DIGITIMES archived news

Research Report Database

OCT

31

2025

Why SK Hynix skipped the fried chicken and beer summit

Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026

Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier

Linde LienHwa drives Taiwan into the hydrogen era with first fuel cell truck

Massive US investment highlights Texas Instruments' push for manufacturing resilience

50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing

Panasonic cuts fiscal 2025 profit forecast amid weak US EV battery market

Yageo sees 12.9% profit rise in 3Q25 driven by AI demand

AUO adopts conservative 4Q25 outlook but optimistic for 2026

Europe braces, Honda halts output in widening Nexperia crisis

Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges

Column: How Taiwan recyclers gain from China's rare earth curbs?

China's CXMT cracks LPDDR5X speed barrier, posing a new test for Samsung and SK Hynix

AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge

Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

What US-China trade breakthrough was reached in Busan?

Elan Microelectronics advances AI strategy with new smart campus, expanding product lines

ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026

Shennan Circuits and China’s PCB sector gear up for the space economy

Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside

Onsemi introduces vertical GaN semiconductors for AI and electrification applications

BYD profit plunges 33% as China EV price war squeezes margins

STM cuts 2025 capex on sluggish demand recovery for automotive and industrial chips

Skyworks–Qorvo merger creates RF chip powerhouse, pressuring Asian rivals

Samsung's 3Q25 home appliance and TV units show weakness, eyes AI formula from mobile success

Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure

Samsung mobile business sees nearly 30% profit rise in 3Q25, boosted by foldable sales

ASE posts 11-quarter profit high on advanced packaging, stable FX in 3Q25

TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue

MCU maker Holtek rebounds strongly, riding security and health momentum into 2026

SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter

Trump-Xi Busan deal pauses G2 trade war, but doubts linger

AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta

Acoustoelectric maker Primax maps global expansion with AI sensor tech

Taiwan advances vehicle safety standards with upgraded crash testing program

HDRE pivots to Japan, Australia energy storage as Taiwan market stalls

CWTC sees stable 4Q25 operations as IC and LED leadframe price hikes take effect

CHPT eyes 2026 US orders amid slight 4Q25 revenue dip

LGD posts profit in 3Q25, eyes full-year turnaround

UMC and Samsung present advanced packaging trends at APDC 2025

Commentary: Trump-Xi meeting leaves core tech conflicts unresolved

Apple posts record iPhone revenue despite supply constraints

China's high-end lithography imports shrink, unit prices soar

Lam Research ramps up ultra-low temperature etching for next-generation 1,000-layer NAND

Google offers 18-month free Gemini AI access to Jio users in India

Intel eyes SambaNova in potential AI chip deal

Compal to expand server manufacturing in Texas

Delta Electronics sees AI boom stretch power and cooling capacity to the limit

Samsung Foundry rebounds on Tesla, Qualcomm orders

Apple commits US$600B to US manufacturing and AI as Tim Cook maps long-term strategy

Tim Cook sees China growth returning on strong iPhone 17 momentum

Amazon’s US$125B AI supply chain: custom chips and terawatt ambitions

Apple eyes record holiday quarter as iPhone and services momentum build

Amazon’s Q3 results reveal an AI-powered rebound in the cloud

Beijing’s orbit of influence expands with Pakistan’s latest satellite launch

Taiwan's hydrogen truck debut marks progress; points to policy hurdles still ahead

Skyworks-Qorvo merger boosts Taiwan GaAs foundry demand

Australia’s Lynas deepens Malaysia roots with US$120 million rare earth expansion

Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

Renesas reports significant profit decline and warns of potential inventory risks with Nexperia dispute

What India's latest PCB drive means for its semiconductor supply chain growth

Taiwan's Coretronic ramps up drone production as rare earth risks loom

StellarLink taps into e-paper signage market with support from E Ink, AUO Display Plus

OCT

30

2025

Trump concludes Asia tour with rare earth and tech deals

UMC reports Q3 gains as specialty and 22nm platforms boost growth

Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026

Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development

Primax Electronics eyes new growth phase in 2027 driven by automotive and AIoT

Taiwan approves funding for local IC design houses to advance AI and chip innovation

MXIC chair vows comeback after ninth straight quarterly loss

AMEC reports 46% sales jump on strong etching, thin-film tool momentum

Jensen Huang dispels AI bubble concerns, but Cisco executives warn that market correction is inevitable

