DIGITIMES Semiconductors news

May 22

AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.

Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

May 22

EverDisplay appoints former Hua Hong executive as chairman in board overhaul

May 22

Amkor expands Arizona semiconductor packaging campus with additional 67 acres

May 22

AMD deepens China packaging alliance with TF-AMD expansion in Suzhou

May 22

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IC MANUFACTURINGJensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family

May 23, 21:07

Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU debate and the future of AI agents — while making clear that Nvidia's commitment to Taiwan's supply chain runs deeper than any competitor's announced figure.

IC MANUFACTURINGJensen Huang lands in Taiwan, calls Vera Rubin biggest product ramp in computer history

May 23, 20:54

Nvidia CEO Jensen Huang arrived in Taiwan on May 23 ahead of COMPUTEX, telling reporters that the company's next-generation AI server platform — codenamed Vera Rubin — will be the most successful product generation in Nvidia's history and potentially the largest product rollout Taiwan's electronics industry has ever seen.

PASSIVE, PCB, OTHER IC COMPONENTSTaiwan power chip maker Panjit targets AI and robotics for next growth phase

May 23, 11:36

Panjit International Inc. is accelerating its expansion into AI and automotive electronics as the Taiwanese power semiconductor maker positions itself for a new growth cycle after four decades in the discrete device market.

IC MANUFACTURINGIBM and US DoC announce America's first purpose-built quantum foundry, supported by proposed US$1 billion CHIPS award

May 23, 11:35

IBM and the US Department of Commerce (DoC) announced a Letter of Intent (LOI) to build an American quantum chip foundry, securing the nation's global quantum leadership and fueling the country's growing quantum ecosystem. The CHIPS incentive from the DoC will support the research and development efforts of a new IBM company: Anderon, which will be America's first pure-play quantum foundry. This initiative represents one of the most significant commitments by the US Government to date in quantum R&D to position the US to manufacture most of the world's quantum wafers.

MEMORY CHIPSSK Hynix weighs opening Seoul office at SK Group headquarters

May 23, 11:35

SK Hynix is reportedly considering opening a Seoul office and sales operation inside SK Group's Seorin Building in Jongno, Seoul, a symbolic headquarters site for the conglomerate, according to Maeil Business Newspaper and Chosun Biz.

IC MANUFACTURINGSeoul as next frontier for global startups

May 23, 11:35

At the Plug and Play Silicon Valley May Summit 2026, industry leaders gathered for the "Seoul Forward: Where Global Startups Scale Next" session to discuss the city's rapid evolution into a premier global innovation hub. Lee Ji-hyung, President and CEO of Invest Seoul, noted that Seoul and Silicon Valley share a core DNA of talent and collaboration, positioning the city as an ideal testing ground for global companies expanding across Asia. Sobhan Khani, President and Partner at Plug and Play, echoed this sentiment, highlighting the immense talent pool in South Korea and the ongoing mission to connect innovation dots worldwide.

MEMORY CHIPSCXMT IPO puts China's DRAM supply-chain push in focus

May 23, 11:34

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight on whether the company's next phase of expansion can accelerate China's push to localize semiconductor equipment and materials.

IC DESIGN, DISTRIBUTIONHuawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening

May 23, 11:34

Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia's position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.

IC MANUFACTURINGAnalysis: AMD bets the future of AI runs on CPUs as much as GPUs

May 23, 11:33

Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is "not just a GPU company." AMD is making a similar argument about its own future.

IC MANUFACTURINGTrump revives chip theft claim, heaping pressure on Taiwan semiconductor firms

May 23, 11:32

US President Donald Trump has again repeated the false claim that Taiwan stole America's chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.

IC DESIGN, DISTRIBUTIONAMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

May 22

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains in an early phase of growth.

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