DIGITIMES news archive

Total: 1,204 items

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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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

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

Insight: Broadcom delivers 2nm 3.5D AI processor, expanding custom chip push against Nvidia

Monday 2 March 2026

Broadcom has begun shipping the industry's first 2nm custom compute SoC built on its 3.5D eXtreme Dimension System in Package (XDSiP) platform to Japan's Fujitsu, marking a...

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Broadcom 2nm Nvidia processor shipping

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

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

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

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: 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

Commentary: From retreat to return, SMIC's long road back to advanced packaging

Tuesday 10 February 2026

China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its advanced packaging push, which is...

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SMIC manufacturing packaging 2026

Commentary: Why TSMC is upgrading Japan's Kumamoto fab from 6nm to 3nm

Friday 6 February 2026

TSMC has made a significant change in its process plan for the Kumamoto second fab, confirming an upgrade from the initially planned 6/7nm node to 3nm. This facility will become Japan's first 3nm wafer fab, while...

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TSMC 3nm fab Kumamoto capacity

Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo

Thursday 5 February 2026

In the high-stakes theater of global chipmaking, TSMC Chairman C.C. Wei has mastered a rare skill: the art of the well-timed strategic masterstroke.

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TSMC 3nm JASM investment Taiwan

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: Why Tesla is splitting AI5 chip production between TSMC and Samsung

Wednesday 28 January 2026

In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production, but on AI-driven robotics....

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TSMC Tesla production Samsung 2024

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

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