DIGITIMES Semiconductors news

Feb 24, 12:08

Taiwan says 15% US tariff caps worst-case risk, but exporters face uneven outlook

Following the US Supreme Court ruling that global tariffs under the International Emergency Economic Powers Act (IEEPA) were unlawful, President Donald Trump announced a comprehensive tariff increase of 15%, a move Taiwanese officials say is less damaging than the alternative previously anticipated.

Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Feb 24, 15:50

OpenAI agreement boosts Cerebras’ renewed IPO push

Feb 24, 12:11

Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back

Feb 24, 12:09

Intel on edge as Nvidia sells Grace CPU separately to Meta

Feb 24, 11:53

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IC MANUFACTURINGA three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent

Feb 24, 17:42

What if the next pillar of the global semiconductor industry isn't built in one country — but three?

PASSIVE, PCB, OTHER IC COMPONENTSCMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades

Feb 24, 12:56

The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving growth in the global probe card market. Technologically, as signal contact density and probe pin counts continue to rise, the requirements for guide plate hole counts and structural precision in a single probe card are also increasing accordingly.

IC MANUFACTURINGInfineon bets on humanoid robots, targets AI data center-level growth

Feb 24, 12:01

In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support the company's stable performance amid margin pressures.

MEMORY CHIPSAI devours DRAM supply, SK’s Chey expands “monster chip” push

Feb 24, 11:51

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at the 2026 Trans-Pacific Dialogue in Washington, SK Group Chairman Chey Tae-won said demand for AI memory is distorting supply chains and pledged to expand production of what he described as "monster chips."

IC MANUFACTURINGASML lifts EUV power to 1,000W, targets 50% chip output gain by 2030

Feb 24, 11:34

ASML has unveiled an extreme ultraviolet (EUV) upgrade that could raise chip output per scanner by up to 50% by 2030, without expanding cleanroom space or adding new tools.

IC MANUFACTURINGTaiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.

Feb 24, 11:20

The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting the administration to switch to Section 122 of the Trade Act of 1974 and impose a temporary additional 15% tariff on global goods. The change has immediate implications for previously negotiated exemptions and for Taiwan's export sectors.

MEMORY CHIPSApple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix

Feb 24, 09:51

Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone vendors face pressure to cut specs or raise prices amid thin margins and price-sensitive consumers.

MEMORY CHIPSNvidia reportedly adopts tiered HBM4 supply strategy, Samsung set to secure high-end GPU orders

Feb 24, 09:45

Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product performance tiers. Analysts suggest that Samsung Electronics may exclusively supply the sixth-generation HBM4 used in the highest-end products.

IC MANUFACTURING"Buyer beware": Trump threatens steeper tariffs after court setback

Feb 24, 09:37

U.S. President Donald Trump has issued a severe new warning to U.S. trading partners following a recent Supreme Court decision that quashed his previous global duties.

PASSIVE, PCB, OTHER IC COMPONENTSTaiwan's CMAT to debut as AI chip testing boom lifts margins

Feb 24, 08:55

Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei Exchange's Emerging Stock Board on February 25. CMAT president Li-wen Lo stated that, as demand for artificial intelligence (AI) chip testing continues to expand, orders related to advanced processes have increased, leading to significant growth and structural business improvements over the past three years.

PASSIVE, PCB, OTHER IC COMPONENTSAnalysis: Foxconn's India semiconductor push signals deeper localization and supply-chain shift

Feb 24, 08:53

Foxconn's move from assembly to semiconductor packaging in India marks a strategic deepening that could accelerate local supply-chain integration and influence global EMS competition, even as coordination challenges with state and local authorities underscore ongoing expansion risks.

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