DIGITIMES Semiconductors news

Jul 6

Analysis: AI supercycle could drive semiconductor market beyond US$2 trillion by 2030

The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.

Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

Jul 6

India's chip mission enters harder phase: deciding where to compete

Jul 6

Exclusive Interview: Dutch startup Nearfield targets AI chip process control expansion after US$380 million funding round

Jul 6

India launches third semiconductor plant as CG Semi begins commercial production in Gujarat

Jul 6

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PASSIVE, PCB, OTHER IC COMPONENTSAI server demand tightens power device supply as lead times stretch to 270 days

Jul 7, 10:55

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.

IC DESIGN, DISTRIBUTIONAnalog IC supply squeeze intensifies, ADI extends lead times

Jul 7, 10:18

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.

MEMORY CHIPSMemory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Jul 7, 10:13

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already begun to weaken consumer demand. Industry sources said hopes for a clear slowdown have faded, as upstream suppliers have signalled increases of around 30%, with enterprise SSD and server RDIMM prices likely to rise by more than 30%.

MEMORY CHIPSMicron, Ford sign long-term memory supply agreement

Jul 7, 10:08

Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.

IC MANUFACTURINGSamsung, SK Hynix reportedly seek China-free chip tool buffer against US controls

Jul 7, 10:04

Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor tools with alternatives from South Korea, the US, and other countries.

IC DESIGN, DISTRIBUTIONHuawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Jul 7, 09:53

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's flagship demonstrations of its post-Moore semiconductor strategy.

MEMORY CHIPSTranscend posts record revenue in 2Q26 on strong demand

Jul 7, 09:42

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026. Revenue declined 19.5% from the previous month due to customer inventory adjustments at the end of the quarter, but it still surged 381.6% compared with June 2025.

IC MANUFACTURINGTSMC's AI bottleneck spills demand across the semiconductor supply chain

Jul 7, 09:36

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capacity.

IC DESIGN, DISTRIBUTIONBroadcom and Apple extend custom chip deal through 2031

Jul 7, 09:28

Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.

IC MANUFACTURINGSamsung Electronics second-quarter operating profit surges on AI memory boom

Jul 7, 09:11

Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.

MEMORY CHIPSLenovo confirms YMTC SSDs in notebooks sold outside China

Jul 7, 07:38

Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.

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