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

Jan 31, 23:17

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, 22:27

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, 21:39

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, 18:08

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.

MEMORY CHIPSIntel signals return to memory with new DRAM bonding research

Jan 31, 08:01

In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to re-enter the DRAM market. Although the report did not explicitly confirm Intel's large-scale comeback in DRAM manufacturing, the signals it released warrant consideration.

IC MANUFACTURINGShenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

Jan 31, 08:00

Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost pressures across China's semiconductor supply chain.

MEMORY CHIPSSamsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems

Jan 31, 07:59

Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory. Samsung Electronics and SK Hynix are viewing the automotive sector as the next major battleground after AI, with both South Korean memory giants taking proactive measures to gain a foothold in this emerging market.

IC MANUFACTURINGMorris Chang resurfaces as Jensen Huang returns to Taipei

Jan 31, 00:05

TSMC founder Morris Chang made his first public appearance in more than a year on January 29, 2026, dining with Nvidia chief executive Jensen Huang just hours after Huang arrived in Taipei.

IC MANUFACTURINGMusk's TeraFab dream meets Nvidia reality check on chip manufacturing limits

Jan 30

Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production ranks among the most technically demanding industrial undertakings globally—far beyond the reach of capital spending alone.

IC MANUFACTURINGKLA: AI-driven process control boom lifts 2026 semiconductor equipment demand

Jan 30

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth memory (HBM), and advanced packaging, driving higher process control intensity, while supply constraints and cost pressures remain ongoing risks.

MEMORY CHIPSSanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV

Jan 30

SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing AI infrastructure buildout. The US flash memory maker reported revenue of US$3.03 billion, up 61% year over year, while net profit surged 7.7-fold to US$803 million, according to its January 29, 2026, earnings release.

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