News tagged semiconductor industry at DIGITIMES

NEWS TAGGED SEMICONDUCTOR INDUSTRY

Wednesday 29 April 2026

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...

Tuesday 28 April 2026

US chip packaging capacity to hit 10% by 2032

The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...

Tuesday 28 April 2026

Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...

Wednesday 22 April 2026

Applied Materials announces Advantest as innovation partner for EPIC platform in Silicon Valley

Leading materials engineering in the semiconductor industry, Applied Materials, announced today that Advantest Corporation, a leading semiconductor test equipment supplier, will join...

Wednesday 15 April 2026

ASML posts solid 1Q26 as AI-driven demand lifts outlook

ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...

Monday 13 April 2026

Global chip equipment sales reach record US$135 billion as AI drives investment surge

Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

Monday 13 April 2026

DIGITIMES Insight: US MATCH Act tightens export noose while Intel swaps debt for control and Nvidia co-opts rivals

The semiconductor industry is undergoing coordinated shifts that could reshape equipment flows, corporate financing, and supplier relationships in the AI era, according to DIGITIMES...

Thursday 9 April 2026

China faces 300,000 semiconductor talent gap, warns SMIC founder

China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite...

Thursday 2 April 2026

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...

Tuesday 31 March 2026

Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue

The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...

Monday 30 March 2026

China's chip equipment and supply chain scale up on AI demand, look overseas

SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.

Monday 30 March 2026

Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

Monday 30 March 2026

China's semiconductor capacity share to reach 32% by 2030

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...

Sunday 29 March 2026

Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Friday 27 March 2026

DRAM ASPs surged up to 80% QoQ in 1Q26, fueling US$1 trillion chip boom and supply squeeze, says Omdia analyst

The global semiconductor industry is set to surpass the US$1 trillion revenue mark in 2026, driven by accelerating artificial intelligence...

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