DIGITIMES Semiconductors news

Sep 10

China's Nvidia rivals raise prices as HBM shortage bites

Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding another cost constraint to China's push for domestic computing hardware.

TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

Sep 10

CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

Sep 10

Apple just put a US$700 premium on hinges — seven supply chain takeaways

Sep 10

Qualcomm's AWS deal raises stakes for MediaTek and Alchip

Sep 10

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PASSIVE, PCB, OTHER IC COMPONENTSDIGITIMES Insight: China's GaN challengers are no longer playing catch-up

Sep 14, 12:42

Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity and technology development.

MEMORY CHIPSSandisk recruits engineers in Korea as memory talent race heats up

Sep 14, 12:20

Sandisk is making an unusual push into engineering recruitment in South Korea, seeking talent across NAND system architecture, NAND core design, VLSI design, and mask design while listing experience in HBM, LPDDR, and GDDR among key qualifications.

IC MANUFACTURINGSouth Korea broadens espionage law to counter rising tech leaks

Sep 14, 11:54

South Korea's revised Criminal Act took effect September 13, extending the scope of espionage offenses from acts benefiting North Korea to those benefiting any foreign country or equivalent organization, as South Korea strengthens protection of semiconductors and other strategic technologies.

IC MANUFACTURINGSamsung, Qualcomm deepen 2nm talks as pricing and yield hurdles persist

Sep 14, 11:01

Samsung Electronics and Qualcomm are expanding discussions over 2nm foundry cooperation, with pricing, yield, and process optimization still unresolved as Samsung seeks to regain a share of Qualcomm's flagship processor business.

IC MANUFACTURINGGritek to take full control of 12-inch silicon wafer venture in major restructuring

Sep 14, 10:55

Gritek plans to strengthen its position in China's large-diameter silicon wafer market by acquiring the remaining stakes in two semiconductor materials companies, according to a company announcement.

IC MANUFACTURINGAI's energy demand ignites global nuclear rush, straining Taiwan's restart

Sep 14, 10:32

A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting idle reactors.

IC DESIGN, DISTRIBUTIONGoogle TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

Sep 14, 10:01

Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than one year for servers using Google's in-house silicon, including its tensor processing units (TPUs). Industry observers note this rapid capital return gives application-specific integrated circuit (ASIC) design service partners, such as MediaTek and Broadcom, substantial room for upward revenue revisions as Google doubles down on its TPU strategy.

IC MANUFACTURINGIndia semiconductor deals hit a multi-year high ahead of SEMICON India 2026

Sep 14, 09:56

India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures arrive days before SEMICON India 2026, the country's flagship semiconductor conference, opens in New Delhi on September 17.

IC MANUFACTURINGHua Hong Grace completes Huali Micoelectronics acquisition, state parent raises stake

Sep 14, 09:56

Hua Hong Grace (HHGrace) has completed the share issuance for its acquisition of a 97.4988% stake in Huali Microelectronics (HLMC), strengthening the company's position in China's semiconductor foundry market.

IC MANUFACTURINGCPO nears mass production — next battle about interfaces, yield and maintenance

Sep 14, 09:50

As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO). But large-scale deployment will depend on more than optical-engine performance. Precision alignment, serviceability, manufacturing yield, and whether the supply chains for light sources, packaging, testing, and materials can advance in step are becoming equally critical.

IC MANUFACTURINGAI server tracker: Taiwan ASIC design houses diverge as AI projects enter different revenue cycles

Sep 14, 09:22

Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon cycle.

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