DIGITIMES archived news

SpecialReports

OCT

18

2025

Wuhan XMC's IPO hits wall: profit shock and China's new regulatory reality

Vivo X300 reveals shift from hardware alliances to AI ecosystems among Chinese smartphone brands

ams OSRAM, Nichia expand patent alliance covering GaN LED and laser technologies

Huawei's Taiwan wearable sales grow 50% in AI-powered comeback

Samsung expands EUV fleet to seize upcoming memory supercycle

Stellantis bets big on America with US$13 billion manufacturing shift

Taiwan firms leverage ICT to integrate AI power electronics and systems

Taiwan launches cross-disciplinary research plan to address STEM faculty shortage

Taiwan's 'Mighty Hornet' drones target asymmetric warfare gap

Can AI clean up recycling? South Korea offers a glimpse

OCT

17

2025

Taiwan's US$1.44 billion bid to become Asia-Pacific's democratic drone hub

Research insight: Nvidia's push into 'Physical AI' signals a new era for autonomous vehicles

Apple releases M5 chip with 30% higher memory bandwidth and enhanced NPU

Garmin expands Taiwan investment amid record 2Q25 revenue

Micron's alleged China exit signals accelerating G2 chip decoupling

Samsung reportedly abandons Galaxy S26 Edge after S25 and iPhone Air underperform

OCP Summit: Lite-On, QCT showcase Nvidia AI server solutions

Taiwan builds multi-provider LEO network for crisis resilience

New BIS rules may force Wingtech to cut Nexperia stake

U-Best targets defense market with bulletproof coating passing client validation

Taiwan machine tool industry sees mixed 2026 outlook, cites exchange rate disadvantage

5G private networks gaining momentum in Taiwan

AI, HPC, memory, and new devices drive Taiwan PCB makers to peak season growth

Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market

Salesforce partners with OpenAI and Anthropic to build next-gen AI platform

With EV credits expired and tariffs mounting, US automakers shift costs to buyers

Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays

Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges

Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race

Taiwan PCB makers seize semiconductor opportunity amid load board shortage

Samsung, Vivo reignite MR market with new releases

Memory chip prices signal onset of a new supercycle

Tim Cook reaffirms commitment to China amid trade tensions

OCP Summit: In the age of AI, the network is the computer, and Ethernet is winning

SenseTime links up with Cambricon to tighten China's AI supply chain

Rebellions joins Arm Total Design to advance next-gen AI infrastructure

Oppo unveils Find X9 series with 200MP camera and Hasselblad teleconverter lens

Tesla's South Korea move points to deepening semiconductor alliance with Samsung

Alibaba Cloud deepens Middle East bet with new AI-powered Dubai data center

US auto giants push tariff pain down supply chain in wake of subsidy revokes

Jabil chairman Mark Mondello to step down in major board shakeup

Foxconn chairman confirms meeting with OpenAI CEO, plans talks with Nvidia CEO

Apple plans touch-screen MacBook Pro for 2026, marking a major shift in strategy

Apex secures NT$200M in optoelectronics orders for 2025

DBC plans to boost electronic material capacity by more than six-fold

China's BOE cranks up 8.6G OLED output in a bid to break Samsung's Display dominance

EU tightens carbon rules for hybrids, forcing automakers into EV pivot

Why Google Cloud's AI fightback starts in Taiwan

ASML stands strong despite tariffs, fueled by China and TSMC orders

Commentary: TSMC chairman adopts cautious tone despite AI optimism

Taiwan Innotech Expo opens with strong focus on AI

TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

China's 50-50 chip equation: From Nexperia's freeze to a new AI supply order

GlobalWafers launches Fab300 in Italy, boosting Europe's semiconductor autonomy

Innodisk teams with Intel and Qualcomm to boost AI revenue by 30% in 2026

Audix sales driven by AI, EV, and medical growth in 3Q25

AI expansion pushes HBM market towards $100 billion by 2028

Vivo bets on dual AI strategy with new global phone launch

OCP Summit: Broadcom claims 90% AI efficiency jump, reshaping optical and interconnect supply chains

