DIGITIMES Semiconductors news

Sep 10

China's Nvidia rivals raise prices as HBM shortage bites

Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding another cost constraint to China's push for domestic computing hardware.

TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

Sep 10

CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

Sep 10

Apple just put a US$700 premium on hinges — seven supply chain takeaways

Sep 10

Qualcomm's AWS deal raises stakes for MediaTek and Alchip

Sep 10

MORE NEWS

IC MANUFACTURINGAI demand lifts UMC, VIS, PSMC revenue

Sep 14, 16:54

After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power components, networking chips and specialty processes. At the same time, aggressive price cutting by mature-node players in China has eased, pushing quotes for Taiwan foundries broadly higher since the start of 2026.

MEMORY CHIPSSamsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

Sep 14, 16:24

Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting the financing challenge facing South Korea as it accelerates semiconductor expansion and the power infrastructure needed to support it.

IC MANUFACTURINGSTMicro lead times top 1 year, boosting Taiwan chip makers

Sep 14, 16:23

AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering severe shortages in industrial control MCUs. That is opening the door for Taiwanese chip makers to push into high-end industrial MCUs, while supply is expected to remain tight through 2027 and stable delivery becomes key to defending market share.

IC MANUFACTURINGDIGITIMES Insight: High NA EUV chips near production, but economics will be the pacemaker

Sep 14, 16:20

ASML's latest update suggests High NA EUV is no longer confined to laboratory validation. With 10 systems already operating across four customers worldwide, and three more in shipment or installation, the technology is beginning to enter production ramp-up. The shift matters because adoption now hinges less on optical promise and more on whether chipmakers can justify the added cost.

IC MANUFACTURINGDIGITIMES Insight: Taiwanese firms lead in FOPLP as overseas rivals race to catch up

Sep 14, 15:25

Taiwanese chip packaging firms are advancing fan-out panel-level packaging (FOPLP) and glass-substrate development as AI processors demand ever-larger reticle sizes and more complex packaging. Their early manufacturing scale, automation progress, and substrate design choices could help determine who controls the next bottlenecks in high-end chip assembly.

IC MANUFACTURINGChina optical firms target photonics with mixed high-end, lower-cost push

Sep 14, 14:40

The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest moves in optical communications also attracted strong industry interest.

PASSIVE, PCB, OTHER IC COMPONENTSDIGITIMES Insight: China's GaN challengers are no longer playing catch-up

Sep 14, 12:42

Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity and technology development.

MEMORY CHIPSSandisk recruits engineers in Korea as memory talent race heats up

Sep 14, 12:20

Sandisk is making an unusual push into engineering recruitment in South Korea, seeking talent across NAND system architecture, NAND core design, VLSI design, and mask design while listing experience in HBM, LPDDR, and GDDR among key qualifications.

IC MANUFACTURINGSouth Korea broadens espionage law to counter rising tech leaks

Sep 14, 11:54

South Korea's revised Criminal Act took effect September 13, extending the scope of espionage offenses from acts benefiting North Korea to those benefiting any foreign country or equivalent organization, as South Korea strengthens protection of semiconductors and other strategic technologies.

IC MANUFACTURINGSamsung, Qualcomm deepen 2nm talks as pricing and yield hurdles persist

Sep 14, 11:01

Samsung Electronics and Qualcomm are expanding discussions over 2nm foundry cooperation, with pricing, yield, and process optimization still unresolved as Samsung seeks to regain a share of Qualcomm's flagship processor business.

IC MANUFACTURINGGritek to take full control of 12-inch silicon wafer venture in major restructuring

Sep 14, 10:55

Gritek plans to strengthen its position in China's large-diameter silicon wafer market by acquiring the remaining stakes in two semiconductor materials companies, according to a company announcement.

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