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Monday 30 March 2026

Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast

Taiwan foundry revenue growth expected to reach 30% 2026; strategic adjustments initiated for mature processes.

Monday 30 March 2026

Commentary: US chip security act ends China's special AI chip supply

The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...

Monday 30 March 2026

China builds open RISC-V chip platform with Xiangshan, Ruyi OS

China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native...

Monday 30 March 2026

Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

Monday 30 March 2026

China's semiconductor capacity share to reach 32% by 2030

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...

Monday 30 March 2026

Arm pushes beyond licensing with a new AI CPU platform

Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...

Monday 30 March 2026

Taiwan broadens strategic industry list to include AI, quantum, and SiPh

Taiwan's premier Cho Jung-tai has unveiled a new list of 13 strategic industries. The lineup includes silicon photonics (SiPh), quantum technology, and unmanned vehicles. Quantum technology...

Monday 30 March 2026

Sumco shifts wafer strategy to equipment upgrades over new plant

Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...

Monday 30 March 2026

Samsung invests in AI chip design startup to speed silicon and cut power use

Samsung Electronics has backed AI chip design startup Normal Computing in a US$50 million funding round, expanding its push into AI-driven electronic design automation and next-generation...

Monday 30 March 2026

Weekly news roundup: AI, supply chains, new entrants intensify global chip race

Below are the most-read DIGITIMES Asia stories from the week of March 23-27, 2026:

Monday 30 March 2026

Taiwan’s AI pivot: from chip factory to “silicon innovation island”

Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan...

Sunday 29 March 2026

AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to...

Saturday 28 March 2026

Taiwan pivots toward Europe and global democratic alliances as US-China AI race intensifies

As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan...

Saturday 28 March 2026

OmniVision invests US$145 million in wafer foundry to secure chip supply

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

Saturday 28 March 2026

Samsung bets on turnkey strategy as non-memory strength becomes critical

Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring...

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