Semiconductor News & Analysis Feed
315 articles
2026-05-14
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2026-05-14
digitimes
TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute...The article requires paid subscription.Subscribe Now
2026-05-14
www.digitimes.com
2026-05-14
digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far...The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
digitimes
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and...The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
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MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
digitimes
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now
2026-05-13
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2026-05-13
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Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.The article requires paid subscription.Subscribe Now
2026-05-13
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2026-05-13
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Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.The article requires paid subscription.Subscribe Now
2026-05-13
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2026-05-13
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Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now
2026-05-13
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2026-05-13
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TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately approved a capital injection of up to US$20 billion into its wholly owned US...The article requires paid subscription.Subscribe Now
2026-05-12
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2026-05-12
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TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators.The article requires paid subscription.Subscribe Now
2026-05-12
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2026-05-12
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SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part...The article requires paid subscription.Subscribe Now
2026-05-12
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2026-05-12
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Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and...The article requires paid subscription.Subscribe Now
2026-05-12
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2026-05-12
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Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises...The article requires paid subscription.Subscribe Now
2026-05-12
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2026-05-12
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Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.The article requires paid subscription.Subscribe Now
2026-05-12
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2026-05-12
digitimes
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now
2026-05-12
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2026-05-12
digitimes
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now
2026-05-11
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2026-05-11
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Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
2026-05-11
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2026-05-11
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Nan Pao Resins Chemical Group said April revenue rose 15.0% year on year to NT$2.285 billion (US$72.77 million), a record for the month, while cumulative revenue for January to April 2026 reached NT$8.122 billion, up 7.7% from the same period in 2025. The...The article requires paid subscription.Subscribe Now
2026-05-11
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2026-05-11
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The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now