DIGITIMES Semiconductors news

May 4

Commentary: Intel names TSMC as key partner; insider drives its comeback

One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings call, he said the debate a year ago centred on whether Intel could survive. Today, the focus has shifted to how quickly it can expand capacity and scale its supply chain to meet surging demand.

Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives

May 4

Samsung strike exposes AI-era pay divide, raises HBM supply risks

May 4

TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up

May 4

SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging

May 4

MORE NEWS

MEMORY CHIPSSouth Korea eyes memory-led AI order against Nvidia

May 5, 14:58

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.

IC MANUFACTURINGArdentec's Longtan plant to start AI ASIC testing in 3Q26

May 5, 14:53

Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from foundry strategic partners.

IC DESIGN, DISTRIBUTIONGoogle's TPU push hits Nvidia's neocloud grip

May 5, 14:41

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure companies best positioned to distribute alternative chips, with executives from Nebius, Lambda, and CoreWeave saying they do not plan to adopt TPUs anytime soon, according to The Information.

PASSIVE, PCB, OTHER IC COMPONENTSAMI capacity sold out through 2028 as CCL makers race for high-end tools

May 5, 12:48

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications accelerates upgrades in upstream copper-clad laminate (CCL) materials. Among the beneficiaries is impregnation equipment maker Asia Metal Industries (AMI).

IC DESIGN, DISTRIBUTIONAnother Qualcomm exec joins Intel to lead PC and physical AI unit

May 5, 12:45

Intel has announced that it has appointed Alex Katouzian as head of its Client Computing and Physical AI Division. With this hire, Intel seeks to align its consumer PC business with physical AI applications spanning robotics and AI -enabled devices.

IC MANUFACTURINGAs Nvidia goes to zero in China, Beijing races to fill the void

May 5, 12:33

Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.

IC MANUFACTURINGSEMICON SEA 2026: the trillion-dollar chip era is already here

May 5, 12:24

The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries to strengthen cooperation to address talent, energy, and geopolitical challenges. Manocha predicted rapid revenue expansion driven by AI, IoT, and quantum demand.

IC MANUFACTURINGApple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy

May 5, 12:21

Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple's exclusive partner for more than a decade.

MEMORY CHIPSNanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts

May 5, 10:53

Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March, setting a record high as memory contract prices continue to rise.

PASSIVE, PCB, OTHER IC COMPONENTSMachvision sales hit a record high on strengthening AOI demand

May 5, 10:33

Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly high.

PASSIVE, PCB, OTHER IC COMPONENTSCHPT posts record April revenue on AI-driven HPC demand

May 5, 10:28

Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor testing linked to artificial intelligence (AI) applications.

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