DIGITIMES archived news

Summary of Tech Supply Chain News!

MAR

15

2025

MWC 2025: NTN, M2M, and 6G drive telecoms toward integrated networks and growth

TSMC's advanced semiconductor know-how defies simple regulation, says Taiwan govt official

Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES

Infineon debuts game-changing 12kW BBU to power the AI data center boom

China EV market to stay robust in 2025, with Europe at second and US last, says DIGITIMES

Taiwan's industrial PC leaders propel the edge AI revolution at Embedded World 2025

Alibaba open-sources QwQ-32B: a lifeline for China's AI chip sector?

AMD Greater China president outlines plan to fuse consumer GPUs with AI innovation

Samsung bets on an Apple-style shift to rescue faltering Exynos chip ambitions

Manus partners with Alibaba's Qwen on "AI Genie" for China

Google debuts AI model for robotics, challenging Meta, OpenAI

MediaTek Genio 720 and Genio 520: AIoT revolution with GenAI, Wi-Fi 7, Nvidia TAO

AI boom fuels record sales for Southern Taiwan Science Park in 2024

Phison upbeat about UFS QLC NAND penetration in mobile devices

Embedded World 2025: Altera bets on FPGAs in AI race, but skeptics remain

MAR

14

2025

Foxconn forecasts over 100% AI server revenue surge in 1Q25

Foxconn smashes profit targets with cloud networking surge

Emerging AI agents: developers prioritize seamless integration for smarter tools

Apple supplier Lens Technology pursues dual 'A+H' listing to drive global expansion

Repon to see GB200 server slide volume shipments in 3Q25

2025 SCSE sees 28% surge in visitor numbers

Taiwan auto parts makers exclude India in global production diversification

MWC 2025 trends drive CHT's 6G-AI integration and satellite expansion initiatives

IPC manufacturer Ubiqconn acquires display panel maker E3 Displays

AI server boom in US and China propels Chenbro Micom's 2025 growth trajectory

US in dire need of Taiwanese chips, says governor of Taiwan's Central Bank

Lithography tools viewed as final piece for China's semiconductor equipment supply chain

ByteDance open-sources COMET to boost MoE efficiency, accelerating LLM training by 1.7x

FLEX named a 2025 world's most ethical companies honoree

CTI acquires PCB testing giant to expand testing services

Winmate optimistic about growth in 2025, does not rule out further acquisitions

Formosa Smart Energy powers up US$320 million battery plant

Leadsun Greentech pivots to stability as renewable gold rush ends

Samsung reportedly advances development of glass interposers to boost semiconductor performance

Syscom to showcase Gen AI applications at 2025 SCSE

Taiwan's IC test interface solutions providers see strong 1Q25, fueled by AI and HPC chip demand

Pegatron expands AI server and automotive focus with North American growth plans

India overlooking chip design as key strength, says Ajai Chowdhry

Accton hits record-high revenue in 4Q24 as AI demand boosts acceleration card shipments

Belgium targets EU Parliamentary staff in Huawei probe

At Embedded World 2025, Taiwanese chipmakers put operational flexibility in diverse AIoT applications to test

Tesla warns it faces retaliation, costs from Trump trade war

Intel revival hinges on Tan's industry ties, tech expertise

Netronix soars in e-book reader market with strong growth and strategic expansions

TSMC could be key to Trump-backed Intel rescue plan

Chinese firms mull price cuts for 8-inch SiC substrates

Acer reports highest profits in three years

Intel spin-off back on the table? Tan's arrival sparks new debate

Kymco aims to recapture lead in both gasoline and electric scooter markets

China's robotics renaissance: embodied AI boom forcing global rethink

GlobalFoundries explores manufacturing partnerships in China

Micron leads sixth-generation DRAM samples, but EUV strategy could determine future DRAM race

Manus vs. DeepSeek: disruptive AI breakthrough or just smoke and mirrors?

Taiwan's satellite ground equipment sector sees 18% annual growth as 51 firms join top LEO supply chains

Global server shipment poised to rise on year in 2025, but much weaker than before, says DIGITIMES

Zhen Ding's new GM aims to drive digital transformation and smart manufacturing

Chip war heats up: Intel, GF push tariffs as TSMC expands in US

Japan doubles down on Rapidus as semiconductor ambitions face funding hurdles

Trump's tariff tango sends auto supply chains reeling

Innolux unveils ultra-large LumiCanvas LED display at Taipei Dome, expanding to global sports venues

