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REALTIME NEWS

Fujifilm Electronic Materials eyes India for major semiconductor investment

Commentary: China and Vietnam brands lead SEA's EV market

Electric Vehicles

Semicon India 2025: Kaynes Semicon forges key partnerships to strengthen local chip ecosystem

China's SiCarrier returns to equipment expo with bold claims, but industry has doubts

Resonac launches JOINT3 alliance to develop next-gen semiconductor tech

SEP

4

2025

Intel's Dalian plant officially renamed SK Hynix amid US export controls tightening

Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts

Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25

US Defense Innovation Unit chief's sudden ouster raises future concerns

Acer unveils new products at IFA Berlin, gearing up for PC peak season

Garmin unveils world's first microLED smartwatch

Apple prepares AI-powered search overhaul for Siri, targeting OpenAI and Perplexity

India clears incentive scheme to boost critical mineral recycling

Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Korean industry sees US VEU revocations as rare earth talk leverage

US to scrap TSMC's Nanjing VEU license in 2025; impact expected to be limited

Chunghwa Precision Test reports 37% revenue increase in August fueled by AI and mobile chip demand

China imposes anti-circumvention duties on US-made optical fibers

India approves sweeping tax reforms, new rates effective September 22

Taiwan govt stresses cooperation as US strips TSMC Nanjing's VEU

Odisha secures semiconductor deals at Semicon India 2025

GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy

China's SiC substrate industry faces setback, seeks strategic pivot

Acer targets AI inference market with new launches partnered with MediaTek and Nvidia

Hermes Testing expands probe solution business amid AI-driven semiconductor demand

Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap

Anthropic raises US$13 billion in series F round, valuation triples to US$183 billion

Baidu, Huawei push supernode clusters to sidestep chip limits in China's AI race

Unlikely alliance launches US$24M push into Taiwan’s robotics market

China's new electric bike standard takes effect, driving trade-in boom

Research Insights: TSMC faces the next decade of chip war from Arizona to Beijing

AMD, Anritsu partner to standardize high-speed testing for AI data centers

Nextlink buys Renova Cloud to enter Vietnam’s cloud market

Dai Nippon Printing to open first overseas R&D center in the Netherlands, focused on co-packaged optics

Tech Forum 2025: China's SiC surge leaves Wolfspeed struggling beyond bankruptcy

Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips

Research Insights: ASICs, packaging, and HBM reshape the AI chip race

China’s AI server market surges to US$22B, set to top US$100B by 2029

SEP

3

2025

Tech Forum 2025: 2nm race begins, advanced packaging takes the baton, Trump 2.0 reshapes chip rivalry

Commentary: Is Jensen Huang acting as Washington's AI envoy in Seoul's political theater?

Infineon teams up with Nvidia on 800V data center power, eyes EUR1 billion AI business

China's Ubtech secures US$1B Infini Capital deal to build Middle East super factory

Etron chair optimistic about US Section 232 investigation results

Sluggish China market fuels global smartphone sales pessimism

Ant Group buys stake in InnoStar to back China's chip self-sufficiency

Korean brands dominate India's TV market as Xiaomi struggles to hold ground

Nittobo to triple T-Glass cloth capacity by 2027

ChatGPT still leads, but Google's Gemini surges to second in top 100 GenAI applications survey

Tesla Model Y leads EV sales in Taiwan despite overall vehicle market decline

South Korea's manufacturing data offers advantage in improving physical AI precision

OpenAI to acquire Statsig in US$1.1 billion all-stock deal

GCCS poised for growth in China+1 SiC substrate market

Apple core AI talents defect amid internal challenges

MicroLED technology opens new opportunities for equipment makers

Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts

SenseTime narrows losses 50% as '1+X' strategy targets profitability

EV Group promotes Yu-Ying Lee to lead Taiwan operations amid expanding semiconductor market

TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives

Why TSMC is holding back on advanced packaging despite soaring demand

Tokyo Electron expands India footprint as Japan ups chip investment

Samsung to unveil new Galaxy S25 FE smartphone and tablet at September 4 product launch

