DIGITIMES Semiconductors news

Jun 23, 12:48

Intel deepens ties with Taiwan's chip supply chain as October talks expand

Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.

Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Jun 23, 11:42

YMTC Holdings exits XMC as state-backed Optics Valley investor takes control

Jun 23, 11:31

Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map

Jun 23, 09:59

Taiwan OSAT sector's strongest 1H in years puts 2026 full-year revenue records in sight

Jun 23, 09:47

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IC MANUFACTURINGNippon Sanso raises helium prices over 30% on Middle East instability-driven supply crunch

Jun 23, 15:30

Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geopolitical instability in the Middle East.

PASSIVE, PCB, OTHER IC COMPONENTSFulltech sees low DK2 shipments rising, starts M9 quartz cloth certification

Jun 23, 15:03

Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.

IC DESIGN, DISTRIBUTIONSmartphone demand and chip supply pressures cloud 2H26 peak season outlook

Jun 23, 14:06

Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node and mature-node semiconductors.

IC MANUFACTURINGIndia reportedly plans to launch fresh chip incentive in fiscal 2027

Jun 23, 12:33

The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials cited by Mint.

IC MANUFACTURINGInfineon and InnoScience's GaN patent fight hardens market split

Jun 23, 12:05

Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.

IC MANUFACTURINGNearfield Instruments raises US$380M in record Dutch deep-tech funding round

Jun 23, 11:45

Dutch semiconductor metrology specialist Nearfield Instruments has secured US$380 million in Series D funding, marking the largest fundraising round ever completed by a deep-tech company in the Netherlands.

IC MANUFACTURINGThailand approves semiconductor strategy, targets investment and talent growth

Jun 23, 10:48

Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development plan to strengthen the country's position in the global chip supply chain.

MEMORY CHIPSSK Hynix Cheongju plant accidents raise HBM expansion safety concerns

Jun 23, 10:41

SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.

IC DESIGN, DISTRIBUTIONMediaTek issues official price hike notice, products facing supply constraints likely to increase first

Jun 23, 09:25

Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and that the era of chip inflation has arrived.

IC MANUFACTURINGJapan puts robotics at heart of US$2.3 trillion chip revival

Jun 23, 07:39

Japan is preparing a sweeping public-private investment strategy totaling more than JPY370 trillion (US$2.3 trillion) by fiscal 2040, spanning 17 strategic sectors including AI, semiconductors, aerospace, and energy-related industries.

IC DESIGN, DISTRIBUTIONCommentary: Google defines AI path to ASI, validates chip boom

Jun 23, 07:38

Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding at an exponential pace.

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Interview: Oppstar grows ASIC design ties with Japan, South Korea clientele, plans Taiwan office

Founded in 2014, Oppstar is one of the few Malaysian companies operating at the front end of the semiconductor value chain as an IC design house. The company was established by three founders with extensive experience in the IC design industry: Meng Thai Ng, Hun Wah Cheah, and Chun Chiat Tan. Headquartered in Bayan Lepas, Penang, Oppstar opened an office in Kuala Lumpur, Malaysia, in 2022. From its inception, the company positioned itself as a one-stop IC design service provider, initially focusing on 16nm design nodes.

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