DIGITIMES Semiconductors news

Jul 16

TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations, underscoring sustained demand for AI and high-performance computing (HPC) chips.

C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers

Jul 16

As Trump pushes chips onshore, Netlist's ITC memory bid could keep Samsung, Nvidia offshore

Jul 16

Korean prosecutors raid Rambus, Montage, and Renesas as memory-interface chip probe goes global

Jul 16

Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill

Jul 16

Commentary: CXMT IPO binds China's DRAM supply chain into one ecosystem

Jul 16

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IC MANUFACTURINGTSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead

Jul 17, 10:47

Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook for the third quarter, the additional US$100 billion investment planned for Arizona, and the company's evolving global manufacturing strategy.

IC MANUFACTURINGSouth Korean suppliers ramp up hybrid bonding R&D beyond HBM5

Jul 17, 10:07

As high-bandwidth memory (HBM) stacks add more layers, requirements for chip-to-chip bonding accuracy and signal transmission efficiency are becoming more demanding.

IC MANUFACTURINGTaiwan backs TSMC's US expansion while reaffirming advanced chip leadership at home

Jul 17, 09:46

TSMC said on July 16 that it will add US$100 billion to its US investment, bringing the total to US$265 billion. Taiwan's Executive Yuan said it respects companies expanding in the US to meet global market demand, while also backing the chipmaker's continued fab expansion in Taiwan.

MEMORY CHIPSMicron locks in automotive supply agreements as vehicle tech grows smarter

Jul 17, 09:27

Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers and ecosystem partners serving the global automotive industry, including Qualcomm, Visteon, Harman, Joynext, Denso, Astemo, and Hyundai Mobis.

IC MANUFACTURINGAI-driven chip price increases put automakers on alert as shortages stay limited

Jul 17, 09:04

Semiconductor suppliers have begun rolling out one to two rounds of price increases and tighter allocations in the first half of 2026 as demand from GenAI, geopolitical tensions and inflation continue to reshape the market. Automakers have been watching closely for signs of a repeat of the pandemic-era auto chip shortage, but supply-chain sources said production has so far remained stable.

IC MANUFACTURINGSouth Korean bill could let SK Hynix bring in outside investors for new fabs

Jul 17, 08:01

A South Korean lawmaker has introduced a bill that would allow a second-tier subsidiary of a general holding company to retain a stake of at least 50% in a jointly funded semiconductor venture, rather than the 100% currently required under the country's holding-company rules.

IC MANUFACTURINGCPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

Jul 17, 08:01

Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO C.C. Wei discussed the latest developments in AI demand, saying the market continues to evolve at a rapid pace.

IC MANUFACTURINGCica-Huntek opens Arizona plant to support advanced chip manufacturing in the US

Jul 17, 08:00

Cica-Huntek Chemical Technology said on July 16 that its subsidiary facility in Phoenix, Arizona, had been completed and officially opened after about US$8 million in investment. The move was designed to support a core customer's global production expansion and meet rising demand for advanced semiconductor facility systems in North America.

MEMORY CHIPSMemory shortages deepen as suppliers turn to long-term contracts

Jul 17, 07:58

Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers to lock in long-term contracts. The squeeze could mean higher prices, longer lead times, and fewer options across servers, industrial systems, and consumer devices.

PASSIVE, PCB, OTHER IC COMPONENTSCapacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages

Jul 17, 07:58

Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability across multiple product categories has intensified supply constraints.

IC MANUFACTURINGChina's AI chips hit three walls — and bet on 3D memory to break through

Jul 17, 07:57

China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.

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