DIGITIMES Semiconductors news

Jan 23

Intel slows its most ambitious node—and signals where the real battle is for now

Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments on hold until customer demand is secured.

Micron to begin commercial output at Gujarat ATMP plant as India advances semiconductor push

Jan 23

ASML leads chip equipment charge into advanced packaging

Jan 23

Analysis: How Howard Lutnick is redrawing the memory-chip map

Jan 23

TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms

Jan 23

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IC DESIGN, DISTRIBUTIONMIPS expands RISC-V processor platform with ARC IP integration

Jan 26, 10:46

MIPS is repositioning itself within the RISC-V ecosystem following the integration of the ARC Processor IP business acquired from Synopsys, moving beyond a CPU-centric model toward a broader processor platform that combines CPUs, NPUs, DSPs, and software tools.

IC DESIGN, DISTRIBUTIONMIPS accelerates S8200 RISC-V NPU timeline

Jan 26, 10:30

MIPS has accelerated the development timeline of its S8200 neural processing unit, a RISC-V–based NPU designed for real-time, low-latency edge AI, as the company continues to advance its strategy around what it calls "Physical AI," following its integration into GlobalFoundries.

MEMORY CHIPSAdata posts over NT$10 billion in profit before tax in 2025, December nears 3Q25 earnings

Jan 26, 10:02

Memory module giant Adata Technology announced its unaudited consolidated earnings for December 2025, reporting profit before tax of NT$2.55 billion (approx. US$81.22 million), nearly matching the NT$2.56 billion in profit before tax recorded for the entire third quarter of 2025.

IC MANUFACTURINGWeekly news roundup: strategy shifts, supply chain realignments, scaling limits

Jan 26, 09:45

Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.

IC MANUFACTURINGIndia roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow

Jan 26, 08:51

With Micron's ATMP facility moving into commercial production and fresh investments from domestic players, India's semiconductor push is gaining firmer footing. However, despite its deep talent pool, the country's IC design sector continues to face challenges in building global competitiveness.

IC DESIGN, DISTRIBUTIONNvidia's China AI chip share falls to 8% as local rivals ramp up

Jan 25

Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies and expand its semiconductor supply chain, according to recent research. The shift is contributing to structural changes in the global AI chip market.

IC DESIGN, DISTRIBUTIONFan motor demand drives growth for Taiwan analog chip makers

Jan 25

As 2026 begins, demand for fan motors remains strong. On top of continued cooling needs driven by cloud servers, new fan upgrade and increased usage requirements are emerging across the edge computing segment. AI PCs are driving more dual-fan designs, while automotive and industrial control sectors are also expanding their fan usage. The motor driver IC opportunities behind these trends are expected to become a major development focus for many Taiwanese analog chip makers in 2026. Weltrend Semiconductor, Global Mixed-mode Technology (GMT), and Anpec Electronics are all expected to see stable support for their operations this year.

IC MANUFACTURINGChina advances T1000 carbon fiber supply chain for semiconductor materials

Jan 24

As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to include material stability and equipment performance. Recently, China's development in high-performance carbon fiber has drawn attention from semiconductor equipment makers and advanced manufacturing supply chains.

IC MANUFACTURINGUS-Taiwan tariff deal masks deeper semiconductor geopolitics

Jan 24

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic milestone, the reaction within the semiconductor supply chain has been more measured.

IC MANUFACTURINGEnergy limits AI growth; geopolitical stakes in rare earths, new packaging innovations reshape global supply chains

Jan 24

The Global Electronics Association's latest "2026 Electronics Industry Trend Forecast" highlights critical challenges and shifts that will impact the sector over the next few years. Chief among these are energy infrastructure constraints that are throttling AI expansion, a move toward strategic interdependence in regional supply chains, and advancements in packaging technologies that are transforming industry dynamics. These developments signal substantial changes in investment approaches, geopolitical relations, and manufacturing policies worldwide.

PASSIVE, PCB, OTHER IC COMPONENTSLinkCom magnetic component price pressure eases; wireless charging module prices rise by 20%

Jan 24

The Taiwanese passive components industry continued to experience a wave of price increases. Magnetic component manufacturer LinkCom pointed out that since magnetic components primarily use iron powder cores as raw materials, supplemented with minimal amounts of copper wire, their current costs are relatively less affected by metal price fluctuations.

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