News tagged IC manufacturing at DIGITIMES

NEWS TAGGED IC MANUFACTURING

Thursday 5 February 2026

TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse

TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of...

Thursday 5 February 2026

Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook

Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...

Thursday 5 February 2026

Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent...

Thursday 5 February 2026

Texas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play

Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer Silicon Laboratories for approximately US$7.5 billion, marking the largest deal for TI...

Thursday 5 February 2026

Singapore highlights photonics drive for chip innovation at APE 2026

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic...

Thursday 5 February 2026

Infineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth

Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive...

Thursday 5 February 2026

Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...

Thursday 5 February 2026

Infineon pivots capacity to AI power as automotive recovery drags

Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains...

Thursday 5 February 2026

Renesas reportedly to sell timing unit to SiTime in US$3 billion deal

According to Bloomberg and Nikkei, citing respective sources, Renesas Electronics is set to divest its clocks and timing device business to US chip design company...

Thursday 5 February 2026

Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As

Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...

Wednesday 4 February 2026

TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand

Texas Instruments (TI), Infineon Technologies AG, STMicroelectronics, and NXP Semiconductors are expanding their manufacturing footprint in Malaysia as global customers accelerate...

Wednesday 4 February 2026

VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing

Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...

Wednesday 4 February 2026

Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus

Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...

Wednesday 4 February 2026

NXP abandons low-margin bets to chase the software-defined car

In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....

Wednesday 4 February 2026

Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research...

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Feb 4, 08:00

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook