DIGITIMES Semiconductors news

Apr 10

TSMC smashes records with massive 45% revenue surge in March

Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises

Apr 10

SK Hynix M15X reportedly ramps early production

Apr 10

Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit

Apr 10

Exclusive: Samsung weighs Vietnam semiconductor testing facility

Apr 10

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IC MANUFACTURINGJapan funds AI chip ecosystem around Rapidus

Apr 13, 15:10

Japan is accelerating efforts to rebuild a domestic advanced semiconductor ecosystem, with Rapidus at the center of a state-backed push spanning 2nm logic, advanced packaging, and AI chip demand creation.

IC MANUFACTURINGGudeng targets record 2026 revenue on EUV pod and FOUP demand surge

Apr 13, 13:49

Taiwan's Gudeng Precision Industrial is set to sustain double-digit revenue growth in 2026, buoyed by robust demand for EUV reticle pods and FOUP wafer carriers as advanced-node production and AI-driven applications accelerate across global semiconductor markets.

IC MANUFACTURINGTaiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis

Apr 13, 12:34

The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced than the AI-server narrative dominating the financial press. Growth is heavily concentrated, structurally bifurcated, and in some cases, arithmetically misleading.

IC DESIGN, DISTRIBUTIONMediaTek revenue hits record on AI chip demand, TPU orders key

Apr 13, 12:31

Taiwan-based chip designer MediaTek reported record monthly revenue in March 2026, highlighting how new growth drivers are helping cushion a weakening smartphone market.

MEMORY CHIPSTaiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Apr 13, 12:19

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according to the Ministry of Finance.

IC MANUFACTURINGTaiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak

Apr 13, 12:17

Taiwanese display driver IC (DDI) manufacturers have reported broadly declining revenues for the first quarter of 2026, reflecting ongoing challenges in the small- and mid-size segments. Novatek posted NT$23.145 billion (US$728 million), down 14.7% year over year; Raydium recorded NT$5.437 billion, down 6.7%; Fitipower had NT$4.501 billion, down 3.4%; Ilitek reported NT$3.918 billion, down 14.4%; and FocalTech saw NT$2.474 billion, down 17.3%. Only Sitronix bucked the trend, posting a robust 23% year-over-year increase to NT$5.329 billion.

IC MANUFACTURINGGlobal chip sales expect to top US$1 trillion in 2026 on AI demand

Apr 13, 11:26

Taiwan's semiconductor supply chain posted stronger-than-expected results in the first quarter of 2026, as artificial intelligence (AI) demand accelerated the adoption of advanced nodes and advanced packaging, lifting both foundries and equipment suppliers.

IC DESIGN, DISTRIBUTIONChina chipmaker Hygon expands CPU-GPU strategy for AI compute

Apr 13, 11:05

China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform player. Its "CPU + DCU (Deep Computing Unit)" strategy is now taking shape, positioning the company to serve both general-purpose and AI workloads in a market racing to localise computing power.

IC MANUFACTURINGSilicon photonics scaling hits wafer testing bottleneck

Apr 13, 10:52

AI demand is pushing data transmission to its limits, making 2026 a critical year for silicon photonics (SiPh) and co-packaged optics (CPO) to move into large-scale deployment. The race to commercialize these technologies is accelerating across the semiconductor industry.

MEMORY CHIPSWeekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google

Apr 13, 10:14

Below are the most-read DIGITIMES Asia stories from the week of April 6-April 13, 2026:

IC MANUFACTURINGSupreme Court ruling stalls Taiwan-US trade deal, zero-tariff car imports in limbo

Apr 13, 10:08

Taiwan and the US signed the Agreement on Reciprocal Trade (ART) on February 13, 2026, capping 10 months of negotiations. The deal set a reciprocal tariff of 15% without stacking and secured Taiwan the most favorable terms yet under Section 232 for semiconductors. But the US Supreme Court's invalidation of most of President Donald Trump's reciprocal tariffs has since frozen the agreement. Taiwan's Executive Yuan cannot submit it to the Legislative Yuan for review, and the prospect of zero-tariff US car imports has stalled along with it.

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