DIGITIMES Semiconductors news

Apr 20

Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5

Memory makers are accelerating the phase-out of older mobile DRAM generations, with policies on LPDDR4 and DDR4 increasingly converging toward end-of-life (EOL) management as the industry shifts capacity toward higher-value LPDDR5, LPDDR5X, and server-class memory products.

Analysis: How TSMC avoids memory's boom-and-bust cycle

Apr 20

Chinese conglomerate makes entry into memory sector as AI drive structural shift

Apr 20

Potential Google-Marvell partnership escalates AI chip competition against Nvidia

Apr 20

Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows

Apr 20

MORE NEWS

MEMORY CHIPSAP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026

Apr 21, 16:56

Niche memory design firm AP Memory announced a 112% year-over-year increase in its self-reported March 2026 revenue to NT$814 million (approx. US$25.9 million). Pre-tax net income rose 53% to NT$457 million, while net profit attributable to the parent company grew 62% to NT$372 million. Earnings per share (EPS) reached NT$2.29. The company is optimistic about sustained growth momentum throughout 2026, with overall operational visibility better than in previous years.

MEMORY CHIPSSamsung plans NAND expansion at P5 on AI-driven price gains

Apr 21, 16:00

Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics and SK Hynix accelerating capacity plans after years of restraint.

MEMORY CHIPSASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges

Apr 21, 14:29

ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI infrastructure investment, DRAM manufacturers are aggressively competing for extreme ultraviolet (EUV) equipment capacity, signaling a shift in global semiconductor demand patterns.

IC MANUFACTURINGChina unveils 10 measures for Taiwan; Taiwan's MOEA affirms independent economic goals

Apr 21, 14:26

Chinese authorities announced 10 new policies related to Taiwan following the meeting between China's president Xi Jinping and the chairperson of the Kuomintang political party in Taiwan, Cheng Li-Wun.

MEMORY CHIPSBeijing acts on memory price surge, AI demand reshapes device costs

Apr 21, 13:57

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM and mobile memory prices began feeding into smartphones and other consumer electronics.

IC DESIGN, DISTRIBUTIONElectronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

Apr 21, 12:42

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up 10.3% year-over-year—according to the latest Electronic Design Market Data (EDMD) report from SEMI's Electronic System Design Alliance. The report also showed a 10.1% rise in the four-quarter moving average, underscoring sustained momentum across the sector.

MEMORY CHIPSQualcomm Chief reportedly seeks memory and manufacturing deals in South Korea

Apr 21, 11:56

Qualcomm Chief Executive Cristiano Amon is expected to meet senior executives from Samsung Electronics and SK Hynix during a recent visit to South Korea, according to industry sources. The discussions are expected to focus on securing memory supplies as well as potential cooperation with Samsung in advanced semiconductor manufacturing, including its 2nm foundry process.

IC MANUFACTURINGTaiwan has more than 260,000 job vacancies, with manufacturing accounting for 32.4%

Apr 21, 11:46

Taiwan's artificial intelligence (AI) servers and advanced-process chip manufacturing businesses are booming, with related manufacturing industries also benefiting. According to a survey by Taiwan's Ministry of Labor (MIL), labor turnover rates in the manufacturing industry are relatively low, while vacancy rates and recruitment periods are comparable to the overall industry average, indicating a stable workforce structure.

MEMORY CHIPSSamsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027

Apr 21, 11:15

Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM) in the intensifying global AI semiconductor race.

MEMORY CHIPSChina amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up

Apr 21, 11:06

GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could reshape the global supply landscape.

IC MANUFACTURINGAI demand inflates silicon valuations across TSMC, Nvidia supply chain

Apr 21, 10:44

"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply chain. Global uncertainties remain, yet Taiwan's market is outperforming.

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