News tagged semiconductors at DIGITIMES

NEWS TAGGED SEMICONDUCTORS

Thursday 2 April 2026

Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle

Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity...

Wednesday 1 April 2026

GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production

In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the...

Monday 30 March 2026

Samsung reportedly aims to begin silicon photonics mass production in 2028

Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...

Saturday 28 March 2026

Taiwan pivots toward Europe and global democratic alliances as US-China AI race intensifies

As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan...

Friday 27 March 2026

C SUN invests in Contrel, cementing role in G2C+ semiconductor alliance

C SUN and Contrel have announced a significant equity partnership, as C SUN agreed to invest approximately NT$1.02 billion (approx. US$32 million) as a strategic investor to acquire...

Friday 27 March 2026

Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks

Japan's power semiconductor sector is moving toward consolidation, with Rohm, Toshiba, and Mitsubishi Electric entering negotiations to...

Friday 27 March 2026

Semicon China 2026: AI drives semiconductor market to US$1.8 trillion by 2030, China leads capacity and equipment

AI computing is pushing the semiconductor industry into a structural growth phase, reshaping global capacity and technology pathways, according to Lily Feng, President of SEMI China,...

Thursday 26 March 2026

China captures global machine tool market share from Taiwan as Russia-Ukraine war disrupts exports

Tongtai Machine & Tool's chairman warned that shifts caused by the Russia-Ukraine war and China's industrial growth have global implications for supply chains and industrial sourcing,...

Wednesday 25 March 2026

Denso proposes acquisition of Rohm to strengthen automotive and power control

Automotive parts giant Denso, closely linked with Toyota Motor, has officially submitted a proposal to acquire shares in Rohm Semiconductor, signaling its clear intent to pursue a...

Wednesday 25 March 2026

Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC and Terafab

Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan...

Tuesday 24 March 2026

Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains

The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...

Monday 23 March 2026

India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

India is rapidly positioning itself as a strategic hub for semiconductors, clean energy, and advanced...

Friday 20 March 2026

Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026

Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor...

Friday 20 March 2026

Commentary: Taiwan's display panel makers are quietly becoming chip companies

Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.

Thursday 19 March 2026

China curbs, Middle East tensions drive surge in chip material risks from gallium to helium

Global semiconductor supply chains are facing rising pressure as Middle East geopolitical tensions and China's tightening export controls...

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