134 articles
2026-05-12
digitimes.com
2026-05-12
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players are now moving from "capacity substitution" to "technological self-reliance" in what is shaping up to be a long-distance race.
2026-05-12
digitimes.com
2026-05-12
As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission has deepened the rivalry between Infineon Technologies and China's Innoscience while also underscoring how geopolitics is increasingly shaping the future of the power semiconductor industry.
2026-05-12
digitimes.com
2026-05-12
As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.
2026-05-12
digitimes.com
2026-05-12
Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will impact the industry. Aside from major US customers with stronger pricing power, the mass production and shipment schedules for new products such as smart glasses and artificial intelligence (AI) servers have been delay
2026-05-12
digitimes.com
2026-05-12
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry groups, and clients are now assessing contingency measures as mediation resumes, with potentially wide-ranging implications for production schedules, procurement stability, investor confidence, and the wider techno
2026-05-12
digitimes.com
2026-05-12
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 of a broader push to expand its global footprint and strengthen its position in the AI semiconductor supply chain.
2026-05-12
digitimes.com
2026-05-12
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.
2026-05-12
digitimes.com
2026-05-12
April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials to server systems.
2026-05-12
digitimes.com
2026-05-12
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising
2026-05-11
news.samsung.com
2026-05-11
samsung.com
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2026-05-11
tomshardware.com
2026-05-11
The Editors of Tom's Hardware
The chipmaking industry is moving at breakneck speed — you can keep up to date with our Premium subscription.
2026-05-11
www.openpr.com
2026-05-11
openPR.com
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2026-05-11
semiengineering.com
2026-05-11
Semiconductor Engineering
New technical papers recently added to Semiconductor Engineering’s library:Technical PaperResearch OrganizationsSource-position-dependent transmission cross coefficient formula including polarization and mask three-dimensional effects in High NA EUV🔗Science TokyoPerformance and Energy Benefits of MRDIMMs🔗Barcelona Supercomputing Center,UPC,Micron,IntelEnergAIzer: Fast and Accurate GPU Power Estima
2026-05-11
www.eenewseurope.com
2026-05-11
eeNews Europe
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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
digitimes.com
2026-05-11
Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending and pricing. The shortage reflects long lead times for new fabs and a strategic shift toward higher-margin memory types.
2026-05-11
digitimes.com
2026-05-11
The global copper-clad laminate market expanded sharply as AI computing demand forced higher-spec hardware, and Taiwan's printed circuit board supply chain moved to secure second-source positions, industry data showed. The Taiwan Printed Circuit Board Association reported the copper-clad laminate market reached US$16.02 billion in 2025 and was projected to rise to US$21.5 billion in 2026 as server
2026-05-11
digitimes.com
2026-05-11
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 observers estimate that combined capital expenditures by Taiwanese OSAT providers could surge to a record NT$400 billion (approx. US$12.7 billion) in
2026-05-11
digitimes.com
2026-05-11
AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough
2026-05-11
intellectia.ai
2026-05-11
Intellectia AI
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