16 articles
2026-05-22
digitimes.com
2026-05-22
Samsung Electronics chairman Lee Jae-yong quietly visited Taiwan on May 21 and met with MediaTek CEO Rick Tsai, according to semiconductor supply chain sources, in a move aimed at expanding Samsung's foundry business by securing another major customer after deals with Tesla and renewed work with AMD. Samsung declined to comment, and MediaTek had not issued an official response by press time.
2026-05-21
digitimes.com
2026-05-21
In a press release on May 20, Japan-based Tokuyama Corporation said it will build a second high-purity isopropyl alcohol plant in Kaohsiung through its joint venture with Formosa Plastics, a move aimed at strengthening global semiconductor supply chains by increasing capacity and quality assurance for electronic manufacturing chemicals and improving stability for customers worldwide through enhanc
2026-05-21
digitimes.com
2026-05-21
AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.
2026-05-14
www.cnbc.com
2026-05-14
CNBC
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2026-05-13
www.digitimes.com
2026-05-13
digitimes
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
digitimes.com
2026-05-13
At a time when the global semiconductor industry is undergoing a historic restructuring, the Singapore Semiconductor Industry Association says Southeast Asia is evolving from a backend manufacturing base into one of the world's most resilient semiconductor supply chain hubs.
2026-05-13
digitimes.com
2026-05-13
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, and58% (139)grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.
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.
2026-05-11
digitimes.com
2026-05-11
LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across both autonomous driving and humanoid robotics hardware.
2026-05-11
digitimes.com
2026-05-11
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 has already handed its 2nm order to Samsung.
2026-05-06
www.bloomberg.com
2026-05-06
Bloomberg.com
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2026-05-05
digitimes.com
2026-05-05
Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers.
2026-05-05
digitimes.com
2026-05-05
Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices, according to Bloomberg. The move would mark a potential diversification away from its long-standing reliance on TSMC, Apple's exclusive partner for more than a decade.
2026-04-24
eetimes.com
2026-04-24
Kevin Berghoff
Having worked closely with nearly every major chipmaker on the planet over the last several years, I can say what we are hearing across the semiconductor supply chain right now should concern anyone building, tooling, or inspecting at the leading edge. The cost structure of advanced manufacturing is shifting beneath our feet, and the causes are almost entirely outside the fab.The closure of the St
2026-04-02
eetimes.com
2026-04-02
Zaheer Ali
Why transatlantic execution, not transatlantic symbolism, now matters to the electronics and semiconductor supply chain.
2026-03-20
eetimes.com
2026-03-20
Pablo Valerio
Escalating Middle East war exposes critical vulnerabilities in the semiconductor supply chain, driving re-shoring and fragmenting the global supply chains.