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Tuesday 14 October 2025
Nexperia becomes the latest casualty of tech geopolitics
In an increasingly complex geopolitical landscape, Chinese tech giant Wingtech and its core subsidiary Nexperia are facing several trade barriers.
Tuesday 14 October 2025
Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership
Samsung Electronics has officially joined Nvidia's NVLink Fusion ecosystem, marking a significant step in the two companies' collaboration within the semiconductor foundry sector. Under Nvidia's open-standard strategy, Samsung is expected to play a pivotal role in strengthening the global competitiveness of AI infrastructure.
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance in the global data center industry. Two major developments stood out during the keynote session: an expanded OCP board reflecting stronger collaboration across the ecosystem, and a strategic shift in technical focus from rack-level designs to power and connectivity beyond the data center.
Tuesday 14 October 2025
AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale
Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President Mark Papermaster said at the 2025 OCP Global Summit.
Tuesday 14 October 2025
Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks
Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global Summit, outlining the company's expanding role in large-scale AI infrastructure and new technical contributions to the Open Compute Project (OCP) ecosystem.
Tuesday 14 October 2025
Cerebras to establish AI computing infrastructure in UAE to support regional AI growth
American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East, India, and Pakistan. The deployment will provide computing power for the Stargate project, a significant AI initiative in the region.
Tuesday 14 October 2025
Alcor Micro unveils latest Arm CPU platform for AI and HPC servers at OCP Global Summit 2025
Alcor Micro Corporation, a subsidiary of Egis Technology, is showcasing its latest Arm architecture CPU platform, Mobius100 (CSS V3), at the 2025 Open Compute Project (OCP) Global Summit held October 13–16 in San Jose, California. The 8-core simulation platform is designed for artificial intelligence (AI) and high-performance computing (HPC) servers, reflecting Alcor's commitment to advancing open, energy-efficient, and secure computing architectures.
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed that this wave of memory supply shortages has spread across the four major product lines: DRAM, NAND Flash, solid‑state drives (SSDs), and traditional hard drives (HDDs). Such a phenomenon is almost unprecedented in the history of the memory industry, and the competition for goods is no longer among peer module makers but against CSPs with orders of magnitude larger. Additionally, there is no overlap in duplicate orders.
Tuesday 14 October 2025
Chinese-owned chipmaker Nexperia caught in G2 tech crossfire
Nexperia, a Dutch semiconductor company and a key supplier of essential "long-tail" components used in cars and industrial equipment, has become an unexpected casualty of the intensifying US-China tech rivalry. Owned by China's Wingtech Technology, the company is now caught in a tightening squeeze, with new export controls from both Washington and Beijing threatening to upend its global operations.
Tuesday 14 October 2025
Indian PM meets Qualcomm CEO to discuss AI, semiconductors, and 6G development
Indian Prime Minister Narendra Modi recently held talks with Qualcomm CEO Cristiano Amon to discuss technological cooperation in artificial intelligence (AI), semiconductors, and 6G advancements. The leaders shared perspectives on the future of India's tech ecosystem on X, emphasizing the country's expanding role in the global technology landscape.
Tuesday 14 October 2025
Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Intel has officially launched production at its state-of-the-art Fab 52 facility in Arizona, the company announced on October 9. The milestone includes the rollout of its long-awaited Panther Lake processors, the first to use Intel's cutting-edge 18A manufacturing process. The chips will power a new wave of AI PCs expected to debut at CES 2026, a development seen as a potential turning point for the US chip giant.