Power Integrations joins Nvidia's 800V AI data center supply chain

OCT

16

2025

TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026

TSMC tells clients to order early as downstream demand signals remain strong

Broadcom launches industry's first Wi-Fi 8 chips for AI-powered edge devices

Samsung unveils stock rewards program to retain top talent

In India’s AI gold rush, Big Tech meets local reality

Shinkong Synthetic Fibers charts new growth paths amid global headwinds, expanding into semiconductors and drones

Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era

Qualcomm faces China antitrust probe over Autotalks acquisition

Samsung reportedly to bring in ASML's top lithography tools to take on TSMC

Nanya sees DDR4 price and volume growth; annual contract talks emerge

With Tesla ahead and China rising, Hyundai races to reinvent itself

Taiwan's top three telecom operators report record September revenues with surge in iPhone 17 sales

Taiwan firms now account for more than 70% of local startup funding

TSMC 3Q25 earnings hit a record high with gross margin near 60%

FET eyes Kuiper partnership with 28GHz spectrum in Taiwan

How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope

Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain

India's Sahasra exports packaged memory to Europe, marking OSAT progress

DRAM price surge shows no end, Innodisk chairman says there are surprises every month

Intel pursues open AI architecture and annual GPU updates to catch up

AI drives Southern Taiwan Science Park revenue to near NT$2 trillion

Taiwan tackles semiconductor talent shortage amid demographic challenges

OCP Summit: Taiwan emerges as backbone of global AI supply chain

Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances

HPE posts record quarterly revenue but sees sharp profit decline

China's 10.5 generation panel depreciation to boost TV panel market dominance

Policy shift prompts last-minute rush in China's EV market

Dutch seizure of Nexperia raises stakes for Chinese tech assets abroad

China tightens grip on critical minerals, threatening electronics supply

Apple unveils Vision Pro, MacBook Pro, and iPad Pro powered by the new M5 chip

ASML sees continued growth in EUV demand, confident in High NA progress

Fortune Electric secures second phase of Stargate orders, US market share expected to rise

ASML expects China sales to normalize after exceptional growth cycle

ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch

Foxconn's market value soars 850-fold since 1991 IPO

ASML signals stable 2025 sales outlook as China demand expected to cool

OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration

Apple introduces M5 chip with major AI and performance upgrades

Apple reportedly seeks tax law changes for iPhone machinery in India

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

Nexperia’s crisis shows how supply chain pain can become China’s gain

Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

OCP Summit: Intel takes on AI rivals with new 'Crescent Island' GPU and open-system push

Tech giants' circular investments raise concerns of financial imbalances in AI sector

Taiwan offers incentives to boost local startup IPOs amid capital surge

Research Insight: South Korea challenges China's battery dominance with LFP push

Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan

OCT

15

2025

China sanctions Hanwha Ocean US units in dual strike against Washington, Seoul

Jensen Huang hand-delivers Nvidia DGX Spark to Elon Musk

Rare earth controls have limited short-term impact on Foxconn

Broadcom joins AI accelerator race with major OpenAI deal

Samsung unveils 'Moohan' XR headset with Google-Qualcomm AI platform

Apple COO visits China suppliers, launches new clean energy fund

L&T Semiconductor partners with Foxconn's HYS to develop high-voltage power wafers

Carmax upgrades car system with Garmin collaboration

China Mobile to fully adopt domestic AI chips by 2028

Semiconductor material distributors post strong revenue growth from AI and HPC demand

LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop

Samsung ramps up semiconductor talent hiring in India amid global AI design push

OCP Summit: Axiado teams up with Jabil to deliver AI-driven security for OCP modular servers

Korea's TV giants confront crisis as Chinese competitors rise and consumer habits shift

