DIGITIMES news archive

Total: 69 items

Analysis: Elon Musk's Terafab chases 10 chip iterations a year — can it rival TSMC?

Thursday 15 October 2026

Speaking to more than 2,000 Tesla owners and investors at the X Takeover event held at Tesla's Gigafactory in Austin, Texas, on October 11, Elon Musk made a candid admission: "To be clear, I don't know how to make...

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Commentary: China builds three-pronged memory strategy around CXMT, YMTC, XMC

Saturday 5 September 2026

China's memory industry is shifting from a single-champion model towards a three-pronged structure. ChangXin Memory Technologies (CXMT) is building its position in DRAM, Yangtze Memory Technologies (YMTC) in 3D NAND,...

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China 3D NAND CXMT XMC YMTC

Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full

Thursday 11 June 2026

Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some...

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TSMC demand price packaging advanced process

Analysis: How Jensen Huang pays top-dollar talent to keep Nvidia on top

Friday 5 June 2026

When Jensen Huang was asked in Taipei about Samsung Electronics' recent labor dispute, the Nvidia chief executive offered a characteristically direct response.

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Jensen Huang Nvidia Taipei labor Samsung

Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

Thursday 21 May 2026

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming its STAR Market listing review after...

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YMTC CXMT IPO DRAM NAND

Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models

Thursday 14 May 2026

The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven...

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Samsung labor strike workforce Taiwan

Interview: Taiwan's industrial spirit — the hidden geopolitical layer

Monday 16 March 2026

As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban. Yet beneath these shifts lies a...

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Taiwan industrial Anthropic TSMC ban

DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race

Thursday 19 February 2026

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor...

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TSMC DIGITIMES 2026 budget equipment

DIGITIMES Asia spotlights three leading innovators at FIX 2025

Tuesday 11 November 2025

The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on firms translating forward-looking ideas...

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South Korea robot robotics Expo 2025

Yole Group CEO interview (Part 2): Post-Moore's Law era sparks advanced packaging race

Wednesday 24 September 2025

As Moore's Law approaches physical and commercial limits, advanced packaging has surged as a new battleground in the semiconductor industry. TSMC not only leads globally with its CoWoS technology but also fosters a...

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packaging commercial Yole TSMC OSAT

Commentary: Decoding the new semiconductor world order

Wednesday 10 September 2025

The semiconductor landscape has fundamentally shifted. As we move from 2025 to 2026, three forces dominate global technology discourse: semiconductors, artificial intelligence, and the Trump administration's trade...

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2026 2025 semiconductor industry technology Taiwan

Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'

Friday 5 September 2025

Advanced packaging is rewriting the rules of the semiconductor industry. According to DIGITIMES Research, in 2024, global AI data center accelerators (covering GPUs and ASICs) have seen advanced back-end packaging...

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packaging semiconductor industry DIGITIMES 2024 technology

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...

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subsidies TSMC government Intel development

Commentary: TSMC shows no fear despite 300% tariff threat

Tuesday 19 August 2025

US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the market's primary concern is the...

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TSMC USA manufacturing Donald Trump Tariffs

Trump's off-the-cuff comments stoke global tensions, Taiwan moves to secure high-tech sector

Tuesday 18 February 2025

US President Donald Trump has increasingly engaged with the media in unscripted exchanges, often deflecting criticism by blaming former administrations, including those of...

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Donald Trump 2025 Taiwan Tariffs war

Intel-TSMC partnership: potential semiconductor power shift?

Friday 14 February 2025

The semiconductor industry is bracing for a potential shake-up amid reports that the US government is pushing for Intel to spin off its manufacturing operations into a new entity, with TSMC participating in a joint...

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TSMC Intel partnership semiconductor industry manufacturing

EMS watch: top-down observation on supply chain

Thursday 30 January 2025

The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote work, have propelled tech giants to...

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EMS supply chain market 2024 COVID-19 EMS Watch

Debunking Trump's misconceptions on Taiwan's role in the global chip industry

Thursday 18 July 2024

US Republican presidential candidate Donald Trump, in an interview with Bloomberg Businessweek, claimed that Taiwan had taken 100% of the chip business from the US without giving anything in return. He also...

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Taiwan Donald Trump Bloomberg business TSMC

Japan takes ambitious action on advanced packaging technology to capture Chiplet and AI chip opportunities

Friday 3 May 2024

The potential of advanced packaging technology to upgrade chip performance has attracted many Japanese equipment and material suppliers to allocate their resources in this highly specialized field to gain their entry...

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Japan Advanced Packaging Chiplet AI chip

China's chip self-sufficiency dream a 21st Century Great Leap Forward? How much longer can it subsidize?

Friday 3 May 2024

Against the backdrop of a secular slowdown in economic growth and a real-estate bubble burst that added debt burdens, how much longer can China continue to subsidize its industries and realize the dream of building a...

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China HBM HiSilicon Huawei JCET self-sufficiency semiconductors SMIC subsidies

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