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    Memory price hikes weigh on OLED shipments in 1Q26
    May 18, 19:08
    NEWS TAGGED PRODUCTION
    Tuesday 5 May 2026
    Apple reportedly explores Intel and Samsung chip production to reshape advanced manufacturing strategy
    Apple is exploring a significant shift in its semiconductor supply chain, holding early discussions with Intel and Samsung Electronics to produce the main processors used in its devices,...
    Tuesday 5 May 2026
    Trump tariff forces Euro carmakers into a two-front squeeze
    US President Donald Trump ended the transatlantic tariff truce on May 1 by raising import tariffs on EU-made vehicles and auto parts from 15% back to 25%, with the new rate taking...
    Tuesday 5 May 2026
    Machvision sales hit a record high on strengthening AOI demand
    Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly...
    Tuesday 5 May 2026
    Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
    Univacco said its Vietnam plant will begin mass production in the second quarter of 2027 as the company moves to position itself in the co-packaged optics and advanced packaging materials...
    Tuesday 5 May 2026
    Taiwan manufacturing PMI jumps to 60.3% as AI and semiconductors tighten supply
    Taiwan's manufacturing purchasing managers index rose to 60.3% in April 2026, marking the seventh consecutive month of expansion and the strongest pace since September 2021, the Chung-Hua...
    Tuesday 5 May 2026
    Onsemi says China remains a strong market despite softer passenger vehicle volumes
    Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...
    Tuesday 5 May 2026
    Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
    Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
    Tuesday 5 May 2026
    Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
    Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...
    Tuesday 5 May 2026
    Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
    The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...
    Tuesday 5 May 2026
    SK Hynix disputes report on M15X memory investment shift

    SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

    Monday 4 May 2026
    ADT lands US AI chip deal using Samsung 4nm
    ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...
    Monday 4 May 2026
    Win Semiconductors: GaAs and InP supply still meets production demand
    Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...
    Monday 4 May 2026
    DIGITIMES Chair: South Korea's 260,000 GPU plan relies heavily on Taiwanese production, highlights need for collaboration in AI era
    As global demand for AI infrastructure accelerates, the collaboration between Taiwan and South Korea—the core pillars of the global semiconductor supply chain—is critical...
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Monday 4 May 2026
    Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
    Samsung Electronics' foundry business is drawing renewed attention as its 4nm process reportedly reaches higher utilization, supported by HBM4 base-die demand and orders from global...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook