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Monday 4 August 2025
AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities
Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced...
Monday 4 August 2025
Exclusive: Broadcom exec weighs in on Nvidia's NVLink strategy and silicon photonics future
The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI...
Monday 4 August 2025
Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth
Apple, Qualcomm, and MediaTek exceeded expectations in recent financial results, driven by final Chinese government subsidies and anticipation of tariff hikes later in the year. This...
Monday 4 August 2025
India's AI boom hides dependency risks under Trump deregulation
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers...
Monday 4 August 2025
With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs
The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling...
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Monday 4 August 2025
MSSCorps shrugs off tariff concerns as new US facility boosts semiconductor support
The US has implemented a 20% tariff on imports from Taiwan, but Chi-Lun Liu, chairman of MSScorps, claims it won't affect operational costs. MSScorps has opened a new facility in...
Monday 4 August 2025
South Korea's IC design competitiveness at risk; KITA urges acceleration in nurturing startups
As the global AI industry continues to expand, competition in semiconductor technology is intensifying. South Korea's industrial sector has begun voicing concerns that to maintain...
Monday 4 August 2025
Weekly news roundup: Tesla's US$16.5 billion Samsung deal, former Intel China executive joins AMD, China advances in mature chips
Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former...
Monday 4 August 2025
South Korea averts major trade blow with 15% automotive tariff compromise
The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30...
Monday 4 August 2025
Assessing the 20% reciprocal tariffs on Taiwan's electronics industry
Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness...
Monday 4 August 2025
Silicon Motion reports better-than-expected revenue, anticipates 10–15% growth in 3Q25
Silicon Motion reported second-quarter revenue of about US$199 million, up 19% from the previous quarter and surpassing forecasts of 5–10%. Despite a 6% drop year-over-year,...
Monday 4 August 2025
Hanmi confident in securing all HBM4 equipment orders as half of 1H25 sales go to Taiwan
Benefiting from the development of the high-bandwidth memory (HBM) market, Hanmi Semiconductor's second quarter 2025 performance continues to hit new highs, with overseas markets...
Monday 4 August 2025
Castrol partners with Taiwanese companies as liquid cooling competition intensifies
AI server data centers are creating new business opportunities. Castrol, a subsidiary of British Petroleum (BP), is optimistic about the liquid cooling prospects in AI data centers...