32 articles
2026-05-22
digitimes.com
2026-05-22
Taiwan's semiconductor industry and the military implications of a potential cross-strait conflict dominated the aerospace and defense track on the second day of the Plug and Play Silicon Valley May Summit, as investors and defense technology executives described a geopolitical environment that is fundamentally reshaping where capital flows and why.
2026-05-22
www.semiconductors.org
2026-05-22
Semiconductor Industry Association | SIA
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2026-05-21
digitimes.com
2026-05-21
China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after updating its prospectus. The parallel moves mark an accelerated push by China's two leading memory chipmakers to secure long-term funding and expand their role in the global semiconductor industry.
2026-05-20
www.newswire.com
2026-05-20
newswire.com
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2026-05-20
digitimes.com
2026-05-20
The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.
2026-05-20
digitimes.com
2026-05-20
Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.
2026-05-19
thediplomat.com
2026-05-19
The Diplomat – Asia-Pacific Current Affairs Magazine
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2026-05-19
digitimes.com
2026-05-19
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.
2026-05-17
www.chosun.com
2026-05-17
조선일보
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2026-05-16
digitimes.com
2026-05-16
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.
2026-05-15
digitimes.com
2026-05-15
Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact of AI" on market demand. During its first-quarter 2026 earnings call on May 14, 2026, the company outlined a multi-pronged strategy to enhance its position as a leader in specialty process technologies while expand
2026-05-15
digitimes.com
2026-05-15
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor industry pivots toward artificial intelligence (AI) infrastructure, the company is leveraging improved customer visibility to prepare its supply c
2026-05-15
digitimes.com
2026-05-15
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic resource. Etron Chairman Nicky Lu warned that amid global geopolitical shifts, the US and South Korea are highly likely to move toward a deep alliance that could pose a formidable challenge to Taiwan's semiconduc
2026-05-14
digitimes.com
2026-05-14
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.
2026-05-14
digitimes.com
2026-05-14
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 chasing the world's most advanced nodes and more on dominating the vast market still built on mature processes.
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.
2026-05-12
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
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.
2026-05-11
www.eenewseurope.com
2026-05-11
eeNews Europe
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