DIGITIMES Semiconductors news

Jun 10

TSMC's May revenue grows 30% as AI demand and tight capacity support outlook

TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly record and reinforced expectations that demand for leading-edge chips remains strong.

Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender

Jun 10

Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028

Jun 10

Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race

Jun 10

Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips

Jun 10

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IC MANUFACTURINGAI boom drives capital inflows, but Taiwan sees low systemic risk

Jun 11, 12:19

Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.

IC MANUFACTURINGUS lawmakers push ITC to enforce patent case involving TSMC

Jun 11, 11:57

Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.

IC DESIGN, DISTRIBUTIONCPO delays may shift AI networking demand, not derail it

Jun 11, 11:49

Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.

MEMORY CHIPSMontage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Jun 11, 11:13

Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.

IC MANUFACTURINGTaiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion

Jun 11, 11:06

Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).

IC DESIGN, DISTRIBUTIONMicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan

Jun 11, 10:32

MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.

PASSIVE, PCB, OTHER IC COMPONENTSAI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

Jun 11, 09:50

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.

IC DESIGN, DISTRIBUTIONQuestions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Jun 11, 09:40

Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.

IC MANUFACTURINGCanSemi IPO exposes strains in China's mature-node chip push

Jun 11, 05:53

CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.

IC MANUFACTURINGTaiwan deepens ties with Central and Eastern Europe as Taiwanese firms expand into Czech Republic, Poland

Jun 11, 05:53

The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.

IC MANUFACTURINGApplied Materials invests US$500 million in Singapore to meet AI chip demand

Jun 11, 05:52

As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.

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