News tagged IC manufacturing at DIGITIMES

NEWS TAGGED IC MANUFACTURING

Friday 24 July 2026

STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping

STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...

Friday 24 July 2026

Intel reportedly considers SK Hynix for Ohio fab partnership

Intel is considering SK Hynix as a potential partner to help operate its delayed Ohio semiconductor project, Semafor reported, after the...

Friday 24 July 2026

Commentary: Wistron's Texas AI factory shows why US manufacturing still needs Taiwan

Wistron's opening of its D1 AI smart factory in Fort Worth, Texas, marks a new milestone for Taiwan's downstream electronics manufacturers. The plant will support...

Friday 24 July 2026

Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion

Intel used its second-quarter 2026 earnings call on July 23 to argue that its biggest problem is no longer winning demand but building enough capacity to fill it, telling analysts...

Friday 24 July 2026

Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround

Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind...

Friday 24 July 2026

AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending

Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...

Friday 24 July 2026

Amkor, Nvidia widen AI packaging partnership as US capacity expands

Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...

Friday 24 July 2026

Arizona lures chip boom with three key advantages

As TSMC expands its investment in Arizona to US$265 billion, the global semiconductor supply chain is accelerating its move into the state, transforming the long-known "Sunshine State"...

Friday 24 July 2026

Mitsubishi Electric seeks September deal on power-chip merger with Toshiba, ROHM

Mitsubishi Electric is seeking an agreement with Toshiba and ROHM by September on combining semiconductor operations centered on power...

Friday 24 July 2026

AMD goes all-in on ecosystem strategy to challenge Nvidia

AMD used its Advancing AI 2026 conference in San Francisco this week to do more than launch new hardware — it put its entire AI ecosystem strategy on display in a direct challenge...

Thursday 23 July 2026

Moonshot AI model challenges EDA moat with 2-day chip design

China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...

Thursday 23 July 2026

STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%

STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...

Thursday 23 July 2026

Samsung weighs Besi's Korean rivals for 50-bonder hybrid bonding line as pricing talks drag on

Samsung Electronics is preparing a die-to-wafer hybrid bonding production line with about 50 bonders at its Pyeongtaek campus for next-generation...

Thursday 23 July 2026

Intel 18A adopts High-NA EUV in dual-certification push

Intel Foundry has moved high numerical aperture (High-NA) EUV lithography into production on its Intel 18A process, with ASML confirming in a recent press release that Intel is using...

Thursday 23 July 2026

Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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