Semiconductor News & Analysis Feed
315 articles
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
2026-05-11
www.digitimes.com
2026-05-11
digitimes
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running near full capacity, margins on some DDR5 products have improved, and...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
Advanced Semiconductor Engineering (ASE) and PCB manufacturer Wus Printed Circuit are teaming up to build a new packaging facility in southern Taiwan, as the world's largest chip assembler moves to expand capacity ahead of surging AI-driven demand. The plant,...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test (OSAT) industry is entering what executives and analysts describe as an unprecedented expansion cycle. Industry...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership with AI cloud and data center operator IREN to deploy up to 5 gigawatts of AI...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI...The article requires paid subscription.Subscribe Now
2026-05-09
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2026-05-09
digitimes
TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors, targeting automotive, robotics and advanced smartphone camera...The article requires paid subscription.Subscribe Now
2026-05-09
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2026-05-09
digitimes
Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now
2026-05-08
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2026-05-08
digitimes
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the trade negotiations, the US leader has also sought to frame the summit as a type...The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources...The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing, with Sony holding the majority and controlling interest.The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
One of the most closely watched developments in the AI server industry in recent weeks has been reported changes to the cooling architecture of Nvidia's next-generation Vera Rubin platform, a shift that has already triggered sharp swings among related...The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the...The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1% from March 2026.The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive investment cycles that determine who leads in chips.The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now
2026-05-07
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2026-05-07
digitimes
Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh City People's Committee and cited byThe Investorand VN Economy,...The article requires paid subscription.Subscribe Now
2026-05-07
www.digitimes.com
2026-05-07
digitimes
Nvidia and Corning announced a multiyear partnership to expand U.S.-based production of optical connectivity solutions for AI data centers. Corning will increase its U.S. optical connectivity manufacturing capacity by 10-fold and expand fiber production...The article requires paid subscription.Subscribe Now