Semiconductor News & Analysis Feed
11012 articles
2026-07-10
digitimes.com
2026-07-10
Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first
2026-07-10
digitimes.com
2026-07-10
LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.
2026-07-10
digitimes.com
2026-07-10
A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives: that AI will solve chip design, and that co-packaged optics (CPO) is ready for prime time.
2026-07-10
digitimes.com
2026-07-10
TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly output will reach at least 200,000 wafers in 2027. Equipment makers are still waiting for TSMC to finalize order allocation, a delay that is raising fears of price-cutting competition and delivery delays, as lead times run at least seven to nine months.
2026-07-10
digitimes.com
2026-07-10
New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.
2026-07-10
digitimes.com
2026-07-10
GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from a year earlier, after tight memory chip supply lifted both shipment volumes and prices.
2026-07-10
digitimes.com
2026-07-10
High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.
2026-07-10
digitimes.com
2026-07-10
Largan said on July 9, 2026, that it will formally begin sampling fiber array (FA) products for a mass-production customer in July, while chairman En-Ping Lin outlined the company's advantages in common packaging optics (CPO) amid market attention on Corning's Glass Bridge technology.
2026-07-10
digitimes.com
2026-07-10
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.
2026-07-10
digitimes.com
2026-07-10
SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging and leading-edge manufacturing equipment at the same time.
2026-07-10
digitimes.com
2026-07-10
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.
2026-07-10
digitimes.com
2026-07-10
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical material
2026-07-10
digitimes.com
2026-07-10
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion expected to reach 14 gigawatts in 2027.
2026-07-10
digitimes.com
2026-07-10
For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida in Uttar Pradesh, and a broad electronics and EMS base across Tamil Nadu and Karnataka, where the iPhone was first built in Bengaluru. India's semiconductor push is now redrawing that map, pulling the center of gravity westward to Gujarat.
2026-07-10
digitimes.com
2026-07-10
Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence analyst Luke Lin examined the actual progress of advanced-node capacity expansion at TSMC, Intel, and Samsung, arguing that market expectations in several areas have run ahead of reality.
2026-07-10
digitimes.com
2026-07-10
Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.
2026-07-10
digitimes.com
2026-07-10
Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter revenue reached NT$2.238 billion, up 5.99% from the first quarter and down 0.46% year on year, while first-half revenue totaled NT$4.349 billion, a 1.30% decline from a year earlier.
2026-07-10
digitimes.com
2026-07-10
Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.
2026-07-10
digitimes.com
2026-07-10
Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture growing demand from next-generation power semiconductors used in EVs, inverters and data center power systems.
2026-07-10
digitimes.com
2026-07-10
China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle East supply risks to ease quickly — and one that could tighten an already strained global market.