DIGITIMES Semiconductors news

Mar 30

China's chip equipment and supply chain scale up on AI demand, look overseas

SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.

Samsung reportedly aims to begin silicon photonics mass production in 2028

Mar 30

Commentary: US chip security act ends China's special AI chip supply

Mar 30

AI compression won't ease memory crunch, NAND shortage set to persist

Mar 30

China foundry SMIC moves to capture growth beyond AI-led supply squeeze

Mar 30

MORE NEWS

MEMORY CHIPSSamsung, SK Hynix reportedly set for record profits as long-term contracts expand

Mar 31, 07:53

Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to expand multi-year supply agreements to stabilize earnings.

IC MANUFACTURINGJensen Huang unpacks what's behind TSMC's staying power

Mar 31, 07:51

Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks, AI factories, and the future impact of AI on society. Among the topics drawing strong attention from Taiwan's market was Huang's revisit of his 2013 decision to decline an offer from TSMC founder Morris Chang to become CEO. He further analyzed the core factors enabling TSMC's sustained leadership in the semiconductor industry.

IC MANUFACTURINGChina's analog chip price surge spreads, benefiting mature AI process assets

Mar 31, 07:51

As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices, aligning with international giants like Texas Instruments (TI) and Analog Devices in reflecting cost pressures, with some products seeing hikes as high as 85%.

IC MANUFACTURINGCustom chips demand spike draws Taiwan firms into ASIC arena

Mar 31, 07:51

While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications, customers are seeking greater control at the silicon level, aiming to reduce their reliance on traditional chip giants.

IC DESIGN, DISTRIBUTIONVera Rubin compute tray design unfinalized as Nvidia pushes supply diversification

Mar 31, 07:49

Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of 2026 and has drawn significant attention from the global AI computing market. However, the design of the GPU compute tray has yet to be finalized, which could cause slight delays in actual shipment timelines.

PASSIVE, PCB, OTHER IC COMPONENTSFuel cell shift to metal bipolar plates opens door for Taiwan manufacturers

Mar 31, 07:49

The Metal Industries Research & Development Centre (MIRDC) held the "2026 Metal Bipolar Plate Drives New Generation of Hydrogen Energy Symposium" on March 27, focusing on fuel cell and metal bipolar plate (BP) market developments and analyzing global supply chain dynamics.

PASSIVE, PCB, OTHER IC COMPONENTSPassive component maker Tai-Tech wins US client, scales Malaysia plant for AI server, EV demand

Mar 30

Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China. The facility has secured a qualification from a US networking equipment provider, supporting new AI-related orders and expected volume growth from 2026.

MEMORY CHIPSKioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

Mar 30

As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite planned capacity expansions by various NAND manufacturers in 2027, Kioxia expects no risk of oversupply imbalance due to the rapid growth in AI demand.

IC DESIGN, DISTRIBUTIONChina builds open RISC-V chip platform with Xiangshan, Ruyi OS

Mar 30

China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native OS at the 2026 Zhongguancun Forum.

MEMORY CHIPSSamsung reportedly shifts Xi'an plant to 236-layer NAND

Mar 30

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in its transition to higher-layer memory as demand from artificial intelligence applications accelerates.

IC MANUFACTURINGToshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

Mar 30

Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

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Lumotive makes optical breakthrough, targets 10,000-port data centers

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an interview with DIGITIMES Asia, Gleb Akselrod, Co-founder and CTO of Lumotive, detailed the success of the world's first programmable 2D optical beamforming chip.

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