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DigiTimes Nachrichten

DigiTimes publiziert in Taiwan eine wöchentägliche Zeitung zur Software- und Elektronikbranche. Neben der Printversion bietet der Verlag auch kostenlose Online- Artikel, sowie bezahlbare Researchdienstleistungen auf seiner Webseite unter Digitimes.com an.
 
17.04.26 - 06:18
TSMC revises advanced process and packaging strategy (Digitimes)
 
TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue. New 3nm production capacities will come online sequentially in Taiwan, the US, and Japan between 2027 and 2028. Wei also revealed plans for CoPoS for the first time....
17.04.26 - 06:18
Sivers and Jabil partner on 1.6T optics to tackle AI power demands (Digitimes)
 
Sivers Semiconductors and Jabil have announced a collaboration to develop a 1.6T optical transceiver module aimed at addressing the growing energy demands of AI data center interconnects. As hyperscale operators face increasing power constraints, the partnership is positioned as a high-efficiency solution for next-generation infrastructure....
17.04.26 - 06:18
Apple highlights record progress in recycled materials across products (Digitimes)
 
Apple has announced what it describes as its highest-ever use of recycled materials across its product lineup, underscoring continued efforts to reduce environmental impact and move toward a carbon-neutral supply chain by 2030, according to its latest newsroom update....
17.04.26 - 06:18
Taiwan′s OSAT expansion could tighten global test capacity and raise costs (Digitimes)
 
Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter advanced-test capacity, higher prices, and accelerated investment as Taiwanese OSATs boost capital spending and capacity, significantly affecting chipmakers and device makers worldwide into 2026 and beyond....
17.04.26 - 06:18
The tumor chip from Taiwan that catches what mouse trials miss (Digitimes)
 
A year-old Hsinchu startup is heading to Silicon Valley. Fluidiconic Bio will join four other Taiwanese companies at the Plug and Play Silicon Valley Summit this May, pitching a high-throughput tumor-on-a-chip platform its founders believe can do what decades of animal testing cannot: accurately predict how a cancer drug behaves inside a human tumor....
17.04.26 - 06:06
ASML extends Low NA EUV to 2031, ramps up High NA production (Digitimes)
 
ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad implications for global chip supply and manufacturing capacity....
17.04.26 - 06:06
Analysis: ASML lifts 2026 guidance on strong EUV demand (Digitimes)
 
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company announced plans to expand its extreme ultraviolet (EUV) manufacturing capacity to meet strong demand expected in 2027. The updated outlook suggests stronger momentum in the second half of 2026....
17.04.26 - 06:06
Intel expands foundry push with Samsung executive hire (Digitimes)
 
Intel, which is working to scale its outsourced chip manufacturing business, has hired Samsung Electronics executive Shawn Han to strengthen its foundry operations and customer engagement strategy, according to reporting from Bloomberg and Oregon Live....
17.04.26 - 06:06
Japan backs Sony image sensor expansion with up to US$380 million subsidy (Digitimes)
 
Japan has announced government support for Sony's image sensor expansion project in Kumamoto, underscoring the strategic importance of semiconductor supply chains for artificial intelligence (AI) and automotive applications....
17.04.26 - 06:06
China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip (Digitimes)
 
Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon Robotics to introduce an integrated chip architecture aimed at reducing system complexity and bill-of-materials costs....
17.04.26 - 05:06
Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand (Digitimes)
 
Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the global semiconductor packaging supply chain alongside key customer AMD....
17.04.26 - 05:06
Analysis: Intel, Musk advance TeraFab partnership, echoing Apple′s TSMC shift (Digitimes)
 
Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months....
17.04.26 - 05:06
Foxconn shifts US plant from simulation to operation with AI-driven factory setup (Digitimes)
 
Foxconn's US AI factories could reshape global electronics supply chains by accelerating US-based AI server production and offering a replicable smart factory model for overseas sites. The company's digital twin and data-driven approach promise faster plant construction, higher yields, and improved equipment and energy efficiency worldwide....
17.04.26 - 05:06
EMS Watch: Lens Technology′s earnings shock highlights strain across Apple supply chain (Digitimes)
 
China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered a market sell-off and raised broader concerns about industry demand and cost dynamics....
17.04.26 - 05:06
Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample (Digitimes)
 
Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development and offering early signals on memory supplier positioning and demand for low-power DRAM....
17.04.26 - 04:06
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement (Digitimes)
 
A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity threatens notebook and industrial PC availability worldwide and may persist for some time until Intel's 18A process yields improve, industry sources warn....
17.04.26 - 04:06
TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity (Digitimes)
 
TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering the second quarter. Regarding tight capacity constraints, Chairman C.C. Wei stated that while capacity remains tight, the company is actively expanding new fabs to meet demand. However, he noted that building new facilities takes time, so supply will remain limited in the short term. Still, the company will continue efforts to increase capacity to support customer demand and will not deliberately select or favor any particular customer....
17.04.26 - 04:06
Nio cuts Nvidia reliance with in-house chips, targets lower EV costs (Digitimes)
 
Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline....
17.04.26 - 01:54
Meta′s Manus deal further exacerbates Chinese startups′ exodus to Singapore and US (Digitimes)
 
The US$2 billion acquisition of AI startup Manus by Meta Platforms has sent shockwaves through the Chinese tech ecosystem, exposing the fragility of the "Singapore-washing" strategy that many founders once relied on to sidestep geopolitical crossfires. The deal, which was finalized in early 2026, triggered an aggressive response from Beijing, forcing a sweeping reallocation of resources among startups operating in the gray zone between Chinese origins and global ambitions....
17.04.26 - 01:54
Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference (Digitimes)
 
Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and just weeks ago, the company secured an investment commitment from SK Hynix. Both significantly enhance its operational credibility and global visibility. CEO Roger Espasa stated that the company's proprietary Gazzillion technology is a specialized memory subsystem designed to address one of AI's most pressing challenges today: inefficient memory utilization, which has led to persistent supply constraints....
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