DIGITIMES Semiconductors news

May 15

TSMC to trim Vanguard International stake to 19% in block trade

TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.

Samsung shields chip lines as union sticks to strike plan

May 15

Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal

May 15

UMC rolls out 14nm FinFET platform for OLED driver ICs

May 15

Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain

May 15

SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze

May 15

Malaysia's Arm-backed chip push lifts Oppstar, SkyeChip as startup ambitions expand beyond packaging

May 15

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IC MANUFACTURINGApple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals

May 18, 14:24

Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The Wall Street Journal. The strategy allows the company to reuse chips that would otherwise be discarded, lowering costs while broadening its product lineup.

MEMORY CHIPSSouth Korean court bars factory occupations and orders safety work during planned Samsung strike

May 18, 13:41

A South Korean court granted Samsung Electronics an injunction on May 18, 2026, limiting union dispute actions and ordering that safety protection systems and wafer anti-deterioration operations remain fully staffed and operational during any strike, according to Seoul Economic Daily. The Suwon District Court issued the decision three days before a planned general strike on May 21, 2026, and the ruling is expected to constrain the scale and methods of any walkout.

IC MANUFACTURINGAs AI redraws chip industry, TSMC faces its first real rivals

May 18, 12:50

The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.

MEMORY CHIPSKioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom

May 18, 12:38

Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash and solid-state drives.

MEMORY CHIPSMemory crunch opens IPO window for China’s CXMT

May 18, 12:19

China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into sharply higher revenue and profit.

MEMORY CHIPSSamsung and union enter new round of talks ahead of planned strike

May 18, 12:07

Samsung Electronics and its labor union in South Korea began a new round of negotiations on May 18, days before a planned strike that could bring its chip plants to a halt. The talks are being mediated by the government, which has signaled concern about the labor action's impact on the South Korean economy, in which Samsung contributes more than 20% of its exports.

IC MANUFACTURINGDIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes

May 18, 10:50

Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another price increase as customers prioritize capacity over cost, developments that could affect cloud providers, vendors, and data center economics worldwide.

IC MANUFACTURINGIndia's Tata Electronics partners with ASML to support first 300mm fab ramp-up

May 18, 09:56

Tata Electronics has signed a memorandum of understanding with ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a significant step in India's effort to build a domestic chip manufacturing ecosystem.

IC MANUFACTURINGWeekly news roundup: TSMC faces AI supply strain as Samsung, Intel, and Apple test foundry alternatives

May 18, 09:49

Below are the most-read DIGITIMES Asia stories from the week of May 11-17, 2026:

PASSIVE, PCB, OTHER IC COMPONENTSNan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

May 18, 06:55

Nan Ya PCB, one of Taiwan's leading IC substrate manufacturers, said it expects capital spending to rebound sharply in 2026, potentially reaching a record high, as demand from advanced chip packaging customers accelerates alongside the rapid growth of artificial intelligence (AI) computing.

MEMORY CHIPSMemory shortage gives Team Group room to favor long-term customers

May 18, 06:54

Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply, with the company prioritizing shipments to long-term customers in industrial, automotive and gaming markets.

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