Tuesday 14 October 2025
A steady quarter for MediaTek, before the chill of winter demand
MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly revenue, the decline was less severe than market analysts had anticipated. However, the Taiwanese chip design leader is expected to encounter considerable challenges in the final quarter amid a sluggish consumer market and delayed contributions from its application-specific integrated circuit (ASIC) business.
Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit anticipated at KRW12.1 trillion, according to its preliminary results. The figures represent a 15.3% increase in revenue and a 158.6% rise in operating profit from the previous quarter, and an 8.7% and 31.8% increase year-on-year, respectively.
Tuesday 14 October 2025
OpenAI, Broadcom team up on 10GW AI accelerator project
OpenAI and Broadcom have announced a wide-ranging collaboration to co-develop and deploy 10GW of custom AI accelerators, marking one of the largest hardware initiatives yet in the artificial intelligence sector.
Monday 13 October 2025
Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung
Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos partnership, according to reports from SamMyFans and South Korean outlet G-enews.
Monday 13 October 2025
Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem
Originally rooted in heavy industry, South Korea's Doosan Group is expanding into the semiconductor sector and is considering acquiring semiconductor wafer manufacturer SK Siltron. While Doosan is not directly involved in semiconductor fabrication, it is strategically targeting areas such as materials, back-end processes, and design within the semiconductor industry. This strategy allows it to avoid high technical investment risks while still securing industry influence.
Monday 13 October 2025
Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China
Megaspeed International Pte Ltd, a Singapore-based AI computing company, is under intensifying scrutiny as both US and Singapore authorities investigate its alleged role in diverting restricted Nvidia AI chips to China.
Monday 13 October 2025
China's rare earth export ban broadens; US vows strong retaliation

China, on October 9, announced a major expansion of its rare earth export controls, escalating tensions with the US and drawing sharp criticism from President Donald Trump. In response, Trump vowed to impose 100% tariffs on Chinese goods starting on November 1.

Monday 13 October 2025
Weekly news roundup: China pushes DUV breakthroughs, Intel and AMD weigh partnership, Arm CEO reflects on Nvidia's strategic pivot
Below are the top DIGITIMES Asia stories from October 6 to 12, 2025.
Sunday 12 October 2025
Inside Tesla's plan to rewire itself for AI future

Long known for its disruptive innovations in electric vehicles, Tesla is now undergoing a deeper transformation, one that extends far beyond cars. As artificial intelligence (AI) reshapes industries and geopolitical tensions disrupt global supply chains, Tesla's recent move toward lower-priced EVs signals a broader organizational pivot: a long-term strategy that places AI, robotics, and semiconductor self-reliance at the core of its future.

Saturday 11 October 2025
Tainan pitches semiconductor heartland to Nvidia for Taiwan HQ
Nvidia's investment plans in Taipei City have encountered changes. Taiwan's Ministry of Economic Affairs (MOEA) has been conducting a nationwide land inventory, while Tainan City has actively expressed its intention to secure Nvidia's headquarters. The city government has prepared two industrial land parcels located near key semiconductor and AI development hubs.
Friday 10 October 2025
Beijing targets Qualcomm and TechInsights in widening tech crackdown
China has intensified its regulatory actions against foreign companies amid escalating tensions with the US, launching an antitrust investigation into Qualcomm while adding several US defense and technology firms — including TechInsights — to its Unreliable Entity List. The moves come as Beijing seeks to assert greater leverage in ongoing US-China trade and technology talks.
Friday 10 October 2025
FuriosaAI leads South Korea's physical AI push
As South Korea aims to become a top-three global AI powerhouse, neural processing unit (NPU) startup FuriosaAI envisions AI's ultimate evolution into physical AI. The company believes South Korea possesses the necessary industry and talent foundation to accelerate the development of energy-efficient AI accelerators and integrated hardware-software solutions for data centers and diverse physical AI applications.
Thursday 9 October 2025
Taiwan pushes ahead with InnoTech Expo 2025 amid US chip tariff threat
The Taiwan InnoTech Expo (TIE) 2025 will take place as scheduled on October 16–18 at the Taipei World Trade Center Hall 1, signaling confidence in Taiwan's innovation momentum even as Washington considers sweeping new tariffs on semiconductor and technology products.
Thursday 9 October 2025
Nvidia's Taiwan headquarters plan hits land hurdles, but government pledges support

Taiwan's Ministry of Economic Affairs (MOEA) has reaffirmed its full support for Nvidia's plan to establish its first overseas headquarters in Taiwan, as the company faces delays tied to land acquisition at its proposed site in Taipei's Beitou–Shilin Technology Park (BSTP).