DIGITIMES archived news

Summary of Tech Supply Chain News!

SEP

23

2025

UK and Taiwan look to pair innovation and scale for the new space economy

Commentary: China’s display push challenges Taiwan’s panel makers

From stores to battlefields: Samsung Galaxy taps defense market

Samsung races to supply Nvidia with HBM3E, WAT results crucial

Nvidia-Intel alliance to boost long-term demand for ABF substrates

Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips

Commentary: How did Intel go from AMD ally to Nvidia partner?

TSMC extends lead in foundry market as Samsung loses ground

Commentary: Xiaomi recall highlights global carmakers' divide on auto driving

Omron to spin off electronic components business by April 2026 to boost growth

Shinsegae-Alibaba JV targets Coupang-Naver's South Korea e-commerce dominance

LG Innotek doubles production capacity with new factory in Vietnam

Taiwanese firms eye Philippine network communication market amid digital transformation push

Renesas showcases 3nm automotive chip, targets 10% of global revenue from India by 2030

India's smartphone exports to US slump despite earlier tariff-driven surge, trade reset on the horizon

Partner Tech and CipherLab forge alliance to capture smart retail opportunities with integrated technologies

Taiwanese aerospace component makers face soaring demand and capacity constraints amid industry recovery

12-inch SiC substrates poised for two-phase entry onto CoWoS packaging

Who defines AI interconnects next? Huawei's UnifiedBus 2.0 takes on NVLink

Oracle reportedly to oversee TikTok algorithm under US-China framework deal

Alibaba to expand Singles' Day promotions to 20 countries

DevDays Asia 2025 highlights Microsoft's push into AI agent era

Apple iPhone 17 launch triggers supply surge with increased production targets

Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up

Yole Group CEO interview (Part 1): TSMC dominates AI era as supply chain dynamics undergo massive shifts

China's New Vision Micro seeks lifeline in AI compute after display slide

India emerges as advanced-node chip design leader, says Cadence exec

Taiwan parts makers capitalize on defense export surge as drone wars reshape supply chains

Oracle appoints co-CEOs; Catz moves to vice chair role

OpenAI and Nvidia sign strategic partnership to deploy large-scale AI infrastructure by 2026

China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out

In Southeast Asia’s startup race, the Philippines plays catch-up

Nvidia-Intel alliance deepens US-China tech divide

Episil bets on SiC and GaN for Q4 rebound as compound semiconductor market bottoms out

SEP

22

2025

Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend

Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage

Nvidia invests in Intel; Acer founder says TSMC still far ahead in foundry sector

MediaTek unveils Dimensity 9500 with dual-core NPU architecture for major performance leap

Murata doubles down on quality as Chinese rivals expand in MLCC market

MediaTek aims to boost smartphone market share to 40% with sew flagship chips

Huawei launches 'safe' DeepSeek R1 through academic collab, trained on 1,000 Ascend chips

Taiwan, US defense firms set 18-month plan to build drone capacity

Samsung secures IBM chip orders, taps China clients as advanced node struggles linger

Renault subsidiary plant to make Mitsubishi Eclipse Cross and Nissan Micra EVs for Europe

Nvidia's US$5B stake in Intel: strategic bet or peace offering?

Sunengine enters CPO advanced packaging supply chain

CAS showcases China's de-Nvidia strategy with 76B-parameter LLM on domestic chips

Not just Apple anymore: TSMC's 2nm finds 15 buyers hungry for AI performance

Taiwan eyes Southern expansion for TSMC as AI demand fuels chip boom

Meta pivots to AR and AI as VR growth stalls

Taiwan showcases Mighty Hornet III as drone industry cuts dependence on China

Taiwan's New Smart Technology lands major US AR glasses order

Samsung Display bets on OLED to accelerate smart cockpit transformation

Commentary: Lip-Bu Tan gambles on AI as Intel's last chip shot

TSMC taps recycled water in Taiwan to combat shortages and reduce waste

Taiwan tech secrets hemorrhaging to China, with TSMC as prime target

Taiwan products win on quality, lose on brand recognition in Philippines

Calin Technology pivots to AI vision and invisible light modules, projects 2026 payoff

iPhone 17 surge lifts Taiwan telecom and e-commerce sales

LG Display set to dominate Apple Watch OLED supply as JDI exits business

Nvidia-Intel US$5B deal shakes up chip industry and puts TSMC on edge

Twoway unveils 4 key solutions to seize defense market opportunities

iPhone 17 preorders surge past iPhone 16, sparking Apple's biggest upgrade wave since 2021