Arm, AMD, and Nvidia join OCP board as AWS remains absent

Samsung 3Q25 marks the reset of the global memory hierarchy

South Korea agrees to US energy investments in exchange for tariff reductions

OpenAI reportedly prepares for IPO as new Microsoft partnership and regulatory agreements finalize

Singapore leverages advanced packaging to capture share of US$1 trillion chip market

STATS ChipPAC targets 600mm panel-level packaging in roadmap for next-generation AI chips

'Semiconductor paradox' defines next chip boom, says director of Singapore's SSIA

Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push

TPSC unveils Taiwan's largest perovskite solar window

Hanwha Semitech and Hanmi Semiconductor escalate HBM equipment patent dispute

Microsoft's AI engine accelerates with record growth and expanding partnerships

Wingtech urges the Netherlands to reverse takeover of Nexperia through Dutch public media

STATS ChipPAC CTO: Scaling innovation defines AI and HPC's next era

Lite-On projects double growth in 4Q25, eyes full-year rebound

Celestica delivers record third-quarter results on strong AI infrastructure demand, raises full-year outlook

GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facility

OpenAI to offer free one-year ChatGPT Go subscription in India

Samsung 3Q25 profit surges on AI chip demand, beats estimates

Solar supplier Motech targets high-margin niches with differentiated technology

Flex posts record quarter as it pivots toward higher-margin, AI-focused business

AMD completes divestiture of ZT Systems manufacturing business to Sanmina

China's 15th Five-Year tech doctrine to tilt global industry balance

Commentary: China's JCET bets on AI to challenge global packaging giants

Palantir integrates Nvidia AI chips to enhance operational decision-making

Jensen Huang kills three birds with one stone at GTC DC

Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026

JCET unveils Singapore blueprint for next-gen semiconductor packaging

Delta Electronics to acquire majority stake in Japanese RF power systems firm Noda RF Technologies

Meta posts strong quarter, but rising AI spend signals tougher road ahead

Meta’s headset slump clouds short term, but AI glasses point to brighter future

Zuckerberg outlines Meta’s AI endgame—superintelligence at global scale

Pichai outlines Alphabet’s next act: scaling AI from cloud to cars

Google’s record quarter fuels an infrastructure binge for the AI age

Egis Technology unveils AI vision, robotics, and 3nm computing platforms at 2025 Tech Day

Shinkong InnovHub launch to boost Taiwan's drone and tech industries

Texas Instruments sees 50% YoY data center growth amid signs of slower recovery

Nexperia's export ban sparks Brazil auto shutdown fears

A hundred years of quantum physics — and Taiwan wants in

Wistron, Nvidia bring digital twin manufacturing to the US AI supply chain

Glass substrates edge toward prime time in PCB and chip packaging sector

Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers

Taiwan's 1H25 drone exports surge sevenfold as EU certification hurdles persist

Pony.ai, WeRide duel for Hong Kong's first robotaxi stock in twin IPOs

OCT

29

2025

OpenAI restructures for independence, secures Microsoft stake through 2032

Skyworks–Qorvo tie-up signals new phase of US semiconductor consolidation

BYD reignites price war after smart driving campaign fails to spark demand

South Korean tycoons meet Nvidia CEO as part of APEC corporate diplomacy

Taiwan semiconductor industry demands govt action over imminent energy crisis

WPG launches smart warehousing to strengthen semiconductor supply chain services

Pegatron pours NT$700 million into Kaohsiung expansion

Taiwan's green energy growth exceeds expectations, boosting industrial resilience

Apple's foldable shadow looms over the market Samsung built

SK Hynix unveils new NAND line featuring HBF for AI

Unified packaging standards seen as key to meeting AI and automotive demands

Apple and Tesla orders fuel Samsung's recovery

Intel shifts assembly and testing to Vietnam, plans tech talent recruitment

Commentary: Lessons from Arm China and Nexperia’s unraveling

Digital transformation specialist IISI set for November IPO, drives SaaS shift and global expansion

A-SSCC to take place in South Korea, with 6 papers from Taiwan accepted

Powertech secures full FOPLP bookings ahead of US$1B expansion

Trump's barriers reshape solar power sector; Chinese exits create US-Taiwan resurgence

