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Samsung's P4 HBM push could worsen DRAM crunch in 2027 - digitimes

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www.digitimes.com 2026-05-26 digitimes

Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t

Samsung Electronics DRAM shortage High Bandwidth Memory HBM Wafer fabrication Semiconductor supply chain Memory market 2027 forecast

GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch - digitimes

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www.digitimes.com 2026-05-26 digitimes

Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim

Semiconductor Manufacturing Compound Semiconductors GaN Technology Supply Chain Management AI Servers Power Devices Wafer Foundry Capacity Expansion

ASML expands Taiwan hiring and operations to meet advanced chip demand - digitimes

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www.digitimes.com 2026-05-26 digitimes

Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level,... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the

Semiconductor Equipment ASML Taiwan Advanced Process EUV Lithography Chip Manufacturing Semiconductor Supply Chain Technology Investment

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China - digitimes

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www.digitimes.com 2026-05-26 digitimes

As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa

Semiconductor Industry Moore's Law Post-Moore Era Huawei Tau Law Photolithography Chip Manufacturing Technology Development

Analysis: Huawei's Tau Law signals a new semiconductor framework — with implications beyond China - digitimes

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www.digitimes.com 2026-05-26 digitimes

As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa

semiconductor industry Moore's Law post-Moore era Huawei technology Tau Law photolithography chip manufacturing technological development

SK Hynix moves cooling directly to D2D PHY to tackle rising HBM heat challenges - digitimes

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www.digitimes.com 2026-05-26 digitimes

Heat management has become a critical challenge as HBM technology advances, with higher stacking and faster speeds to meet surging global demand for AI data processing. Efficient control of power density in the die-to-die physical layer between HBM and GPUs... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time

HBM technology Semiconductor cooling AI chips Memory technology 3D stacking GPU integration Thermal management Advanced process

Micron expands US DDR4 output as AI keeps global supply tight - digitimes

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www.digitimes.com 2026-05-26 digitimes

As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they

Micron Technology DDR4 memory Semiconductor supply chain Artificial Intelligence Memory chips US manufacturing Semiconductor capacity Storage memory

Lightmatter joins TSMC on COUPE for 3D optical engines - digitimes

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www.digitimes.com 2026-05-26 digitimes

AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they vis

Semiconductor Laser Technology Silicon Photonics AI Computing 3D Optical Engine TSMC Lightmatter Silicon Photonics Unicorn

Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties - digitimes

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www.digitimes.com 2026-05-26 digitimes

South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t

Semiconductor Partnership Silicon Photonics South Korea Chips ASML EUV AI Chip Optical Communication Chip Manufacturing Semiconductor Technology

Analysis: Nvidia's Vera CPU opens new front in data center chip race - digitimes

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www.digitimes.com 2026-05-26 digitimes

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this

NVIDIA CPU Data Center AI Computing Semiconductor Industry Chip Competition Artificial Intelligence Computing Hardware

Analysis: Nvidia's Vera CPU opens new front in data center chip race - digitimes

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www.digitimes.com 2026-05-26 digitimes

Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware. Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this

Nvidia CPU chip Data center AI computing Semiconductor industry Chip competition Artificial intelligence Computing hardware

TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike - digitimes

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www.digitimes.com 2026-05-26 digitimes

Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t

TSMC Semiconductor Manufacturing Employee Bonuses Labor Relations Supply Chain Technology Industry Workplace Disputes Corporate Governance

Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance - digitimes

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www.digitimes.com 2026-05-25 digitimes

HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor... Some subscribers prefer to save their log-in information

Semiconductor Industry Huawei Moore's Law Chip Performance Post-Moore Era Chip Manufacturing Technology Roadmap Chip Architecture

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs - digitimes

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www.digitimes.com 2026-05-25 digitimes

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption,... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the

Micron Technology HBM AI memory 3D packaging DRAM NAND flash EUV lithography Semiconductor storage

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war - digitimes

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www.digitimes.com 2026-05-25 digitimes

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time

AI chips Semiconductor industry NVIDIA AMD Taiwan semiconductor Artificial intelligence chips Chip war Semiconductor investment

Kawasaki opens Silicon Valley physical AI center, deepening Nvidia ties - digitimes

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www.digitimes.com 2026-05-25 digitimes

Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim

Kawasaki Heavy Industries NVIDIA Physical AI Silicon Valley Artificial Intelligence Semiconductor Japan-US Collaboration AI Chips

Nan Pao joint venture nears full capacity as semiconductor demand rises - digitimes

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www.digitimes.com 2026-05-25 digitimes

Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they

semiconductor materials joint venture advanced packaging wafer manufacturing material supply chain semiconductor demand capacity expansion technology collaboration

Stellantis and Qualcomm expand Snapdragon Digital Chassis deployment across global vehicle lines - digitimes

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www.digitimes.com 2026-05-25 digitimes

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Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources - digitimes

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www.digitimes.com 2026-05-25 digitimes

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Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment

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digitimes.com 2026-05-25

Below are the most-read DIGITIMES Asiastories from the week of May 18-24, 2026:

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