6023 articles
2026-05-21
digitimes.com
2026-05-21
Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.
2026-05-21
news.google.com
2026-05-21
The Information
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2026-05-21
semiengineering.com
2026-05-21
Laura Peters
Warpage, heat, and brittleness can cause huge reliability problems for expensive designs.
2026-05-21
digitimes.com
2026-05-21
LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean supplier's revenue visibility and reducing profit volatility, according to reports.Hankyungand Yonhap, citing a KB Securities report, said the proposed contracts include large upfront payments, binding multi-year sup
2026-05-21
digitimes.com
2026-05-21
During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy.
2026-05-21
digitimes.com
2026-05-21
India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links that determine if those projects become a sustainable semiconductor ecosystem.
2026-05-21
digitimes.com
2026-05-21
Demand for power components is surging as AI servers adopt high-voltage direct current power delivery and advanced cooling technologies. This shift could increase component density and design complexity across the data center supply chain. Taiwanese power semiconductor makers are moving into cooling and power-management MOS technologies, as well as higher-spec upgrades.
2026-05-21
digitimes.com
2026-05-21
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.
2026-05-21
digitimes.com
2026-05-21
AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.
2026-05-21
semiengineering.com
2026-05-21
Gregory Haley
Inspection limits, curvilinear adoption, data volumes, and high-NA EUV are converging t...
2026-05-21
digitimes.com
2026-05-21
Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel
2026-05-21
digitimes.com
2026-05-21
Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will soon move to mass production — backed by aggressive investment. Yet compared with TSMC, which has already achieved breakthroughs in co-packaged optics (CPO) through Taiwan's well-established supply chain ecosystem, Samsu
2026-05-21
digitimes.com
2026-05-21
Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers from a rapidly expanding sector named ACIE, which stands for artificial intelligence clouds, industrial, and enterprise. While hyperscale platforms currently lead initial deployment, management projects that the ACIE se
2026-05-21
digitimes.com
2026-05-21
AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for next-generation artificial intelligence (AI) infrastructure. The initiative aims to strengthen manufacturing capabilities, accelerate the deployment of AI systems, and support the growing demand for high-performance c
2026-05-21
digitimes.com
2026-05-21
Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co
2026-05-21
digitimes.com
2026-05-21
US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having "stolen our chip industry." This was not the first time he had made such a claim. From the 2024 campaign period to a Fox Newsinterview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US go
2026-05-21
digitimes.com
2026-05-21
Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.
2026-05-21
digitimes.com
2026-05-21
In a press release on May 20, Japan-based Tokuyama Corporation said it will build a second high-purity isopropyl alcohol plant in Kaohsiung through its joint venture with Formosa Plastics, a move aimed at strengthening global semiconductor supply chains by increasing capacity and quality assurance for electronic manufacturing chemicals and improving stability for customers worldwide through enhanc
2026-05-21
semiengineering.com
2026-05-21
Bryon Moyer
Costs can rise with chiplets. Will that change? Will it matter?
2026-05-21
digitimes.com
2026-05-21
China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.