DIGITIMES Semiconductors news

Feb 10, 14:52

US plans chip tariff breaks for tech giants tied to TSMC's US expansion

The Trump administration is preparing to spare major US technology companies from a new round of semiconductor tariffs as they expand data center capacity to support the artificial intelligence boom, according to the Financial Times. The plan would grant tariff carve-outs to US hyperscalers, including Amazon, Google and Microsoft, with relief tied to the scale of TSMC's US investment commitments and projected production capacity. TSMC is the world's largest contract chipmaker.

SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

Feb 10, 15:52

Analysis: Japan's supermajority reshapes Asia's semiconductor competition

Feb 10, 14:58

Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart

Feb 10, 11:10

China reportedly enters HBM3 mass production as South Korea pushes into HBM4

Feb 10, 10:57

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IC MANUFACTURINGTSMC deepens its lead with a US$45 billion 2026 investment plan and a generational reshuffle

Feb 10, 17:54

Riding a year of extraordinary growth powered by the AI boom, Taiwan Semiconductor Manufacturing Co. (TSMC) has approved a 2026 strategy that couples record capital spending with one of the most consequential management reshuffles in its history. The board's decisions underscore how aggressively the world's largest contract chipmaker intends to widen its technological and organizational lead.

IC MANUFACTURINGRenesas turns to China and India for recovery after first net loss in six years

Feb 10, 16:47

Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products. The company is recalibrating its strategy, with India and China positioned as key pillars in its recovery roadmap.

IC MANUFACTURINGVanguard sees modest recovery as capacity use rises in early 2026

Feb 10, 15:11

Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026, reflecting a decline in wafer shipments. The figure was down 18.6% from December 2025, when revenue totaled NT$4.93 billion, but up 18.4% from a year earlier, underscoring uneven but improving demand conditions.

IC MANUFACTURINGAnalysis: Alphabet's century bond reveals who matters in Asia's AI money trail

Feb 10, 14:00

Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.

IC MANUFACTURINGTSMC posts 36.8% sales surge in January 2026 on strong AI demand

Feb 10, 13:46

Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand for advanced semiconductors that outpaced market expectations.

IC MANUFACTURINGEurope deploys NanoIC pilot line to accelerate sub-2nm AI chip development

Feb 10, 12:52

Europe has taken a decisive step toward advanced semiconductor leadership with the launch of the NanoIC pilot line at Imec's Leuven headquarters, positioning the region to accelerate development of sub-2nm systems-on-chip (SoCs) and strengthen its role in next-generation chip manufacturing.

IC MANUFACTURINGOnsemi 4Q25 revenue drops 11% as power, analog weakness persists

Feb 10, 12:20

Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting persistent weakness across key parts of its portfolio.

IC MANUFACTURINGNexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain

Feb 10, 12:11

China's foundry sector is accelerating expansion across mature and specialty nodes. Nexchip Semiconductor, the country's third-largest foundry, plans to invest CNY2 billion (approx. US$288 million) in Hefei Jingyi Integrated via equity transfer and capital injection to secure full ownership. Upon completion, Hefei Jingyi Integrated will become a wholly owned Nexchip subsidiary.

PASSIVE, PCB, OTHER IC COMPONENTSEver Ohms follows price hike on chip resistors, AI applications could account for 10% in 2026

Feb 10, 11:42

Because of rising raw material costs, Taiwanese chip resistor manufacturers have begun increasing prices, with the wave spreading from major passive component makers such as Yageo and Walsin to smaller players like Ta-Yi Technology and Ever Ohms. After issuing a price increase notice to customers, Ever Ohms said that long-term competition in the Chinese market had kept chip resistor prices under pressure. However, recent surges in the costs of silver, palladium, ruthenium, tin, and copper have forced several Taiwanese and Chinese passive component suppliers to raise prices.

IC DESIGN, DISTRIBUTIONSouth Korea's NUCODE eyes partnership with Realtek to lead IoT market

Feb 10, 11:37

South Korean IoT startup NUCODE is leveraging ultra-low-power communication technology to streamline hardware development and bridge the gap between prototyping and mass production. The company, which has already drawn interest from industry leaders Nordic Semiconductor and Infineon Technologies, is now pivoting toward Taiwan's semiconductor ecosystem with a strategic focus on Realtek as its primary partner.

IC DESIGN, DISTRIBUTIONIndia launches PRITVI-ACE pre-silicon validation facility to boost domestic chip design ecosystem

Feb 10, 11:35

According to The Economic Times, India's Centre for Development of Advanced Computing (C-DAC) inaugurated its largest pre-silicon validation facility in Bengaluru on February 6, 2026. Named PRITVI-ACE (Platform for Reconfigurable Integrated Testing and Validation of IPs – Advanced Chip Evaluation), the facility offers large-scale, near-silicon-speed prototyping and validation of complex semiconductor designs before fabrication. It addresses a critical bottleneck in India's chip design ecosystem.

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