DIGITIMES Semiconductors news

Apr 30

Qualcomm to ship custom product with hyperscaler in 4Q26

In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone executives said will mark the start of a multi‑generation partnership

Memory crunch squeezes smartphone SoC market as Samsung gains share

Apr 30

Intel kills three projects in two months as Kechichian launches multi-year reset

Apr 30

UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention

Apr 30

Wingtech losses widen on Nexperia dispute, triggering delisting risk

Apr 30

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IC DESIGN, DISTRIBUTIONProfile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

May 3, 10:34

On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mallet.

IC MANUFACTURINGCSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain

May 3, 10:30

At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained its already elevated capex levels, the other three — Alphabet, Microsoft, and Meta — each raised their spending outlooks.

IC MANUFACTURINGTaiwan quartz makers target LEO satellite boom by 2027

May 3, 09:46

As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite sector. An industry insider says ground receiving stations currently drive the strongest demand for filters and quartz parts, forecasting a market explosion by 2027 as satellite communication users grow.

IC MANUFACTURINGMediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel

May 2

Chen-Hua Douglas Yu, one of the six R&D leaders known inside TSMC as the "six knights," and a central figure in the foundry's advanced packaging development, has joined MediaTek following his 2025 retirement from TSMC. MediaTek confirmed the move, saying it is "honored to have Mr. Yu serve as an informal adviser."

PASSIVE, PCB, OTHER IC COMPONENTSYageo AI revenue reaches 15% as chair says sector remains early in cycle

May 2

Yageo chairman Pierre Chen said the company has undergone a major transformation over the past eight years, driven in part by the rise of AI applications.

PASSIVE, PCB, OTHER IC COMPONENTSSamsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage

May 2

Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising demand for automotive electronics, marking a new scale milestone for the company.

IC DESIGN, DISTRIBUTIONQualcomm says Samsung chip share remains above 70% despite Exynos push

May 2

Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use of its in-house Exynos application processors in selected premium models.

IC MANUFACTURINGOnsemi expands collaboration with NIO to support 900V EV platforms

May 2

Onsemi's expanded collaboration with NIO to support the automaker's move to 900V electric vehicle platforms could accelerate global EV adoption by improving range, charging speed, and drivetrain efficiency, influencing vehicle performance and manufacturing scalability for new models introduced worldwide, including those scheduled to debut at the 2026 Beijing Auto Show.

MEMORY CHIPSChina's memory makers post blockbuster gains as AI tightens supply and resets prices

May 2

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology reporting strong first-quarter gains, underpinned by a structural demand shift driven by artificial intelligence.

IC MANUFACTURINGTeraFab is already changing the semiconductor landscape — before a single chip is made

May 1

Elon Musk has a habit of building what he cannot buy.

MEMORY CHIPSAI chip boom sends Korea exports to record highs, supply crunch deepens

May 1

South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even as geopolitical risks and cost pressures mount.

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