DIGITIMES Semiconductors news

Feb 26

Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble

On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble, as the company reported record sales and signaled continued rapid demand for data‑center compute.

Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab

Feb 26

Malaysia probes Arm deal amid seizures, arrests and political fallout

Feb 26

Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits

Feb 26

Frenemies by necessity: Taiwan and South Korea's AI balancing act

Feb 26

MORE NEWS

PASSIVE, PCB, OTHER IC COMPONENTSYageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

Feb 27, 04:23

Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected to rise by 3-5pp sequentially, supported by sustained AI demand and strong order intake. Revenue, gross margin, and operating margin in the first quarter of 2026 are all projected to increase slightly from the fourth quarter of 2025.

IC MANUFACTURINGTSMC pushes Japanese suppliers to localize electroplating additives in Taiwan

Feb 27, 04:21

As AI-driven demand continues to lift global semiconductor output, TSMC is accelerating the localization of electroplating additives used in advanced packaging to secure a stable supply. Through four measures — production line guidance, equipment optimization, quality inspection, and sample validation — the company has supported Japanese suppliers in establishing production in Taiwan, cutting production cycles from 60 days to 20 days and improving logistics efficiency by 90%.

MEMORY CHIPSGalaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price

Feb 27, 03:21

Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources, roughly 50% of the initial shipments will use memory supplied by Micron, with the remainder provided by Samsung's Device Solutions (DS) division.

IC DESIGN, DISTRIBUTIONChart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

Feb 27, 03:20

Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established consumer giants navigate a high-base stabilization phase, specialized leaders in Intellectual Property (IP) and AI-optimized storage are capturing explosive value from the ongoing AI infrastructure wave.

IC MANUFACTURINGFrom equipment to talent, Japan moves to anchor India's chip expansion

Feb 27, 03:19

Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim a piece of it.

IC DESIGN, DISTRIBUTIONSambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M

Feb 27, 02:20

AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s Blackwell B200 for large-scale AI inference. The company claims up to 5x peak speed in agent-based workloads and up to an 8x total cost advantage in certain deployments.

IC MANUFACTURINGNobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab

Feb 27, 00:16

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical computers, but on a subtle, yet astronomically valuable, incremental improvement.

PASSIVE, PCB, OTHER IC COMPONENTSAI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

Feb 26

Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects demand for high-voltage components to recover in 2026. Cooling fans used in AI and general-purpose servers are also recording strong growth. In 2025, fan products accounted for 27% of total revenue, and the company expects further expansion in 2026.

IC MANUFACTURINGWinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion

Feb 26

Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion (approx. US$111.7 million) expansion, including a new factory in Renwu, Kaohsiung.

MEMORY CHIPSMacronix January profit surges 195%; OSE, Walton earnings rise

Feb 26

Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net income of NT$304 million (US$9.73 million) for the month, up 195% year on year. Net income attributable to the parent reached NT$271 million, also up 195%, with earnings per share of NT$0.15.

IC DESIGN, DISTRIBUTIONThe 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor

Feb 26

A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored actors have moved well beyond simple bot networks. They are now deploying artificial intelligence as a strategic "operational manager" — coordinating complex "cyber special operations" (wǎngluò tèzhàn) against Japan's leadership and Taiwan's digital sovereignty.

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