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SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin Y1 fab, with the initial installation expected to support production of about 20,000 wafers per month, according to ZDNet Korea, which cited semiconductor and equipment industry sources.

Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light

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digitimes.com 2026-07-15

Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.

AI image sensor chip makers accelerate shift to algorithms, modules

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digitimes.com 2026-07-15

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as well as mid-sized companies including Sunplus Technology, Egis Technology, and Etron Technology, all stepping up their efforts. Among firms also pushing into drone imaging solutions, including Elan Microelectronics and P

QBit Semiconductor June revenue hits record as SoC and ASIC demand rises

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digitimes.com 2026-07-15

QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales.

Samsung has yet to receive HBM4 volume-production order from Nvidia, Dealsite reports

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digitimes.com 2026-07-15

Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsitereported, citing semiconductor industry sources.

Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia

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digitimes.com 2026-07-15

Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters for global electronics supply chains, where any prolonged disruption at a major semiconductor supplier could affect customers, investors, and component availability worldwide.

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