DIGITIMES Semiconductors news

May 12

Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight

TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.

Intel's revival secret: Suppliers with TSMC's stamp of approval

May 12

Commentary: SEA semiconductor industry pivots towards AI as a strategic hub

May 12

GaN patent fight between China and Europe extends beyond courtroom

May 12

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

May 12

MORE NEWS

IC MANUFACTURINGChipMOS 1Q26 earnings jump 186% on strong packaging and testing demand

May 13, 12:44

Taiwanese outsourced semiconductor assembly and test (OSAT) services company ChipMOS Technologies reported strong growth in both revenue and profit for the first quarter of 2026. Net profit after tax for the quarter reached NT$505 million (approx. US$16.03 million), up 1% from the previous quarter and 186.37% from a year earlier, while earnings per share (EPS) came to NT$0.72, the highest in the past 10 quarters.

IC MANUFACTURINGSEMI says global semiconductor materials market hit record US$73.2 billion in 2025

May 13, 12:36

The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest Materials Market Data Subscription (MMDS) report released by SEMI on May 13, 2026.

IC MANUFACTURINGSamsung labor talks collapse as bonus dispute threatens chip output

May 13, 12:30

Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could disrupt production of memory and other chips.

PASSIVE, PCB, OTHER IC COMPONENTSDoosan to build new CCL plant in Thailand

May 13, 11:35

South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global tech giants. The company has announced plans to set up a new subsidiary in Bangpu Industrial Estate and build a new CCL plant there.

IC MANUFACTURINGSamsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

May 13, 11:21

Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.

IC MANUFACTURINGHanwha Semitech to supply FO-PLP equipment for SpaceX-linked chip production

May 13, 10:53

South Korean semiconductor equipment maker Hanwha Semitech is reportedly preparing to supply fan-out panel-level packaging (FO-PLP) equipment for advanced chip packaging in the second half of 2026, with the systems expected to be used in the mass production of networking chips for SpaceX.

IC MANUFACTURINGMalaysia explores semiconductor listings to strengthen domestic capital markets

May 13, 10:51

Malaysia is exploring ways to encourage more semiconductor-related companies to list on Bursa Malaysia as the government seeks to better align the country's capital markets with its growing role in the global chip supply chain.

IC DESIGN, DISTRIBUTIONChina CPU vendors seize AI inference surge as Intel, AMD supplies tighten

May 13, 10:35

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

IC MANUFACTURINGSMIC lands nearly US$6bn mega deal to deepen China AI push

May 13, 10:29

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of its most profitable wafer fabs, while surging domestic AI infrastructure spending is rapidly reshaping the company's long-term outlook.

IC MANUFACTURINGTaiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

May 13, 10:18

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.

IC MANUFACTURINGAbleprint posts record first-quarter profit as CPO orders set to begin in June

May 13, 10:00

Ableprint reported record first-quarter 2026 revenue and profit as customers installed and qualified new advanced packaging production lines and expanded shipments of high-end process equipment, with the company saying demand tied to co-packaged optics started to convert into orders. The firm posted net profit after tax of NT$415 million, up 82.1% year on year, and first-quarter revenue rose 81.9% year on year to NT$876 million.

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