BOE scales up COB production in Zhuhai as MLED sector enters a high-growth era

MAR

13

2025

Nvidia reportedly visits Samsung packaging plant amid HBM3E supply uncertainty

Hiroca rides China auto boom, expands into Japan and South Korea

US tariff policy chaos casts shadow over chip industry

Intel's Panther Lake breaks cover: first public look at 18A-powered core ultra chips

Alibaba doubles down on AI after rare sit-down with President Xi Jinping

Why China's 'first' AI agent struggles to gain industry traction

Taiwan's industrial sector recognizes benefits of recycled water, but adoption faces hurdles

MWC 2025: AI-powered 6G takes center stage, signaling telecom's intelligent future

Chunghwa Telecom Tech Day highlights six R&D outcomes

Asus aims for 30% sales growth in 2025 in India PC market, driven by affordable AI PC launch

Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign

MWC 2025: Industry shifts in decoupling with Chinese firms and focuses on AI agents

Analysts express doubts over TSMC's joint venture bid for Intel Foundry

U-Best seizes foldable market opportunities with HC materials and advances AR optical films

QLC era to arrive early; overall memory prices set to rise in 3Q25

Wiwynn's capex soars threefold amid record revenue, eyes Texas hub amid tariff shifts

NAND supply to fall short in 2H25, says Kioxia

Taiwan cooling module firms back Intel's initiative to form alliance

E Ink eyes expansion as demand for large-format displays surge

ASE, Ainos leverage AI-driven gas analytics to revolutionize semiconductor manufacturing

Tesla troubles mount as market weighs potential lifelines

AVC to boost production capacity in Vietnam as liquid cooling era begins

'TSMC US expansion extends Taiwan strength, not exodus', NSTC chief reassure

Infineon leverages power architecture shift amid AI-driven data center boom

India's Yotta drives AI growth but leaves Asus with significant bad debt

Samsung pins foundry revival hopes on 4nm

Biren secures pre-IPO funding as valuation tops US$2.1B, backed by Shanghai AI Industry Fund

Arizona Gov. Hobbs confirms 'close friends' dinner on Taiwan semiconductor visit

India's telecom giants team up with SpaceX for satellite internet push

China moves for higher copper exports amid market upheaval

Trump's tariff policies cause economic uncertainty and trade shifts; Taiwanese companies face investment risks

Taiwan's supply chain edge holds firm amid automation shifts

Analysis: Intel bets on Lip-Bu Tan to unite a fractured semiconductor giant

Intel names Lip-Bu Tan as CEO to drive turnaround

Asian perspectives 7: How emerging tech powers are navigating the battle between the US and China

Taiwan science parks see record sales in 2024 despite weak results for communications sector

Samsung's China revenue surges 54% on Trump tariffs-driven chip stockpile rush

Alibaba's Qwen AI takes on DeepSeek, taps Nvidia RTX 4090 for low-cost AI scaling

Trump card: Did US pressure sink Samsung's Baidu 2nm chip deal?

Foxconn pioneers breakthrough in ultra-secure quantum communications

Trump's 'America First' rattles supply chains as Qualipoly Chemical expands with precision

China reportedly to boost RISC-V adoption despite challenges replacing x86 and Arm

US tightens semiconductor export controls, raising challenges for Taiwanese firms

AI data centers spark hidden water crisis in Taiwan

MAR

12

2025

TSMC reportedly proposes joint venture for Intel's foundry division

TSMC and MediaTek demo 1st integrated PMU and PA for wireless connectivity devices on N6RF+

Defying obsolescence: Radiant chairman's strategic acquisitions secure company's future

Trump tariffs prompt Taiwan contract electronics firms to move production swiftly

Formosa Smart Energy, TCC spearhead green talent recruitment amid net-zero push

Southeast Asian nations seek foundry partnerships to build homegrown fabs

Naura to acquire stake in Kingsemi for CNY1.69 billion

Airtel-Starlink alliance challenges Jio's dominance in India's satellite internet race

BizLink's multi-sector growth fuels record-breaking performance in Q4 2024

Taiwan hosts inaugural H2 Grand Prix to cultivate hydrogen energy talent

AUO's strategic acquisition of BHTC marks game-changer for its future growth

How Malaysia's big bet for homegrown chips can pay off

USI Feb 2025 revenue: with mixed bag of growth and seasonal slump, what's behind the numbers?