Weekly news roundup: Micron halts NAND and DRAM quotes; Nvidia shifts quantum strategy, memory prices soar on AI demand

MediaTek shrugs off Nvidia-Intel deal

Inventec Besta cautiously optimistic about AI server operations

Samsung clears Nvidia’s 12-layer HBM3E test as shares hit year’s high

AiSails partners with SkySails to advance airborne wind power

Apple’s iPhone 17 Air opens a new test for Luxshare and Foxconn

Research insight: BYD reinvents itself as a global EV powerhouse

Meta's smart glasses vision takes shape, but chip flaws surface live on stage

Alphabet launches Agent Payments Protocol to advance AI-driven commerce

Carmakers squeezed as profits plunge 55%, China bucks the trend

Clevo adapts 'blue ocean' strategy to drive sequential notebook shipment growth in 2H25

Taiwan seeks international partnerships for quantum-HPC integration project

India roundup: Will foldable iPhones be made in India?

SEP

21

2025

Zyxel subsidiary ZyFlex launches reusable hard-kill drones

Meta AI glasses fall short in demos yet avoid major backlash

Huawei patents SiC cooling tech to power next-gen AI chips

Nvidia's US$5B Intel stake sparks foundry jitters for TSMC, Samsung

Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom

Taiwan's Altek secures US police drone orders, shipments to begin in 2026

China's Cambricon taps into unprecedented boom in AI chips

Non-China market opportunities remain despite no involvement in advanced packaging, say Episil and EPI

India’s PC shipments to grow through 2026 while tablet demand proves erratic

SEP

20

2025

TSMC, Largan, Episil push back on hype with blunt market outlooks

Intel-Nvidia's twin strategy faces speed test, but PC path leads, says DIGITIMES analyst

Arizona emerges as a semiconductor hub with TSMC and Intel's 12 fabs

Nvidia and Broadcom find wins in overlap, not rivalry

xMEMS technology aims to cut heat and weight in AI wearables

Samsung China chief: China's tech rise demands global attention

Zyxel launches drone countermeasure system with hard/soft kill integration and low cost advantages

TSC expands overseas presence, optimistic for double-digit growth in 2026

SEP

19

2025

AI, robotics, EVs, and LEO satellites drive new golden era for connector industry

China's OmniVision deepens Nvidia ties in DRIVE AGX Thor ecosystem

AI foundry model could reshape global tech manufacturing

Intel–Nvidia pact fuses x86 and RTX, bolstering Tan’s turnaround strategy

Samsung’s trifold bet and XR push face a slow start

Huawei's 2035 blueprint shows one constant: AI everywhere

iPhone 17 launch spurs stronger upgrades, bolsters Taiwanese component makers

Hesai's HK debut values lidar pioneer at US$4.6 billion, CEO tempers autonomy hype

Nanyang unveils new Staria models to boost Hyundai's market share

Taiwan's leading alloy maker boosts titanium output as demand climbs

Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains

TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan's National Development Council

European Union Chamber of Commerce in China urges Beijing to address cutthroat competition, price wars, and rare earth issues

Samsung counters Apple with new Galaxy S25 FE, AI earbuds, and ultra-thin tablet

Texas invests another US$250 million in Samsung's Taylor plant

Exclusive: Taiwan plots quantum leap with IBM, eyeing industry commercialization

A trio of factors tips Shibaura to Yageo in takeover fight

Ericsson-backed Aduna eyes Taiwan in global API expansion

Japan and EU deepen battery cooperation to counter geopolitical risks

Samsung, Wolfspeed escalate silicon carbide race as EV and AI demand climbs

TADTE 2025 reaches record scale as US and Ukraine procurement teams focus on drones

China mini LED surge prompts Samsung's first TV review in a decade

Energy warning for Korea's semiconductor cluster: grid, LNG plans clash with net-zero goals

