1016 articles
2026-05-19
digitimes.com
2026-05-19
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround.
2026-05-19
digitimes.com
2026-05-19
Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for device makers and automotive and data-center operators as firms weigh whether to accept higher PMIC prices or shift strategies amid ongoing worldwide capacity constraints and node migration pressures.
2026-05-19
digitimes.com
2026-05-19
As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest companies in Taiwan's capital market. The rapid expansion of electronics valuations has drawn regulatory scrutiny and triggered risk warnings for some companies, while lawmakers argue that rules on managed securities and rel
2026-05-19
digitimes.com
2026-05-19
ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets, affecting device makers and buyers worldwide as memory and component costs climb and inventory strategies shift in response to anticipated further price rises.
2026-05-19
digitimes.com
2026-05-19
SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp growth in 2025 and expected expansion in 2026 could reshape connectivity worldwide, as rising demand for inter-satellite, satellite-to-gateway, and satellite-to-mobile links drives higher frequencies and services.
2026-05-19
digitimes.com
2026-05-19
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.
2026-05-19
digitimes.com
2026-05-19
India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its broader industrial policy agenda.
2026-05-19
digitimes.com
2026-05-19
Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market
2026-05-19
digitimes.com
2026-05-19
Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's operational focus shifting toward product promotion and customer sample certification in 2026. Its two major new products will target the semiconductor and artificial intelligence (AI) application markets.
2026-05-19
digitimes.com
2026-05-19
Samsung Electronics and its South Korean labor union resumed talks on May 19 in a last-ditch effort to avert an 18-day strike set to begin May 21, with the two sides reportedly closing in on some differences.
2026-05-19
digitimes.com
2026-05-19
Analog Devices Inc. is in advanced talks to acquire Empower Semiconductor for about US$1.5 billion in cash, Bloombergreported, citing people familiar with the matter. A formal announcement could come as soon as Tuesday. The deal has not been finalized and could still fall through.
2026-05-19
digitimes.com
2026-05-19
Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation.
2026-05-19
digitimes.com
2026-05-19
China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid t
2026-05-19
digitimes.com
2026-05-19
Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure market, according to reports from Bloomberg, Reuters, and The Wall Street Journal.
2026-05-19
digitimes.com
2026-05-19
AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues that the widening price gap between NAND and hard disk drives (HDDs) has further weakened the economic case for solid-state drives (SSDs) to replace HDDs in AI data centers.
2026-05-19
digitimes.com
2026-05-19
Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global water demand and stricter drinking-quality standards. The firm now combines in-house filter-media research and development, an international-grade laboratory, and vertical integration to supply home and commercial purif
2026-05-19
digitimes.com
2026-05-19
Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.
2026-05-19
digitimes.com
2026-05-19
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung, the two largest smartphone brands. According to a Citrini Research estimate cited by Wccftech, Rubin is expected to require more than 6 billion gigabytes of LPDDR in 2027, outstripping Apple's 2.966 billion gigabytes and
2026-05-19
digitimes.com
2026-05-19
South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology barriers and a market slowdown complicate its growth plans.
2026-05-19
digitimes.com
2026-05-19
Intel CEO Lip-Bu Tan recently told CNBC's Mad Moneythat the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's revitalization strategy. Tan described the foundry initiative as a "national treasure," emphasizing its role in rebuilding advanced semiconductor production capacity within the US after decades of manufacturing dominance in A