OCP Summit: Arm redefines AI infrastructure with open chiplet collab

OCP Summit: Foxconn Interconnect Technology showcases high-speed and cooling innovations

Exclusive interview: Satellite pact between Taiwan and UK sets stage for deeper aerospace ties

Subsidiary of China's SiCarrier launches home-grown EDA software at SEMiBAY 2025

OCP Summit: Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI market

Beijing rallies support for Wingtech as subsidiary Nexperia faces dual sanctions from US and China

Nvidia set to overtake Apple as TSMC's biggest customer in 2025

Exclusive: Arizona Commerce Authority President says state is ready for semiconductor growth

OCP Summit: Meta warns power scarcity threatens AI scaling ambitions

SiCarrier targets process and measurement tools amid push for local chip equipment

TSMC set to report strong results amid expanding AI chip demand and stable margins

Vivo leads trend to integrate teleconverter lenses in flagship smartphones, with Oppo set to follow

Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel

OCP Summit: Dell highlights role of open collaboration in scaling AI data center infrastructure

Samsung's rebound sparks optimism across South Korean semiconductor supply chain

OCP Summit: AI data centers embrace high-voltage power and liquid cooling

GM and Ford forced to scrap EV incentive plans after Capitol Hill pushback

Egis Technology subsidiary invests in Appro Photoelectron to advance AI vision solutions

Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster

Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation

Taiwan's strained power grid fuels heavy electrical sector boom

MediaTek, Samsung and others boost Vivo X300 to redefine flagship specs

Rare earth export controls hit VCM supply chain

China's lithium battery export controls set to disrupt NB supply chain

BTL Group expands AI server testing, cybersecurity certification capacity

Samsung Semiconductor reshapes strategy from memory to foundry

Taiwan's TASA teams up with Japan's ispace for lunar payload mission

Apacer partners with IRIS Optronics to power Japan's green transformation

OCP Summit: Pegatron showcases next-gen AI and HPC server platforms

Graphcore to invest GBP1 billion in Bengaluru AI engineering campus, creating 500 semiconductor jobs

Tata Electronics reportedly to acquire China-based Justech Precision's India arm for nearly US$100 million

OCT

14

2025

Nexperia becomes the latest casualty of tech geopolitics

Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership

OCP Summit: Supermicro says soaring GPU power demands are forcing shift to rack-scale AI standardization

OCP Summit: Oracle outlines zettascale AI ambitions, urges open standards to support gigawatt-scale data centers

China's Ministry of Commerce vows to 'fight to the end' as hawks rise before 4th plenum

Beyond the rack: how OCP is wiring the world for AI

OCP Summit: Inside Google's plan to make data centers as adaptive as AI itself

OCP Summit: BizLink's strategic play for AI infrastructure leadership

Foxconn partners with Nvidia to deploy 800V DC architecture

OCP Summit: Microsoft expands AI infrastructure by 2 GW, cuts GPT-4 cost by 93%, and backs new power and cooling standards

Apple unveils iPhone Air preorder date in China and launches CNY10 billion renewable energy fund

OCP Summit: AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale

China's rare earth clampdown risks jeopardizing Taiwan's drone expansion

China raises rare-earth prices 37%, tightens export controls on global tech

OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks

Cerebras to establish AI computing infrastructure in UAE to support regional AI growth

Commentary: China weaponizes rare earth dominance, global tech to pay the price

Taiwan's drone boom hits US tech monopoly wall

China's EV fleets dominate as Europe struggles with mandates

EU plans mandatory EV quotas for corporate fleets, pressuring carmakers

OCP Summit: Deepens AI focus with AMD, Arm, and Nvidia joining board

SK Hynix's US$3.87 billion Indiana plant sparks safety backlash

China expands rare earth export controls to midstream and end products

China expands lithium battery export curbs, deepening global supply risks

Taiwanese robotics firms break records in AI automation boom

Lynas and Noveon sign MOU to develop US rare earth magnet supply chain

US economic growth in early 2025 driven largely by AI data centers and IT investments

