News tagged Chips + components at DIGITIMES

NEWS TAGGED CHIPS + COMPONENTS

Friday 8 May 2026

TSMC's 2026 revenue surges 30% in first four months on AI boom

TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...

Friday 8 May 2026

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...

Friday 8 May 2026

Analysis: Samsung's union fight exposes a fault line in semiconductor investment

A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...

Friday 8 May 2026

AI infrastructure spending just doubled an IC distributor's revenue in one year

WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...

Friday 8 May 2026

Samsung workers seek bigger share of AI profits as strike looms

Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten...

Friday 8 May 2026

Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

Friday 8 May 2026

Topco hits record 1Q26 revenue, profit on semiconductor materials demand

Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...

Friday 8 May 2026

PMIC supplier GMT bets on volume growth over higher prices

Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...

Friday 8 May 2026

M31 weathers project delays as royalties and advanced-node demand signal recovery

M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...

Friday 8 May 2026

BenQ Materials bets on CPO and microLED amid optical communications push

BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...

Friday 8 May 2026

Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

Friday 8 May 2026

Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%

Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...

Friday 8 May 2026

Anpec plans midyear 15% price hike to protect PMIC margins

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...

Friday 8 May 2026

Memory shortages choke AI storage orders, says Hitachi Vantara

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising...

Friday 8 May 2026

Zhen Ding Tech's AI push gains traction: server, IC substrate sales surge to records

High-end AI-related products continued to drive revenue growth at PCB maker Zhen Ding Tech (ZDT) in April, with server and optical communication revenue surging more than 230% year...

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Aug 20, 11:00

Corning-IRICO Trade Secret Case Enters New Phase

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