China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers

The four structural hurdles hampering China's AI GPU sector

South Korean semiconductor firms look to India, led by Samsung's expanding R&D presence

Tesla's India launch stumbles amid tariff woes

Tata Electronics partners with Merck and C-DAC to strengthen India's semiconductor ecosystem

Commodity Tax Act amendment may threaten already sluggish electric motorcycle sales, says Gogoro

Taiwan targets new growth in AI chip packaging with silicon carbide substrates

SK Hynix installs first high-NA EUV lithography system at Icheon fab

Judge spares Google from forced divestiture, imposes search data sharing with rivals

Yageo receives Japanese approval to acquire Shibaura Electronics after national security review

Taiwan's economy struggles with New Taiwan dollar appreciation and export sector downturn

ASML CEO highlights support for India's semiconductor ambitions at Semicon India 2025

Chinese robot maker Unitree prepares onshore IPO filing by December

China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab

Stan Shih unveils AI avatar blending Eastern philosophy with technology

Submarine cable disruption affects Taiwan-Singapore traffic; Chunghwa Telecom unaffected

Innolux and NYCU unveil world's first mass-produced LC gradient index glasses

Kawasaki Heavy Industries and Taiwan's ITRI join forces on smart and green tech

Column: Quantum boost for chip R&D

Nokia presents NTN development plan targeting satellite communications

AI assesses stroke risk through smartphone audio recordings

Semicon India 2025: First homegrown chip, sights set on IP leadership

SEP

2

2025

Unlike Samsung and SK Hynix, TSMC discloses loss of US waiver for China

China's AI industry shows steady growth despite US technology restrictions

LCD monitor panel shipments expected to decline in 3Q25 despite seasonal peak

SK Hynix strikes pay deal, lifting average worker bonus to US$78,600

Image processing supply chain eyes rising demand from drones

China promotes computing power vouchers to boost AI adoption among enterprises

Interview: J-Star eyes AI-enabled e-bikes after Nasdaq success

Modi inaugurates Semicon India, hails India's first made-in-India chip

GlobalFoundries picks Qorvo exec Victor Hu to lead China strategy

China's urgent TV orders boost panel manufacturers' utilization rates

China offers Malaysia rare earth tech — state partnerships only

China's YMTC moves into DRAM, teams with CXMT to target HBM market

China's new AI content regulations take effect; 'labeling' requirement may impact entire industry chain

Research Insights: Global EV sales jump 29% in 1H25, poised to exceed 20M this year

SK Hynix expected to outpace Samsung, Micron in HBM share

Yuan High-Tech sees momentum in edge computing, with new products targeting robotics market

Decline of smartphone camera lens: Manufacturers shift to high-performance and auto markets

VIVE Eagle sales off to a strong start as HTC boosts output of AI glasses

US strips Samsung, SK Hynix of China exemptions, dealing major blow to Korean chipmakers

China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?

Samsung and SK Hynix VEU exemption revocation opens door for Micron and Chinese chipmakers

TSMC 2nm leak case: Three former employees remanded for another three months without visitation

Automotive camera growth slows, but industry remains optimistic about long-term demand

Foxconn leads US$1 trillion sovereign AI boom

Chroma ATE sues GW Instek over ATS 8000 IP infringement

Samsung reportedly restarts investment in Taylor fab; Tesla chip mass production timeline revealed

Saudi Arabia targets third place in global AI race with massive data center investments

Trump tariffs ruled illegal overreach; cabinet officials fiercely debate equating them with US interests

OpenAI releases gpt-realtime model to enhance voice interaction in AI applications

With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains

Nittobo's Fukushima bet shakes up CoWoS supply chain, Taiwan Glass on the line

OpenAI's rumored India Stargate plan could unlock huge growth for Nvidia and global AI server suppliers

Alibaba denies massive Cambricon chip order

China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down

Taiwan's new economics minister urges state-supported R&D institutions to take on national security roles

India eyes sweeping goods and services tax cuts to soften blow of US tariffs, boost autos and consumer electronics

Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports

FOPLP mass production: Innolux’s breakthrough or trial run?

