DIGITIMES Semiconductors news

Aug 4

Kumamoto semiconductor production recovers, TSMC's Japan subsidiary returns to normal operations

TSMC has announced that Japan Advanced Semiconductor Manufacturing (JASM), its subsidiary in Kikuyo, Kumamoto Prefecture, has resumed normal operations following production disruptions caused by the recent Kumamoto earthquake.

Samsung Foundry nears full utilization, but 2nm yields remain a hurdle

Aug 4

China's chip output jumps nearly 350% in a decade as semiconductor supply chain expands

Aug 4

2027 memory capacity reportedly sold out as buyers quietly lock in supply

Aug 4

Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold

Aug 4

MORE NEWS

IC DESIGN, DISTRIBUTIONAiroha optical comms revenue doubles as broadband lands CSPs

Aug 5, 14:59

Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix is shifting structurally, with addressable markets broadening in wired and wireless businesses. Revenue momentum is being driven by demand from cloud providers, telecom operators, and enterprise customers.

IC DESIGN, DISTRIBUTIONAMD says server CPU market to hit US$220B by 2030

Aug 5, 14:23

AMD expects the market for server central processing units (CPUs) to reach approximately US$220 billion by 2030, up from an estimate of more than US$120 billion three months earlier, as the company sees agentic artificial intelligence (AI) creating a new class of CPU-intensive workloads.

IC MANUFACTURINGSamsung, SK Hynix reportedly test AMEC tools to guard against tighter US curbs

Aug 5, 14:02

Samsung Electronics and SK Hynix reportedly began testing etching equipment from China's Advanced Micro-Fabrication Equipment (AMEC) about two years ago for possible use at their Chinese factories, Reuters reported on August 5, citing three people familiar with the matter.

IC DESIGN, DISTRIBUTIONHuawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook

Aug 5, 13:30

Huawei is arguing that the next phase of semiconductor performance will depend less on transistor shrinkage and more on system architecture, faster data movement and tighter coordination between chips, software and AI models.

IC DESIGN, DISTRIBUTIONMacroblock returns to profit as display demand and new products support outlook

Aug 5, 12:48

Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia, Europe, and North America. The Taiwanese chip designer said improving product mix, new validations, and a planned cost-competitive product line could help second-half results outperform the first half.

MEMORY CHIPSMemory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

Aug 5, 12:22

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving sharp increases in DRAM and NAND prices while also tightening CPU supply, causing overall PC demand to weaken once again.

PASSIVE, PCB, OTHER IC COMPONENTSAI chip demand revives co-investment deals as ABF substrate capacity fills through 2028

Aug 5, 11:28

AI chip demand is tightening supply of IC substrates, prompting Nvidia, AMD, and hyperscalers to lock in Ajinomoto Build-up Film (ABF) capacity through 2028 and press suppliers to begin planning additional expansion for 2029 and 2030.

MEMORY CHIPSCXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity

Aug 5, 11:26

China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026, narrowing a technology gap with Samsung Electronics, SK Hynix and Micron that once spanned years.

IC DESIGN, DISTRIBUTIONAMD says US$30 billion estimate for 2027 Instinct revenue may be too low

Aug 5, 11:23

AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct revenue may be too conservative, telling analysts that the data center AI figure was "probably too low."

IC MANUFACTURINGVanguard International Semiconductor sees AI demand lift mature-node prices through 2027

Aug 5, 10:59

Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International Semiconductor (VIS) said AI-driven demand is not a short-term trend but an irreversible structural growth, and expects the mature process market to remain in short supply through 2027.

IC DESIGN, DISTRIBUTIONAnalysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Aug 5, 10:42

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios, aimed squarely at the handful of frontier labs and hyperscalers who can commit to gigawatt-scale deployments. Nvidia, already dominant with those same customers, is restructuring its own disclosures and business model to capture the much larger, more fragmented tier of capital-constrained startups and neoclouds beneath them.

More coverage

TOPICS

TSMC UPDATES

JAPAN ADVANCED SEMICONDUCTOR MANUFACTURING, INC. (JASM)

INTERVIEWS