OCP Summit: Alcor Micro unveils latest Arm CPU platform for AI and HPC servers

Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman

Chinese-owned chipmaker Nexperia caught in G2 tech crossfire

Indian PM meets Qualcomm CEO to discuss AI, semiconductors, and 6G development

Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Foxconn to expand investment in Tamil Nadu for AI-led advanced manufacturing, says Indian official

A steady quarter for MediaTek, before the chill of winter demand

Samsung expected to post strongest profit in over three years on AI-driven chip demand

OpenAI, Broadcom team up on 10GW AI accelerator project

Taiwanese supply chain leader goes all-in on US chip boom

OpenAI's Sora faces backlash over deepfakes, copyright, and mission drift

Chinese memory module makers carve up smartphone market with local alliances

Skepticism clouds Anthropic's AI future despite strong enterprise ties

SAS integrates semiconductor and renewable energy chains to boost long-term growth

China's rare earth exports plunge 30% in September amid tighter controls

YS Tech opens new Taiwan plant to boost AI server cooling capacity

Ubiqconn Technology posts 20% revenue growth in September, driven by maritime, smart mobility

OCT

13

2025

Fatal Xiaomi SU7 crash in Chengdu reignites safety concerns over electronic door design

Closed-loop AI frameworks may help enterprises address trust barriers in GenAI adoption, says research firm

Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung

Smart meter and cable sales drive Tatung September revenue up 8.6% YoY

South Korean panel makers lead surge in monitor OLED shipments for 2025

With Roi acquisition, OpenAI moves deeper into personalized consumer AI

Twoway Communications' AIoT revenue hits 50% with five-year order pipeline

Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem

E-paper industry gains momentum as E Ink and Netronix capitalize on color display demand

Lianyou Metals gains from rising rare metal prices and technical edge in recycling

Russia unveils 10-year roadmap for EUV lithography development

Niching sustains growth momentum in heat spreaders and IC substrates amid AI server and auto electronics demand

Coretronic expects 10% drop in October shipments amid China holiday impact

IISI eyes strong 4Q25 on public sector and smart city growth

Pegatron's iPhone 17 shipments boost September revenue past NT$100 billion

China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation

Panel leaders post slight revenue growth in 3Q25 despite weak outlook

Philippine energy transition sparks surge in Taiwan supply chain opportunities

Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter

Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China

Adata partners with Giga Computing and FADU to launch enterprise SSDs for AI servers

Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?

China's golden week holiday boosts travel, but electronics sales stall

Amkor increases Arizona investment to US$7 billion, highlights TSMC's impact

China sees new smartphone launches spur by holiday season amid market recovery

China's rare earth export ban broadens; US vows strong retaliation

Netherlands seizes control of Nexperia, deepening Europe-China tech rift

Smartphones and robots push Largan towards new optical frontiers

Samsung and SK Hynix drive next memory super cycle

Nvidia GB300 powers strong 4Q25 momentum for server supply chain

Weekly news roundup: China pushes DUV breakthroughs, Intel and AMD weigh partnership, Arm CEO reflects on Nvidia's strategic pivot

Geopolitics and protectionism test China's auto dominance in Russia

Phison Electronics posts strong September profits as NAND supply-demand imbalance emerges

Smart Robot SIG joins 60+ Taiwan companies for application-driven development

TV panel area growth set to slow as screen sizes hit limits

Autopass unveils standardized platform to streamline EV charging in Taiwan

Research insight: How agentic AI is driving the next phase of automotive innovation

OpenAI's South Korean partnerships raise questions over spending sustainability

MPI acquires Germany's ATV to expand precision measurement services in Europe

India roundup: AI firms accelerate R&D expansion in India

OCT

12

2025

Inside Tesla's plan to rewire itself for AI future

OCT

11

2025

Analysis: Larry Ellison overtakes Musk as world's richest man

Tainan pitches semiconductor heartland to Nvidia for Taiwan HQ

Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics

Nemstek targets semiconductor market growth with listing planned for November

Trump's 100% tariff on China jolts global chip supply chain

Intel's Arizona Fab 52 begins production in major advance for US-based chip manufacturing

