DIGITIMES Semiconductors news

Feb 4

AMD delivered the numbers—just not the surprise the AI market wanted

Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded several financial targets, its share price decreased following the report, indicating that the results may not have met the heightened expectations currently set for companies in the artificial intelligence (AI) and semiconductor sectors.

TI and NXP report strong results as AI data center power management boosts semiconductor packaging demand

Feb 4

China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels

Feb 4

CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet

Feb 4

Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory

Feb 4

MORE NEWS

IC MANUFACTURINGSiemens expands EDA stack with AI metrology acquisition of Canopus AI

Feb 5, 15:34

Siemens has acquired French startup Canopus AI, adding AI-based metrology and inspection software to its electronic design automation (EDA) portfolio as it expands deeper into semiconductor manufacturing workflows.

IC MANUFACTURINGTSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse

Feb 5, 12:48

TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of this initiative, with estimated equipment investment reaching US$17 billion.

IC MANUFACTURINGQualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook

Feb 5, 12:33

Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset production.

IC DESIGN, DISTRIBUTIONAlphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck

Feb 5, 12:21

Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent supply-side bottleneck.

IC MANUFACTURINGTexas Instruments to reshore Silicon Labs production in US$7.5 billion wireless play

Feb 5, 11:46

Texas Instruments (TI) has announced that it has reached an agreement to acquire chip designer Silicon Laboratories for approximately US$7.5 billion, marking the largest deal for TI since its US$6.5 billion purchase of National Semiconductor in 2011. The acquisition underscores TI's strategy to strengthen its presence in wireless connectivity chips for industrial, consumer, and smart-device applications.

IC DESIGN, DISTRIBUTIONMediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

Feb 5, 11:42

At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud ASIC market to reach US$70 billion by 2028. The company aims for a 10–15% market share and expects ASIC revenue to constitute around 20% of total sales by 2025.

IC MANUFACTURINGSingapore highlights photonics drive for chip innovation at APE 2026

Feb 5, 11:41

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic technologies are shaping the next phase of semiconductor innovation during a presentation at the third Asia Photonics Expo (APE 2026). His talk, titled "Integrated Photonics: A New Engine for Singapore's Semiconductor Innovation," focused on the role of optoelectronics in computing and communications.

IC DESIGN, DISTRIBUTIONMediaTek charts data center ASIC expansion even as smartphone sales slow

Feb 5, 10:25

MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's data center ASIC business is expected to surpass US$1 billion in 2026 and reach several billion US dollars in 2027, with projects extending into 2028. Over the longer term, ASICs are projected to contribute around 20% of total revenue.

IC DESIGN, DISTRIBUTIONArm faces investor scrutiny as licensing miss collides with smartphone cost pressures

Feb 5, 10:10

Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP provider reported the third-quarter fiscal 2026 licensing revenue that trailed analyst expectations. The shortfall overshadowed record royalty results and an improved revenue outlook.

IC MANUFACTURINGInfineon's Ams Osram sensor acquisition signals shift toward higher-value systems and AI-linked growth

Feb 5, 09:55

Infineon's planned purchase of Ams Osram's non-optical sensor portfolio underscores a strategic move to deepen its systems capability, rebalance exposure away from cyclical automotive pressure, and reinforce long-term growth tied to artificial intelligence, industrial automation, and medical applications.

IC MANUFACTURINGInfineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures

Feb 5, 09:38

Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's medium-term growth narrative while also bringing higher investment needs and cash flow pressure into focus.

More coverage

TOPICS

TSMC UPDATES

INDIA'S SEMICONDUCTOR MISSION

INTERVIEWS