News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Thursday 18 December 2025

China's EUV prototype forces a rethink of the AI chip order

China has quietly crossed a psychological and potentially strategic threshold in the global semiconductor race. In a tightly controlled laboratory in Shenzhen, Chinese scientists...

Thursday 18 December 2025

Cyient Semiconductors to acquire majority stake in Kinetic Technologies for US$93 million

Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company...

Thursday 18 December 2025

Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts

As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...

Thursday 18 December 2025

Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion

OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs)...

Thursday 18 December 2025

Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026

In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...

Thursday 18 December 2025

Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025

Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output

Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...

Thursday 18 December 2025

Micron says fab start-up costs to have limited impact on gross margins despite expansion push

Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...

Thursday 18 December 2025

Apple reportedly explores chip assembly in India, signaling supply chain diversification

Apple is reportedly in preliminary talks with Indian chip manufacturers to assemble and package components for the iPhone, potentially marking a first step in shifting part of its...

Thursday 18 December 2025

Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...

Thursday 18 December 2025

Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026

After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...

Thursday 18 December 2025

Taiwan targets four research priorities to maintain semiconductor leadership

Taiwan has long dominated advanced semiconductor manufacturing, with TSMC's global R&D headquarters in Hsinchu alone employing over 10,000 researchers. The government continues...

Thursday 18 December 2025

Leatec faces resistor substrate price war, pivots to automotive and semiconductor applications

Leatec Fine Ceramics, an upstream supplier of ceramic materials for passive components, held an in-person investor conference on December...

Thursday 18 December 2025

Murata to mass-produce VPD power modules for AI servers in 2026

Murata Manufacturing plans to start mass production of AI server power modules in 2026 and is coordinating with major cloud service providers. The company expects the business to...

Wednesday 17 December 2025

UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

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Dec 24, 08:00

InnoPad Taipei to debut in 2026 as Taipei's flagship hub for global startups

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