News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Wednesday 13 May 2026

Commentary: AI server ODMs face margin squeeze as memory costs soar

As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...

Wednesday 13 May 2026

Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

Wednesday 13 May 2026

L&T Semiconductor Technologies signs multiyear agreement with Synopsys for AI-enabled power module design

L&T Semiconductor Technologies' multiyear agreement with Synopsys to use AI-enabled multiphysics simulation software could accelerate the development of power modules and intelligent...

Wednesday 13 May 2026

Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide

Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate...

Wednesday 13 May 2026

ChipMOS 1Q26 earnings jump 186% on strong packaging and testing demand

Taiwanese outsourced semiconductor assembly and test (OSAT) services company ChipMOS Technologies reported strong growth in both revenue and profit for the first quarter of 2026. Net...

Wednesday 13 May 2026

SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

Wednesday 13 May 2026

Samsung labor talks collapse as bonus dispute threatens chip output

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could...

Wednesday 13 May 2026

Doosan to build new CCL plant in Thailand

South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global...

Wednesday 13 May 2026

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...

Wednesday 13 May 2026

Hanwha Semitech to supply FO-PLP equipment for SpaceX-linked chip production

South Korean semiconductor equipment maker Hanwha Semitech is reportedly preparing to supply fan-out panel-level packaging (FO-PLP) equipment for advanced chip packaging in the second...

Wednesday 13 May 2026

Malaysia explores semiconductor listings to strengthen domestic capital markets

Malaysia is exploring ways to encourage more semiconductor-related companies to list on Bursa Malaysia as the government seeks to better align the country's capital markets with its...

Wednesday 13 May 2026

China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

Wednesday 13 May 2026

SMIC lands nearly US$6bn mega deal to deepen China AI push

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of...

Wednesday 13 May 2026

Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and...

Wednesday 13 May 2026

Ableprint posts record first-quarter profit as CPO orders set to begin in June

Ableprint reported record first-quarter 2026 revenue and profit as customers installed and qualified new advanced packaging production lines and expanded shipments of high-end process...

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