Chinese panel makers' low prices win over shipments but lose out on revenue

Samsung secures Tesla AI5 chip order as 3nm yield gains boost profit outlook

Bloom Energy offers 800V DC power solutions for AI data centers

Hanmi eyes AI chip packaging amid HBM market challenges

Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

Europe's aerospace giants unite to challenge SpaceX's Starlink

Taiwan drone maker CBT expands capacity with military UAV delivery to defense institute

High smartphone panel utilization drives mixed price trends

LCD supply chain shift to Vietnam, but still lags behind China

AI server liquid cooling demand surges, heat dissipation firms race to expand capacity

CPCA Show Plus 2025: China's PCB industry rallies around the AI boom

Samsung to limit tri-fold smartphone launch to Asia, excludes US market

International firms join Taiwan supply chain to launch AI accelerator platform

Drone startup Earthbook aims for true unmanned operations

SK Hynix's AI hot streak: record earnings, HBM4 next

Intel's 18A and advanced packaging boost Taiwanese IP design firms

Huawei Cloud on the back foot in China's AI race

Column: How China's rare earth chokehold is reshaping the global tech landscape

Foxconn expands US AI server buildout, joins Nvidia-Stellantis-Uber robotaxi effort

Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly

Samsung reorganizes memory line by accelerating HBM4 production at P4 plant

Taiwan EV market gears up for showdown: Toyota, Hyundai, and Luxgen lead new wave of BEVs

Taiwan’s Joules Miles powers up for the satellite-drone era

KES 2025: LG CEO shows interest in Giga Computing's liquid cooling

Samsung rides AI memory wave to record valuation

TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy

Column: Niche markets and circular economy drive Taiwan battery industry's new growth strategy

Nvidia stakes US$1 billion in Nokia to build AI-native 6G networks

OCT

28

2025

Intel CEO calls US govt 10% stake TSMC-inspired supply-chain model

Former TSMC SVP reportedly recruited by Intel to lead R&D division

SK chair hosts largest APEC CEO Summit, paving way for Nvidia CEO's return after 15 years

Korean startup builds cardboard drones, deploys pollution trackers for combat and environmental monitoring

US-Japan summit signs rare earths deal and promises golden age alliance

Power crunch threatens Taiwan's semiconductor supply chain

South Korea's Incheon turns city infrastructure into startup testbed, hosts festival to highlight unicorn pipeline

Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26

CATL's dominance puts squeeze on South Korean battery rivals

Toyota launches new bZ4X in Taiwan; Hotai Motor forecasts 40,000 BEV registrations in 2025

AMD MI355X to power US Department of Energy's new supercomputers

Cadence reports strong 3Q25 results as AI and HPC demand fuel growth

Foxconn-backed Smart Mobility showcases homegrown EV charging management system at Riyadh Auto Show

UMT sees satellite order visibility improve, 4Q25 gross margin targets record high

India shifts electronics focus from assembly to component manufacturing

Applied Digital secures US$15 billion lease to expand computing capacity at Polaris Forge 2 campus

India's semiconductor ecosystem expands beyond fabs with software-IP firms

SK Hynix M15X completion expected by end of 2025

Chunghwa Precision, Yokowo sign investment deal to deepen Taiwan-Japan testing industry ties

Memory shortage hits 70% order fulfillment; server DRAM prices surge 50%

Lip-Bu Tan steers Intel toward custom silicon with new engineering arm

Winbond boosts memory production capex over fivefold amid tight supply

Foxconn commits US$1.37 billion to build AI supercomputing center and expand cloud infrastructure

Apple's 2026 foldable debut set to reshape US-China market dynamics

Trump turns a blind eye to US's AI power grid problem

Commentary: Intel's ASIC play fails to impress chipmakers

China's CXMT, YMTC power into AI memory super cycle

Hybrid, not pure electric, may drive Taiwan’s next scooter wave, says SYM

HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals

Taiwan display module maker bets on India as factories move out of China

OpenAI acquires Apple-veteran startup to build next-gen AI assistant for ChatGPT

MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices

Qualcomm launches AI200, AI250 to challenge Nvidia’s dominance in AI infrastructure

NXP revenue dips as chip cycle bottoms out; auto demand drives cautious rebound

Three years into leadership, Lee Jae-yong aims to redefine the ‘new Samsung’

Samsung and LG showcase AI-driven living and retail tech as Chinese rivals close in

Pegatron chairman: Taiwan’s chip success can’t last without high-end services

Samsung and SK Hynix memory hikes hit Chinese smartphone makers hardest

India kicks off domestic PCB supply chain drive; Tamil Nadu takes the lead

Anthropic looks to Seoul as Asia becomes its biggest growth engine

China sets first national standard for EUV photoresists in drive for semiconductor self-sufficiency

TSMC breaks ground on second Kumamoto chip plant, expanding Japan footprint

Young Optics' 3Q25 earnings fall back into the red, outlook remains subdued

Apple ships first AI servers from Houston to power US-made cloud and AI expansion

Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC

Korean humanoid robots move from lab to factory floor

OCT

27

2025

Unitree's H2 humanoid stuns with bionic face, eyes US$7B market debut

CPCA Show Plus 2025 kicks off after China's PCB revenue grows over 10% in 1H25

Global 5G SA rollout lopsided, with 95% of users in just three countries

Chinese smartphone EMS reportedly regains ground in India as bilateral ties improve

Taiwan’s WeMo scales up smart mobility network, aims for 50,000 e-scooters by 2030

LG Electronics advances HBM and glass substrate equipment for advanced packaging

Foxconn’s FIT to ramp up AirPods manufacturing, doubling Hyderabad workforce

Taiwan’s PCB makers enter ‘AI moment’ as complexity nears semiconductor levels

Korea's thinnest parking robot steals the show at FIX 2025

Reliance and Meta launch joint venture to build India’s enterprise AI future

Xiaomi 17 series challenges Apple’s dominance in China’s high-end market

Intel warns of CPU shortages and price hikes as older nodes hit limits

Topco accelerates overseas push to align with clients’ new fab investments

AI poisoning: Anthropic study finds just 250 malicious files can compromise the largest LLMs

US and Malaysia strike deal to secure rare earth supply chain

Sharp plugs into the EV game, with a little help from Foxconn

Taiwan Mobile continues talks with LEO satellite firms, awaits right timing for partnerships

Nexperia dispute threatens legacy chips critical to basic car functions for automakers worldwide

Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week

Ablecom breaks ground on phase 4 plant in northern Taiwan to meet AI server demand

China's flock to Vietnam swamps established South Korean companies

Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips

Nexperia export ban rattles carmakers from Seoul

US-China trade war reshapes shipping strategies amid rising tariffs and demand

Darwin Precisions eyes new growth with 2026 business transformation

Samsung and Hanmi thaw ties at SEDEX, eye HBM4 collaboration

Etron's Nicky Lu sees DRAM rally lasting six months, bets on a strong 2026

Tesla’s next AI chip taps both TSMC Arizona and Samsung Texas fabs

TEEMA promotes Taiwan-style science parks overseas, with Mexico as priority site

China's semiconductor reckoning: YMTC chairman on 5 shifts that will redefine sector

AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out

Taiwan turns China's export curbs into a test of industrial resilience

Samsung launches aggressive price-cut strategy to catch up in HBM competition

TSMC’s Cliff Hou calls for a stronger Taiwan chip ecosystem to turn crisis into advantage

India roundup: Tie-up with Dixon marks renewed Taiwanese investments in India's EMS

Taiwan ramps up trillion-dollar investment plan to hedge tariff and China risks

As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order

Taiwan firm turns to smart server locks as AI data centers demand tighter security

OCT

26

2025

LGES approaches China's battery market with time compression, accumulation strategy

CXMT, Huawei align on HBM3 ahead of China's 2026 AI memory leap

LINE Taiwan reveals AI agent plans for 2026

Taiwan's secret: A century of elite talent driving chips, electronics, and healthcare

OCT

25

2025

OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure

Taiwan telco trio compete for Amazon's Kuiper satellite partnership

PCB makers urged to stay in Taiwan as geopolitical risks mount

Taiwan opens advanced test track to drive autonomous vehicle innovation

Lightel rides the laser boom as satellite demand lifts revenue and margins

Intel sees progress in foundry push, but supply strains linger

Intel reaffirms 14A, deepens Nvidia alliance

Intel returns to profit as foundry business loss narrows

TSIA chair talks Taiwan chipmakers' US challenges, 50-50 chip production remains unclear

