DIGITIMES Semiconductors news

Sep 10

China's Nvidia rivals raise prices as HBM shortage bites

Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding another cost constraint to China's push for domestic computing hardware.

TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

Sep 10

CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

Sep 10

Apple just put a US$700 premium on hinges — seven supply chain takeaways

Sep 10

Qualcomm's AWS deal raises stakes for MediaTek and Alchip

Sep 10

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IC MANUFACTURINGIndia semiconductor deals hit a multi-year high ahead of SEMICON India 2026

Sep 14, 09:56

India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures arrive days before SEMICON India 2026, the country's flagship semiconductor conference, opens in New Delhi on September 17.

IC MANUFACTURINGHua Hong Grace completes Huali Micoelectronics acquisition, state parent raises stake

Sep 14, 09:56

Hua Hong Grace (HHGrace) has completed the share issuance for its acquisition of a 97.4988% stake in Huali Microelectronics (HLMC), strengthening the company's position in China's semiconductor foundry market.

IC MANUFACTURINGCPO nears mass production — next battle about interfaces, yield and maintenance

Sep 14, 09:50

As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO). But large-scale deployment will depend on more than optical-engine performance. Precision alignment, serviceability, manufacturing yield, and whether the supply chains for light sources, packaging, testing, and materials can advance in step are becoming equally critical.

IC MANUFACTURINGAI server tracker: Taiwan ASIC design houses diverge as AI projects enter different revenue cycles

Sep 14, 09:22

Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon cycle.

IC MANUFACTURINGAI server tracker: Taiwan testing suppliers accelerate as AI chip complexity raises interface demand

Sep 14, 09:22

Taiwan's semiconductor testing supply chain continued to ride strong AI and high-performance computing (HPC) demand in August 2026, with all four major suppliers posting year-over-year revenue growth.

IC MANUFACTURINGIndia's chip show nearly doubles in two years, with suppliers leading the build-out

Sep 14, 08:47

The exhibitor list for Semicon India 2026 suggests the country's semiconductor push has moved past announcements and into procurement. The show has drawn 535 exhibiting companies, up 52% from 351 in 2025 and 97% from 271 in 2024. Moreover, the sharpest growth is not in chipmakers, but in areas that fabs purchase only once construction is real: cleanroom and utility contractors, specialty gas and chemical suppliers, and metrology and inspection tool vendors.

MEMORY CHIPSWeekly news roundup: HBM4 strain, Intel price hikes and the next AI infrastructure buildout

Sep 14, 08:40

AI demand remained the dominant force across semiconductors, memory, foundry and data-center infrastructure this week. Intel raised CPU prices while Qualcomm and MediaTek targeted openings in IPC and IoT; memory inventories tightened as HBM4 and server demand strained DRAM and NAND supply; and Micron, Taiwan Mobile, Samsung Electronics, ASML, Synopsys and Eaton advanced plans tied to AI, advanced-node manufacturing and higher-density data centers. Below are the most-read DIGITIMES stories from September 7–13, 2026.

PASSIVE, PCB, OTHER IC COMPONENTSRenesas readies second price hike amid stronger power-chip demand

Sep 14, 08:31

Renesas Electronics is reportedly preparing a second product price increase this year, with new pricing set to take effect January 1, 2027, as rising manufacturing costs coincide with stronger demand for power semiconductors used in data centers and other high-growth applications.

IC MANUFACTURINGIndia roundup: India says it cannot build electronics without China

Sep 14, 08:31

India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology companies deepen investment despite rising costs and regulatory risks.

IC DESIGN, DISTRIBUTIONArtery secures spot in Arm ecosystem, pushing high-end MCUs into robotics, physical AI

Sep 13

As Arm targets expansion in physical AI, microcontroller (MCU) maker Artery Technology has emerged as a key ecosystem partner. Focusing on high-end 32-bit MCU applications, Artery has penetrated supply chains for robotics and unmanned aerial vehicles, with full-year 2026 revenue projected to double.

PASSIVE, PCB, OTHER IC COMPONENTSAI server boom reshuffles MLCC supply, opening a rare expansion window for Taiwan makers

Sep 12

Strong demand for AI computing is creating a capacity squeeze across the passive-component industry, opening new opportunities for Taiwanese suppliers.

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