News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Friday 17 April 2026

Musk's foundry push forces chipmakers to rethink customer relationships

Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...

Friday 17 April 2026

Taiwan's TPK profit jumps more than 20-fold on investment gains and chip exposure

TPK Holding reported a sharp rebound in profitability for the first quarter of 2026, driven by new semiconductor investments and favorable one-off gains.

Friday 17 April 2026

With chip limits near, focus shifts to packaging and integration

As the rise of artificial intelligence (AI) pushes semiconductor performance toward new limits, the industry is confronting a fundamental...

Friday 17 April 2026

EU Chips Act 2.0 expected by late May, with stronger domestic focus

Since early 2025, the European Union (EU) has been actively shaping its next-generation semiconductor strategy. Recent reports indicate that the EU Chips Act 2.0 is set to be officially...

Thursday 16 April 2026

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last

TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...

Thursday 16 April 2026

TSMC enters 2nm mass production, scales 3nm capacity

TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...

Thursday 16 April 2026

Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes

Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...

Thursday 16 April 2026

TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average

TSMC posted a record profit of NT$572.48 billion (US$18.06 billion) in the first quarter of 2026, marking another high in overall performance. For the second quarter of 2026, TSMC...

Thursday 16 April 2026

Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth

Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...

Thursday 16 April 2026

MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

The traditional off-season for consumer electronics showed unexpected strength in the first quarter of 2026, with microcontroller (MCU)...

Thursday 16 April 2026

EZconn posts 200% profit surge in March as high-fiber count shipments boost growth

Optical communication manufacturer EZconn announced a net profit after tax of NT$312 million (US$9.9 million) for March 2026, marking a 200% increase year on year and earnings per...

Thursday 16 April 2026

China tightens rules against foreign supply chain decoupling

The Chinese government has introduced sweeping regulations that authorize investigations and penalties against foreign companies that decouple from China's supply chain. The new rules...

Thursday 16 April 2026

Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge

Samsung Electronics is accelerating efforts to improve yields for its sixth-generation high bandwidth memory (HBM4), as it seeks to narrow the gap with market leader SK hynix. According...

Thursday 16 April 2026

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than...

Thursday 16 April 2026

TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high

Taiwan Semiconductor Manufacturing Company (TSMC) reported a first-quarter 2026 revenue of US$35.90 billion, a 40.6% jump from a year earlier, as insatiable demand for artificial intelligence...

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