DIGITIMES Semiconductors news

Apr 9, 11:27

Why global chipmakers want to join TSMC's certified supply chain

TSMC's long-established supplier verification and management system is gradually becoming an industry standard, attracting major players worldwide. Samsung Electronics, Intel, Japan's Rapidus, China's Semiconductor Manufacturing International Corporation (SMIC), Hua Hong Semiconductor, Nexchip Semiconductor, and even Tesla CEO Elon Musk are actively engaging with Taiwan's semiconductor supply chain.

Samsung P4 fab nears completion, expanding 1c DRAM capacity

Apr 9, 12:00

Cyient Semiconductors closes US$85M majority stake in Kinetic Technologies, accelerating India-led power IC scale

Apr 9, 10:42

CXMT IPO delay eases DRAM supply risks, supports pricing cycle

Apr 9, 10:34

ChipX targets AI data center market with photonics, power chips ahead of Malaysia fab

Apr 9, 10:26

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IC DESIGN, DISTRIBUTIONHaptic touchpads and AI vision chips propel Elan's early 2026 growth

Apr 9, 17:07

Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust growth despite a traditionally slow season.

MEMORY CHIPSMemory shortage persists, ASPs surge up to fivefold, says module maker chief

Apr 9, 16:32

Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.

MEMORY CHIPSSamsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

Apr 9, 16:07

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the global memory industry prices, allocates, and plans capacity in the AI era.

IC DESIGN, DISTRIBUTIONAspeed and ASMedia propelled to top IC design ranks

Apr 9, 12:25

Although Taiwanese firms have largely missed the core AI chip development battlefield, a few with critical technological barriers have broken through—most notably Aspeed and ASMedia. These two companies boast remarkable profitability and capital market performance that even outpace MediaTek, Taiwan's largest IC design firm. Significantly, their founding management teams mostly originated from the once-dominant PC chipset giants Silicon Integrated Systems (SiS) and VIA Technologies.

IC MANUFACTURINGWhen will CPO actually see mass production?

Apr 9, 11:42

The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible revenue impact. Cloud AI vendors are also hoping that adopting SiPh will simultaneously improve both cost efficiency and computational performance limits.

IC MANUFACTURINGHon Precision sees surging demand for AI infrastructure components

Apr 9, 11:30

Hon Precision's strong March and first quarter 2026 results signal accelerating global demand for AI infrastructure components, with potential ripple effects on data center procurement and semiconductor test-equipment supply chains worldwide. The company's expanding orders for co-packaged optics, satellite communications, and AI accelerator testing equipment point to elevated capital spending across cloud providers.

IC MANUFACTURINGGITEX AI Asia opens in Singapore as focus shifts to infrastructure, deployment

Apr 9, 11:07

Artificial intelligence is entering a more infrastructure-driven phase, as companies at GITEX Asia 2026 highlighted growing constraints around compute, energy and hardware supply during the event's opening in Singapore.

MEMORY CHIPSSamsung profit jumps on memory rally, chips drive over 90% of earnings

Apr 9, 11:00

Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.

IC MANUFACTURINGSamsung Foundry launches new 2nm temperature sensor IP to improve chip thermal and area efficiency

Apr 9, 10:50

Samsung Electronics' foundry division has introduced a new temperature sensor intellectual property (IP) designed to address heat dissipation and area efficiency challenges in advanced 2nm process nodes. Industry experts view this move as Samsung's strategic effort to secure a technological edge over competitors.

IC MANUFACTURINGChina faces 300,000 semiconductor talent gap, warns SMIC founder

Apr 9, 10:35

China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite its rapid expansion.

MEMORY CHIPSPhison Electronics sees AI-driven demand surge, downplays retail memory price swings

Apr 9, 10:22

Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high for a single month. Consolidated revenue for the first quarter of 2026 reached NT$40.97 billion, a 196% year-over-year increase, also marking a record high.

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