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Monday 12 May 2025
Apple weighs AI search alternatives to Google—decoding the strategic message
Apple executives have stated they are evaluating adding AI-powered search to their Safari browser, a move that caused Alphabet, Google's parent company, to see its stock price plunge. In response, Google issued a public statement stressing that search traffic from Apple devices continues to grow
Monday 12 May 2025
Foxconn wins Mitsubishi greenlight, enters critical inflection point in its EV strategy
On May 6, Mitsubishi Motors signed a memorandum of understanding with Foxconn's EV arm, Foxtron Vehicle Technologies, to jointly explore EV development, design, and manufacturing. The deal signals a major milestone for Foxconn's carmaking ambitions and a telling concession by Mitsubishi as it seeks to stay competitive in the breakneck global EV race
Monday 12 May 2025
Malaysia eyes climb up the tech ladder as Southeast Asia's semiconductor veteran
Malaysia boasts resilient economic and industrial fundamentals, underpinned by reliable infrastructure, natural resource availability, and an established manufacturing base. In the Southeast Asian semiconductor landscape, it ranks just behind Singapore, home to cutting-edge wafer fabs, but leads the region in large-scale assembly, testing, and packaging operations
Monday 12 May 2025
Cheap cars, costly decisions: Taiwan struggles with price of trade access
In Taiwan, car prices have long been a hot topic among consumers. With recent debates surrounding whether or not to lower import tariffs, the pricing gap between domestic and imported vehicles has once again taken center stage
Friday 9 May 2025
Is the NT dollar surge the new Plaza Accord moment?
After surging to a multi-decade high last week, the New Taiwan dollar (NT$) has reversed course, weakening 0.45% on May 6 to close at NT$30.28 against the US dollar. The currency's volatility is unsettling Taiwan's export-oriented industries, which had already been grappling with the implications of a stronger NT dollar on margins and competitiveness. The erratic moves have sparked uneasy comparisons to the 1985 Plaza Accord—raising the question: could Taiwan be headed toward its own version of that historic realignment
Wednesday 7 May 2025
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts' forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution about the months ahead, citing growing uncertainty from US-China trade tensions and tariff risks. In response, Apple is accelerating efforts to diversify its manufacturing base, working closely with partners like Foxconn to shift more production to India and Vietnam
Wednesday 7 May 2025
MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities
Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has pushed micro-displays into the spotlight. Meanwhile, Micro LED is emerging as a potential game-changer in silicon photonics, offering high-speed optical communication capabilities. Long-anticipated uses in large-format TVs and automotive displays are finally moving toward mass production, signaling a broad and accelerating wave of commercialization across multiple industries
Tuesday 6 May 2025
Mining influence: Taiwan's critical moves in the global rare earth chess game
As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the critical importance of these elements in global geopolitics and technological competition. This article analyzes the strategic value of Rare earth elements (REEs), the context of the China-US rivalry, and Taiwan's strategies for addressing these challenges
Tuesday 6 May 2025
DRAM process development direction: 3D DRAM
Since the 20nm node, advancements in DRAM process technology have decelerated, with development from 19 to 11nm occurring in small, 1 to 2nm steps across several nodes labeled from 1x to the forthcoming 1d
Monday 5 May 2025
Barcelona rises as Europe's strategic tech investment nexus as US-China rift widens
While the Czech Republic is often seen in Taiwan as Europe's semiconductor hotspot, Spain receives the most EU funding for tech initiatives. In early 2025, the DIGITIMES team visited Barcelona to cover MWC 2025 and explore the region's fast-evolving innovation ecosystem
Friday 2 May 2025
Xiaomi enters the LLM race with another attempted latecomer coup
Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones, the tech giant now aims to stake a claim in the large language model (LLM) market
Thursday 1 May 2025
DRAM process development challenges: DRAM structure in process miniaturization
Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann's computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM became the leading market share product in the semiconductor industry
Thursday 1 May 2025
Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules
US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies like Ford and General Motors had warned could hurt US manufacturing by raising production costs and squeezing profit margins, offers short-term relief
Wednesday 30 April 2025
CloudMile outlines 3 keys to unlock JS-SEZ potential
The Johor-Singapore Special Economic Zone (JS-SEZ), actively promoted by the governments of Singapore and Malaysia, leverages Johor state's advantages in land, water, electricity, and natural resources, combined with Singapore's advanced technology, financial sector, and status as an international business hub
Wednesday 30 April 2025
Outpaced and overbuilt: Intel’s $20B crisis
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted period of sustained losses in the company's history since 1990