DIGITIMES Semiconductors news

Mar 31

Memory shortage persists as AI-era supply-demand imbalance deepens

Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being prioritized for AI memory products, squeezing mature process output and pushing inventory levels below safety thresholds.

Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue

Mar 31

Memory chip shortage drives surge in China's used phone chip market

Mar 31

DDI price hikes mainly aim to pass on costs, not boost profits

Mar 31

Samsung, SK Hynix reportedly set for record profits as long-term contracts expand

Mar 31

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IC MANUFACTURINGAMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy

Apr 1, 14:33

Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced on March 30, 2026, plans to acquire a stake in chemical mechanical planarization (CMP) equipment firm Sizone through a combination of share issuance and cash. This move could mark AMEC's entry into the wet process segment, an area where it previously had limited presence.

MEMORY CHIPSSouth Korean chipmakers stockpile helium, diversify supply beyond Qatar

Apr 1, 12:40

South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government and industry sources.

IC MANUFACTURINGTSMC eyes SiPh breakthrough as industry consensus forms

Apr 1, 12:14

TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC vice president and co-chair of the SEMI Silicon Photonics Industry Alliance (SiPhIA), K.C. Hsu, said that over the past 3-6 months, the industry has gradually reached a consensus on the technology roadmap and direction for the next 3-5 years. SiPh has also been designated by the government as a key policy focus in this new era.

MEMORY CHIPSMicron reportedly developing stacked GDDR to address shifting AI memory demand

Apr 1, 11:48

Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to ET News.

IC MANUFACTURINGIndia accelerates semiconductor push with Kaynes plant launch

Apr 1, 11:38

India is stepping up its semiconductor ambitions as a new domestic plant begins production, underscoring efforts to build a resilient supply chain and position the country as a global chip manufacturing hub.

PASSIVE, PCB, OTHER IC COMPONENTSSDI targets AI and heat spreader growth

Apr 1, 11:15

Power leadframe manufacturer SDI said it is benefiting from the gradual ramp-up of new applications related to artificial intelligence (AI), with around 40 new AI product projects currently in progress. The company expects AI products to account for more than 10% of monthly revenue by the end of 2026. This is projected to raise the annual contribution of AI revenue from 1% in 2025 to above the mid-single-digit range.

IC DESIGN, DISTRIBUTIONChina memory chip maker Longsys unveils SPU architecture for edge AI storage systems

Apr 1, 10:49

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping controller design, supply chain roles, and value distribution.

IC DESIGN, DISTRIBUTIONNvidia's 800V-to-12V push faces industry skepticism

Apr 1, 10:30

Following Nvidia's promotion of its 800V-to-12V solution at the GPU Technology Conference (GTC) 2026, major power semiconductor and IDM players have successively launched related voltage converters and peripheral chip solutions. These emphasize their capability to directly convert 800V to 12V or 6V within the power supply system, thereby reducing the number of voltage conversion stages and enabling shorter, more direct power transmission paths.

MEMORY CHIPSIndia to account for 10% of Micron's capacity, says official

Apr 1, 09:30

India is emerging in the global memory supply chain as Micron Technology scales production, with officials linking rising output to surging AI-driven demand and broader ambitions to localize chip manufacturing.

MEMORY CHIPSChina memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

Apr 1, 09:16

As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and Biwin, are moving to secure upstream wafer supply through contracts lasting up to two years, pointing to stronger demand visibility and firmer pricing expectations.

IC MANUFACTURINGNvidia moves beyond GPUs with three-system push to own the AI stack

Apr 1, 09:12

At GTC 2026, Nvidia introduced three new systems simultaneously: the Groq LPX inference rack, the Vera ETL256 CPU rack, and the STX storage reference architecture. These launches extend Nvidia's portfolio beyond its traditional GPU compute core into low-latency inference, CPU orchestration, and storage layers, signaling a systematic redefinition of AI infrastructure boundaries.

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Lumotive makes optical breakthrough, targets 10,000-port data centers

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.

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