News tagged 2025 at DIGITIMES

NEWS TAGGED 2025

Thursday 16 April 2026

Taiwan's investment in China collapsed from 84% to 4% — and it's rewiring global manufacturing

Taiwan's retreat from China's investment is reshaping global supply chains, prompting companies and governments to reassess industrial ties, trade flows, and economic security. The...

Thursday 16 April 2026

Taiwan says core trade objectives unchanged amid US Section 301 probe

Taiwan's affirmation that its core trade objectives remain unchanged despite a US Section 301 probe has global implications: shifts in tariffs and disputes could affect supply chains,...

Thursday 16 April 2026

US tightens ban on Chinese components, reshaping robotics supply chains

Washington's push to purge Chinese links from critical supply chains is hardening, and the effects are rippling through the global robotics...

Thursday 16 April 2026

Tata steps up iPhone manufacturing investments with fresh capital infusion

India's Tata Group has injected fresh capital into its electronics manufacturing arm, Tata Electronics, as it accelerates efforts to scale up iPhone production and strengthen its role...

Thursday 16 April 2026

Falling margins and memory crisis causing spec downgrades on TV panels

Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...

Thursday 16 April 2026

Rockchip reports record results, scales AIoT chips across industries

China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets.

Wednesday 15 April 2026

Taiwan equipment makers ride advanced packaging and SiPh wave

Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged...

Wednesday 15 April 2026

ASML posts solid 1Q26 as AI-driven demand lifts outlook

ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...

Wednesday 15 April 2026

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion,...

Wednesday 15 April 2026

Southern Taiwan Science Park eyes US$94 billion on AI tailwinds

Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...

Wednesday 15 April 2026

China chip tool imports shift to Southeast Asia as US tightens export controls

China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US,...

Wednesday 15 April 2026

CyberTAN post strong 1Q26 growth on improved product mix

CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached...

Wednesday 15 April 2026

Foxconn deepens EV vertical integration with CDMS model for streamlined production

Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new...

Wednesday 15 April 2026

Morrison targets AI phone sensor upgrades, expands into 3 emerging markets

Morrison expects AI smartphone penetration to exceed 60% within five years, driving continuous upgrades in optical sensor specifications. Despite short-term headwinds from memory supply-demand...

Wednesday 15 April 2026

Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook