DIGITIMES Semiconductors news

Apr 24

Intel flags price increases and supply shortages as CPU demand strengthens

Intel signaled that industry-wide supply shortages and selective price increases are helping offset weaker PC demand, even as the company works to expand supply capacity across its product lines. Management said constrained output continues to limit revenue upside in parts of the business, while rising prices and improving server CPU demand are supporting overall resilience. The company also pointed to ongoing efforts to increase supply availability, though demand in several segments continues to outpace output.

Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure

Apr 24

Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

Apr 24

TSMC CoPoS equipment orders face reshuffle with legal turmoil at Taiwanese equipment maker

Apr 24

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Apr 24

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MEMORY CHIPSSamsung, Kingston reportedly lift SSD prices by over 10% as supply tightens

Apr 26, 08:40

Samsung Electronics and Kingston Technology have reportedly notified distributors of price increases of more than 10% across their solid-state drive (SSD) product lines, according to IT Home, citing supply chain sources.

IC MANUFACTURINGASML cuts management layers due to restructuring; TSMC stance affects High-NA outlook

Apr 26, 08:40

ASML is moving to eliminate a wide range of management roles as part of a broader effort to simplify its organization and improve execution, according to internal documents viewed by Business Insider.

MEMORY CHIPSSamsung reportedly advances sub-10nm DRAM as SK Hynix targets HBM4E sampling

Apr 26, 08:40

Samsung Electronics has reportedly produced a working die for sub-10nm DRAM, marking a potential breakthrough below the 10-nanometer threshold, according to The Elec. SK Hynix, meanwhile, is preparing to sample its next-generation high-bandwidth memory product as memory makers accelerate their product roadmaps.

IC MANUFACTURINGNvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?

Apr 26, 08:40

2026 has become a major year for IPO fundraising among leading AI players. At the end of 2025, Nvidia CEO Jensen Huang spent US$20 billion to acquire the IP and talent of AI chip startup Groq. In April 2026, The Information reported that OpenAI will purchase more than US$20 billion worth of chips from AI chip startup Cerebras. These two amounts are nearly identical; Nvidia for acquisition, OpenAI for procurement. Although seemingly isolated events, they are symmetrical moves.

IC MANUFACTURINGSamsung bets its HBM leverage can hold Nvidia's LPU orders — but TSMC is pushing back

Apr 26, 08:39

The AI era has officially shifted from training to inference and agent-centric computing, prompting Nvidia's strategic acquisition of Groq to integrate LPUs into its own platform. This move not only eliminates a strong competitor but also sparks a fierce battle between Samsung Electronics and TSMC over LPU foundry orders.

IC MANUFACTURINGLandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand

Apr 25

Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs. The company plans to increase capital expenditure (capex) to NT$1.315 billion (US$41.7 million) in 2026 to prepare early for second-half 2027 demand, and aims to introduce semiconductor-grade equipment for processes involving substrates larger than 6 inches, targeting a new expansion phase starting in 2028.

IC MANUFACTURINGChina's Horizon Robotics aims at Tesla with new self-driving platform

Apr 25

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon Robotics is mounting an ambitious strategic push — one that places it in more direct competition with Tesla.

IC DESIGN, DISTRIBUTIONChipmakers face higher cost pressure as packaging outpaces foundry price hikes

Apr 24

In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers. These moves aim to pass on steadily rising manufacturing costs across the supply chain as outsourced semiconductor assembly and test (OSAT) costs surge faster than even foundry price increases.

IC MANUFACTURINGM31 and TSMC complete eUSB2V2 tapeout on N2P process

Apr 24

IP provider M31 has announced that its eUSB2V2 interface IP has completed tapeout on TSMC's N2P 2nm process. M31 CEO Scott Chang emphasized that 2nm interface IP must align closely with the manufacturing platform to boost design efficiency and accelerate time-to-market.

MEMORY CHIPSMemory price surge reshapes global notebook competition in 2026

Apr 24

The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities as the core of competition. Memory supply chain control has emerged as a key indicator of brand competitiveness, directly impacting shipment volumes and operational performance.

IC DESIGN, DISTRIBUTIONSTMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027

Apr 24

STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics and computing helped offset continued softness in automotive and industrial markets.

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