CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Tuesday 6 May 2025
FX turbulence hits Taiwan memory makers as US$ weakens, NT$ strengthens
A sharp appreciation of the New Taiwan dollar (NT$) is pressuring Taiwan's export-focused industries, especially memory module suppliers whose contracts are largely settled in US...
Tuesday 6 May 2025
US tariff policy and currency appreciation cast clouds over Taiwanese exporters
US tariff policy has raised concerns among Taiwanese exporters. The sharp appreciation of the New Taiwan dollar heightens the complexity. While the AI server supply chain remains...
Tuesday 6 May 2025
Former Samsung employee indicted in DRAM leak case aiding CXMT
South Korean prosecutors recently announced the indictment and detention of a former Samsung Electronics researcher suspected of leaking core semiconductor technology secrets, developed...
Tuesday 6 May 2025
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...
Tuesday 6 May 2025
Taiwan dollar surges to two-year high, central bank refutes US pressure claims
The New Taiwan dollar (NTD) surged to a two-year high against the US dollar on May 5, 2025, briefly strengthening by more than NT$0.15 to reach NT$29.59 per USD—the strongest...
Monday 5 May 2025
Huawei reportedly erects three advanced chip fabs in Shenzhen to sidestep foreign tech
Facing escalating US sanctions and export bans, Huawei is reportedly building three semiconductor fabs in Shenzhen's Guanlan district to localize its supply chain for advanced AI...
Monday 5 May 2025
MediaTek's AI chip blitz catapults ASE to a year's worth of packaging tool orders in one quarter
Amid escalating global trade tensions, Taiwan-based chip designer MediaTek is ramping up efforts around its next-generation flagship smartphone SoCs and Arm-based PC and notebook...
Monday 5 May 2025
Lip-Bu Tan's Intel: leaner, flatter, and betting big on packaging

Intel is undergoing its most sweeping transformation in decades under new CEO Lip-Bu Tan, who is steering the company away from the ambitious—but...

Monday 5 May 2025
Samsung's delayed Texas chip plant faces leaner tax deal and hard 2026 cutoff
Samsung Electronics has renegotiated a tax incentive package with the city of Taylor, Texas, after delays pushed back the launch of its US$18 billion chip foundry by nearly two years...
Monday 5 May 2025
China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and...

Monday 5 May 2025
Taiwan's surging currency puts pressure on exporters' margins

The New Taiwan dollar (NT$) surged by NT$0.953 against the US dollar (US$) on May 2—an appreciation of nearly 3% in a single day...

Monday 5 May 2025
China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy
As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute...
Monday 5 May 2025
Qualcomm clinches full Samsung S25 win, yet real growth rides on auto and AI bets
After delays, Samsung Electronics dropped its in-house Exynos 2500 from the Galaxy S25 lineup, opting instead to power the entire series with Qualcomm's Snapdragon chips, securing...
Monday 5 May 2025
Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play
These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving...
Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...