Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often reaching foundries only after extensive validation—far from the world of bold marketing campaigns
China is leading the charge in 5G technology, transforming factory efficiency standards. Countries like Indonesia must accelerate their innovative and digital transformation efforts to attract manufacturing investments, as this trend is becoming evident, said Julian Gorman, head of Asia Pacific at GSMA
At the Foxconn 50th anniversary banquet, Apple CEO Tim Cook conveyed his congratulations via video message. He mentioned that products which would typically take several months to complete were accomplished by Foxconn in just a matter of days. (Founder) Terry Gou has redefined the limits of mass production, compelling major brands that have defined products over the past three to four decades to take notice
As US-China trade tensions rise, the global server EMS supply chain is transforming, with Chinese manufacturers rapidly gaining prominence and challenging established players. A recent DIGITIMES report noted Chinese suppliers' capability to provide server components amid a complex landscape where geopolitical strategies, technological advancements, and market competitiveness intersect
Since the second half of 2024, Tesla has increasingly emphasized AI as the core driver of its business strategy for the coming years, focusing on commercializing autonomous driving software and humanoid robots. As both projects share common technical resources and have explicit application scenarios, Tesla plans to first deploy humanoid robots in its factories to perform various tasks, expecting to significantly reduce labor costs, and the strategy will likely prompt other automakers to follow suit in deploying humanoid robots, according to DIGITIMES' recent report
The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances beyond Washington's reach
Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly 30,000 attendees to the San Jose Convention Center
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip demand continues to be strong and consumer electronics inventory is being gradually replenished, revenue in the second quarter is expected to rebound 5.7% quarterly to US$29.3 billion, according to DIGITIMES' quarterly report covering Taiwan's wafer foundry industry
In today's evolving global digital economy, submarine cables have emerged as crucial assets for tech giants seeking to dominate internet infrastructure through strategic investments and direct ownership
At Nvidia's GTC, robots once again took center stage. The BDX robot "Blue," inspired by "Star Wars," made a surprise appearance during CEO Jensen Huang's keynote speech, captivating the audience and sparking industry anticipation for significant advancements in humanoid robotic cognitive abilities
Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access, especially in regions with weaker infrastructure. TeleGeography reports over 600 submarine cable systems worldwide, including the 2Africa cable by companies like Meta and Vodafone, spanning 45,000 kilometers across three continents
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's development. It is unlikely that the US can completely decouple from China's industrial chain, economy, and trade, nor can Taiwan's economy be expected to fully disengage from China
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming with energy—"like a lively dragon," as he put it—Huang capped the day by hosting Taiwan Night. The event featured 21 tables, where he wined and dined with key figures from Taiwan's supply chain, including ASUS Chairman Jonney Shih and Foxconn Chairman Young Liu