Foxconn Interconnect's server orders hit full capacity amid rapid expansion

SK Hynix's KRW100 million bonus lures Samsung talent

Japanese automakers accelerate global expansion amid US tariff pressures

Xpeng starts Austria EV production with Magna Steyr to bypass EU tariffs

Samsung gains edge as Micron falters on Nvidia's HBM4 demands

SiTime launches Titan timing chip for wearable devices

STMicroelectronics to build PLP pilot line in Tours, aiming for 3Q26 production

Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth

Drone supply chains decoupling from China creates opportunities for Taiwan chipmakers

Nvidia-Intel partnership targets AI PCs, exposing limits of ATX

China's skyward ambitions face reality check after XPeng eVTOL crash

Huawei Ascend 950 to feature in-house HBM in 2026, advancing China's AI memory independence

Cub Elecparts enters C-UAS market with civilian sensor tech

Alibaba's T-Head AI chip rivals Nvidia H20, wins major China Unicom data center deal

Claude AI drives automation over collaboration as job displacement fears mount

AI divides world into haves and have-nots, Anthropic study reveals

Domestic AI chips forecast to capture over half of China's market by 2027

Imec CEO calls CMOS 2.0 the anchor for AI’s future

Taiwan to launch US$180M investment in domestic rocket program

Samsung and SK Hynix set stage for global battle over HBM4 chips

Analysis: After Nvidia invests in Intel, who's next?

Intel–NVIDIA alliance: what it means for TSMC, AMD, Arm and the wider industry

SEP

18

2025

Nvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst

XPeng taps Magna for European production as EU tariffs bite

Asia's e-book reader market surges amid booming sales

Far EasTone's dealer reports higher iPhone 17 upgrade intent

Samsung chair inspects OLED plant as Apple competition heats up

AI industry mirrors internet bubble era, says OpenAI chair

RaaS model key to turning around South Korea's robot industry losses

Sinbon Electronics drives expansion amid strong global semiconductor demand

Japan targets submarine cable supply chain to safeguard national security

BOE loses ground to LGD as Apple reconfigures OLED supply chain

Hanwha E-ssential challenges Ajinomoto's ABF monopoly with 2026 launch

Taiwan bets big on silicon photonics to capture US$100 billion global market

Japanese chipmakers abandon legacy lines, rattling automakers

Taiwan races to build counter-drone defenses as swarm warfare redefines the battlefield

DeepSeek AI conducts undisclosed risk evaluation amid heightened Chinese regulatory scrutiny

From delay to debut: iPhone 17 gets fast-tracked in Indonesia after US trade deal

Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Murata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B

Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale

Arm inaugurates Bengaluru design center, boosting India's chip ambitions

CoPoS emerges as successor to CoWoS: K&S aligns with AI chip demands

China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions

FPT eyes leadership in Vietnam's semiconductor packaging and testing sector

Foxconn Interconnect Technology to start new Middle East plant by 2025 end amid AI-driven mobility push

Coretronic's drone unit boosts Taiwan military with 2,290 deliveries, showcases new lineup at TADTE

Microsoft to invest US$6.2 billion in AI computing capacity in Norway

Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip

Commentary: China's tech industry eyes global expansion at homegrown expos

Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem

Commentary: Jack Ma returns to steer Alibaba Cloud and AI strategy toward 'China's Oracle' vision

Nissan launches cost reduction project with expanded use of China-made components and logistics optimization

Trump's UK visit spurs US tech giants' AI investment pledges; experts urge London to prioritize AI inference apps

White House taps Samsung for health tech initiative, sidelining Chinese rivals

Taiwan Expo returns to Philippines, signals ASEAN tech push

EU and Japan plan joint rare earth development in Greenland to reduce reliance on G2 supply

Tencent opens AI platform, aligns with domestic chips, and doubles overseas cloud scale

TADTE 2025 opens with record scale as Taiwan expands defense and aerospace role

Holiday shopping season cooling off? Taiwan IC design houses' confidence in 2H25 operations wanes

Apple Vision Pro finds foothold in business market as consumer sales lag

Taiwan's Transcom deepens investment in defense and satellite communications

Meta launches AI-powered Ray-Ban Display glasses, unveils new Oakley smart eyewear

Apple reportedly explores foldable iPhone with Taiwan test line, India mass production eyed

