DIGITIMES Semiconductors news

May 14

Samsung reportedly speeds up 3D NAND, packaging, and substrate plans

Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and high-bandwidth memory (HBM) competitiveness. The move signals a shift from catch-up mode back toward longer-term technology investment.

TSMC expands CoWoS and SoIC capacity on AI boom

May 14

TSMC symposium spotlights AI expansion, advanced packaging demand

May 14

Tower Semiconductor secures US$1.3 billion in silicon photonics commitments as AI demand accelerates

May 14

MediaTek courts Intel as Google pushes for alternatives to CoWoS

May 14

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IC MANUFACTURINGTSMC's Vanguard stake sale signals AI-era capital pivot

May 15, 16:51

TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation strategy centered on AI.

IC MANUFACTURINGSamsung shields chip lines as union sticks to strike plan

May 15, 15:44

Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks to a planned 18-day strike despite the company's latest offer to resume talks without conditions.

MEMORY CHIPSMemory maker Biwin reapplies for listing on Hong Kong Stock Exchange

May 15, 15:41

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.

IC MANUFACTURINGTSMC to trim Vanguard International stake to 19% in block trade

May 15, 15:23

TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.

IC MANUFACTURINGDelta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage

May 15, 15:04

Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance. His comments highlight mounting concern across Taiwan's technology sector that insufficient green power supply could become the next major constraint on the island's semiconductor and electronics industries.

IC DESIGN, DISTRIBUTIONBroadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal

May 15, 12:22

Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics into an unfair three-year supply contract, according to Yonhap and Seoul Economic Daily. The court dismissed challenges brought by Broadcom's US headquarters and three South Korean affiliates against the Korea Fair Trade Commission's corrective order and penalty.

IC DESIGN, DISTRIBUTIONTrump-Xi summit is Nvidia's best shot at getting back into China

May 15, 12:12

US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker.

IC MANUFACTURINGPanel makers cool in April 2026, pivot to CPO and FOPLP

May 15, 11:58

After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics dragged down April revenue at AUO, Innolux, HannStar, and Giantplus.

MEMORY CHIPSSamsung strike risk lifts memory spot prices as supply risks mount

May 15, 11:02

Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike.

IC DESIGN, DISTRIBUTIONUS clears Nvidia’s H200 for China, but Beijing can still say no

May 15, 11:00

The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may not be enough to revive the company's high-end China business.

IC MANUFACTURINGUMC rolls out 14nm FinFET platform for OLED driver ICs

May 15, 10:40

United Microelectronics Corp. (UMC) has released a 14nm embedded high-voltage (eHV) FinFET technology platform for display driver ICs, marking a new step in the foundry's process roadmap after years of development.

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