DIGITIMES Semiconductors news

Sep 9, 10:03

Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure. IC design houses and semiconductor industry sources generally expect the current capacity constraints to last longer than the chip supply crunch that followed the COVID-19 pandemic.

Samsung turns to Japan for packaging edge, narrows HBM gap with SK Hynix

Sep 9, 15:46

Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Sep 9, 14:58

Update: US finalizes US$775 million in CHIPS quantum awards, with equity attached

Sep 9, 14:55

Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race

Sep 9, 12:39

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IC MANUFACTURINGOpenAI's deeper Samsung tie-up lands on a foundry that is running out of capacity

Sep 9, 18:28

For Samsung Electronics' two loss-making logic businesses, OpenAI's declaration that it is jointly producing and researching next-generation chips with the Korean company matters less as a new logo on the customer list than as a sign of where Samsung's advanced wafers actually go.

MEMORY CHIPSSamsung, LG secure roles as key suppliers for Apple's foldable iPhone

Sep 9, 17:10

Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung Display (SDC), LG Innotek, Samsung Electro-Mechanics (Semco), Samsung Electronics, and SK Hynix securing positions across displays, cameras, substrates, passive components, and memory.

IC DESIGN, DISTRIBUTIONCambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem

Sep 9, 16:35

Chinese AI chip developer Cambricon said on September 8 that it has formally joined the PyTorch Foundation as a platinum member, the organisation's highest membership tier, securing a seat on its governing board.

PASSIVE, PCB, OTHER IC COMPONENTSAmple Electronic hits 120% utilization as MLCC customers step up copper paste orders

Sep 9, 15:15

Ample Electronic Technology said strong demand for passive components and artificial intelligence (AI) server-related products is boosting business momentum, as multi-layer ceramic capacitor (MLCC) customers ramp up copper paste purchases.

IC MANUFACTURINGAmkor expands Arizona chip campus with phase 2 plan

Sep 9, 14:32

Amkor Technology's latest Arizona expansion underscores how advanced packaging capacity is becoming a strategic issue for the US semiconductor supply chain. The larger campus aims to meet rising demand for advanced packaging, strengthen domestic production, and support next-generation devices worldwide.

IC MANUFACTURINGChina's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers

Sep 9, 14:30

China has imposed provisional anti-dumping measures on Japanese dichlorosilane (DCS), a semiconductor material used in thin-film deposition, potentially accelerating Chinese wafer fabs' shift toward domestic suppliers.

MEMORY CHIPSCXMT's 10% DRAM share intensifies debate over South Korea's 52-hour workweek

Sep 9, 14:30

China's rapid advance in DRAM is intensifying debate in South Korea over whether rigid working-hour rules could make it harder to preserve one of the country's remaining technology advantages over China.

IC MANUFACTURINGAsia Vital revenue hits record as US CSP ASIC server demand climbs

Sep 9, 13:55

Asia Vital said August 2026 revenue rose to NT$512 million, up 29.10% year over year, as shipments of ASIC servers to a US cloud service provider customer continued to increase. The Taiwan-based supplier said revenue stayed above NT$500 million for a third straight month, while demand for the customer's next-generation products remained strong.

IC MANUFACTURINGAxcelis to build new Korea manufacturing site in US$35 million expansion

Sep 9, 12:49

Axcelis Technologies plans to invest US$35 million in a new semiconductor equipment manufacturing facility in Pyeongtaek, South Korea, a move that could help strengthen global chip supply chains. The project underscores how leading suppliers are expanding production capacity to meet rising demand from manufacturers worldwide.

IC MANUFACTURINGChina's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen

Sep 9, 12:48

The 27th China International Optoelectronic Exposition (CIOE) opened at the Shenzhen World Exhibition & Convention Center, taking place alongside the International Integrated Circuit Innovation Expo (IICIE) and the 23rd Shenzhen International Electronics and Embedded Exhibition (elexcon). Together, the co-located events highlight the accelerating convergence of AI, photonics, and semiconductor technology.

IC MANUFACTURINGHuawei orchestrates China's DUV lithography push to cut reliance on ASML

Sep 9, 12:44

Huawei is emerging as a central organiser of China's effort to build a domestic semiconductor equipment supply chain, backing critical lithography suppliers and helping connect them with major chipmakers including SMIC.

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WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV) substrates for optical communications and advanced packaging as AI demand expands.

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