Taiwan's Zhong Yang Technology is pivoting from smartphones to automotive applications, betting on mandatory driver monitoring systems to fuel growth as the mobile market saturates.
While many chipmakers remain cautious about market conditions heading into 2025—especially those outside the booming cloud AI sector—companies in the analog IC space are striking a more optimistic tone. From global IDM giants in the US and Europe to smaller regional players, industry sentiment has markedly improved in recent months.
AMD has unveiled a new lineup of next-generation AI processors and rack-scale system solutions, marking its most aggressive move yet to challenge Nvidia's dominant position in the accelerated computing market. The company was joined by several major cloud and infrastructure partners at the launch event, highlighting the growing industry alignment around UALink - an open-standard interconnect initiative aimed at countering Nvidia's proprietary NVLink ecosystem.
Meta's acquisition of Scale AI for a reported US$14.3 billion marks a significant step in its push to strengthen artificial intelligence capabilities, joining the growing wave of US tech giants leveraging acqui-hire deals to stay competitive in the generative AI race. The move also adds a new layer of complexity to US-China tech relations, given Scale AI CEO Alexandr Wang's Chinese heritage and outspoken support for American AI dominance.
After Meta Platforms acquired up to a 49% stake in Scale AI, major clients like Alphabet, Microsoft Azure, and Elon Musk's xAI are reportedly reconsidering their ties amid concerns over data confidentiality. Sources told Reuters the deal sparked a trust crisis, with fears that sensitive AI development data could be exposed to Meta, a key rival in generative artificial intelligence.
Canon's semiconductor business, best known for its photolithography equipment, is also bolstered by a range of specialized subsidiaries. One such unit, Canon Anelva, focuses primarily on thin-film deposition systems — a critical component in semiconductor manufacturing. Despite projections that the broader market will remain flat in 2025 compared to 2024, Canon Anelva expects to achieve more than 20% revenue growth, driven by two flagship product lines.
Amid a delicate political backdrop, Chinese electronics manufacturers in India are cautiously expanding their footprint, balancing growing export ambitions with regulatory scrutiny and policy hurdles. While the Indian government nudges them toward local production, tight controls and unresolved tensions continue to shape their operational and investment strategies.
Acer's chief strategy officer, Kuo Jian-Cheng, has assumed the chairmanship of Posiflex Technology following the company's acquisition of a major stake in the industrial PC (IPC) maker.
Below are the most-read DIGITIMES Asia stories from June 9 to June 15, 2025. Highlights include major chipmaking advances, a DDR4 supply crunch, and shifting strategies from Intel, Samsung Electronics, and TSMC. From renewed EDA access in China to rising momentum among Chinese CIS suppliers, this roundup tracks the key forces reshaping the global semiconductor and AI landscape.
In a strategic shift that could reshape China's domestic semiconductor landscape, Goke Microelectronics announced plans to acquire a 94.37% stake in Ningbo Semiconductor International Corporation (NSI), a specialty foundry previously controlled by Semiconductor Manufacturing International Corporation (SMIC). The deal, which involves 11 sellers including SMIC and several local investment firms, marks Goke's formal entry into the radio frequency (RF) front-end market.
Vietnam is embarking on its most extensive administrative restructuring since 1945, aiming to boost efficiency and reduce public sector costs. The country's National Assembly has approved a sweeping consolidation plan that will reduce its current 63 provinces and municipalities to just 34, comprising 28 provinces and six centrally governed cities, reports AFP and VNA. The move, overwhelmingly supported with 461 votes in favor, is part of the government's broader effort to streamline bureaucracy and modernize governance structures.
More coverage
