DIGITIMES Semiconductors news

Feb 21, 09:50

Commentary: Samsung to reclaim the world's no.1 semiconductor position in 2026

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world's largest semiconductor company in 2024 and 2025 shifted to Nvidia.

Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains

Feb 21, 08:22

Trump defies Supreme Court with new 10% global tariff following legal defeat

Feb 21, 08:22

Qualcomm becomes anchor ATMP customer at Tata Electronics' Assam facility

Feb 20

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

Feb 20

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IC MANUFACTURINGPM Modi lays foundation stone for HCL-Foxconn semiconductor plant in Uttar Pradesh

Feb 21, 23:36

Narendra Modi, Prime Minister of India, virtually laid the foundation stone for a new semiconductor facility in Jewar, Uttar Pradesh, on February 21, 2026.

IC MANUFACTURINGTech sector braces for Trump's 10% tariff reset

Feb 21, 16:41

Global technology supply chains are facing renewed uncertainty after US President Donald Trump announced a temporary 10% tariff on most imports, days after the Supreme Court of struck down his earlier tariff framework.

MEMORY CHIPSSK Group chairman Chey meets US tech leaders to secure core AI chip supply chain

Feb 20

SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends beyond expanding high-bandwidth memory (HBM) sales; it aims for a head start in the design phase collaboration for next-generation AI chips, aiming to capture key leadership in future AI accelerator architectures.

IC MANUFACTURINGIndia joins US-led Pax Silica, deepening tech and semiconductor alignment

Feb 20

On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors, critical minerals, and artificial intelligence supply chains.

IC MANUFACTURINGTata's Gujarat wafer fab reportedly faces fresh delay, clouding India's chipmaking ambitions

Feb 20

India's most ambitious semiconductor project, a Tata Group-led wafer fabrication plant in Gujarat, is reportedly facing further delays, raising questions about the pace of the country's push to build a domestic chip industry.

IC DESIGN, DISTRIBUTIONMediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier

Feb 19

The rules of winning in AI are changing, and one of the semiconductor industry's most prominent executives is calling time on the old playbook.

IC MANUFACTURINGDIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

Feb 19

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor manufacturing — has historically commanded the largest share of TSMC's capital budget. Facilities and civil construction matter, but they have rarely led the bill. That conventional wisdom is now being tested.

PASSIVE, PCB, OTHER IC COMPONENTSAI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Feb 19

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms continued AI server demand, while month-over-month shifts point to shipment timing, project concentration, and base effects rather than a change in end demand.

IC DESIGN, DISTRIBUTIONWearable medical devices surge with supply chain of four core components taking shape

Feb 19

Global medical technology is rapidly shifting from hospital settings to everyday life, advancing toward precision medicine and long-term health management. Driving the boom in wearable medical devices are four key components that industry experts expect will unlock new blue-ocean opportunities in healthcare technology.

IC MANUFACTURINGDIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production

Feb 19

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES analyst Luke Lin, speaking on a DIGITIMES podcast.

IC MANUFACTURINGSingapore holds No. 4 financial hub ranking as assets flow in

Feb 19

Singapore maintained its position as the world's fourth-ranked financial center in the 2025 Global Financial Centres Index (GFCI), reflecting a strategy centered on capital security, rule of law stability, and long-term industrial positioning.

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