DIGITIMES Semiconductors news

Mar 20

Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity

Samsung Electronics is reportedly set to exclusively supply sixth-generation high-bandwidth memory (HBM4) to OpenAI while reallocating more than half of its advanced foundry capacity to internal production, according to Hankyung and industry sources. The move underscores the South Korean chipmaker's drive to meet surging demand for artificial intelligence (AI) components as orders from major customers — including Nvidia and Advanced Micro Devices (AMD) — continue to accelerate.

Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output

Mar 20

Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials

Mar 20

MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards

Mar 20

Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting

Mar 20

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IC MANUFACTURINGTaiwan legislature blocks science budget; Minister defends industry

Mar 21, 19:58

The National Science and Technology Council (NSTC) held its 20th committee meeting on March 18, 2026, where industry players expressed concerns over the science research budget being stalled in the Legislative Yuan.

IC MANUFACTURINGAMD-backed Upstage targets 10,000 GPUs in Korea AI expansion

Mar 21, 13:04

Advanced Micro Devices is expanding its presence in South Korea's artificial intelligence market through a deepened partnership with local startup Upstage, as plans for large-scale GPU deployment and surging compute demand underscore the country's growing importance in AI infrastructure.

MEMORY CHIPSSK Hynix targets autonomous fabs by 2030 to tackle AI-driven manufacturing challenges

Mar 21, 13:03

SK Hynix is targeting the development of autonomous semiconductor fabrication facilities by 2030 as it seeks to address rising AI-driven demand and increasing manufacturing complexity, according to Ddaily, IT Chosun, and SEDaily.

IC MANUFACTURINGAnalysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era

Mar 21, 13:03

Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The new Exynos 2600, built on the advanced 2nm second-generation process (SF2), has delivered unexpectedly strong performance results compared to its previous chips, laying a foundation for the once-struggling chip line to bounce back.

IC MANUFACTURINGMA-tek secures top 3 global SiPh orders, eyes US-Japan growth in 2026

Mar 21, 12:45

With silicon photonics (SiPh) demand surging, MA-tek chairwoman Yong-Fen Hsieh announced the company has secured major orders from the world's three largest customers, driving revenue contributions. Following the booming AI chip market, SiPh and co-packaged optics (CPO) are set to become the next strong growth engines. Although the SiPh boom still requires time to mature, MA-tek expects its testing business revenue to double over the next three years, with overall operations targeting double-digit growth in 2026.

IC DESIGN, DISTRIBUTIONLumotive makes optical breakthrough, targets 10,000-port data centers

Mar 20

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an interview with DIGITIMES Asia, Gleb Akselrod, Co-founder and CTO of Lumotive, detailed the success of the world's first programmable 2D optical beamforming chip.

IC MANUFACTURINGAnalog Devices activates Thailand plant to boost global manufacturing resilience

Mar 20

Analog Devices has officially launched its advanced manufacturing facility in Thailand, aiming to enhance the company's advanced manufacturing and testing capabilities while promoting a more resilient and sustainable semiconductor production footprint across the Asia-Pacific region.

MEMORY CHIPSMemory price surge drives Transcend's 15x profit growth in January 2026

Mar 20

Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year. Its earnings per share (EPS) hit NT$6.49, also rising 1578%, already achieving 50% of its full-year 2025 EPS of NT$12.98.

MEMORY CHIPSSamsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026

Mar 20

Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor era. This marks the first time its annual investment surpasses the "KRW100 trillion" threshold.

IC DESIGN, DISTRIBUTIONNvidia and AWS strike massive GPU supply deal through 2027

Mar 20

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply large-scale GPU infrastructure through 2027.

IC MANUFACTURINGSamsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities

Mar 20

Samsung Electronics' foundry business is showing signs of stabilization after a sustained period of market share decline, as new orders from Nvidia and Tesla underscore its ability to manufacture high-value artificial intelligence (AI) semiconductors, according to Maeil Business News Korea and EBN.

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