimed Taiwan was unsafe because of geopolitical factors and urged the US to subsidize its homegrown players as a...

Highlights of the day: MediaTek secures foundry support for 5G chips

Wednesday 17 November 2021

Chip shortage has plagued many industry sectors for months, partly due to insufficient foundry support. But MediaTek has struck deals with pure-play foundry houses for making its 5G chips in 2021 and beyond. In China,...

TSMC dossier (8): Can China establish leadership in semiconductor sector?

Monday 19 July 2021

China imported more semiconductor chips than oil for the first time in 2013. According to BCG, China imported US$350 billion worth of semiconductor chips in 2020, which represented about 60% of the global semiconductor...

Highlights of the day: Foundry houses to introduce floating pricing

Monday 22 March 2021

... sales growths starting in March and in second-quarter 2021. In China, memory makers CXMT and YMTC are keen to incease... Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are both looking to ramp up their chip output with substantial...

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