DIGITIMES Semiconductors news

May 19

Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers

TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain sources say the US plant has now benefited from six years of process tweaks and ramp-up, while three factors drove the turnaround.

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

May 19

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

May 19

Chipmakers rejoice as Googlebook entry heats up AI PC race

May 19

Analysis: CXMT's profit surge highlights tighter memory-logic ties in China

May 19

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MEMORY CHIPSApple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says

May 20, 07:43

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening as demand for artificial intelligence (AI) reshapes global semiconductor priorities.

IC MANUFACTURINGChina's OSATs chase bigger role as AI chips strain packaging supply

May 20, 07:21

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain.

IC DESIGN, DISTRIBUTIONPhison taps overseas bond market for US$800 million storage push

May 20, 07:20

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller supplier moves to support expanding demand for AI storage and related solutions.

MEMORY CHIPSCXMT profit surge shows limits of China's DRAM push

May 20, 07:20

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses.

IC DESIGN, DISTRIBUTIONCommentary: Musk, Huang, and H200—Nvidia's last chip in China

May 20, 07:19

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market narrative.

IC DESIGN, DISTRIBUTIONIntel prioritizes high-end CPUs as AI demand tightens global supply

May 20, 07:19

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global CPU supply, according to industry sources.

IC MANUFACTURINGHow a cold call in 2013 led to TSMC's $165 billion Arizona bet

May 20, 01:07

Sandra Watson, president and CEO of the Arizona Commerce Authority, revealed at the Plug and Play May Summit in Sunnyvale on May 19 that the state's relationship with TSMC began with an unsolicited approach during her first trip to Taiwan in 2013 — a cold call that has since grown into one of the largest semiconductor investments in US history.

IC MANUFACTURINGDB HiTek's power-chip push hits delay as stakes rise

May 19

South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology barriers and a market slowdown complicate its growth plans.

IC MANUFACTURINGFoundry, test costs push PMIC price hikes toward 12-inch wafers

May 19

Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for device makers and automotive and data-center operators as firms weigh whether to accept higher PMIC prices or shift strategies amid ongoing worldwide capacity constraints and node migration pressures.

IC DESIGN, DISTRIBUTIONITE Tech awaits PC, NB visibility as price hikes begin in 2H26

May 19

ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets, affecting device makers and buyers worldwide as memory and component costs climb and inventory strategies shift in response to anticipated further price rises.

IC MANUFACTURINGMediaTek probe jolts Taiwan lawmakers as market shifts

May 19

As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest companies in Taiwan's capital market. The rapid expansion of electronics valuations has drawn regulatory scrutiny and triggered risk warnings for some companies, while lawmakers argue that rules on managed securities and related standards need updating to reflect a fundamentally changed market structure.

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