OCT

24

2025

TSMC's Hou confident rare earth reserves stable in short term, moves to reduce reliance on China

Korean firm wins top innovation award for transparent 5G/6G antenna technology

Samsung CTO: Cross-disciplinary collaboration key to semiconductor innovation

Micron begins sampling 192GB low-power DRAM module for AI servers

BMW iX3 sparks EV rush in Europe, but supply questions loom

Taiwan shifts from assembly to architecture in the AI data center race

OCT

23

2025

Dong Fang Offshore expands fleet to tap AI-driven undersea cable boom, set for mainboard listing

SYM unveils hybrid PE3 range extender system to tackle electric scooter challenges

Inventec's tie-up with Dixon marks renewed Taiwanese investment in India's electronics supply chain

Samsung expresses confidence in 2nm development, reports solid progress

SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design

Analysis: China's EV market awaits BMW's Neue Klasse in 2026

Samsung set to roll out Ballie AI robot in Vietnam with launch imminent

Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance

Samsung, SK Hynix race to build US chip capacity

China's polarizer push leaves Taiwan rivals fighting for survival

Dell turns to Taiwan's Compal for AI server production in supply shift

AI drives flexible server architectures as multimodal demand rises

Taiwan's chip and AI boom drains talent from academia; NSTC explores possible solutions

SK Hynix poised to benefit fully from DRAM demand as 'FOMO' rises

Quanta server revenue up 50%, expanding US and Thailand capacities

Taiwan dispels US investment relocation fears

Teco and Foxconn to launch substantial AI data center cooperation in 2026

ByteDance founder breaks silence with a return tied to AI strategy

Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom

RiTdisplay transforms into CDMO eyeing medical growth

Micron challenges Samsung, SK Hynix with LPCAMM2; AI laptop memory heats up

Airbus expands in China as US export threats ground Boeing

AIC to supply AMD's wider Helios AI server cabinets starting 2Q26

Samsung reshapes executive leadership as Chairman Lee Jae-yong accelerates new strategy

SK On's answer to China's battery sector ascent: high-nickel, high-voltage

Tesla's record sales can't mask rising costs and delayed innovation

Nexperia crisis threatens disruption to EU and US auto production

Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB integration

ByteDance's Doubao tops DeepSeek as China's leading AI app

Korean Air unveils 3 homegrown drones to boost defense capabilities

Taiwan's hardware and semiconductor sectors remain top cyberattack target in Asia-Pacific

As China tightens lithium battery exports, Taiwan's Aleees finds opening

China's YMTC aims for fully local chip production, but can it deliver?

CHT spins off InventAI, plans two more startups

MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai

Fortune Electric adapts as US tariffs reshape industry

AI server PCB demand fuels fierce CCL material supply battle

Electric scooter push falters in Taiwan despite 80% public support

Apple assembles new Vision Pro in Vietnam, signaling broader shift from China

TPCA Show 2025 highlights AI-driven PCB industry revolution

Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer

China's ZJeagles breaks VCSEL funding record, accelerates AI photonics race

Care and parking robots steal spotlight at 'Korea's CES'

CATL fuels DaMaoAI's AI energy platform as compute power meets the grid

Nexperia's turmoil opens door for Taiwan's Panjit in EU auto market

OCT

22

2025

'Korea's CES' kicks off with flying cars and humanoid robots in the spotlight

Coupang signs LOI with MOEA to expand Taiwan logistics infrastructure

Taiwan's Topoint unveils advanced drilling solutions for AI-Era PCBs at TPCA show 2025

Taiwan's Tatung expands into EV market with major supply contract

Yageo's US$741.8 million Shibaura takeover marks rare Taiwan-Japan acquisition milestone

Samsung challenges Apple and Meta with Galaxy XR launch

TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand

Exclusive: Taiwan automakers revive exports with overseas production push

Taiwan–Korea pact targets rising drone threats at sea

Tesla maps out AI6 chip supply chain from Korea to Texas

Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo

Will TSMC's 2nm price hike force Qualcomm and MediaTek to switch orders to Samsung?

