1016 articles
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
2026-05-15
digitimes.com
2026-05-15
Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their lower electron scattering and lower loss characteristics position them to help break through AI's energy and bandwidth barriers.
2026-05-15
digitimes.com
2026-05-15
A political debate in South Korea over how to manage windfall tax revenues from the country's semiconductor boom has intensified after remarks by a senior presidential aide sparked widespread controversy and conflicting media reports.
2026-05-15
digitimes.com
2026-05-15
Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During its latest earnings call on May 14, the company highlighted robust financial performance driven by emerging applications in artificial intelligence and power management.
2026-05-15
digitimes.com
2026-05-15
Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory segments leading the charge.
2026-05-15
digitimes.com
2026-05-15
Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The company's 2026 development plans and use of parent-group factories in southern Taiwan aim to meet accelerating AI-related demand as well as higher automotive and mobile sector requirements.
2026-05-15
digitimes.com
2026-05-15
On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue increase alongside a double-digit year-over-year gain. The company recorded revenue of US$2,505 million for the period, a 0.7% increase from US$2,489 million in the final quarter of 2025. This performance reflects an 11
2026-05-15
digitimes.com
2026-05-15
Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the global build-out of artificial intelligence (AI) infrastructure.
2026-05-15
digitimes.com
2026-05-15
The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers becomes increasingly critical.
2026-05-15
eetimes.com
2026-05-15
Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
2026-05-15
digitimes.com
2026-05-15
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally destined for conflict. Then he turned to Taiwan. If not handled properly, he warned, the two countries face clashes and even conflicts.
2026-05-15
digitimes.com
2026-05-15
Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike.
2026-05-15
digitimes.com
2026-05-15
Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.
2026-05-15
digitimes.com
2026-05-15
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may not be enough to revive the company's high-end China business.
2026-05-15
digitimes.com
2026-05-15
Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries.
2026-05-15
digitimes.com
2026-05-15
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.
2026-05-15
digitimes.com
2026-05-15
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.
2026-05-15
digitimes.com
2026-05-15
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standar
2026-05-15
digitimes.com
2026-05-15
After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics dragged down April revenue at AUO, Innolux, HannStar, and Giantplus.
2026-05-15
digitimes.com
2026-05-15
Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks to a planned 18-day strike despite the company's latest offer to resume talks without conditions.