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Monday 27 October 2025
Topco accelerates overseas push to align with clients’ new fab investments
Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also...
Monday 27 October 2025
US and Malaysia strike deal to secure rare earth supply chain
On October 26, US President Donald Trump attended the ASEAN Summit in Kuala Lumpur, Malaysia, where the US and Malaysia signed a trade agreement and a memorandum of understanding...
Monday 27 October 2025
Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips
Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.
Monday 27 October 2025
Nexperia export ban rattles carmakers from Seoul

China's recent order banning exports from the Chinese factories of Dutch semiconductor firm Nexperia has sent shockwaves through the...

Monday 27 October 2025
Samsung and Hanmi thaw ties at SEDEX, eye HBM4 collaboration
Longtime rivals Samsung Electronics and Hanmi Semiconductor may be wiping the slate clean and possibly teaming up after South Korea's 27th Semiconductor Exhibition (SEDEX...
Monday 27 October 2025
Etron's Nicky Lu sees DRAM rally lasting six months, bets on a strong 2026
The memory industry has recently become a hot topic, with Etron chairman Nicky Lu stating that the current AI boom will drive continuous growth in the semiconductor sector over the...
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,...

Monday 27 October 2025
China's semiconductor reckoning: YMTC chairman on 5 shifts that will redefine sector
As China gears up for its Fifteenth Five-Year Plan, Chen Nanxiang, chairman of the China Semiconductor Industry Association (CSIA) and YMTC, said the country's semiconductor industry...
Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
Monday 27 October 2025
Taiwan turns China's export curbs into a test of industrial resilience

As Energy Taiwan and Net-Zero Taiwan 2025 open on October 29, Beijing has completed its second wave of export restrictions on lithium...

Monday 27 October 2025
Samsung launches aggressive price-cut strategy to catch up in HBM competition
HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...
Monday 27 October 2025
TSMC’s Cliff Hou calls for a stronger Taiwan chip ecosystem to turn crisis into advantage
The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23. Chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and...
Monday 27 October 2025
Taiwan ramps up trillion-dollar investment plan to hedge tariff and China risks
Taiwan has introduced a NT$46 billion (US$1.5 billion) relief program to mitigate the impacts of US reciprocal tariffs. However, accounting for over 70% of Taiwan's exports, the ICT...
Sunday 26 October 2025
CXMT, Huawei align on HBM3 ahead of China's 2026 AI memory leap
High-bandwidth memory (HBM) has become the latest competitive front for global DRAM manufacturers. As Samsung, SK Hynix, and Micron gear up for HBM4 mass production in 2026, China's...
Sunday 26 October 2025
Taiwan's secret: A century of elite talent driving chips, electronics, and healthcare
Taiwan currently shines on the global stage with three standout industries: its healthcare system, electronics manufacturing services (EMS), and semiconductors. Though each sector's...