China’s AI chip hopefuls step into Nvidia’s void

BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets

Korean media highlight Taiwan’s hard line in TSMC leak

Hanwha Semitech advances fluxless bonding to address HBM packaging strains

South Korea's Nextin lands SK Hynix deal, plans expansion in Japan, US, and Europe

South Korean firms use AI to tackle social issues

Taiwan's 6G future hinges on spectrum policy as Nokia awaits regulatory direction

US-EU car spec deal puts Taiwan’s auto supply chain on edge

As zombie startups become issue, TTA identifies three main entrepreneurial trends

China's GPU startup Lisuan secures US$70 million as Dosilicon deepens stake, despite heavy losses

SEP

1

2025

Column: Modern computational methods transform semiconductor manufacturing landscape

Value Valves sees order growth from US and EU despite tariff pressures

Taiwan's aging panel fabs face extinction as industry shifts

Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook

Taiwan's Co-tech to halt standard copper foil, double down on AI and 5G specialty demand

TPCA Show to kick off in October with Unimicron chair as keynote speaker

Rapidus 2nm chip matches TSMC's logic density, outpaces Intel in performance

South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25

China's ICT push: embedding AI across smartphones, PCs, and wearables by 2026

Server slides boost Repon's July gross margin to second-highest level

GM weighs South Korea exit as "Yellow Envelope" law passes

Samsung and SK Hynix waiver revoked: Korean chipmakers hobbled, China memory benefits

Hotai Motor sticks to 2025 sales goal despite profit slide and policy headwinds

SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers

APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026

Taiwan EMS embraces startup collab, Innolux, Compal lead the way

Huawei launches AI SSDs to ease China's chip bottlenecks

Google Cloud nab OpenAI and Meta as clients, signaling growth in cloud market

Swancor Holding trims stake in materials arm to fuel robotics and aerospace push

China unveils AI Plus roadmap targeting smart economy by 2035

Taiwan's auto testing sector anchored in exports, resilient to US 'spec-for-tariff' deal

Research insights: bilateral gaps emerge as Vietnam treads carefully after Trump tariff order

Samsung, LG losing TV war to China, bet on microLED revival

Sharp sells Kameyama North Plant to Topia

Advantech charts four-point strategy to fuse edge AI with next-gen robotics

Microsoft unveils new AI models as part of expanded internal large-scale computing efforts

DDR4 demand eases at high levels, contract prices climbing through year-end

Intel receives US$5.7B government investment; shareholding deal still under negotiation

China moves to curb disorderly AI competition amid global boom

BYD Electronic posts modest growth in 1H25, faces intensifying competition

DeepSeek fuels return to profit for Chinese tech champion Huawei

Amkor revises site plan for Arizona advanced packaging facility

Weekly news roundup: Intel revives AI chip fight with Jaguar Shores; Samsung may invest in Intel packaging push

Exclusive: Apple pushes automation, leaving suppliers to foot the bill

TSMC to raise foundry prices by 5-10% across advanced nodes in 2026

Reliance bets big on AI with Google and Meta in tow

DeepMind releases Gemini 2.5 Flash Image for commercial editing applications

OpenAI faces lawsuit over teen suicide linked to ChatGPT interactions

Cambricon's second act: From Huawei's castoff to China's AI hopeful

Samsung steps up hiring in US as Tesla and Apple orders drive expansion

South Korea’s HBM pioneer highlights hybrid bonding and compute-in-memory trends

Commentary: Tesla cuts prices in Taiwan, escalating EV price war as tariffs bite

US weighs BOE OLED ban, putting Apple's display supply chain in flux

Nokia pushes 5G-Advanced as gateway to 6G, spotlights AI's growing role in networks

India roundup: Modi turns US 50% tariff blow into reform push

AUG

31

2025

Nvidia rolls out RTX Pro servers for enterprise AI, reinforcing market momentum

Semco’s CEO meets Boston Dynamics to plot robotics future

Intel veteran to head ADI’s Oregon fab as leadership exodus deepens

Women lead 18% of listed firms in Taiwan, championing AI innovation in 2025

Zuckerberg’s AI moonshot hit by wave of talent exits

Meta partners with Midjourney to integrate AI image and video generation technologies

