DIGITIMES Semiconductors news

Mar 27

In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve

Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting performance, targeting one of AI's most persistent bottlenecks: memory. The breakthrough lowers inference costs and expands deployment across cloud and edge environments.

CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

Mar 27

Innolux sells Fab 2 to SPIL

Mar 27

TSMC prioritises AI, core clients; 3nm capacity remains constrained

Mar 27

UPS and Applied Materials boost Taiwan semiconductor logistics with new Taoyuan hub

Mar 27

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IC MANUFACTURINGCan Tesla's Terafab revive US semiconductor manufacturing?

Mar 28, 07:10

Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin, Texas. While many remain skeptical, industry forum SemiWiki offers an alternative perspective. Fifteen years ago, Musk acquired the Fremont production line in California from General Motors and Toyota, transforming it from a struggling facility into a cornerstone of Tesla's electric vehicle production.

IC DESIGN, DISTRIBUTIONOmniVision invests US$145 million in wafer foundry to secure chip supply

Mar 28, 07:04

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital increase, taking a 5.88% stake based on a CNY4 billion funding round. The move targets tighter upstream integration, aiming to secure wafer capacity and improve supply chain resilience.

PASSIVE, PCB, OTHER IC COMPONENTSHoly Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies

Mar 28, 07:04

Holy Stone Enterprise plans to invest another NT$3 billion (US$94 million) to add a production line at its Hokkaido R&D center and expand capacity at its Yilan Lize plant in Taiwan as it targets growing demand from AI high-power power supplies.

IC MANUFACTURINGArm enters AI cloud CPU market with limited impact on IC design clients

Mar 28, 07:04

Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its traditional role as an IP supplier to develop and directly offer chip products to customers.

IC MANUFACTURINGSamsung bets on turnkey strategy as non-memory strength becomes critical

Mar 28, 07:04

Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring and rebuilding competitiveness in its non-memory businesses.

MEMORY CHIPSSK Hynix CEO expected to meet Microsoft executive on memory supply

Mar 27

SK Hynix CEO Kwak Noh-jung is expected to meet Scott Guthrie, executive vice president of Cloud and AI at Microsoft, in Seoul this week to discuss memory supply, according to Maeil Business Newspaper, citing industry sources.

IC DESIGN, DISTRIBUTIONIntel confirms CPU price rises amid supply constraints, raising global hardware costs

Mar 27

Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both Intel and AMD have notified clients of planned price increases in March and April 2026. The report notes that AI-driven global memory shortages are pushing hardware costs higher and extending delivery times, placing unprecedented margin pressure on channel partners.

IC MANUFACTURINGTaiwan machine tools emerge as key in US-Taiwan economic 'Golden Era,' says AIT

Mar 27

The 2026 Taiwan International Machine Tool Show (TMTS), an annual machine tool industry exhibition, has returned to Taichung this year, a move seen as particularly significant given the city's role as a central hub for the machine tool industry cluster. Raymond Greene, director of the American Institute in Taiwan (AIT), attended the opening ceremony to show support.

PASSIVE, PCB, OTHER IC COMPONENTSPCB material shortages intensify as CCL lead times hit 6 months, quota system imposed

Mar 27

The surge in AI applications driving PCB material upgrades is exacerbating upstream raw material supply shortages. Notably, besides ongoing price hikes, some IC substrate makers report that limited production capacity for glass fiber cloth and copper foil has tightened supply of copper-clad laminates (CCL) for months. This shortage has extended product lead times to as long as 6 months, forcing related companies to implement a "quota system."

IC DESIGN, DISTRIBUTIONTaiwan's ALi bets on custom chips for 2026 turnaround

Mar 27

At a series of year-end gatherings in Hsinchu and Taipei this week, Star Fusion and its affiliated companies outlined their business outlook for 2026, pointing to a shift toward higher-value chip design as a key growth driver.

IC MANUFACTURINGNexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

Mar 27

Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to CNY704 million and earnings per share increasing 33.33% to CNY0.36. Growth was driven by higher shipment volumes, expanding revenue scale, and gains from the transfer of photomask-related technologies.

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Lumotive makes optical breakthrough, targets 10,000-port data centers

As Nvidia and Coherent signal a shift toward all-optical networking to solve the AI power crisis, Redmond-based Lumotive has announced a milestone that could redefine data center scalability. In an interview with DIGITIMES Asia, Gleb Akselrod, Co-founder and CTO of Lumotive, detailed the success of the world's first programmable 2D optical beamforming chip.

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