China's AI server appetite fuels supply chain shifts and strategic growth for WPG

WPG reports record sales for 2024, driven by AI demand

Huawei cracks down on recruitment fraud: 72 full-time employees penalized in outsourcing scandal

Adata achieves record-high profitability in 2024

Taiwan's auto parts sector kicks off 1Q strong, breaking seasonal slump

FPGA vs ASIC: Altera CEO highlights FPGA's advantage in AI era

Acter expands US and Southeast Asia bases, with order visibility extending to 2028

Altera embraces independence from Intel, shifts focus to edge AI

SK Hynix exits CIS business as Samsung weighs options

MWC 2025: Huawei's growth unconstrained by US restrictions

Zhen Ding upbeat about IC substrate sales in 2025

Deepseek fuels China's AI boom, driving SSD demand, says DapuStor chairman

ASML and imec sign partnership to boost sub-2nm R&D in Europe

Taiwan's divided government puts TSMC's US$100 billion US expansion under scrutiny

AI fever sweeps China's political huddle, fueling tech optimism

Asus reports Indian bad debt, anticipates RTX-driven recovery in 2Q25

Clevo optimistic about 2025 with forecasts of 10% growth in laptop shipments

Taiwan takes measured approach in reviewing TSMC's US expansion

Asian Perspectives 6: Rise of sovereign AI and the potential of space technology

Japan's advanced semiconductor bet: Rapidus and the quest for relevance

Samsung eyes Exynos 2600 comeback, challenging Qualcomm, Mediatek

Asia Optical projects strong growth in 2025, driven by four key product sectors

Nvidia partner Advantech leads the charge in AI robotics innovation

Foxconn subsidary expands medical footprint with strategic device manufacturer acquisition

NAND production cuts impact persist: Phison expects price increases to last until 3Q25

From Monica to Manus: How China's young entrepreneurs are shaping AI agents' future

TSMC's US$165 billion investment in US wins support from American leaders

TSMC's US expansion faces political opposition in Taiwan

MAR

11

2025

COMPUTEX 2025: Jensen Huang marshals AI supply chain and heavyweights under 'AI Next' banner

Samsung intensifies scrutiny of system LSI and foundry amid ongoing struggles

China's EUV breakthrough: Huawei, SMIC reportedly advancing LDP lithography, eye 3Q25 trial, 2026 rollout

MWC 2025: Is "Complete 5G" the industry's missing piece? GSMA says 5G SA holds key

Samsung faces growth challenges in India as prolonged labor strike disrupts operations

Oracle posts mixed results as cloud demand surges

AI and 5G synergy at MWC 2025 spotlights Taiwan's role in global tech innovation

Yen Sun Technology optimistic about 2025, driven by AI and automotive applications

Panel makers HannStar and Giantplus report strong revenue growth in February

Non-PC product lines drive Compal February sales

Naura ranks 6th among global semiconductor equipment providers despite US-China tensions

China-based Hesai becomes first listed LiDAR firm to achieve non-GAAP profitability

Taiwanese panel makers show resilience amidst geopolitical uncertainty

Taiwan top auto fastener supplier eyes entry into advanced semiconductor equipment supply chain

Coretronic sees short decline in Feb revenue with a rebound likely in March

Xiaomi launches new flagship smartphone, eye market share boost with three key strategies

Microloops highlights strong demand for air cooling solutions, driven by launch of DeepSeek

UMT heads to Satellite 2025 expo riding high on 316% growth

Tesla's triple threat: political fallout, Chinese competition, and Optimus delays

Liteon strong earnings boosted by cloud and power shipment gains

CATL powers into chip market: strategic bets on IC design startups

Powerlogic sees February revenue double due to high demand for RTX 50 cooling fans

Gudeng leads 18 Taiwanese companies in following TSMC 's US expansion

US may conduct hearing on mature process chip taxes from China

HTC eyes turnaround as Google deal boosts outlook amid ongoing losses

Syncmold breaks into South Korean market as global expansion accelerates

TSMC US$100 billion expansion highlights deepening Taiwan-US tech ties

Clevo's 2024 notebook and channel performance thrives; profit surges over 60%

Foxconn receives US$800 million incentive in India as Tata expands

Former TSMC R&D VP spearheads breakthrough sub-1nm EUV academic research

Server ODMs to see growth momentum persist through 2H25

CDIL and Infineon partner to boost India's e-mobility and renewable sector

Profet AI taps veteran expertise to boost global manufacturing

China's data-only camera shift sparks automotive CIS shortage—Is edge computing out?

