Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for $1.65 billion. The deal — structured as $1.0 billion in cash and roughly $650 million in Lattice stock — is expected to close in Q3 2026 and would effectively double Lattice's total serviceable addressable market to approximately $12 billion.
Onsemi reported a mixed but generally improving set of first-quarter 2026 results, signaling early signs of recovery in key end markets while highlighting ongoing volatility in profitability.
Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive into the fundamental facts, production bottlenecks, and competitive gaps behind Intel's surge during a recent podcast.
Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce its market position, and improve utilization rates at its existing 8-inch foundry lines. Industry estimates suggest Samsung could enter mass production of SiC chips by 2028.
The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to tighten.
SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from fifth-generation 10nm-class, or 1b, DRAM toward sixth-generation 10nm-class, or 1c, DRAM, as the high-bandwidth memory (HBM) supply chain prepares for its next technology transition, according to reports from ZDNet Korea and NewsPim.
Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical and electrical limits of conventional layer increases.
ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications using Samsung Foundry's 4nm process.
Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives it stronger bargaining power, but the company will renegotiate prices with customers if input costs swing sharply.
As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical to winning the new tech race. Colley Hwang, chairman of DIGITIMES and IC Broadcasting, said South Korea's plan to deploy 260,000 Nvidia GPUs remains heavily reliant on Taiwan's manufacturing capabilities.
Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up compute demands, according to The Information. Although Fractile's AI chips are not expected to be available until next year at the earliest, the deal could give the maker of Claude more leverage with suppliers as it seeks to expand AI capacity to meet soaring demand.
More coverage