Malaysia signals willingness to partner with China and US on rare earth technology

Samsung's Exynos 2600 returns to flagship-level performance

OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance

Taiwan motherboard makers ride AI server boom as spinoffs loom

DeepSeek unveils optical compression model to enhance long text processing for AI

Sanyang eyes 2026 Taiwan market rebound, targets 1 million global scooter sales by 2027

Taiwan's test interface leaders go global on rising AI, HPC orders

China's DRAM awakening? CXMT plans Shanghai IPO, targets US$42B valuation

Apple's foldable iPad faces delays amid technical challenges

China's AI glasses are prototypes no more: Alibaba, Baidu just made them a market

Ventec unveils next-gen PCB materials for AI servers, green electronics at TPCA 2025

Foreign investment drives Taiwan's semiconductor output to NT$6 trillion

Trump tariff faces legal test as Supreme Court hearing nears

Huawei's AI redemption: Richard Yu rallies global talent after PanGu fallout

Samsung Exynos 2600 set to return in Galaxy S26 flagship smartphones

China's genAI users double in 1H25 amid domestic dominance

Anthropic, Google weigh multibillion-dollar cloud deal to rival Microsoft's AI alliance

China's TV sales slump as subsidies fade ahead of holiday season

PSMC narrows loss despite memory market tightness and cautious IT demand

Commentary: How Nvidia's 5 moves keep ASIC rivals at bay

OpenAI debuts ChatGPT Atlas for Mac users, eyeing Google’s AI browser turf

Texas Instruments trims production, tightens focus for a measured recovery

Texas Instruments outlook signals continued market weakness

ASE to acquire ADI's Penang plant, plans long-term supply deal

Analysis: Samsung reclaims memory crown but what about its foundry?

AI boosts Taiwan's economy but challenges balanced growth goals

Taiwan's textile giant Nam Liong rides global defense demand surge

Taiwan's AI paradox: startup struggles despite hardware dominance

GenAI gives China’s smartphone market a surprise rebound

Server maker sees no AI bubble amid rising AI computing demand

Japan to appoint first female prime minister, pledges support for AI and chip industries

Disney+ boosts Homeplus to hit record high Q3 performance

OCT

21

2025

This Taiwan company bets on acquisitions to chase Asia’s health e-commerce crown

New US truck and bus tariffs set to reshape global supply chains and sourcing strategies

Chinese iPhone users take on Apple, accuse it of abusing market power for App Store

Global Electronics Association joins AMD and ASE to encourage advanced packaging standardization at IMPACT 2025

Nexperia meltdown jolts auto industry, triggers rush for power devices

Arm expands Flexible Access program to Armv9 platform to boost edge AI startups

Taiwan's drone industry value doubles in two years

Samsung's HBM4 logic die yield reportedly surpasses 90% ahead of Nvidia final tests

GaN technology set to decide AI server power chip battle

CATL 3Q25 earnings surge 41% on energy storage, commercial EV momentum

South Korea's APEC CEO Summit to spotlight AI

The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge

Pegatron's ASRock Rack nears IPO with surging AI server sales as Chairman T.H. Tung signals more spin-offs

India moves from component-level XR optics to full-stack manufacturing

South Korea eyes Taiwan offshore wind bidding model to lower renewable energy PPA barriers

SK Hynix hits profit milestone that puts Samsung on notice

ASRock server unit ASRock Rack accelerates B200/B300 server shipments

SoftBank's ABB acquisition signals Asia's robotics dominance over Europe

Taiwan quantum industry takes shape as research teams advance component autonomy

Microsoft: Taiwan sees highest number of nation-state cyberattacks in Asia Pacific as AI accelerates threat evolution

Taiwan's academic rocket program reaches milestone with new launch

AI infrastructure debt threatens rapid agent adoption

Global govts fill funding gap as private space investors retreat

Trump's truck tariff threatens to ripples through US economy

Micron lures Korean engineers to Taiwan with premium salaries

Taiwan government reassures chip ecosystem will stay local despite US pressure

Huawei's HarmonyOS 6 targets AI-hardware convergence

Taiwan ramps up humanoid robot development with Techman and Mirle unveiling products

Apple faces fresh delays in Siri AI upgrade ahead of iOS 26.4 launch

Google's growing TPU empire fuels Broadcom–MediaTek upside

LGD expands Paju OLED line for Apple's next-gen iPhone

United Renewable Energy launches new leadership to upgrade governance and transformation

Samsung's HBM4 business shows promise as 1c DRAM yield nears 80%

China races to cut ASML reliance: AMIES unveils lithography lineup

China challenges India's local-content incentives in EV and battery sectors at WTO

Nvidia sparks Taiwan competition with new microchannel cooling technology

Column: Advanced packaging's standardization challenge

Trump slaps 25% tariff on foreign trucks, offers tax breaks to US automakers

Jeff Bezos: The future of cloud computing is off-Earth

Can Samsung's Moohan XR break Meta's hold and match Apple's Vision Pro?

