DIGITIMES Semiconductors news

Mar 31

Memory shortage persists as AI-era supply-demand imbalance deepens

Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being prioritized for AI memory products, squeezing mature process output and pushing inventory levels below safety thresholds.

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

Mar 31

Memory chip shortage drives surge in China's used phone chip market

Mar 31

DDI price hikes mainly aim to pass on costs, not boost profits

Mar 31

Samsung, SK Hynix reportedly set for record profits as long-term contracts expand

Mar 31

MORE NEWS

IC DESIGN, DISTRIBUTIONChina memory chip maker Longsys unveils SPU architecture for edge AI storage systems

Apr 1, 10:49

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping controller design, supply chain roles, and value distribution.

IC DESIGN, DISTRIBUTIONNvidia's 800V-to-12V push faces industry skepticism

Apr 1, 10:30

Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage converters and peripheral chip solutions. These emphasize their capability to directly convert 800V to 12V or 6V within the power supply system, thereby reducing the number of voltage conversion stages and enabling shorter, more direct power transmission paths.

MEMORY CHIPSIndia to account for 10% of Micron's capacity, says official

Apr 1, 09:30

India is emerging in the global memory supply chain as Micron Technology scales production, with officials linking rising output to surging AI-driven demand and broader ambitions to localize chip manufacturing.

MEMORY CHIPSChina memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

Apr 1, 09:16

As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and Biwin, are moving to secure upstream wafer supply through contracts lasting up to two years, pointing to stronger demand visibility and firmer pricing expectations.

IC MANUFACTURINGNvidia moves beyond GPUs with three-system push to own the AI stack

Apr 1, 09:12

At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend Nvidia's portfolio beyond its traditional GPU compute core into low-latency inference, CPU orchestration, and storage layers, signaling a systematic redefinition of AI infrastructure boundaries.

IC DESIGN, DISTRIBUTIONNvidia’s $2bn bet on Marvell turns rivals into ecosystem partners

Apr 1, 09:11

Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon, networking, and next-generation interconnects.

IC DESIGN, DISTRIBUTIONChina memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply

Apr 1, 09:02

GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion (US$1.33 billion), while net profit increased 49.47% to CNY1.65 billion. Adjusted net profit grew 42.57% to CNY1.47 billion. The company plans a dividend of CNY7.5 per 10 shares.

IC DESIGN, DISTRIBUTIONArm, Tesla chip push reshuffles supply chains, lifts AI memory demand

Apr 1, 07:48

Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor supply chains.

IC DESIGN, DISTRIBUTIONChina GPU maker Biren triples revenue on AI data center demand

Apr 1, 07:47

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross margin rose to 53.8%, up 0.63pp. The company's BR10X general-purpose GPU remained the main revenue contributor, while its next-generation BR20X is set for launch in 2026.

IC MANUFACTURINGChina's AI chip demand drives advanced foundry growth amid geopolitical split

Apr 1, 07:47

Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory. This momentum is fueled by a virtuous cycle of massive orders supporting substantial R&D and capital expenditure, which is accelerating domestic substitution toward advanced process nodes.

MEMORY CHIPSCommentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

Apr 1, 07:46

On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%, while SanDisk and Seagate Technology each declined more than 6%.

More coverage

Lumotive makes optical breakthrough, targets 10,000-port data centers

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an interview with DIGITIMES Asia, Gleb Akselrod, Co-founder and CTO of Lumotive, detailed the success of the world's first programmable 2D optical beamforming chip.

SPECIAL REPORTS