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Monday 19 May 2025
Chipmakers seek edge beyond Moore's Law as computing power race escalates
The semiconductor industry's decades-long strategy of shrinking transistors faces diminishing returns, forcing companies to explore alternative technologies for competitive advantage in the post-Moore's Law era
Saturday 17 May 2025
Current status of China's lithography equipment development: EUV
While China's Ministry of Industry and Information Technology (MIIT) recently announced updates on deep ultraviolet (DUV) lithography, Shanghai Micro Electronics Equipment (SMEE) also disclosed its 2023 patent applications related to extreme ultraviolet (EUV) technology, along with the publication of patents filed in September 2024
Saturday 17 May 2025
From soy milk to silicon: the untold story of Taiwan's chip ascent
The documentary A Chip Odyssey, directed by Chu-Chen Hsiao and more than five years in the making, is set to premiere on June 13. The film is based on interviews with over 80 industry insiders and scholars, and had its media preview on May 13, attended by journalists as well as figures from academia, the arts, and tech
Friday 16 May 2025
Tariff truce tremors: supply chains reeling from three aftershocks
Following recent trade talks, the US and China have reached a temporary pause on escalating tariffs, with both sides retreating from previously announced increases. While the deal offers some relief, industry experts caution that disruption to global supply chains is already evident, with three major aftershocks now surfacing across the electronics manufacturing sector
Friday 16 May 2025
From applications to agents: how AI is reshaping the next era of digital interfaces
In the prior article, we compared the evolution of the Internet to that of today's large language models (LLMs), particularly examining Internet packets and LLM tokens. We noted parallels in infrastructure and business model development. By analyzing packets' evolution, we aimed to forecast the future trajectory of tokens in AI, projecting potential impacts on product design, service models, and industry value chains
Friday 16 May 2025
Trump's Middle East visit brings relief to Nvidia and AI supply chain
Industry insiders revealed that just as the market believed the rapid growth of AI was slowing down and Nvidia's performance would no longer be spectacular, US President Donald Trump demonstrated a dual strategy of "carrot and stick" by leading several top American business leaders, including Nvidia CEO Jensen Huang, on a visit to Saudi Arabia. The move proved highly beneficial for Huang
Thursday 15 May 2025
Current status of China's lithography equipment development: DUV
In the US-China trade war, the focus of US pressure has been on curbing the development of China's high-tech sectors—especially semiconductors, artificial intelligence (AI), and quantum computing, with the first two being closely intertwined
Thursday 15 May 2025
Taiwan's US investment push: Will talent exodus history repeat?
In the era of globalization, R&D as well as manufacturing can access capital, land, utilities, and talent locally. However, the deglobalization trend sparked by US President Donald Trump has forced some companies to bring their capital directly to target markets to find sites and recruit personnel, maintaining customer commitments amid new tariff storms. The question arises: will the industrial hollowing out and talent outflow caused by Taiwanese firms moving westward to China years ago repeat itself during the current eastward shift toward the US
Wednesday 14 May 2025
Microsoft accelerates AI, talent push in SEA—Singapore, Malaysia, Thailand in focus
DIGITIMES visited Singapore, Malaysia, and the Johor-Singapore Special Economic Zone (JS-SEZ) to explore how Microsoft is shaping the AI landscape in Southeast Asia. The team spoke with Jeth Lee, Microsoft's Regional Legal Director for the Asia-Pacific, and Andrew Lau, Datacenter Launch Lead and Business Program Director for Microsoft Malaysia
Wednesday 14 May 2025
China's AI reckoning: Once-hyped unicorns face cash crunch collapse
The global boom in generative AI, fueled by OpenAI, triggered a surge of investment into Chinese AI startups. But OpenAI's recent decision to abandon its for-profit status—announced by CEO Sam Altman—highlights the growing difficulty of monetizing AI innovation. Meanwhile, China's so-called "AI Four Darlings," CloudWalk Technology, SenseTime Group, Megvii Technology, and Yitu Technology, are battling mounting losses and operational setbacks, with growing pressure to overhaul their business strategies
Tuesday 13 May 2025
Interview: highly complementary AI ecosystems in Singapore and Malaysia—analyzing Microsoft's ASEAN strategy
The world is in the midst of an AI revolution, with data center supply chains becoming central to the electronics industry. As software and hardware converge, the focus on "sovereign AI" has heightened attention on cloud service providers' strategic moves
Tuesday 13 May 2025
China drone industry thrives in global markets despite sanctions
Trade sanctions and tech blockades have become the preferred weapons of influence in the ongoing geopolitical tug-of-war between the United States and China. Yet for all the volleying, victories have been uneven—and in some cases, surprising
Tuesday 13 May 2025
Thaw or theater? US-China tariff pause masks deeper strategic fault lines
Against a backdrop of escalating geopolitical strain and unresolved trade friction, the US and China have concluded a new round of high-level negotiations, releasing a joint statement to adjust and suspend recently imposed tariffs. Though narrow in scope, the deal signals a partial de-escalation and offers markets overdue relief after months of volatility since April 2025
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal tariffs to 10% for 90 days. However, US tariffs on Chinese fentanyl-related goods remain, and Trump-era levies still keep China's overall tariff burden near 30%—a truce in form, not in substance
Monday 12 May 2025
Exclusive: AI implementation challenges reshape government roles in ecosystem success
During an in-depth reporting trip to the Johor-Singapore Special Economic Zone (JS-SEZ), DIGITIMES explored the evolving AI landscape through exclusive interviews with Microsoft executives from Singapore and Malaysia. As Nvidia and AI supply chain players increasingly highlight "AI implementation" applications, we sought to understand how cloud giants perceive this trend, what enables or hinders progress, and the appropriate role for governments