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Monday 10 November 2025
TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
Monday 10 November 2025
Malaysia reaffirms AI chip neutrality, adopts Nvidia and Huawei Ascend
Malaysia has reiterated its neutral stance on artificial intelligence (AI) chip selection, ensuring that both Nvidia Corporation and Huawei's Ascend unit chips will be adopted. According...
Friday 7 November 2025
Advanced packaging emerges as AI's next performance frontier, insights from DIGITIMES analyst Tony Huang
As Moore's Law slows, advanced packaging has become the critical lever driving breakthroughs in AI chip performance, according to DIGITIMES chief semiconductor analyst Tony Huang...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Thursday 6 November 2025
Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...
Thursday 6 November 2025
China bans Nvidia from state data centers, mandates domestic AI chips
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Thursday 6 November 2025
Cambricon's NeuWare breaks China's dependence on Nvidia CUDA
In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
Wednesday 5 November 2025
KYEC secures triple AI chip testing contracts, expands production in Taiwan and Singapore
The global race to build next-generation AI computing power is accelerating, and Taiwan’s King Yuan Electronics Corp. (KYEC) has emerged as a key winner.
Tuesday 4 November 2025
Qualcomm's AI200 and AI250 challenge Nvidia's dominance in AI data center chip market
Qualcomm has officially announced its entry into the data center AI chip sector with the launch of its next-generation solutions for AI inference computing, built on AI200 and AI250...
Monday 3 November 2025
AI chip packaging complexity drives surge in equipment orders
TSMC is accelerating development beyond the 2nm process node while expanding mass production of CoWoS-L, SoIC, and next-gen WMCM and CoPoS technologies. The semiconductor industry...
Monday 27 October 2025
Tesla’s next AI chip taps both TSMC Arizona and Samsung Texas fabs

At its third-quarter 2025 earnings call, Elon Musk revealed a major "Made in America" development: Tesla's next-generation AI chip, AI5,...

Saturday 25 October 2025
OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure
The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...
Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...
Wednesday 22 October 2025
South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo
South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian...
Wednesday 22 October 2025
Taiwan's test interface leaders go global on rising AI, HPC orders
Driven by next-generation AI chip mass production and seasonal demand for consumer electronics, Taiwan's test interface suppliers reported steady growth in September 2025. Industry...