News tagged Commentary and analysis at DIGITIMES

NEWS TAGGED COMMENTARY AND ANALYSIS

Thursday 21 August 2025

Analysis: Can Chinese EVs win over Taiwan? Safety, data, and supply chain remain key questions

Reports that Chinese automaker BYD may enter the Taiwanese market through indirect channels have sparked widespread debate, reflecting...

Thursday 21 August 2025

Commentary: The govt check TSMC should turn down

US Secretary of Commerce Howard Lutnick recently stated in interviews that the government should not only offer free subsidies but also acquire non-voting stakes to safeguard American...

Wednesday 20 August 2025

Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will

As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...

Wednesday 20 August 2025

Commentary: Who will lead GaN market after TSMC's 2027 exit?

Gallium nitride (GaN) semiconductors are on the brink of a major transformation. Once hailed as the rising star among third-generation semiconductors, this technology has fallen from...

Wednesday 20 August 2025

Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity...

Tuesday 19 August 2025

Commentary: TSMC shows no fear despite 300% tariff threat

US President Donald Trump recently announced that semiconductor tariffs could reach 300%, yet this has not triggered panic in the chip industry. Supply chain players stress that the...

Monday 18 August 2025

Commentary: Can Trump's stake-in steer Intel to recovery?

The Trump administration is in talks with Intel. The stakes? A direct equity investment in America's struggling chip giant.

Friday 15 August 2025

Commentary: China's chip equipment underdog stands up to Applied Materials as local substitution wave rises

Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in a Chinese court, seeking nearly CNY100 million (approx. US$13.9 million) in damages...

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