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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...
Monday 5 May 2025
Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial...

Sunday 4 May 2025
Automotive and industrial control chip markets show signs of recovery, but tariffs risk looms
European and American integrated device manufacturers (IDMs) have released their financial reports. Among them, Texas Instruments (TI), a bellwether in the analog chip market, believes...
Saturday 3 May 2025
PTI sees operational rebound as memory and AI markets recover in 2025
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
Saturday 3 May 2025
ASE COO urges inclusion of global AI strategy in tariff negotiations
ASE Holdings chief operating officer Tien Wu proposed incorporating the global artificial intelligence (AI) landscape into reciprocal tariff negotiations. He stressed the importance...
Saturday 3 May 2025
Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25
Macronix International, the Taiwan-based memory chip manufacturer, reduced its losses in the first quarter of 2025 as inventory issues continued to weigh on performance. Chairman Miin...
Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components,...
Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Friday 2 May 2025
OpenAI expands hiring in Asia amid tech industry trends and high tariff concerns
Market sources reveal that OpenAI is offering competitive salaries with numerous job openings in Singapore and Japan. Positions in Singapore cover areas such as sales and marketing,...
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if the...
Friday 2 May 2025
Setbacks for India's semiconductor ambitions: Tower Semiconductor, Adani, and Zoho projects stall
The Adani Group has paused discussions with Israel's Tower Semiconductor over a proposed US$10 billion semiconductor project in India, according to two people familiar with the matter,...