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Monday 8 December 2025
Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing
China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor...
Sunday 7 December 2025
Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets
Japanese and Korean passive-component makers are diverting more capacity to high-end capacitors used in AI servers, tightening supply in mainstream electronics, and creating new openings...
Sunday 7 December 2025
Taiwan's ESMT sees memory upturn accelerating as pricing gains roll into 4Q25
Tight memory supply has lifted prices across product lines, allowing Elite Semiconductor Microelectronics Technology (ESMT) to break a two-quarter losing streak in the third quarter...
Sunday 7 December 2025
South Korea bets on airport GSE to break 90% power chip import lock
South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric...
Saturday 6 December 2025
Huawei patent reveals DUV method to replicate 2nm-class chipmaking without EUV
A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal...
Saturday 6 December 2025
Fabship takes chip manufacturing into orbit as industry eyes Space-based fabs

As artificial intelligence (AI) accelerates the global semiconductor race—and as commercial space activity heats up—the idea...

Friday 5 December 2025
UMC expands US supply chain with 8-inch wafer MOU with Polar Semiconductor
UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December...
Friday 5 December 2025
AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China
At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry...
Friday 5 December 2025
Broadcom CEO visits South Korea as Samsung HBM4 reportedly obtains Google TPU certification
Update: Samsung has since reached out to DIGITIMES and denied this report. The company also declined to provide more details.
Friday 5 December 2025
Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The...
Friday 5 December 2025
Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects...
Friday 5 December 2025
Samsung to command the AI inference market with GDDR7
Samsung Electronics' latest-generation GDDR7 has received the 2025 Korea Technology Awards Presidential Award, and its importance is growing as Nvidia adopts the memory for AI inference...
Friday 5 December 2025
Infineon's GaN patent wall forces global firms to rethink China ties
In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride...
Friday 5 December 2025
Commentary: Infineon-Innoscience GaN ruling delivers 'disputed victory' for both sides
The US International Trade Commission (ITC) has issued its initial determination in Infineon's Section 337 case against China-based GaN supplier Innoscience. In a telling move that...
Friday 5 December 2025
Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands
After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen...