DIGITIMES news archive

Total: 10,118 items

TSMC leads with high gross margins, while second- and third-tier foundries operate at full capacity but struggle to profit

Wednesday 13 August 2025

The foundry industry faces operational pressures in 2025 due to external factors such as tariffs, exchange rates, and geopolitical tensions. Only TSMC continues to achieve record-breaking annual performance by systematically...

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Inside TSMC's 2nm leak involving TEL: How a job application became an international incident

Wednesday 13 August 2025

The alleged leak of Taiwan Semiconductor Manufacturing's (TSMC) 2-nanometer technology by former and current employees from TSMC and Tokyo Electron (TEL) has sparked intense speculation and espionage theories. Yet, closer...

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TSMC TEL 2nm Taiwan technology

TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers

Wednesday 13 August 2025

TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor Manufacturing Company (PSMC). The...

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TSMC GaN wafer Nvidia PSMC

Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future

Wednesday 13 August 2025

On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign immediately. Intel and Tan quickly responded...

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Intel 2025 Donald Trump CEO TSMC

Exclusive: Infineon GaN chief on strategy, market gains after TSMC's exit

Wednesday 13 August 2025

Infineon Technologies' acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing, positions the company to extend...

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GaN Infineon GaN Systems TSMC market

TSMC adds US$10B to US subsidiary in strategic forex hedge

Wednesday 13 August 2025

Taiwan Semiconductor Manufacturing Company (TSMC) held a board meeting on August 12, during which several key resolutions were made. Of particular interest was the approval to increase the capital of its wholly owned subsidiary...

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TSMC Taiwan subsidiary capacity budget

Samsung's potential US$50 billion US chip expansion puts pressure on TSMC

Tuesday 12 August 2025

Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar orders from Tesla and Apple,...

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Samsung TSMC expansion 2nm production

Taiwan's IC packaging and testing supply chain may avoid tariffs, but US expansion remains challenging

Tuesday 12 August 2025

When US President Donald Trump announced increased investment in domestic manufacturing alongside Apple CEO Tim Cook, he also declared a 100% tariff on all chips and semiconductors entering the US. However, he noted that...

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Donald Trump testing Taiwan IC packaging investment

Samsung reportedly planning to produce iPhone image sensors in Texas, but keep packaging in Korea

Monday 11 August 2025

Samsung Electronics will build a CMOS image sensor (CIS) production line at its Austin, Texas, semiconductor facility for Apple's next-generation iPhones, but the chips' back-end processing may still be handled in South...

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Samsung Texas fab CIS Apple iPhone packaging

SoftBank reportedly acquires Foxconn's US EV plant for Stargate

Monday 11 August 2025

The SoftBank Group has reportedly acquired Foxconn's Ohio EV factory through Crescent Dune LLC for US$375 million, aiming to advance...

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Foxconn OpenAI infrastructure Oracle acquisition

Weekly news roundup: 'China for China' Strategy, Xiaomi's open-source voice AI, and Broadcom at OCP APAC

Monday 11 August 2025

..., set to be released on August 5 in the US. Who's really after TSMC's 2nm secrets? The trail may not lead to China TSMC...

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DIGITIMES Asia weekly news roundup China Xiaomi Broadcom 2025

Taiwan leads global SiPh development; optical industry set for explosive growth by 2027

Monday 11 August 2025

Silicon photonics (SiPh) is one of the most critical technologies in the AI world and broadband sectors, according to Paul Liu, chairman of Taiwan's National Development Council (NDC) and a member of TSMC's board of directors...

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SiPh Taiwan development photonics growth

TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance

Monday 11 August 2025

Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and a 25.8% rise compared to July 2024. This...

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revenue TSMC Taiwan 2025 AI chip

TSMC fine-tunes advanced packaging, delays projects, and trims low-return ops

Monday 11 August 2025

Taiwan Semiconductor Manufacturing Co. (TSMC) has undergone a reorganization of its advanced packaging capacity and workforce, even as it publicly emphasizes expansion efforts. The company is merging its Advanced Packaging...

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TSMC capacity packaging Taiwan expansion

From cost burden to growth engine: AI revolutionizes advanced packaging

Monday 11 August 2025

At the OCP APAC 2025 conference, a high-profile panel brought together senior executives from TSMC, ASE, MediaTek, and Synopsys to examine how chiplets, advanced packaging, and next-generation interconnects are redrawing...

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packaging APAC 2025 panel TSMC

Tesla's Dojo shutdown signals new alliances with Samsung and Intel in AI race

Sunday 10 August 2025

Tesla is dismantling its in-house AI supercomputer project "Dojo" and shifting gears toward a new external chip strategy involving Samsung Electronics and Intel, signaling a...

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Tesla AI supercomputing Samsung Intel

TSMC 2nm leaks under national security probe; situation is non-critical for now

Friday 8 August 2025

TSMC has been reported to have a leak of its 2nm process trade secrets, prompting judicial investigators to launch an investigation under suspicion of violating the National Security Act. A senior government official stated...

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TSMC cybersecurity 2nm NSTC investigation

Intel breaks from GPU-centric playbook as CEO Tan charts AI-focused overhaul

Friday 8 August 2025

... through 2028. The company is also investing in the development of its 14A node, expected to align with TSMC's A14 timeline...

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Intel GPU software AI ASIC

TSMC-backed VisEra moves to capture CIS upside with thin-form optics, new capacity

Friday 8 August 2025

...VisEra Technologies, a TSMC-affiliated optical component supplier, anticipates third-quarter growth driven by rising... will launch Phase 2 construction of its Longtan plant under TSMC's leasing framework, ensuring adequate capacity for future...

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VisEra CIS CMOS component supplier capacity

'China for China' becomes new rulebook for Western chipmakers

Friday 8 August 2025

Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese foundries to localize manufacturing and...

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China chipmakers supply chain GlobalFoundries Infineon NXP STMicroelectronics

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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

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