DIGITIMES news archive

Total: 54 items

From substrate to system: A deep dive into Nvidia's CoWoP packaging shift

Wednesday 30 July 2025

As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have pushed the semiconductor industry toward...

Tags

Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions

Friday 25 July 2025

As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly positioning...

Tags

DRAM Huawei fab Elpida Shenzhen

Trump's tariff reversals roil global markets, but Taiwan finds unexpected gains

Thursday 12 June 2025

Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China, has sent tremors through global supply...

Tags

Taiwan exports Donald Trump Tariffs policy

Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality

Thursday 29 May 2025

Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents not only a technological transformation...

Tags

Nvidia Jensen Huang supply chain war chips

Xiaomi pushes the edge with 3nm XRing O1 chip, threading US regulatory needle

Thursday 22 May 2025

Xiaomi is set to unveil its latest slate of strategic products at 7 pm CST on May 22, headlined by the long-awaited debut of its in-house smartphone SoC, the XRing O1—a bold play that marks a new chapter in the company's...

Tags

Xiaomi Xring SoC TSMC 3nm production

The beauty and sorrow of a one-man stage: TSMC's advanced process technology and packaging

Monday 19 May 2025

From the Consumer Electronics Show (CES) 2025 at the beginning of the year, Nvidia's GPU Technology Conference (GTC) in March, to TSMC's North America Technology Symposium in April, and the upcoming Computex 2025, these...

Tags

TSMC advanced process packaging CoWoS Nvidia

Current status of China's lithography equipment development: DUV

Thursday 15 May 2025

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...

Tags

semiconductors DUV Lithography equipment US-China trade war

DRAM process development direction: 3D DRAM

Tuesday 6 May 2025

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.

Tags

DRAM 20nm 3D development Guest column

K&S partners with Taiwanese semiconductor leaders in advanced packaging push

Wednesday 30 April 2025

Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's semiconductor packaging equipment...

Tags

Singapore Johor IC manufacturing packaging equipment

Etron's Nicky Lu on TSMC's global playbook and Taiwan's AI-memory pivot: no bottlenecks, no backpedaling

Monday 7 April 2025

Generative AI is redrawing the tech landscape—from cloud to edge—while geopolitical tensions push countries to rethink their semiconductor strategies. As Taiwan,...

Tags

Etron chairman Interview AI talent Taiwan

Behind the Scenes: How Mark Liu and Micron CEO Sanjay Mehrotra Are Forging a New Era in US Chip Strategy

Thursday 6 March 2025

Following his retirement as chairman of Taiwan Semiconductor Manufacturing Company (TSMC), Mark Liu shifted his focus to the United States. The latest announcement by Micron Technology regarding Liu's appointment to its...

Tags

Micron Taiwan Mark Liu chairman Samsung

Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production

Monday 10 February 2025

In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor industry's market leadership has shifted...

Tags

2024 Taiwan production Tariffs TSMC

Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals

Saturday 8 February 2025

In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export momentum but also significantly influences...

Tags

Taiwan exports EMS 2024 TSMC

Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook

Wednesday 22 January 2025

Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not only Nvidia's product sales and revenue...

Tags

SK Hynix revenue Nvidia Samsung production

Intel's struggles could boost Micron's prospects

Tuesday 7 January 2025

Media outlets have linked former Intel CEO Pat Gelsinger's departure with the Biden administration's policies and tied Intel's ongoing struggles to the US CHIPS Act. In contrast, Micron CEO Sanjay Mehrotra has taken a more...

Tags

Intel Micron CEO CHIPS Act Pat Gelsinger

Semiconductor shifts: why DRAM and mature logic processes face structural changes

Friday 13 December 2024

Two pivotal areas in the semiconductor industry- standard DRAM and mature logic processes—are undergoing significant shifts. Despite their independence, both segments share common drivers of transformation.

Tags

DRAM mature process EUV

Intel's IDM path nearing its end, is Samsung next?

Monday 9 December 2024

Intel finds itself in a precarious situation as the global supply chain, particularly among Taiwanese manufacturers, continues to struggle without viable solutions. Similarly, Samsung Electronics' foundry business remains...

Tags

Intel Samsung TSMC supply chain business

Samsung rules out foundry spin-off, citing technical challenges and strategic market priorities

Wednesday 9 October 2024

Samsung Electronics issued a rare public apology on October 8, 2024, causing ripples across the semiconductor industry.

Tags

Samsung foundry spin-off South Korea semiconductor industry

Rise of cloud and edge AI applications paves way for new semiconductor opportunities; wafer foundries become crucial, says DIGITIMES Research

Monday 7 October 2024

.... Cloud-based AI leads generative AI development, with wafer foundries' advanced processes, advanced packaging, HBM capacity...

Tags

development wafer foundries DIGITIMES AI applications market

Will Japan, Korea, Taiwan become new trade war targets of the US as trade structure shifts?

Tuesday 24 September 2024

The escalating tensions between major powers are reshaping global investment and trade patterns, leading to a surge in companies facing divestment, relocation, and investment shifts. This trend suggests an impending rise...

Tags

Taiwan investment exports United States supply chain

1/3 pages

BIZ FOCUS

Jul 9, 10:42

TRI unveils new multi-camera AOI, TR7500 SIII Ultra

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES

Syntax	Example	Finds articles containing
AND && A B	Intel AND AMD Intel && AMD Intel AMD	"Intel" and "AMD"
OR \|\|	Intel OR AMD Intel \|\| AMD	"Intel" or "AMD"
NOT !	Intel NOT AMD Intel ! AMD	"Intel" but not "AMD"
"A B"	"Smart TV"	Phrase "Smart TV"
("A B" OR C) AND D NOT X	("Smart TV" OR panel) AND maker NOT Taiwan	Multiple terms form a complex query combined together with Boolean operators