Intel showcases 18A process at Fab 52 in Arizona

OCT

10

2025

Beijing targets Qualcomm and TechInsights in widening tech crackdown

How a misread partnership exposed Nissan’s deeper uncertainties

SEMICON West 2025: Chip leaders urge policy stability to counter China

New H-1B fee surge forces Indian tech firms to rethink global workforce plans

China's top-four TV brands dominate 90% of surging miniLED market

FuriosaAI leads South Korea's physical AI push

First of Taiwan's FORMOSAT-8 satellite heads to the US for launch into orbit

OCT

9

2025

Applied Materials advances AI chip performance with hybrid bonding and e-beam metrology

TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand

US expands export controls, citing Chinese firms' support for Hamas and Houthis

Foxconn walks away from Nissan factory deal amid stalled talks

NSTC gathers global experts to explore future of humanoid robots

Semicon West relocation doubles attendance as US chip investment surges

Nan Pao eyes high growth in semiconductor and optical adhesives, targets record 2025 revenue

AI surge drives new era in sealed, corrosion-resistant connector design

Commentary: China's TGV ambitions face an uphill battle

China tightens rare earth export controls with new ban on overseas assistance

LG strengthens SDV footprint with top global automakers

Asustek eyes to double current PC sales in India by 2030

GSEO September revenue rises on seasonal demand; 4Q25 hinges on new device sales

OpenAI's Sora app tops iPhone downloads amid deepfake concerns and revised usage policies

Phoenix Silicon International expands wafer production capacity with new FAB3B facility

Taiwan launches smart robotics SIG, backed by Asustek, industry leaders

Beijing tightens tech controls, linking rare earths to AI and national security

Taiwanese firms set to revamp HR deployment as US, Thailand tighten expat rules

Glass substrate TGV: China's edge to capture AI HPC packaging

Tesla simplifies EV lineup with 'Standard': a strategic pause before the next leap

Memory module makers halt consumer DRAM price quoting during China's National Day holiday

Taiwan pushes ahead with InnoTech Expo 2025 amid US chip tariff threat

Lessons Taiwan should learn from China's involution

Parallel development key to meet surging AI packaging demand, says TSMC Advanced Packaging Division VP

Nvidia's Taiwan headquarters plan hits land hurdles, but government pledges support

GLT shutters China plant, eyes Vietnam trial and biomedical expansion

Speed vs. strategy: the diverging paths of Tesla and China's EV makers

Hushan and Tong Yang see revenue rise as global AM car parts demand stays strong

Cisco launches new router and chip to link AI data centers across long distances

HPE sees rising AI demand in Taiwan and Hong Kong, targets enterprise support with Juniper acquisition

Lite-On Technology posts strong September revenue driven by cloud and server systems

Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25

OpenAI shifts focus from general AI to commercial applications at DevDay

Nvidia rival reportedly plans US$1.3B investment and new research hub in India

Taiwan tech giants venture into space with govt-backed LEO satellites

Taiwan's semiconductor playbook finds new home in Arizona

Taiwan's drone maker eyes DJI throne as US$1.6 billion military contract looms

GenAI's great divide: Consumers embrace while enterprises retreat

South Korea's physical AI push aims to dominate industrial robotics

Quantum computing pioneers win Nobel Prize in Physics

AI arms race fuels memory chip demand, DRAM bull market begins

Anthropic expands operations to India, setting up Bengaluru office in 2026

SoftBank acquires ABB robotics business, targets AI-driven industrial growth

China's humanoid robot industry grows, but core processors remain foreign-controlled

