DIGITIMES Semiconductors news

May 11

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.

For India's chip dream, Lam Research points beyond fabs

May 11

Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

May 11

AMD's 2nm defection to Samsung dents TSMC's AI grip

May 11

Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026

May 11

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

May 12, 08:44

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.

IC MANUFACTURINGCommentary: SEA semiconductor industry pivots towards AI as a strategic hub

May 12, 08:43

SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players are now moving from "capacity substitution" to "technological self-reliance" in what is shaping up to be a long-distance race.

IC MANUFACTURINGInfineon wins US patent ruling against Chinese GaN rival Innoscience

May 12, 08:42

A patent dispute between Infineon Technologies and China's Innoscience over gallium nitride (GaN) technology has escalated after the US International Trade Commission upheld a preliminary ruling finding that Innoscience had infringed one of Infineon's GaN-related patents.

IC MANUFACTURINGGaN patent fight between China and Europe extends beyond courtroom

May 12, 08:42

As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission has deepened the rivalry between Infineon Technologies and China's Innoscience while also underscoring how geopolitics is increasingly shaping the future of the power semiconductor industry.

IC MANUFACTURINGJapan's diamond chip startups move toward production as factory and samples advance

May 12, 08:41

Japan's diamond semiconductor sector is moving closer to practical use, as university-backed startups advance factory construction, sample production, and device demonstrations for high-frequency, high-power, and harsh-environment applications.

PASSIVE, PCB, OTHER IC COMPONENTSApple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

May 12, 08:37

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory demand tied to the global AI infrastructure buildout and spillover orders from higher-end AI server supply chains.

IC DESIGN, DISTRIBUTIONInterview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

May 12, 08:36

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.

MEMORY CHIPSTranscend chair sees AI memory supercycle

May 11

AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM and NAND flash will face shortages in 2026-2027 and could remain undersupplied in 2028. He said Transcend's multi-level cell (MLC) NAND inventory, bought before certain memory manufacturers stopped production, is enough for about one year. Shu added that the company has recently broken into China's cloud service provider (CSP) supply chains, underscoring a structural change in the memory industry.

MEMORY CHIPSSamsung strike threat puts memory output at risk as 18-day walkout looms

May 11

A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor operations.

MEMORY CHIPSMemory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP

May 11

Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically multiply the compute extracted from GPUs. The remarks underscore how storage and memory design could limit AI deployment.

IC MANUFACTURINGSamsung strike talks resumed with US$29 billion on the line

May 11

Samsung Electronics' labor and management have returned to the negotiating table under South Korean government mediation, as the company faces a planned general strike and a widening dispute over how profits from its semiconductor rebound should be shared.

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