DIGITIMES Semiconductors news

Jul 24

AMD redraws server chip strategy as AI workloads evolve

AMD has launched its sixth-generation EPYC Venice server processor as the foundation of its next-generation AI data center platform, while CEO Lisa Su said the company is reshaping its roadmap for a world where AI workloads are spreading from training models to enterprise agents. The shift matters globally because it signals that data centers may need more balanced upgrades to CPU, GPUs, and networking.

India's chip plants face harder test: finding repeat customers

Jul 24

TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up

Jul 24

Rapidus expands Hokkaido chip hub with packaging and analysis

Jul 24

Intel reportedly considers SK Hynix for Ohio fab partnership

Jul 24

MORE NEWS

IC MANUFACTURINGSamsung bolsters energy team as chip projects test power supply

Jul 27, 07:47

Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion in Yongin and the proposed Honam chip cluster.

PASSIVE, PCB, OTHER IC COMPONENTSAI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

Jul 27, 07:45

Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price increases across the aluminium capacitor industry, with major suppliers in Japan, China and Taiwan moving to protect margins.

MEMORY CHIPSApacer 2Q26 profit tops full-year record on memory shortage

Jul 27, 07:43

Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion (approx. US$83.8 million), up 45.7% from the prior quarter, surpassing its full-year profit in any previous year, while the earnings per share (EPS) came to NT$20.9. First-half profit also jumped nearly 20-fold from the same period in 2025.

PASSIVE, PCB, OTHER IC COMPONENTSZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

Jul 27, 07:43

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion) committed in 2026 as AI servers, high-speed optical modules and edge devices lift demand for advanced boards.

IC MANUFACTURINGDisco lifts first-half profit forecast on steady AI equipment demand

Jul 27, 07:41

Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million), supported by continued demand for equipment and consumables used in AI-related semiconductor production.

MEMORY CHIPSToshiba cuts Kioxia stake as memory maker's valuation swings

Jul 26

Toshiba reduced its holding in Kioxia Holdings to 15.1% as of July 15, according to filings reported by Nikkei and Reuters. The change report, submitted to Japan's Kanto Local Finance Bureau on July 23, showed the Japanese conglomerate's stake had fallen from 16.1% in the previous filing on May 11.

IC MANUFACTURINGOptical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY

Jul 26

WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39% year over year, driven by improved product mix, higher shipment volumes and the ramp-up of new products.

IC MANUFACTURINGKKR plans gradual exit as LCY Group accelerates semiconductor materials expansion

Jul 26

TSMC supplier LCY Group President Bowei Lee said private equity firm KKR & Co. plans to gradually divest its holdings in businesses affiliated with the Taiwanese chemical group, a move he believes will give the company greater flexibility to accelerate its expansion in semiconductor materials.

PASSIVE, PCB, OTHER IC COMPONENTSPantheon Electric expands copper platform as AI and grid demand tighten supply

Jul 26

Pantheon Electric said it has completed the acquisition of four manufacturers and built an integrated power infrastructure platform across 21 factories in North America and Europe. The company said the expansion came as AI data centers, grid upgrades, and US manufacturing drove stronger demand for copper-based infrastructure.

IC MANUFACTURINGPodcast: TSMC, SK Hynix, Intel face AI chip and cash flow inflection

Jul 26

This excerpt of DIGITIMES analyst Luke Lin's podcast looks at two major themes: SK Hynix's openness to building in the US and the logic behind TSMC's extra US$100 billion investment pledge.

MEMORY CHIPSSK Hynix and Nvidia strike long-term deal to co-develop next-generation HBM

Jul 25

SK Group and Nvidia have announced a comprehensive partnership valued at more than $500 billion, spanning AI factory construction and next-generation memory supply, with letters of intent signed at an AI summit on Thursday.

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