DIGITIMES Semiconductors news

Apr 13, 12:31

MediaTek revenue hits record on AI chip demand, TPU orders key

Taiwan-based chip designer MediaTek reported record monthly revenue in March 2026, highlighting how new growth drivers are helping cushion a weakening smartphone market.

Qualcomm moves into custom DRAM with CXMT for smartphones

Apr 13, 16:45

China chipmaker Hygon expands CPU-GPU strategy for AI compute

Apr 13, 11:05

Silicon photonics scaling hits wafer testing bottleneck

Apr 13, 10:52

DIGITIMES Insight: US MATCH Act tightens export noose while Intel swaps debt for control and Nvidia co-opts rivals

Apr 13, 07:27

MORE NEWS

IC MANUFACTURINGGlobal chip equipment sales reach record US$135 billion as AI drives investment surge

Apr 13, 17:22

Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier, driven by investment in advanced logic, memory, and AI-related capacity expansion, SEMI, the global semiconductor industry association, said.

IC MANUFACTURINGJapan funds AI chip ecosystem around Rapidus

Apr 13, 15:10

Japan is accelerating efforts to rebuild a domestic advanced semiconductor ecosystem, with Rapidus at the center of a state-backed push spanning 2nm logic, advanced packaging, and AI chip demand creation.

IC MANUFACTURINGGudeng targets record 2026 revenue on EUV pod and FOUP demand surge

Apr 13, 13:49

Taiwan's Gudeng Precision Industrial is set to sustain double-digit revenue growth in 2026, buoyed by robust demand for EUV reticle pods and FOUP wafer carriers as advanced-node production and AI-driven applications accelerate across global semiconductor markets.

IC MANUFACTURINGTaiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis

Apr 13, 12:34

The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced than the AI-server narrative dominating the financial press. Growth is heavily concentrated, structurally bifurcated, and in some cases, arithmetically misleading.

MEMORY CHIPSTaiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Apr 13, 12:19

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according to the Ministry of Finance.

IC MANUFACTURINGTaiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak

Apr 13, 12:17

Taiwanese display driver IC (DDI) manufacturers have reported broadly declining revenues for the first quarter of 2026, reflecting ongoing challenges in the small- and mid-size segments. Novatek posted NT$23.145 billion (US$728 million), down 14.7% year over year; Raydium recorded NT$5.437 billion, down 6.7%; Fitipower had NT$4.501 billion, down 3.4%; Ilitek reported NT$3.918 billion, down 14.4%; and FocalTech saw NT$2.474 billion, down 17.3%. Only Sitronix bucked the trend, posting a robust 23% year-over-year increase to NT$5.329 billion.

IC MANUFACTURINGGlobal chip sales expect to top US$1 trillion in 2026 on AI demand

Apr 13, 11:26

Taiwan's semiconductor supply chain posted stronger-than-expected results in the first quarter of 2026, as artificial intelligence (AI) demand accelerated the adoption of advanced nodes and advanced packaging, lifting both foundries and equipment suppliers.

MEMORY CHIPSWeekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google

Apr 13, 10:14

Below are the most-read DIGITIMES Asia stories from the week of April 6-April 13, 2026:

IC MANUFACTURINGSupreme Court ruling stalls Taiwan-US trade deal, zero-tariff car imports in limbo

Apr 13, 10:08

Taiwan and the US signed the Agreement on Reciprocal Trade (ART) on February 13, 2026, capping 10 months of negotiations. The deal set a reciprocal tariff of 15% without stacking and secured Taiwan the most favorable terms yet under Section 232 for semiconductors. But the US Supreme Court's invalidation of most of President Donald Trump's reciprocal tariffs has since frozen the agreement. Taiwan's Executive Yuan cannot submit it to the Legislative Yuan for review, and the prospect of zero-tariff US car imports has stalled along with it.

IC MANUFACTURINGTaiwan ramps up science park expansion as TSMC growth pushes capacity limits

Apr 13, 10:01

Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure, and next-generation industry clusters.

PASSIVE, PCB, OTHER IC COMPONENTSTPK and ASE to launch advanced semiconductor TGV packaging with 3Q26 pilot line

Apr 13, 10:00

Touch panel maker TPK is partnering with semiconductor packaging giant ASE to enter the advanced through-glass via (TGV) packaging technology sector, focusing on developing glass substrates for high-end computing ICs. This move marks TPK's expansion into advanced semiconductor packaging, aiming to become a new long-term growth engine. TPK has invested about NT$500 million (US$15.7 million) in capital expenditure for this initiative. Its pilot production line in Zhongli is scheduled for completion in July 2026, with sample delivery and validation set to begin shortly thereafter.

More coverage

TOPICS

TSMC UPDATES

JAPAN ADVANCED SEMICONDUCTOR MANUFACTURING, INC. (JASM)

INTERVIEWS