News tagged semiconductors at DIGITIMES

NEWS TAGGED SEMICONDUCTORS

Wednesday 8 April 2026

Rising gallium costs force price increases across GaAs chip supply chain

Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

Thursday 2 April 2026

Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience

Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...

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...

Tuesday 31 March 2026

Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue

The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...

Monday 30 March 2026

China's chip equipment and supply chain scale up on AI demand, look overseas

SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.

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...

Monday 30 March 2026

Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

Monday 30 March 2026

China's semiconductor capacity share to reach 32% by 2030

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...

Sunday 29 March 2026

Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

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

DRAM ASPs surged up to 80% QoQ in 1Q26, fueling US$1 trillion chip boom and supply squeeze, says Omdia analyst

The global semiconductor industry is set to surpass the US$1 trillion revenue mark in 2026, driven by accelerating artificial intelligence...

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,...

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Sep 11, 08:00

DAS Expands in Taiwan and Unveils World First at SEMICON

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