DIGITIMES Semiconductors news

Apr 16

TSMC enters 2nm mass production, scales 3nm capacity

TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge production, citing close coordination with its research and development teams.

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last

Apr 16

TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average

Apr 16

Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth

Apr 16

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Apr 16

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PASSIVE, PCB, OTHER IC COMPONENTSTongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Apr 17, 10:51

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the global semiconductor packaging supply chain alongside key customer AMD.

IC MANUFACTURINGAnalysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Apr 17, 10:34

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

IC DESIGN, DISTRIBUTIONTesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Apr 17, 10:19

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development and offering early signals on memory supplier positioning and demand for low-power DRAM.

IC MANUFACTURINGCPU shortage more acute than memory; industry awaits Intel 18A yield improvement

Apr 17, 09:51

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity threatens notebook and industrial PC availability worldwide and may persist for some time until Intel's 18A process yields improve, industry sources warn.

IC MANUFACTURINGTSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

Apr 17, 09:34

TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering the second quarter. Regarding tight capacity constraints, Chairman C.C. Wei stated that while capacity remains tight, the company is actively expanding new fabs to meet demand. However, he noted that building new facilities takes time, so supply will remain limited in the short term. Still, the company will continue efforts to increase capacity to support customer demand and will not deliberately select or favor any particular customer.

IC DESIGN, DISTRIBUTIONInterview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference

Apr 17, 07:45

Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and just weeks ago, the company secured an investment commitment from SK Hynix. Both significantly enhance its operational credibility and global visibility. CEO Roger Espasa stated that the company's proprietary Gazzillion technology is a specialized memory subsystem designed to address one of AI's most pressing challenges today: inefficient memory utilization, which has led to persistent supply constraints.

IC DESIGN, DISTRIBUTIONSK Hynix invests in RISC-V chip designer Semidynamics

Apr 17, 07:44

SK Hynix has invested in Semidynamics, a Spanish fabless chip designer, as part of a push to expand its presence in the artificial intelligence (AI) semiconductor ecosystem.

IC MANUFACTURINGMusk's foundry push forces chipmakers to rethink customer relationships

Apr 17, 07:44

Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction of future needs.

IC MANUFACTURINGTaiwan's TPK profit jumps more than 20-fold on investment gains and chip exposure

Apr 17, 07:43

TPK Holding reported a sharp rebound in profitability for the first quarter of 2026, driven by new semiconductor investments and favorable one-off gains.

IC MANUFACTURINGWith chip limits near, focus shifts to packaging and integration

Apr 17, 07:42

As the rise of artificial intelligence (AI) pushes semiconductor performance toward new limits, the industry is confronting a fundamental constraint: the slowing of Moore's Law. Increasingly, engineers are turning their attention not just to chip design, but to system integration and advanced packaging, areas now seen as critical to sustaining performance gains.

IC DESIGN, DISTRIBUTIONEU Chips Act 2.0 expected by late May, with stronger domestic focus

Apr 17, 07:41

Since early 2025, the European Union (EU) has been actively shaping its next-generation semiconductor strategy. Recent reports indicate that the EU Chips Act 2.0 is set to be officially announced on May 27. During the drafting process, the Catalonia regional government in Spain, along with industry stakeholders, has contributed several recommendations.

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