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Jan 23
Intel slows its most ambitious node—and signals where the real battle is for now
Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments on hold until customer demand is secured.
The memory industry is currently facing significant demand shortfalls, bringing renewed attention to the long-developed concept of "compute-in-memory." Leading memory manufacturers are actively investing in related technology development. At the same time, major players are also focusing on startup teams in the market, aiming to secure innovation through strategic investments. Companies like d-Matrix and TetraMem have demonstrated promising growth potential.
Cmsemicon Semiconductor has released its first low-power SPI NOR Flash chip series, marking the Shanghai-listed chip designer's initial entry into the non-volatile memory segment. The launch fills a gap in the company's Flash product lineup and aligns with its "MCU+" strategy of pairing MCUs with complementary chips.
LG Display is moving from research toward execution in the emerging glass interposer market, working with domestic glass-processing partners to apply its display manufacturing experience to semiconductor materials, according to South Korean media reports.

As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply chain—and display panel makers are increasingly feeling the strain.

As traditional silicon-based semiconductors approach physical and manufacturing limits, flexible and non-planar chip architectures are gaining attention as a new direction in global semiconductor research.
Commentary: China's RISC-V progress from C-Sky to T-Head
Jan 26, 11:25
Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry, this Chinese IC design company's roots span more than twenty years of transformation and arduous progress. Its predecessor, C-Sky Microsystems, also plays an important role in China's development of the RISC-V architecture. In review of its evolution, the reason why Alibaba chose this critical moment to push this team onto center stage has become clear.
Samsung Electronics is reportedly set to raise NAND Flash prices by more than twofold in the first quarter of 2026, amid tightening supply and surging demand driven by the expansion of artificial intelligence applications, according to industry sources.

MIPS is repositioning itself within the RISC-V ecosystem following the integration of the ARC Processor IP business acquired from Synopsys, moving beyond a CPU-centric model toward a broader processor platform that combines CPUs, NPUs, DSPs, and software tools.

MIPS accelerates S8200 RISC-V NPU timeline
Jan 26, 10:30

MIPS has accelerated the development timeline of its S8200 neural processing unit, a RISC-V–based NPU designed for real-time, low-latency edge AI, as the company continues to advance its strategy around what it calls "Physical AI," following its integration into GlobalFoundries.

Memory module giant Adata Technology announced its unaudited consolidated earnings for December 2025, reporting profit before tax of NT$2.55 billion (approx. US$81.22 million), nearly matching the NT$2.56 billion in profit before tax recorded for the entire third quarter of 2025.
Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.