DIGITIMES Semiconductors news

Jul 17, 11:47

Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027

Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add CXMT to its entity list but had not announced it, and that easing US-China tensions, along with reports that Apple had tested CXMT memory and lobbied the US government, had signaled a possible green light and triggered a rush of orders from brands, with shipments reportedly booked through the end of 2027.

AI server tracker: Taiwan's testing and design service leaders surge on global chip demand

Jul 17, 16:25

China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

Jul 17, 15:48

China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

Jul 17, 14:48

Interview: QuantumDiamond's EU-backed quantum leap in chip inspection lands in Taiwan

Jul 17, 12:28

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IC DESIGN, DISTRIBUTIONExclusive: SiPearl turns to Taiwan ODMs to bring Rhea-based servers to market

Jul 17, 17:20

SiPearl has powered on and begun validating Rhea1, its first-generation server CPU designed in Europe. Its next challenge is convincing Taiwan's server manufacturers to turn the chip into systems that data centers can order and deploy.

IC MANUFACTURINGTaiwan-Japan AI tech forum seeks closer partnerships

Jul 17, 16:34

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMES before the event that IBM has already demonstrated 2nm chip manufacturing capability in the lab, but the biggest challenge for its licensed partner, Japanese chipmaker Rapidus, to achieve mass production in Hokkaido will be yield.

IC MANUFACTURINGMicron SCA covers 7 auto customers, boosts supply chain

Jul 17, 16:22

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.

MEMORY CHIPSOppo cuts OnePlus from North America and Europe, and Realme from China

Jul 17, 15:41

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will be suspended within its home market of China. The changes to both Oppo sub-brands signal the challenges low- to mid-tier brands face amid rising component costs and a tough global smartphone market this year.

PASSIVE, PCB, OTHER IC COMPONENTSPowertech and Broadcom expand AI ASIC push with US$400M Singapore FOPLP venture

Jul 17, 15:30

Powertech Technology is deepening its panel-level packaging (FOPLP) strategy after its board approved a joint venture with Broadcom in Singapore to build panel-level advanced packaging (PLP) manufacturing capacity, with the planned investment totaling US$400 million.

IC MANUFACTURINGTSMC limits mature-node expansion and eases pressure on PMIC suppliers

Jul 17, 15:29

TSMC chairman C.C. Wei said at the company's July 16 earnings call that mature-node expansion will be limited, with future capacity additions focused mainly on overseas fabs in Japan and Germany, as well as select products in Taiwan. The remarks have eased concerns among Taiwanese PMIC makers and other analog chip suppliers amid tight mature-node supply.

IC MANUFACTURINGMontage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors' search

Jul 17, 15:14

China-based Montage Technology said its first-half results are expected to rise sharply, underscoring continued demand for AI-linked memory and interconnect chips that matter to data centers and device makers worldwide. The company also disclosed a regulatory search in South Korea, adding an overhang that global investors will be watching closely.

PASSIVE, PCB, OTHER IC COMPONENTSWST targets AI optical boom as high-power CW laser shipments begin in 4Q26

Jul 17, 15:08

Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in 2026. Chairman and President Sheau Chen said surging AI computing demand will continue to drive the transition from 400G to 800G and 1.6T optical interconnects, with the company positioning its high-power continuous-wave (CW) laser portfolio as its next growth engine.

IC DESIGN, DISTRIBUTIONMoore Threads forecasts sharp first-half revenue growth on AI demand

Jul 17, 14:54

Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated. The forecast matters beyond China, as global investors are closely watching how domestic chip firms are competing in the fast-growing AI hardware market.

IC MANUFACTURINGTSMC says A14 process on track for 2028 volume production

Jul 17, 12:49

TSMC said at its earnings call on July 16 that its A14 process technology is developing as planned, with risk production set for 2027 and volume production slated to begin in 2028.

MEMORY CHIPSAnalysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

Jul 17, 12:43

ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks the culmination of Zhu Yiming's two-decade effort to build a domestic memory industry, taking the entrepreneur from founding flash memory designer GigaDevice to creating China's first globally competitive DRAM maker.

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