DIGITIMES Semiconductors news

Mar 12

Middle East conflict rattles energy markets, squeezes IC distributors

The ongoing Middle East conflict is disrupting global oil and natural gas supplies and triggering an energy crisis that has pushed up international crude prices. Market expectations for higher inflation have risen, potentially delaying the US Federal Reserve's timeline for interest rate cuts, industry participants say.

Nvidia expands GPU market share as AIB shipments rise despite increased costs

Mar 12

Middle East conflict raises helium supply risks for South Korean chipmakers

Mar 12

Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double

Mar 12

India's 2026 semiconductor ramp unlikely to move global wafer supply needle, analysts say

Mar 12

MORE NEWS

IC DESIGN, DISTRIBUTIONMicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026

Mar 13, 12:46

ASIC vendor MicroIP showcased its AIVO visual algorithm technology, CATS chip solutions, and numerous EDA tools from affiliate Arculus at Embedded World 2026. The company highlighted a drone controller enhanced by AIVO to improve flight control efficiency, notably emphasizing that the entire product is made in Taiwan, offering a market advantage.

IC MANUFACTURINGChip material prices double, compound semiconductor supply chain on alert

Mar 13, 12:32

The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound semiconductor manufacturers say prices for high-temperature metals, including tungsten, tantalum, and molybdenum, have doubled, while gallium prices have also surged. At the same time, shortages of indium phosphide (InP) substrates persist due to supply-demand imbalances and geopolitical disruptions such as export controls.

MEMORY CHIPSChina's NDRC warns memory price surge spreading across electronics supply chain

Mar 13, 12:16

China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as tight supply and strong demand push up DRAM and NAND flash prices.

IC MANUFACTURINGMiddle East turmoil disrupts South Korean SME exports, stokes chip supply concerns

Mar 13, 11:49

Escalating instability in the Middle East stemming from the Iran crisis is disrupting South Korean exporters and raising concerns about potential supply chain risks for the country's semiconductor industry, according to South Korean media reports.

IC DESIGN, DISTRIBUTIONTaiwanese chipmakers target drone market at Embedded World 2026

Mar 13, 11:39

Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared with the humanoid robot focus seen at other exhibitions, IC design companies and integrated device manufacturers (IDMs) highlighted drone-related technologies and solutions, underscoring drones as an important application area within industrial control and Internet of Things (IoT) systems.

IC MANUFACTURINGExclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients

Mar 13, 11:14

The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client procurement" strategy, transferring volatile material purchasing risks to clients with stronger bargaining power.

PASSIVE, PCB, OTHER IC COMPONENTST1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Mar 13, 10:54

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials," and one of the strongest materials on earth. China's T1200-grade carbon fiber has appeared overseas, highlighting continued technological upgrades in China's high-performance materials sector and drawing international attention.

PASSIVE, PCB, OTHER IC COMPONENTSChina claims T1200 carbon fiber mass production, opening doors to semiconductors and robotics

Mar 13, 10:30

China's advanced materials sector has made new strides. China National Building Material Group (CNBM) unveiled a domestically developed T1200-grade ultra-high-strength carbon fiber at the JEC World 2026 composites exhibition in Paris, stating it has achieved production capacity at the hundred-ton scale.

IC DESIGN, DISTRIBUTIONGUC outperforms as design services navigate volatility

Mar 13, 10:26

Global Unichip Corp. (GUC) emerged as a standout performer in the design services sector for February 2026, reporting revenue of NT$3.4 million (approx. US$106,454). This represents a powerful 60.15% increase compared to the same period last year, contrasting with the wider sector's cyclical challenges.

IC MANUFACTURINGIndia weighs new smartphone export incentives and US$11 billion chip fund

Mar 13, 10:22

According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion to support semiconductor development—as New Delhi seeks to deepen electronics manufacturing and strengthen its position in global supply chains.

MEMORY CHIPSMemory prices hit Chromebook hardest, even with AI boom

Mar 13, 10:15

Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major brands are being forced to adjust production priorities, while Chromebooks, which are targeted primarily at the education market and operating on thin margins, are expected to be hit the hardest.

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