DIGITIMES Semiconductors news

Jul 15

ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates

Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans amid continued AI-driven demand for advanced logic and memory chips.

Intel qualifies High-NA EUV for Panther Lake; ASML preps TSMC and Samsung for next wave

Jul 15

AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

Jul 15

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Jul 15

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

Jul 15

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IC MANUFACTURINGAI chips are running hotter — and Niching is betting its future on keeping them cool

Jul 16, 15:47

As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor materials supplier Niching incorporated heat spreader maker Ming Chun Yuan Micro Precise Technology into the group on July 1, 2026, and analysts expect the merger to lift revenue by 30% and gross margin by 10%.

IC MANUFACTURINGTaiwan OSATs expand non-China capacity with US and SEA push

Jul 16, 15:44

As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China. ASE, SPIL, KYEC, Greatek, and Tong Hsing are all pushing ahead in 2026 to strengthen supply-chain resilience amid geopolitical risk.

IC MANUFACTURINGTSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

Jul 16, 15:43

To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers — and its customers' customers — to jointly plan future capacity.

IC MANUFACTURINGTSMC eyes record quarter: 2nm ramp drives Q3 guidance above US$44B

Jul 16, 15:20

TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on the back of accelerating demand for leading-edge chips and the steep ramp-up of its 2-nanometer process technology.

IC MANUFACTURINGTSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

Jul 16, 15:19

TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust, with chairman C.C. Wei saying the company's 2nm process has entered volume production and is progressing smoothly through its production ramp.

IC DESIGN, DISTRIBUTIONBeyond AI: Resilient consumer demand widens semiconductor supply crunch

Jul 16, 15:06

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today's capacity constraints across semiconductors and electronic components, resilient demand outside the cloud AI sector has also played an equally important role in keeping the market tight.

MEMORY CHIPSAs Trump pushes chips onshore, Netlist's ITC memory bid could keep Samsung, Nvidia offshore

Jul 16, 14:59

A US trade agency has opened an investigation that could block imports of the DDR5 server memory and high-bandwidth memory (HBM) feeding the AI data center boom, handing a small California patent holder a border lever that runs parallel to President Donald Trump's campaign to force chip production back onto US soil.

IC MANUFACTURINGTSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

Jul 16, 14:32

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations, underscoring sustained demand for AI and high-performance computing (HPC) chips.

IC MANUFACTURINGInP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle

Jul 16, 14:29

As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies. At the heart of these optical engines, indium phosphide (InP) manufacturing is shifting toward larger 4-inch and 6-inch wafer production. While existing suppliers have yet to fully meet growing demand, Taiwanese companies may find an opportunity to break into the market by addressing the widening supply gap.

MEMORY CHIPSCXMT IPO raises fresh capital, but its own prospectus map shows distance still to close

Jul 16, 14:26

The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry it is entering, including detailed profiles of the three incumbents it must eventually displace, and a frank accounting of how far behind it still sits.

IC DESIGN, DISTRIBUTIONGroups urge EU interim measures against Broadcom amid VMware antitrust case

Jul 16, 14:17

A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations in calling for the European Commission to impose interim measures while it processes an antitrust case against Broadcom. The case concerns recent licensing changes made by the chip designer on the virtualization platform VMware.

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