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15.05.26 - 04:06
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Hua Hong Semiconductor strategy focuses on AI demand and specialty tech expansion (Digitimes)
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Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact of AI" on market demand. During its first-quarter 2026 earnings call on May 14, 2026, the company outlined a multi-pronged strategy to enhance its position as a leader in specialty process technologies while expanding into nascent, high-growth sectors....
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15.05.26 - 02:06
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InP compound semiconductors break AI power and bandwidth barriers (Digitimes)
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Indium phosphide (InP) and other compound semiconductors are taking on a bigger role as demand rises for highly efficient light emission and ultra-high-frequency transmission. Their lower electron scattering and lower loss characteristics position them to help break through AI's energy and bandwidth barriers....
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14.05.26 - 07:06
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Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models (Digitimes)
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The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven workforce stability. Industry observers say the Samsung conflict reflects broader tensions over profit sharing during the AI-driven semiconductor upcycle, while Taiwan's tech sector continues to favor high mobility and individual incentives over collective bargaining....
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14.05.26 - 06:06
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Nan Pao profit stays strong in 1Q26, expands into semiconductor specialty materials (Digitimes)
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Nan Pao Resins Chemical reported net profit attributable to the parent company of NT$790 million (approx. US$25.08 million) for the first quarter of 2026, up 8.4% year over year, with earnings per share (EPS) of NT$6.55, up 8.3% from the first quarter of 2025. Supported by revenue growth, continued optimization of its product mix, and improved operating efficiency, the company's operating margin reached 17.6%, up 1.2% from the first quarter of 2025 and 1.4% from the fourth quarter of 2024....
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14.05.26 - 02:06
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China′s semiconductor godfather warns against 2nm fixation (Digitimes)
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While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on chasing the world's most advanced nodes and more on dominating the vast market still built on mature processes....
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