DIGITIMES news archive

Total: 2,021 items

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

Friday 13 March 2026

...The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven... surpasses that of foundry wafers, marking a significant shift in the semiconductor cost structure. This technical divide...

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Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging

Tuesday 10 March 2026

Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these moves may appear aimed at stemming...

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panel Taiwan packaging LCD Innolux

Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains

Friday 6 March 2026

In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization meant these systems could...

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AI semiconductors demand growth

Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt

Thursday 5 March 2026

Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate development of hybrid bonding tools for...

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Hybrid bonding equipment HBM production

Analysis: AI PCB rivalry across four economies puts Taiwan under pressure

Thursday 5 March 2026

Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes that major economies, including...

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PCB demand AI applications production supply chain

Column: US drone policy reshapes supply chain opportunities for Taiwan

Thursday 5 March 2026

On June 6, 2025, US President Donald Trump signed two executive orders—"Unleashing American Drone Dominance" and "Restoring American Airspace Sovereignty"—mandating that the US drone industry exclude...

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USA Drone policy supply chain 2025

Commentary: Nvidia, MediaTek bankroll optics shift that's reshaping AI data centers

Wednesday 4 March 2026

A new trend is emerging in the AI infrastructure race. After MediaTek invested in US silicon photonics start-up Ayar Labs, Nvidia followed with US$2 billion investments in optical communications suppliers Lumentum and...

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MediaTek Nvidia CPO optics infrastructure

Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls

Wednesday 25 February 2026

Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation. The goal: to accelerate...

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Anthropic Claude DeepSeek data training

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: TSMC's swelling facilities budget signals a global capacity race

Thursday 19 February 2026

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor...

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TSMC DIGITIMES 2026 budget equipment

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: 2nm shifts chipmaking from scaling to chiplet integration

Wednesday 18 February 2026

The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance gains are increasingly driven by...

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2nm Chiplet Advanced Packaging packaging transistor semiconductor industry

DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus

Wednesday 18 February 2026

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke Lin, speaking on a DIGITIMES...

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TSMC Kumamoto automotive 3nm Rapidus

Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power

Monday 16 February 2026

In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National Stadium, Taiwan's coastline, science...

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Taiwan Taiwan Space Agency technology

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

Display makers exit old LCD plants as chipmakers hunt cleanrooms

Friday 13 February 2026

Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as TSMC, Micron, ASE, and SK Hynix have...

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AUO Innolux panel fab sales

Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics

Friday 13 February 2026

Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing structural problems—punctuated...

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Taiwan NSTC academia

Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy

Thursday 12 February 2026

Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies. Yet the global rare earth supply...

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USA Rare earth acquisition materials supply chain

Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy

Thursday 12 February 2026

As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation. Once primarily a...

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Asia Taiwan expansion

Analysis: Arm pivots to data centers as smartphones slump

Wednesday 11 February 2026

Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus toward artificial intelligence...

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Arm revenue growth smartphone data

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