Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...
Amazon CEO Andy Jassy declared in his latest shareholder letter that the company's self-developed chip business is booming, surpassing US$15 billion in annualized AI revenue through...
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...
Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's...
Brand Cheng, chairman of Foxconn Industrial Internet (FII), a cloud networking business under Foxconn, recently announced ongoing advancements in technologies, including co-packaged...
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...
As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...
India's notification of a special economic zone in Dholera for the country's first chip fabrication plant marks a potential turning point in global semiconductor supply chains, promising...
China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...
South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening...
On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology...
Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive...
As global research institutions downgrade their economic forecasts for 2026 in the wake of the joint US-Israel strikes on Iran, Taiwan has stood out as a rare exception to the worldwide...