AI boom revives ASML's confidence for 2026 growth

China's eSIM rollout hits snags as iPhone Air sparks policy growing pains

Inventec–Dixon venture signals deeper Taiwan-India manufacturing alignment in IT hardware

Potens enters AI market with new Hot-Swap MOS

Anduril founder Palmer Luckey urges Taiwan to leverage tech edge as defense

OCT

20

2025

Silan Microelectronics to build US$2.8B analog IC plant in Xiamen

Huawei Cloud CEO demoted over data falsification scandal

Apple drives OLED adoption in IT panels amid AI demand surge

Holtek eyes double-digit revenue growth in 2025 with CGM medical market push

SiCarrier builds a new semiconductor arsenal: EDA tools, 3nm testing, and EUV patents

China's rare earth clampdown reopens fault lines in US trade relations

Taiwan's smart robotics drive faces research gaps and integration hurdles

Nexperia turmoil deepens as Dutch HQ, China arm clash over control

Taiwan lead frame makers raise prices as metal costs soar

Arrow Electronics regains US export license after delisting from Entity List

Winbond chairman says memory supply-demand will rebalance in 2-3 years

iPhone 17 sparks strong upgrade demand with longer wait times and more orders

Intel CEO courts Saudi Arabia for chip manufacturing partnership

Winbond eyes record revenue of NT$100B in 2026 amid memory market rebound

South Korea's FIX 2025 to showcase AI's industrial future

Doosan Tesna invests US$120m in testing equipment to support Samsung's Apple CIS push

Broadcom and Arm push PCIe 7.0 redesign for faster AI servers

Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks

Weekly news roundup: Nvidia rises as TSMC's top customer; Netherlands seizes Nexperia; Google considers MediaTek for next Pixel

Taiwan's infant cardiac robot outperforms da Vinci system

Taiwan achieves breakthrough in dry electrode battery tech

South Korea forms task force amid China's rare earth crackdown

Micron warns DRAM market tightness to worsen through 2026

Samsung wins order with Hyundai to develop 8nm automotive chips

Micron exits China data center market amid policy restrictions

Exclusive: SEMI president says semiconductor future extends beyond US-China rivalry

Dixon sees strong growth across mobile, telecom, and IT hardware segments

Micron skips a node? Weighing big bet on 9nm DRAM and US$100B fab future

Tim Cook shifts focus from supply chain to connecting with China's Gen Z

Dixon reports strong revenue and profit growth in 2QFY26

Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show

TSMC sees strong AI chip demand as GPU, ASIC orders surge

Exclusive: TSMC tightens China orders after US sanctions; Huawei proxy Sophgo cut off, Bitmain halved

Commentary: AMD and Nvidia set 2027 AI server plans in motion, redefining rack design

Tata Technologies partners with Synopsys to accelerate software-defined mobility

From Brussels to Beijing, new rules threaten global auto supply chain stability

The hidden EUV tech giving TSMC its manufacturing edge

Cheap drones reshape modern warfare economics

South Korea faces energy expressway backlash for Yongin Semiconductor Cluster

Gigastorage expands green power portfolio with new CPPA and solar project

India roundup: AI gold rush and local reality

OCT

19

2025

Cisco reveals Taiwan lags behind SEA in AI readiness

Taiwan's AI robotics edge: humanoids, sensors, and research power

South Korea's Posco Future M signs largest-ever graphite deal with global carmaker

Foxconn relaunches energy arm to target China's energy storage market

Telangana pitches Taiwan chipmakers with 80% subsidies, deep tech talent pool

Behind the silicon curtain, China's tech illusion unravels

JVs reclaim ground in China's auto market as local EV makers falter