Inside TADTE 2025: Taiwan touts 3D-printed drones, HIMARS systems, and a new US defense supply chain

China turns away from Nvidia as AI rivalry with US enters a new phase

Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power

SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges

SpaceX advances D2D plans with EchoStar spectrum deal

Dell Taiwan launches AI Factory 2.0 as enterprise AI adoption advances

Hanwha Semitech stakes early lead in hybrid bonding race for SK Hynix's HBM4

Kaynes Semicon, Mirrorcle Technologies sign MoU to produce MEMS mirrors in India

India-based Cyient Semiconductors partners with US-based Anora on semiconductor validation and test facility in India

Analysis: OpenAI drives competition, easing antitrust pressure on Google

Global power shift: How Chinese EVs are redefining the auto market

SEP

17

2025

Taiwan's MPI, WinWay, and Chunghwa Precision join advanced chip test race

Taiwan Mobile's entertainment investment partner Nada Holdings to list on OTC market

SMIC initiates testing of domestically produced lithography machines to bypass US sanctions

Song Chuan Precision shifts focus to new energy and AI to drive growth

South Korea promotes SiC power semiconductor technology autonomy, eyeing EV-driven growth

AUO GPS 2025 focuses on tech innovation, supply chain transformation, sustainability

Taiwan semiconductor industry holds home advantage, says economics minister

Commentary: Handcuffing workers shocks South Korea; MAGA strategy risks backfiring

ChatGPT users favor casual chats over work tasks as AI adoption hits 700 million

Taiwan boosts 6G drive with chip innovation, global partnerships

Gemini app surges past ChatGPT in downloads

Syntec Technology goes public, eyes growth in smart robotics over next decade

Commentary: Smartphone chipmakers rebrand as Qualcomm, Apple, MediaTek, and Xiaomi refresh product names to stay competitive

Aiming to become the next Google: Q&A with Taiwan Mobile president Jamie Lin

Exclusive interview: NXP prepares October CEO change, underscores Taiwan’s edge-AI ecosystem

Tron Future Tech to unveil anti-drone systems at Taiwan defense show

Ericsson teams up with local partners for 5G-Advanced and open API platform

South Korea scrambles to match US auto tariff deal granted to Japan

Tesla co-founder says future of EV depends on charging networks and cost curves

BYD and AITO to lead China's overseas EV push

Taiwan's Uni-President launches AI push in Philippines retail market

Apple taps BOE for iPhone 17 Pro displays, disrupting Samsung-LG duopoly

SK Hynix leads South Korean companies in operating profit and tax payments in 1H25

Tesla, Valens deals boost Samsung Foundry in 4nm race against TSMC

Flex and Renesas team up to develop next-gen power systems for AI data centers

Tesla and Boston Dynamics redefine humanoid robots with lightweight materials

Memory prices surged in 4Q25, defying seasonal trends as AI drives demand

Qualcomm dominates physical AI with robot and automotive chips

China's TI anti-dumping probe likely more symbolic than punitive

China's Big Fund Phase III opens with Piotech Jianke investment in hybrid bonding technology

Oracle takes lead in TikTok US deal as Trump extends deadline

China opens anti-dumping probe into US chipmakers amid tariff tensions

NXP outlines SDV, robotics, and smart-glasses plans as new leadership prepares to take charge

TSMC's US success revives semiconductor ambitions across India, Vietnam, and the Middle East

Trump's UK state visit sparks wave of US tech and financial commitments

Taiwan chip makers hit green energy wall

Nvidia's Jensen Huang reverses quantum strategy, bets billions on next computing era

Xiaomi 17 smartphone to launch in September 2025 with Qualcomm Snapdragon 8 Elite Gen 5

Taiwan's IC design industry risks losing No.2 spot to China; government unveils '4H' strategy

TSMC's 7nm EUV pioneer and Nighthawk Force leader honored as ITRI laureates

Puya Semiconductor's SkyHigh deal to cement China's indigenous NAND advantage

Navitas grows beyond chargers with solar, motor drives, and AI power supplies

ASML-Mistral AI partnership marks shift toward Europe's industrial-led AI model

Taiwan launches quantum mainframe project as Nvidia backs hybrid computing