NPUs aren't enough: AI devices need heterogeneous computing

OCT

8

2025

OpenAI drives DRAM demand, accelerates top trio's HBM expansion

Dell doubles down on AI boom, raises growth forecasts through 2030

Hotai Motor denies US import rumors as tax cuts boost Taiwanese car market

OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects

China and Taiwan chart diverging paths in the 12-Inch SiC market

MiTAC partners with Tonomia to build sustainable AI infrastructure

Qualcomm acquires open-source MCU firm Arduino to tap developer community

Topco and partners showcase semiconductor solutions at SEMICON West 2025

Samsung China targets premium market with W26 high-end foldable smartphone

Compal subsidiary partners with Japan's Meiko to build PCB plant in Vietnam

Toyota targets younger buyers with new GR Sport models

LG accelerates hybrid bonding development to challenge Hanmi and Hanwha

Oracle's cloud business reportedly posts just 14% gross margin despite AI demand

eNDIVe leads South Korea's dual-track battery circular economy

Planet Technology reports decline in September revenue, accelerates AI edge and 5G private network push

Indian solar manufacturer to expand AI-powered production capacity in Gujarat

Samsung joins HBF development race, leveraging NAND dominance to reshape market

US rebuilds rare earth supply chain to cut China dependence

UMT secures NT$400 million in LEO satellite orders as 4Q25 shipments set to surge

Taiwan bets on XR wearables and AI twins to revive struggling panel industry

ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push

Taiwan car market rebounds by 9.4% in September, in anticipation of year-end boom

Samsung, SK Hynix step up recruitment to secure edge in AI-driven chip supercycle

China accelerates DUV lithography breakthroughs with patents and testing

Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26

YMTC eyes HBM market entry to disrupt top three

Commentary: The rising concerns surrounding AMD's alliance with OpenAI

Taiwan IPC US expansion to strengthen edge AI supply chain

OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion

Tesla rolls out stripped-down Models to tackle US sales slump, but innovation remains elusive

Nvidia reportedly investing up to US$2 billion in Elon Musk's xAI amid broader AI infrastructure expansion

TSMC and Intel double down on Arizona roots, turning universities into chip talent hubs

The second life of DDR4: how an old memory standard is driving a new upcycle

FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips

TV panel prices to stay flat or edge down in 4Q25 on softer demand, production cuts

IT panel shipments to fall in 4Q25, prices to edge lower as demand cools

With Intel partnership, Nvidia raises stakes in processor war

Taiwan's Ample Electronic breaks monthly revenue record as AI boosts component demand

Meta announces new submarine cable plan to boost Asia-Pacific connectivity

India approves NaMo Semiconductor Lab at IIT Bhubaneswar

70% local manufacturing supports India-based boAt's growth and IPO plans

Vibe coding sparks debate over AI-driven programming risks and expertise in Taiwan

Shenzhen Int'l Auto Show signals China's shift to NEVs

GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026

OCT

7

2025

Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026

NTT to launch next-gen IOWN optical network infrastructure in 2026

Dragonfly UAS joins Qisda in drone push

Liquid cooling becomes essential for next-gen AI servers

CATL extends global lead as Korean battery utilization drops to 50%

Huawei overtakes Apple, topping global smartwatch market

Upstream substrate and leadframe price hikes pressure IC packaging costs

iPhone upgrade surge may boost Taiwan's phone recycling volume to 100,000 units in 2025

Taiwan-US attack drones partnership eyes mass production by 2026

Arm CEO Rene Haas recalls Nvidia's bold exit from Intel chip support during his time working with Jensen Huang

Moonlake AI raises US$28 million in Nvidia-led seed round to advance AI-driven simulation

AbonMax's tactical drone to ship first batch in November despite test setback

Global funds reportedly back LG Electronics India's US$1.3 billion IPO ahead of bidding

Qualcomm shifts GPU strategy, refocuses on real-world AI efficiency

Japan to expand export controls on dual-use technologies from October 9

Taiwan's silicon shield under siege as US accelerates chip onshoring

India's Silizium Circuits develops GaAs 5G front-end chip as RF localization advances