Chinese automakers seek to upgrade vehicle electrification in the race for intelligent driving with Tesla

Asian Perspectives 5: Bridging the divide between intelligent robots and humanity

Early order rush lifts MediaTek's to best -ever Feb sales despite sequential decrease

China lawmaker proposes anonymous semiconductor purchases to evade US export controls

Laster Tech posts record February revenue, with cross-strait utilization rates exceeding 90%

Memory industry eyes rebound amid SanDisk, Adata price hikes

xAI supercharges Colossus supercomputer: Elon Musk's AI powerhouse races toward 1 million Nvidia GPUs

Global semiconductor sales increase 18% in January, says SIA

Loongson lands 2nd China Energy deal, accelerates CPU & GPU expansion amid market shift

Exclusive insights: analyst and expert unpack Trump's 25% auto tariff shock

Tesla, Figure AI lead humanoid robot breakthrough: mass production in 2025

Europe wrestles with EV depreciation and policy shifts

MAR

10

2025

Manus faces backlash over scarcity tactics, but AI agent revolution just began

TSMC Q1 revenue nears low, AI surges, responds to discrimination claims

Jabil to build second factory in India, explores silicon photonics manufacturing facility

Microsoft creates in-house AI models it believes rival OpenAI's

Trump's first-term impact on supply chains still evident

Advantech bets on Edge AI, gears up for expansion and M&A

Taiwanese automotive supply chain upbeat despite Trump tariffs

Airspan strengthens Open RAN position with Jabil acquisition

Chinese automotive market struggles with smart driving technology disparities and declining values of used vehicles

MWC 2025: US bans Huawei, accelerating O-RAN development and integration of software and hardware

Dala Energy's E-Hero 3 upgrade to boost smart energy management

Nexcom and FFG team up for AIoT machine tool solutions

Abico Group invests in Mantis Robotics, eyeing future AI-fueled opportunities

Huawei, Inspur champion DeepSeek-powered all-in-one AI servers

Apple supplier GSEO sees 40% profit growth in 2024, March demand on the rise

MWC25: Taiwan Pavilion draws global attention with 5G-6G innovations

MWC25: Huawei's AI-driven network solutions for the 5G-A era

From cars to chips: Semiconductor sector follows auto industry toward regionalization

Amkor reportedly expands investment in South Korea to meet client demand

Top 100 GenAI power players: OpenAI reigns, but xAI Is closing in

Foxconn's FoxBrain: Traditional Chinese AI model trained in just four weeks to be released as open-source

Beyond TSMC: Do chip veterans bring transformation or just prestige?

China RISC-V push gains traction, Western rivals stay cautious

Weekly news roundup: AMD CEO says DeepSeek's value lies in open-source innovation; HP slash 2,000 jobs

Apple delays Siri upgrade indefinitely as AI concerns escalate

India roundup: Taiwanese firms step up panel and server collaboration with Indian counterparts

Asian Perspectives 4: from ChatGPT's AI disruption to DeepSeek's shockwaves

FET unveils 2025 strategy: AI expansion, merger synergies, and digital growth

AI-powered food safety management: Uni-President strives for safer, smarter supply chain

Samsung ready for mid-range smartphone battle with new models launched in March

Malaysia engages chip companies on potential US tariff impacts

Intel's struggles: TSMC's dominance, Trump's strategy, and the outlook of 'Made in America'

TSMC's Arizona expansion: US pivot paradoxically deepens Taiwan's role

Race into the future: China expedites humanoid robotics with Beijing's 1st robot half-marathon

XPeng to begin EV production in Indonesia in 2H25

Asia Optical kicks off 2024 with strong growth amid three main development opportunities

AT&S establishes IT Shared Service Center in Pune to support global operations

Fluence taps AI boom, industrial demand to drive Taiwan's energy storage growth

Anthropic raises fresh capital to supercharge AI expansion across Asia, Europe

VCI Global to establish India's first semiconductor wire plant in Chennai

Taiwan caught in the trade war crossfire: What's next for its global supply chain?

Vietnam, China deepen economic ties with investments in high-tech, green energy, EMS

MAR

8

2025

Pegatron chairman backs TSMC's U.S. move, warns Taiwan on 'silicon shield' risks

Trump tariffs lead notebooks brands to stock up inventory in 4Q24, resulting in shipment drop in 1Q25, says DIGITIMES

Samsung under spotlight as Trump questions South Korea's tariff policies

Malaysia urges solar companies to explore ASEAN markets as US tariffs take effect

Boston Dynamics studies Unitree robots – are Chinese humanoid startups set to disrupt the race?

Trump's rare minerals play rattles South Korea's semiconductor supply chain

How Xiaomi outperforms Tesla in EV resale market

Microsoft cuts US data center leases; Taiwanese operators forecast a 20-year boom

AES poised for growth in 2025 through BBU market expansion

Taiwan strengthens photoresist R&D to bolster semiconductor self-sufficiency

CFTC back on growth track in 2Q25 thanks to high-margin new products