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Thursday 6 November 2025
Cambricon's NeuWare breaks China's dependence on Nvidia CUDA
In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Tuesday 4 November 2025
Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and...
Tuesday 4 November 2025
Nvidia Blackwell chips expose policy-corporate divide on China exports
During an interview aboard Air Force One on November 2, 2025, US President Donald Trump stated that only US customers should have access to Nvidia's advanced Blackwell AI chips. According...
Monday 3 November 2025
Weekly news roundup: Samsung launches aggressive price-cut strategy to catch up in HBM; Intel shifts assembly and testing to Vietnam
Below are the top DIGITIMES Asia stories from October 27 to November 2, 2025.
Friday 31 October 2025
Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges
OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...
Wednesday 29 October 2025
Alibaba Cloud's price cuts widen global reach, deepen China's AI cloud duopoly
As China's AI cloud competition intensifies, Alibaba Cloud has introduced new price cuts across overseas markets to accelerate its global expansion, extending the "dual-giant" rivalry...
Wednesday 29 October 2025
Taiwan EV market gears up for showdown: Toyota, Hyundai, and Luxgen lead new wave of BEVs
Taiwan's electric vehicle (EV) market is poised to enter a new phase of fierce competition by the end of 2025, as the island's three major automotive groups prepare to launch a wave...
Tuesday 28 October 2025
MediaTek’s Q4 outlook clouded by sluggish demand and soaring memory prices
MediaTek is scheduled to hold its earnings call on October 31, where it is expected to provide clearer guidance for its fourth quarter of 2025 and full-year outlook amid persistent...
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...
Sunday 26 October 2025
LGES approaches China's battery market with time compression, accumulation strategy
In the face of policy and capital competition pressure from Chinese companies, LG Energy Solution (LGES) is implementing a strategy that combines time compression and accumulation...
Saturday 25 October 2025
Taiwan telco trio compete for Amazon's Kuiper satellite partnership
Amazon's low-Earth-orbit satellite network, Project Kuiper, may soon land in Taiwan, where competition among local telecom operators is intensifying. Reports suggest Far EasTone Telecom...
Tuesday 21 October 2025
Taiwan ramps up humanoid robot development with Techman and Mirle unveiling products
As global competition between the US and China intensifies in humanoid robot development, Taiwanese manufacturers are accelerating efforts to catch up. Despite holding key component...
Tuesday 21 October 2025
Nvidia sparks Taiwan competition with new microchannel cooling technology
Nvidia is planning to promote new cooling technologies in response to increasing demand for AI server cooling. In addition to the Microchannel Lid (MCL), the company is also said...
Monday 20 October 2025
Holtek eyes double-digit revenue growth in 2025 with CGM medical market push
Targeting the global continuous glucose monitoring (CGM) market, microcontroller IC design house Holtek has unveiled its latest CGM application integrated with edge AI computing to...