DIGITIMES Semiconductors news

Jan 30

ASML gains from rising EUV demand and US chip spending

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance and outlook have largely settled.

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

Jan 30

South Korea NAND flash gains strategic role in next-gen AI infrastructure

Jan 30

Analysis: Why ASML is cutting jobs in Europe and the US but sparing China

Jan 30

MediaTek, Alchip, Marvell clash for ASIC runner-up spot

Jan 30

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IC MANUFACTURINGWeekly news roundup: Diversification, memory power, capacity politics

Feb 2, 10:37

Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.

IC MANUFACTURINGIndia's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains

Feb 2, 10:31

India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with fresh funding for semiconductors, electronics components, and AI-linked infrastructure aimed at strengthening supply chains and boosting India's global manufacturing competitiveness.

IC MANUFACTURINGNvidia Jensen Huang's 2026 Taiwan visit: expects TSMC capacity to double, notes memory crunch, reaffirms OpenAI investment

Feb 2, 10:24

Nvidia chief executive Jensen Huang on February 1, 2026 underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible without Taiwan," while warning that soaring AI demand is placing unprecedented pressure on semiconductor, memory, and manufacturing capacity worldwide.

IC DESIGN, DISTRIBUTIONIndia roundup: EU and India concludes FTA amid global trade disruption

Feb 2, 08:06

After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.

MEMORY CHIPSMicron ramps global memory investments as Nvidia prepares HBM4 rollout

Feb 2, 08:03

As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics and SK Hynix. Yet the company's recent surge in capacity investments signals growing confidence in its memory business. At the same time, its expansion in Singapore—focused on NAND Flash—is widely seen as a forward-looking technological move.

MEMORY CHIPSTranssion profits halved in 2025 because of memory price increases

Feb 1

The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as a leading brand in emerging markets, has become one of the first handset vendors to be clearly hit by this wave of memory price increases. On the evening of January 29, 2025, Transsion announced its earnings forecast for full-year 2025, estimating annual revenue of CNY65.568 billion (US$9.4 billion), down about 4.6% year over year. Net profit is estimated at about CNY2.546 billion, plunging 54.11% year over year, nearly half of the previous year. This marks the first significant profit decline since Transsion went public.

IC MANUFACTURINGThe AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom

Feb 1

Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant. As the sole Chinese executive invited to the inner circle, his presence alongside the heads of TSMC and Foxconn underscores the pragmatic, border-defying alliances required to power the global AI boom.

IC MANUFACTURINGNvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Jan 31

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on January 31, 2026.

IC DESIGN, DISTRIBUTION"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Jan 31

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports of a "cooling" relationship as "complete nonsense."

IC MANUFACTURINGNvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Jan 31

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

IC DESIGN, DISTRIBUTIONJensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Jan 31

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former TSMC Vice President of Materials Management, who managed the event's arrangements.

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