DIGITIMES news archive

Total: 218 items

Commentary: The govt check TSMC should turn down

Thursday 21 August 2025

US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American taxpayers' interests. A spokesperson...

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Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Wednesday 20 August 2025

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity and bandwidth shape the speed and...

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CXMT HBM3 HBM US-China trade war 2026

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...

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DRAM Huawei fab Elpida Shenzhen

Tariffs blur ASML's outlook, but China anchors the bottom line

Friday 25 July 2025

ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026, we cannot confirm it at this stage,"...

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ASML demand 2026 CEO growth

Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal

Monday 21 July 2025

Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure, driving major mergers and acquisitions,...

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Samsung chairman legal management mergers and acquisitions (M&A)

AI without borders: Singapore moves from infrastructure to influence

Wednesday 18 June 2025

The release of ChatGPT in November 2022 sparked a global AI renaissance, compelling governments everywhere to embrace artificial intelligence for both public benefit and economic...

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Singapore AI infrastructure data center policy

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...

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Taiwan exports Donald Trump Tariffs policy

US chip tariffs pose biggest challenge to American firms; Trump likely to back down

Wednesday 28 May 2025

The impending semiconductor chip tariff policy continues to cause concern. The semiconductor supply chain believes that if US President Donald Trump insists on imposing tariffs, it would significantly impact American IC...

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TSMC semiconductor industry Tariffs supply chain equipment

China tightens noose on US chips—with a twist that splits the industry

Friday 18 April 2025

As US-China tariff tensions intensify, Beijing is taking aim at American-made semiconductors with new origin rules that could redraw the global chip supply map.

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chips Beijing semiconductors chip supply

Beyond TSMC: Do chip veterans bring transformation or just prestige?

Monday 10 March 2025

Memory giant Micron recently announced that former TSMC Chairman Mark Liu has joined its board. Micron views this move as a strategic effort to boost its competitive position against SK Hynix and to foster closer collaboration...

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TSMC Micron Memory brand SMIC

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...

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Micron Taiwan Mark Liu chairman Samsung

Decoding Taiwan-US semiconductor trade ties (Part 3): why Taiwan and South Korea avoid tariff wars

Tuesday 11 February 2025

As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent?

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Taiwan semiconductors IC chips data

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...

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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...

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Intel Micron CEO CHIPS Act Pat Gelsinger

Nissan and Honda weigh domestic merger against foreign investment

Thursday 2 January 2025

... acquired by American memory manufacturer Micron Technology. Today, Elpida's former Hiroshima DRAM plant serves as one of Micron's major production sites, suggesting that the Japanese conglomerate model may not offer Nissan a viable path...

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Nissan Honda investment merger Sharp

Intel, Microchip cases expose CHIPS Act challenges

Thursday 12 December 2024

... leaders, including TSMC, Samsung Electronics, Intel, GlobalFoundries (GF), SK Hynix, and Micron, to commit significant...

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CHIPS Act subsidies Intel Microchip commentary

US-China tech war escalates: Beijing targets Nvidia, more investigations expected to follow

Wednesday 11 December 2024

... against US policies. The recent scrutiny faced by leading companies mirrors the challenges that Micron encountered in 2023..., it will continue to fall behind the US. By targeting companies like Micron, Intel, and Nvidia, China may claim victories through...

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Nvidia war Beijing Intel

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...

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Intel Samsung TSMC supply chain business

Tech giants navigate Trump's return: stand up or stay silent?

Tuesday 19 November 2024

Trump's return to the presidency has drawn significant attention, with his potential appointments already creating waves across the global tech industry. The impact has extended to currency markets as monetary policy tensions...

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CEO CHIPS Act TSMC policy Intel

Revolutionizing battery technology: Q&A with Enovix CEO Raj Talluri

Thursday 12 September 2024

Established in 2007, Enovix leads the development and manufacturing of advanced 100% active silicon-anode lithium-ion batteries. In August, the company celebrated the grand opening of its first high-volume manufacturing...

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Enovix technology CEO manufacturing production

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BIZ FOCUS

Aug 5, 11:49

Cultivating OCP, embracing open source

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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