DIGITIMES news archive

Total: 161 items

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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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

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

Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail

Tuesday 10 February 2026

Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.

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Alphabet market

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

TSMC's capex surprise reveals blind spots in semiconductor forecasting

Tuesday 27 January 2026

TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This...

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TSMC capex DIGITIMES market investment

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

... 40%, reaching US$300 billion. Memory business revenues of top-3 makers, 4Q24-4Q25 (US$b) *Note: Samsung's and SK Hynix's revenues are calculated based on the exchange rate of US$1:KRW1,385. Source: Companies, compiled by DIGITIMES...

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Qualcomm DIGITIMES 2026 smartphone cloud AI

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

Nvidia's Huang hosts South Korean 'trillion-dollar feast' to boost AI strategy

Monday 3 November 2025

Amid tense US-China relations, shifting policies under the Trump administration, and growing concerns over an "AI bubble," Nvidia CEO Jensen Huang has launched an intensive "diplomatic de-escalation" tour to defuse...

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analysis Nvidia Jensen Huang manufacturing Samsung

Commentary: Decoding the new semiconductor world order

Wednesday 10 September 2025

The semiconductor landscape has fundamentally shifted. As we move from 2025 to 2026, three forces dominate global technology discourse: semiconductors, artificial intelligence, and the Trump administration's trade...

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2026 2025 semiconductor industry technology Taiwan

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: 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

Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race

Thursday 4 September 2025

The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized" phase shaped by three forces:...

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packaging HBM high-end market cloud AI

Commentary: Is Jensen Huang acting as Washington's AI envoy in Seoul's political theater?

Wednesday 3 September 2025

South Korea's Chosun Daily reported on September 1, 2025, that Nvidia CEO Jensen Huang is set to attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in October 2025.

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Jensen Huang Nvidia APEC Samsung CEO

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

Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal

Monday 21 July 2025

Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure, driving major mergers and acquisitions,...

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Samsung chairman legal management mergers and acquisitions (M&A)

Trump's tariff reversals roil global markets, but Taiwan finds unexpected gains

Thursday 12 June 2025

Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global...

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Taiwan exports Donald Trump Tariffs policy

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