DIGITIMES Semiconductors news

Sep 16

Advanced processes have no ready-made answers, says TSMC's COO

Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei and co-chief operating officer Y.J. Mii participated in the "Cross-Generational Dialogue: Questions and Answers for the AI Era" forum on September 15. Students asked how TSMC determines whether a technology is worth long-term investment when information is incomplete and the technological direction remains unclear, as well as how people can develop the ability to judge whether answers generated by artificial intelligence (AI) are true or false in the AI era.

Taiwan, South Korea should stop comparing, says DIGITIMES chairman

Sep 16

SK Hynix, Intel in talks on US production to ease memory crunch

Sep 16

Samsung reportedly weighs Micron's newest memory for Galaxy S27

Sep 16

A Taiwan machinery maker bets on AI to challenge Japan's grip on advanced capacitors

Sep 16

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IC DESIGN, DISTRIBUTIONMusk hints at Tesla-SpaceX merger, but the companies are already converging underneath

Sep 17, 08:08

The broader high-tech landscape has wondered for years about the subtle transactions and movements unfolding underneath the enormous technology ecosystem Elon Musk has stitched together amid a rapidly expanding business reach across AI-driven industries.

MEMORY CHIPSSK Hynix reportedly eyes Intel Ohio plant for US memory production

Sep 17, 08:07

SK Hynix is reportedly lining up US memory chip production and is in talks with Intel over possible cooperation, including leasing part of Intel's Ohio facilities. The move would give SK Hynix its first memory chip manufacturing base in the US as Washington steps up pressure on chipmakers to expand domestic investment.

PASSIVE, PCB, OTHER IC COMPONENTSColumn: China tightens rare earth controls, exposing hidden vulnerabilities in Taiwan's supply chain

Sep 17, 08:05

China's rare earth export controls are changing the rules governing global critical mineral supply chains. For Taiwan, the real concern is not that China could suddenly halt all exports one day, but that export licensing, end-use reviews, price volatility, longer lead times, and "hidden dependencies" embedded in intermediate materials and components could gradually raise the cost and uncertainty of maintaining normal production.

IC MANUFACTURINGSK Hynix shifts supply chain planning for AI capex boom

Sep 17, 08:00

AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management for equipment and components while shifting to a longer-term strategy.

IC MANUFACTURINGSouth Korea's chip boom lifts 2027 corporate tax above KRW200 trillion

Sep 17, 07:59

South Korea's semiconductor boom is spilling over from corporate profits into government tax revenue. Corporate tax revenue for fiscal 2027 is projected to reach KRW216.7 trillion (about US$160 billion), up 113.9% from the 2026 supplementary budget, topping KRW200 trillion for the first time and, after 15 years, overtaking income tax as the country's largest tax source.

MEMORY CHIPSIntel CEO warns of 2027 memory crunch and tighter CPU supply

Sep 17, 03:41

AI infrastructure expansion is turning memory supply into a major bottleneck for the semiconductor industry. Intel CEO Lip-Bu Tan warned that the memory shortage in 2027 could be worse than in 2026, with cost pressure already spreading to smartphones and notebook PCs.

IC MANUFACTURINGCharts: Taiwan's chip packaging growth runs deeper than ASE

Sep 17, 02:43

Taiwan's back-end semiconductor sector is growing well beyond its largest player. The 24 listed packaging and testing firms tracked by DIGITIMES posted combined January-August 2026 revenue of NT$768.9 billion (approx. US$24.1 billion), up 27.1% from a year earlier. Without ASE Technology Holding, the rest of the group still grew 25.4%.

MEMORY CHIPSSamsung looks to outside suppliers as HBM boom shifts priorities

Sep 17, 01:54

Samsung Electronics has long benefited from a level of vertical integration few technology companies can match, spanning smartphones, memory, chip design, foundry manufacturing and packaging. However, recent sourcing moves suggest those internal links are becoming more selective as individual businesses pursue their own customers, margins and capacity priorities.

IC MANUFACTURINGTSMC's C.C. Wei says to solve problems, put customers first

Sep 17, 00:40

TSMC chairman C.C. Wei and co-COO Y.J. Mii joined a forum on September 15, 2026, where Wei shared lessons from school, R&D and corporate management with National Taiwan University students via video, while Mii led a deeper discussion on advanced process technology and AI tools.

IC DESIGN, DISTRIBUTIONJensen Huang's Galaxy Z Fold8 spotlights Nvidia-Samsung ties

Sep 17, 00:39

Nvidia CEO Jensen Huang has again been photographed using Samsung Electronics' latest foldable phone, the Galaxy Z Fold8, after being seen with a Galaxy Z Fold7 earlier in 2026. The latest sighting has drawn fresh attention to the close partnership between Samsung Electronics and Nvidia.

IC DESIGN, DISTRIBUTIONCharts: Memory chip designers carry Taiwan's IC design rebound

Sep 17, 00:36

Taiwan's IC design sector is growing fast, but the gains are concentrated in memory. Combined January–August 2026 revenue at the 105 listed chip designers tracked by DIGITIMES reached NT$1.15 trillion, up 29.6% from a year earlier. Five memory-related companies added two-thirds of the NT$261.8 billion increase.

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