Three decades in America: what Taiwan’s motion-control giant learned

Unmanned boat demand boosts outlook for Taiwan’s leading shipbuilders

Taiwan auto market slows as tariff uncertainty stalls consumer demand

South Korea targets wildfire control and airport safety with new drone initiatives

AUG

30

2025

Trump's tariffs ruled unlawful, yet remain in force pending further review

Huawei develops AI SSDs to cut reliance on HBM, putting Korean chipmakers on edge

TSMC supplier AMC rewires its future with warpage-control materials after LCD collapse

Germany’s car industry buckles under EV shift and trade shocks

Taiwan enhances Triton satellite to improve accuracy of extreme weather forecasts

As Nissan struggles, Foxconn offers a manufacturing lifeline

Samsung, SK Hynix lose US waiver for China fabs

AUG

29

2025

Nvidia to face trial in November over Valeo trade secret claims, US judge rules

South Korean media points to TSMC as main cause of Samsung's AP procurement cost surge

Indonesia establishes Mineral Industry Agency to control critical minerals

Nokia eyes defense market with backpack-style battlefield communication system

Impact of 'Yellow Envelope' bill spreads to IT industry as Naver, foreign businesses face labor disputes

Naura's 1H25 profit rises 15% amid cash strain, Kingsemi takeover

Now is the right time for VMware Cloud Foundation to adopt AI, says Broadcom Asia Pacific and Japan President

Hybrid models, local servers, and Netweb's role in India's AI ecosystem

TSMC to tighten supplier audits, targeting firms with deep China ties ahead of 2nm rollout

VeriSilicon to buy RISC-V pioneer Nuclei, shares halted in Shanghai

China-based etching powerhouse AMEC posts 44% revenue gain, expands into epitaxy systems

AI data center surge opens new growth avenues for Taiwan heavy electric firms

IBM and AMD partner on quantum-centric supercomputing to advance next-generation computing

Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers

Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue

Horizon Robotics cements lead in China's auto driving chips, eyes full autonomy within a decade

Trump warns of tariffs after US-Korea summit, puts Seoul digital rules in spotlight

Niching's AI-driven cooling technology drives revenue surge amid advanced packaging shifts

Tex Year Industries to adjust production across Asia and Americas amid geopolitical pressures

BYD breaks through tariff restrictions, shipping over 900 EVs from Thailand plant to Europe

AEMC, Nanpao, and Trusval form JV targeting high-end semiconductor packaging adhesives

Universal Robots introduces Asia-specific collaborative robots amid semiconductor-driven automation surge in Taiwan

VMware remains cautious on expanding support for Arm architecture despite growing market interest

India-based boAt, HrdWyr unveil indigenously designed chip with Tata Electronics support

SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions

CG Semi launches $870m OSAT facility in Gujarat to boost India’s chip ambitions

Qualcomm launches first IoT processor with integrated RFID, backed by Decathlon

Foxconn unit tests digital health strategy

Perplexity offers $42.5m to publishers as lawsuits pile up

Google DeepMind shifts focus to practical AI applications amid growing competition

Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom

Research Insights: HTC turns Taiwan into proving ground for AI glasses strategy

Anthropic forms advisory council to advance AI use in government and defense

China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei

AI demand and state backing lift China's semiconductor rally

Tariffs and strong currencies squeeze Taiwan’s machine tool makers

Samsung reportedly explores BOE's WOLED panels for its gaming monitors

US tariffs, China competition weigh on Taiwan’s traditional industries

Nvidia and Google cash in on AI inference as AMD racks up losses

South Korea pushes sweeping data portability plan, critics warn of risks

Everlight Chemical banks on semiconductor materials

Analysis: Why Taiwan sees more promise in four legs than in humanoid hype for robots

Lutnick to TSMC: no free ride on Biden's US$6.5B chip grant

New Model S, X pricing not receiving more cuts because of high costs, says Tesla