109 articles
2026-05-18
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2026-05-18
digitimes
Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI and agentic AI to physical AI, driven by the power efficiency and performance...The article requires paid subscription.Subscribe Now
2026-05-17
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2026-05-17
digitimes
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2026-05-17
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2026-05-17
digitimes
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2026-05-16
www.digitimes.com
2026-05-16
digitimes
Among the 19 Taiwan-listed semiconductor materials companies tracked byDigitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those...The article requires paid subscription.Subscribe Now
2026-05-16
digitimes.com
2026-05-16
Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.
2026-05-15
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2026-05-15
digitimes
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...The article requires paid subscription.Subscribe Now
2026-05-15
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2026-05-15
digitimes
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%.The article requires paid subscription.Subscribe Now
2026-05-15
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2026-05-15
digitimes
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.The article requires paid subscription.Subscribe Now
2026-05-15
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2026-05-15
digitimes
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers...The article requires paid subscription.Subscribe Now
2026-05-15
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2026-05-15
digitimes
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor...The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
digitimes
TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities worldwide. At its 2026 Technology Symposium, TSMC vice president Bor-Zen...The article requires paid subscription.Subscribe Now
2026-05-14
www.digitimes.com
2026-05-14
digitimes
TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute...The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far...The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
digitimes
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...The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
digitimes
MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now
2026-05-14
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2026-05-14
digitimes
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now
2026-05-13
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2026-05-13
digitimes
Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.The article requires paid subscription.Subscribe Now
2026-05-13
www.digitimes.com
2026-05-13
digitimes
Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.The article requires paid subscription.Subscribe Now
2026-05-13
www.digitimes.com
2026-05-13
digitimes
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now
2026-05-13
digitimes.com
2026-05-13
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes,73% (173 companies)posted positive year-on-year revenue growth in April 2026, and58% (139)grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.