DIGITIMES Semiconductors news

May 27, 15:49

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who controls the bandwidth backbone of artificial intelligence.

TSMC CEO promises bonus growth above 30% in 2026 if performance holds

May 27, 16:38

Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply

May 27, 13:49

Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem

May 27, 12:25

Samsung wage deal pushed through by chip workers, widening bonus divide

May 27, 11:46

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IC MANUFACTURINGDreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners

May 27, 16:53

Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.

MEMORY CHIPSSamsung reportedly to expand Vietnam footprint with new memory chip testing plant

May 27, 16:21

Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters, marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom.

IC MANUFACTURINGTaiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly

May 27, 16:00

Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.

IC MANUFACTURINGTAITRA says Computex participating firms exceed US$10 trillion in market value

May 27, 14:24

Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year's event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusively to Nvidia for GTC Taipei 2026.

PASSIVE, PCB, OTHER IC COMPONENTSWinWay weighs Texas shift after AI chip testing surge in North America

May 27, 13:37

US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.

IC MANUFACTURINGDaxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications

May 27, 12:29

Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.

MEMORY CHIPSGlobal DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand

May 27, 12:13

Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices higher across the memory market, according to Counterpoint Research.

IC DESIGN, DISTRIBUTIONChina clears 9 domestic AI chips for state procurement

May 27, 12:09

China has formally brought AI chips into its national security and reliability evaluation framework for the first time, marking a further expansion of the country's Information Technology Application Innovation procurement policy into AI computing infrastructure.

IC MANUFACTURINGWinWay's new Kaohsiung plant to break ground on May 29

May 27, 12:00

WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.

IC DESIGN, DISTRIBUTIONQualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market

May 27, 11:35

Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.

IC MANUFACTURINGNvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added

May 27, 11:22

Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.

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