DIGITIMES Semiconductors news

Apr 14

Samsung 2nm yields reportedly remain below mass production threshold

Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for stable mass production, raising questions about its ability to secure major foundry customers for the next-generation node.

China's 2nm AI GPU hits prototype, production unclear

Apr 14

AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says

Apr 14

Passive component demand splits in 2026; AI and autos hold firm

Apr 14

Samsung Foundry advances space semiconductor chip and technology development

Apr 14

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PASSIVE, PCB, OTHER IC COMPONENTSCCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

Apr 15, 10:40

Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry sources said the rising cost of copper-clad laminate (CCL) is accelerating down the supply chain, prompting PCB manufacturers to adjust quotes for customers.

PASSIVE, PCB, OTHER IC COMPONENTSTaiwan, Japan team up on advanced materials to power next-gen chips and clean energy

Apr 15, 09:35

Japan dominates the global market for semiconductor equipment and materials — a strategic chokepoint that its neighbors and partners have long sought to learn from, not just rely on. Taiwan, home to the world's most advanced chip fabrication ecosystem, has spent years building closer ties with Tokyo in materials science. Now, that partnership is entering a more ambitious phase.

IC DESIGN, DISTRIBUTIONNvidia unveils "Ising" AI models to accelerate quantum computing development

Apr 15, 09:05

Nvidia has introduced a new open family of AI models called Ising, designed to address two of the most persistent engineering bottlenecks in quantum computing: processor calibration and error correction.

MEMORY CHIPSSamsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts

Apr 15, 08:56

Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by structural changes in the semiconductor value chain brought on by the rapid expansion of AI.

MEMORY CHIPSNanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth

Apr 15, 08:53

Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026 compared to the first quarter. He expects strong gross margins to continue through the end of the year amid robust demand that will remain unmet into 2027.

IC MANUFACTURINGTaiwan races to shore up energy security as US shutters Strait of Hormuz

Apr 15, 08:52

Following the US decision to block Iranian ports after failed negotiations led by Vice President JD Vance in Pakistan, tensions in the Middle East have escalated. Taiwan's Ministry of Economic Affairs (MOEA) Vice Minister Chien-Hsin Lai stated that, with 60% of Taiwan's crude oil imports coming from the US, diversifying import sources and adopting renewable energy options, advanced energy storage technologies, and deeper energy-saving measures are essential to bolstering Taiwan's energy resilience.

IC DESIGN, DISTRIBUTIONNvidia's RISC-V push shapes cloud AI's three-way architecture race

Apr 15, 08:42

Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million, the move marks a significant endorsement for the RISC-V ecosystem, one that Nvidia has long supported through product development built on RISC-V architectures.

IC DESIGN, DISTRIBUTIONEurope's sovereign AI ambitions open doors for Korean NPU startup

Apr 15, 08:41

South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI infrastructure.

IC MANUFACTURINGGlobal semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

Apr 15, 08:40

Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024, according to the latest data from SEMI. The growth reflects sustained industry investment in advanced logic, memory, and AI-driven capacity expansion, underscoring the accelerating buildout of semiconductor infrastructure worldwide.

MEMORY CHIPSSamsung begins P4 equipment orders as 1c DRAM investment enters execution

Apr 14

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned 1c nanometer DRAM investment into the execution phase, according to South Korean media reports.

PASSIVE, PCB, OTHER IC COMPONENTSSamsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam

Apr 14

As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics (Semco) is reportedly establishing a new production line for multilayer ceramic capacitor (MLCC) embedded semiconductor substrates at its Vietnam facility to strengthen its position in the AI semiconductor supply chain.

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