DIGITIMES Semiconductors news

Jun 11, 15:28

Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full

Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating costs, adding that TSMC does not rule out moderate price adjustments. Those comments have drawn close attention across the industry.

Applied Materials CEO: AI reshapes semiconductor innovation

Jun 11, 16:02

Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Jun 11, 09:40

How an alliance of Taiwanese chip suppliers cracked Intel's supply chain with a FOUP solution

Jun 11, 05:50

Cerebras outpaces Nvidia in video showdown at SuperAI Singapore, making its case against GPU dominance

Jun 11, 05:39

TSMC's May revenue grows 30% as AI demand and tight capacity support outlook

Jun 10

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IC MANUFACTURINGAmkor Korea weighs KRW1 trillion Gwangju expansion amid reported TSMC order growth

Jun 11, 16:16

Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.

IC MANUFACTURINGApplied Materials expands Singapore base as AI supply-chain bottlenecks loom

Jun 11, 15:58

Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.

PASSIVE, PCB, OTHER IC COMPONENTSNvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

Jun 11, 13:47

AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.

IC MANUFACTURINGAI boom drives capital inflows, but Taiwan sees low systemic risk

Jun 11, 12:19

Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.

IC MANUFACTURINGUS lawmakers push ITC to enforce patent case involving TSMC

Jun 11, 11:57

Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.

IC DESIGN, DISTRIBUTIONCPO delays may shift AI networking demand, not derail it

Jun 11, 11:49

Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.

MEMORY CHIPSMontage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Jun 11, 11:13

Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.

IC MANUFACTURINGTaiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion

Jun 11, 11:06

Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).

IC DESIGN, DISTRIBUTIONMicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan

Jun 11, 10:32

MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.

PASSIVE, PCB, OTHER IC COMPONENTSAI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

Jun 11, 09:50

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.

IC MANUFACTURINGCanSemi IPO exposes strains in China's mature-node chip push

Jun 11, 05:53

CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.

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