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    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    2min ago
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan
    8min ago
    China’s AI industry accelerates shift to Huawei’s Ascend ecosystem
    May 5, 17:34
    Why did memory price surge hits Samsung mobile profits while Apple still posts record gains
    May 5, 17:34
    Hyundai Motor Group pushes ecosystem strategy beyond humanoid robot hype
    May 5, 17:34
    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 7 April 2026
    Innodisk revenue jumps 4x in March, first-quarter hits record
    Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month...
    Tuesday 7 April 2026
    Google's chip revisions raise questions for MediaTek's growth plans

    Recent reports suggest that Google has once again made engineering changes to its Tensor Processing Unit, or TPU, pushing the chip's tape-out...

    Tuesday 7 April 2026
    PCB bottlenecks, freight costs push electronics prices higher
    The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
    Tuesday 7 April 2026
    Weekly news roundup: China's special AI chip supply ends; TSMC plans 12 fabs in Arizona
    Below are the most-read DIGITIMES Asia stories from the week of March 30-April 5, 2026:
    Tuesday 7 April 2026
    Samsung's eightfold profit jump signals AI spending immunity to geopolitical risk
    Samsung Electronics reported a record-shattering eight-fold leap in quarterly profit, as insatiable demand for artificial intelligence (AI) memory chips outweighed growing concerns...
    Tuesday 7 April 2026
    Anthropic secures 3.5 GW of next-gen compute via landmark alliance with Google and Broadcom

    Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures...

    Tuesday 7 April 2026
    Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce
    In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...
    Tuesday 7 April 2026
    Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase
    Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production...
    Tuesday 7 April 2026
    With Vera, Nvidia stops borrowing and starts building its own CPU muscle
    Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...
    Tuesday 7 April 2026
    CCL expansion triggers equipment shortages; lead times extend up to two years
    Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...
    Monday 6 April 2026
    Smartphone order cuts hit IC design as recovery pushes to 2027
    Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
    Monday 6 April 2026
    China 2.5D packaging demand surges, supporting Korean backend equipment growth
    China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
    Monday 6 April 2026
    India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

    India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem,...

    Sunday 5 April 2026
    Samsung and SK Hynix to reportedly bolster helium supply chain as Iran conflict risks rise
    Facing the risk of a prolonged Iran conflict, Samsung Electronics and SK Hynix have reportedly begun strengthening their helium supply chain management for semiconductor manufacturing...
    Sunday 5 April 2026
    DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
    After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
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    biz
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook