DIGITIMES Semiconductors news

Apr 15

ASML posts solid 1Q26 as AI-driven demand lifts outlook

ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry fundamentals.

SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

Apr 15

Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply

Apr 15

Nvidia's RISC-V push shapes cloud AI's three-way architecture race

Apr 15

Europe's sovereign AI ambitions open doors for Korean NPU startup

Apr 15

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IC DESIGN, DISTRIBUTIONSamsung System LSI talent exits raise risks for Exynos and image sensors

Apr 16, 12:02

A wave of departures among core engineers at Samsung Electronics' System LSI division is raising concerns over a potential leadership gap at its non-memory chip unit, particularly in areas tied to Exynos processors and ISOCELL image sensors.

MEMORY CHIPSMemory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown

Apr 16, 11:57

The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages and accelerated an upcycle. Revenue across the supply chain rose sharply year over year, with many upstream and downstream players reporting growth that doubled or more.

MEMORY CHIPSRenesas reports accelerated MRDIMM adoption in China

Apr 16, 11:47

As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory Interface Division (MID) business in China is expected to achieve 100% growth in 2026.

IC MANUFACTURINGTSMC says Applied Materials and JSR form top-tier chipmaking team

Apr 16, 11:46

Japanese materials giant JSR has established an advanced planarization process solution joint research center in Taiwan, with JSR representative director and CEO Hank Hori personally attending the launch. Also present were Derek Witty, general manager of Applied Materials; Erix Yu, President of Applied Materials Taiwan; and Simon Jang, vice president of Advanced Tool and Module Development of Technology Development under the R&D at TSMC.

IC MANUFACTURINGASE Holdings to acquire Innolux Fab 5 for US$460 million

Apr 16, 11:44

ASE Holdings has secured Innolux's Fab 5, with the company announcing on April 15 that its semiconductor unit's board had approved the NT$14.85 billion (US$460 million) acquisition.

IC DESIGN, DISTRIBUTIONAnalysis: Nvidia links RISC-V to NVLink with SiFive investment

Apr 16, 11:43

Agentic AI is pulling CPUs back to the center of the AI stack, turning them into a renewed battleground for chipmakers. After Arm moved into AGI-focused CPU design, Nvidia has followed with a stake in SiFive, a RISC-V IP provider, signaling a broader shift in how control of AI infrastructure is being contested.

MEMORY CHIPSSamsung targets May HBM4E samples for Nvidia after validation

Apr 16, 11:15

Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans to deliver the chips to Nvidia after internal validation, according to Chosun Biz.

IC MANUFACTURINGTSMC capex hits US$56 billion, reshaping global semiconductor supply chain

Apr 16, 10:29

TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to US$70 billion. This staggering investment is creating a powerful magnetic effect across the semiconductor ecosystem.

MEMORY CHIPSYMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

Apr 16, 10:02

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest NAND maker by 2026. The company is set to begin volume production at its third fabrication plant in Wuhan in the second half of 2026.

MEMORY CHIPSFalling margins and memory crisis causing spec downgrades on TV panels

Apr 16, 09:49

Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures and concerns over weakening end-market demand have also intensified among brands. As a result, cost control has become a top priority in product strategy, further accelerating a trend toward downgraded panel specifications.

IC MANUFACTURINGASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it

Apr 16, 09:47

The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier

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