DIGITIMES Semiconductors news

Mar 6

Nvidia's LPU push could reshape inference economics as OpenAI signals major buy

Nvidia plans to shift the AI compute battleground from training to inference by integrating language processing unit technology and offering multiple inference chips, with OpenAI agreeing to be a major customer, according to a Wall Street Journal report.

Explainer: Why the Pentagon’s move on Anthropic matters for the AI supply chain

Mar 6

Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment

Mar 6

SK Group chairman reportedly to meet Nvidia CEO at GTC

Mar 6

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Mar 6

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MEMORY CHIPSAdata chairman expects NAND price surge in 2H26

Mar 8, 06:59

Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers' inventory levels have dropped to critically low points, supporting their confidence for aggressive price hikes.

IC MANUFACTURINGApplied Materials VP warns AI growth may hit energy, not chip limits

Mar 8, 06:59

AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1 trillion in revenue in 2026—earlier than previous forecasts.

IC DESIGN, DISTRIBUTIONBroadcom CEO sees copper interconnects viable through 2028

Mar 8, 06:58

Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company's financial performance and more on its views on silicon photonics and copper interconnect technologies.

IC MANUFACTURINGDefense chips, satellite systems now "100% localized," Chinese academics say

Mar 8, 06:58

As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience of defense supply chains and semiconductor self-sufficiency. Against this backdrop, and as China convenes its annual "Two Sessions," an article jointly authored by several Chinese academicians and published in the state-backed journal Science & Technology Review has drawn attention.

MEMORY CHIPSPhison rides AI wave to record profits; foresees explosive growth through 2026
Mar 8, 06:58

Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter for 2025, driven by an insatiable global appetite for AI-ready storage. The company posted record-breaking revenue of $719 million (NT$22.8 billion), with EPS hitting an all-time high of NT$21.74.

IC DESIGN, DISTRIBUTIONThe long game of Rick Tsai: from TSMC’s darkest hour to the AI era
Mar 7

In November 2008, Dr. Rick Tsai was the CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), staring into a literal abyss. The global financial system was in freefall, and at the world’s most critical chipmaker, the lights were dimming. Utilization rates—the lifeblood of a semiconductor fab—had plummeted below 40%. Orders were vanishing.

IC MANUFACTURINGFoxconn and TSMC advanced packaging spur V5 to consider France, US sites
Mar 7

High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid a semiconductor expansion wave, V5 expects double-digit revenue growth in 2026 with gross margins holding steady from 2025.

MEMORY CHIPSAP Memory expands S-SiCap capacity as chipmakers shift toward custom memory
Mar 6

AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory market has prompted customers to secure supply earlier than usual. Although rising memory wafer costs may pressure margins, the company expects gross margin to remain around 45%.

IC MANUFACTURINGToyota Group's Denso bids up to US$8 billion to acquire Rohm
Mar 6

Japanese auto parts supplier Denso has made a takeover proposal for Kyoto-based chipmaker Rohm in a deal that could reach about JPY1.3 trillion (approx. US$8.3 billion), according to reports from Nikkei and Reuters.

MEMORY CHIPSSamsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue

Mar 6

Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans for wafer production at its Texas Taylor foundry and reaffirmed confidence in high-bandwidth memory (HBM) business.

IC MANUFACTURINGAmkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026

Mar 6

Semiconductor OSAT leader Amkor has announced plans to boost its capital expenditure budget for 2026 to US$2.5-3 billion, prioritizing expansion of advanced packaging capacities such as 2.5D and high-density fan-out (HDFO) in South Korea and Taiwan. This move aims to capitalize on the booming AI data-center CPU market.

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