DIGITIMES news archive

Total: 276 items

Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

Wednesday 1 April 2026

On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%, while SanDisk and Seagate...

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Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Friday 6 March 2026

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones" in Africa, the Middle East and...

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Transsion smartphone shipments Middle East Africa

Insight: Memory shortage tightens grip on smartphone market as prices near tipping point

Monday 2 March 2026

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud and data-center operators are...

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Memory price DIGITIMES smartphone global smartphone

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Saturday 21 February 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and...

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Samsung 2026 Intel revenue growth

DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

Thursday 19 February 2026

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES analyst Luke Lin, speaking on a...

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DIGITIMES AI server manufacturing production Tariffs

Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

Friday 30 January 2026

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain strategy.

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Apple demand iPhone revenue cost

Analysis: How Howard Lutnick is redrawing the memory-chip map

Friday 23 January 2026

US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive analysis from DIGITIMES analyst Luke...

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Memory chips USA Tariffs policy supply chain Taiwan TSMC

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook

Tuesday 13 January 2026

... fueled by HBM demand and price increases in general-purpose DRAM and NAND flash products. This trend is expected... observations, with AI continuing to drive demand for HBM and the supply shortage of general-purpose DRAM and NAND flash...

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Qualcomm DIGITIMES 2026 smartphone cloud AI

Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge

Saturday 3 January 2026

Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and 2nm capacity is largely locked in....

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packaging TSMC manufacturing interposer 2025

Analysis: Chip boom squeezes device makers as surging component costs threaten margins

Saturday 3 January 2026

The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade Statistics (WSTS) forecast, released...

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market growth sales 2026 equipment

Analysis: Samsung reclaims memory crown but what about its foundry?

Wednesday 22 October 2025

Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a strong recovery in its semiconductor...

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Samsung performance 2025 business market

Commentary: China weaponizes rare earth dominance, global tech to pay the price

Tuesday 14 October 2025

China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply chain risks.

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Rare earth exports China supply chain wafer

Exclusive interview: Micron to capitalize on 2026 HBM market share, aggressively raises automotive memory prices

Friday 26 September 2025

Memory giant Micron delivered strong financial results and expects the tight supply of DRAM and other memory products to continue through 2026. Micron executive vice president and chief business officer Sumit Sadana...

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Micron automotive HBM 2026 Memory

Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive

Wednesday 10 September 2025

YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation memory chips. The move not...

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YMTC NAND flash Beijing capacity

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: TSMC's Songjiang escape highlights Korean chipmakers' China trap

Thursday 4 September 2025

The US Department of Commerce's Bureau of Industry and Security (BIS) has revoked the "Validated End-User" (VEU) status for Samsung Electronics and SK Hynix, ending a key exemption that allowed the companies to ship...

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TSMC China fab chipmakers equipment Samsung SK Hynix

Taiwan chip firm Macronix seeks tech edge as US-China rivalry intensifies

Monday 14 July 2025

Memory chipmaker Macronix is betting on advanced technologies to escape a bruising price war as US-China tensions reshape the global semiconductor landscape.

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Macronix International Interview Memory 3D DRAM Taiwan

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

DRAM process development challenges: DRAM structure in process miniaturization

Thursday 1 May 2025

Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM became the leading...

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DRAM transistor technology Taiwan capacitor

Japan's challenges in advanced semiconductor manufacturing

Monday 6 January 2025

Unlike Europe's Dark Ages, Japan's semiconductor industry has maintained its strength throughout its history. Japan dominates the semiconductor materials industry and holds one-third of the semiconductor equipment...

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manufacturing semiconductor industry Rapidus equipment market

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