Former Sharp chairman's bonus lawsuit against Foxconn to continue in mid-October

TSMC, Samsung components still found in Huawei's Ascend 910C

Samsung expands B2B footprint with major Toyota smart signage deal

China's SiC industry finds high-value exit in Meta's AR supply chain

Commentary: Leadership shakeup at HP challenges Taiwan's PC supply chain to adapt

US AI ambitions face blue-collar worker crisis

US pickups face roadblocks in Europe as vehicle standard reciprocity proves elusive

Weekly news roundup: Intel and TSMC pour billions into Arizona; Memory chip prices soar, Hanmi expands to Singapore to support Micron

Largan sees September revenue surge from iPhone 17; 3Q25 earnings call set for Oct 9

AI racks and iPhones lift Hon Hai to a record September

From rival to partner: how AMD found its answer to the Nvidia-Intel pact

Taiwan beats global energy efficiency benchmark, eye 20% renewables by 2026

Advantech partners with Edge Impulse to integrate AI tools into edge computing platforms

Chang Wah Technology announces significant price hike for LED lead frames from 2026

GoerTek suspends Bac Ninh investment project but seeks other opportunities in Vietnam

Taiwan venture capital rises amidst global downturn

E Ink brings solar-powered e-paper billboards to Taiwan's Siangshan Wetland

Kolin pivots to small appliances as demographics reshape Taiwan market

AI demand drives PCB material prices up amid supply strain

Taiwan PCB posts record 1H25 output, TPCA projects 12% annual growth

Action Electronics targets niche automotive electronics market for sustained growth

OpenAI launches Sora 2 with audio-visual generation and social app

Agent-based AI projected to see broader enterprise adoption by 2026 despite challenges

Line Go eyes 10% revenue growth with improved efficiency, service expansions

China Motor bets on ET35 to expand Taiwan’s electric commercial vehicle ecosystem

Meta said to be in talks to buy Rivos in AI chip push

Mercedes-Benz eyes comeback with new CLA to challenge BMW and Tesla

OCT

6

2025

India roundup: Number of Apple suppliers in India likely reaches 45

Meta to mine AI chats for ad targeting

South Korea's physical AI drive hits data bottlenecks

Indian state courts SK Hynix with investment proposal amid global expansion plans

Potential Intel-AMD partnership reshapes semiconductor landscape

Mitsubishi Electric opens SiC plant amid cooling EV market

Samsung faces petition to oust camera chief amid labor tensions

Mercedes-Benz Taiwan takes pragmatic approach with hybrid strategy amid tariff talks

Nvidia's stake in Intel raises PC supply chain concerns

Gold and copper prices soar as Trump's policies shake global supply chains

Amkor breaks ground on Arizona packaging facility near TSMC

California enacts first US law mandating AI transparency and risk disclosure

KNH eyes industrial materials with new Tainan plant in 4Q25

Taiwan's JPC Connectivity expands fiber, high-power, and PCIe portfolio, projects solid 2026 outlook

OCT

5

2025

Acer's Stan Shih and Pegatron's TH Tung urge Taiwan to focus on high-value services

Apple adds third supplier for folded zoom OIS actuators in iPhone

Kioxia and Nvidia develop SSDs 100x faster for next-gen servers

Tesla, Nvidia, Google's diverging strategies to define next era of AI infrastructure

PlayNitride bets on microLED tools to drive its next growth phase

Billion Electric eyes AI-driven growth in behind-the-meter energy storage

Climax Technology posts 231% profit surge, secures US orders ahead of OTC listing

South Korea's Mobilint expands edge AI reach through Taiwan, US partnerships

V2X risk becoming Trojan horses in AI cyber arms race

AI data center surge tests connector makers on speed, power, and cooling

Oppo and other smartphone makers challenge DJI in handheld smart imaging market

U-Best expects World Cup and green products to fuel growths

Taiwan defense firms ramp up drone output as Trump blocks US$400M sale