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Monday 22 September 2025
Weekly news roundup: Micron halts NAND and DRAM quotes; Nvidia shifts quantum strategy, memory prices soar on AI demand
Below are the most-read DIGITIMES Asia stories from the week of September 15–September 21.
Monday 22 September 2025
Carmakers squeezed as profits plunge 55%, China bucks the trend
As the global automotive sector accelerates its transition toward electronic and electrical (E/E) architectures, a silent profit crisis is taking hold. According to a new report from...
Monday 22 September 2025
Clevo adapts 'blue ocean' strategy to drive sequential notebook shipment growth in 2H25
Although the notebook market is expected to underperform during the traditional peak season in the second half of 2025, this has not deterred Clevo's hopes for sequential quarterly...
Sunday 21 September 2025
Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
Sunday 21 September 2025
Taiwan's Altek secures US police drone orders, shipments to begin in 2026
As demand for drones grows in both commercial and military sectors, optical suppliers like Altek and Brinno showcased their latest technologies at the Taipei Aerospace & Defense...
Sunday 21 September 2025
China's Cambricon taps into unprecedented boom in AI chips
Chinese AI chipmaker Cambricon Technologies is seizing what chairman and CEO Chen Tianshi describes as an "unprecedented opportunity" in intelligent computing. Surging domestic demand...
Sunday 21 September 2025
Non-China market opportunities remain despite no involvement in advanced packaging, say Episil and EPI
The surge of 12-inch silicon carbide (SiC) materials entering advanced packaging processes has drawn significant market attention to Episil Technology, which spans first- and third-category...
Sunday 21 September 2025
India’s PC shipments to grow through 2026 while tablet demand proves erratic
India's PC market is projected to continue its steady growth over the next two years, while tablet shipments are expected to remain volatile, according to the latest shipment forecasts,...
Friday 19 September 2025
AI, robotics, EVs, and LEO satellites drive new golden era for connector industry
With the rise of emerging industries such as artificial intelligence (AI), data centers, and robotics, the global electronic connector industry is experiencing tremendous business...
Friday 19 September 2025
iPhone 17 launch spurs stronger upgrades, bolsters Taiwanese component makers
Apple has launched the iPhone 17 series, drawing strong early demand despite criticism of limited AI innovation at its 2025 fall event. Solid preorders are expected to boost upstream...
Friday 19 September 2025
Nanyang unveils new Staria models to boost Hyundai's market share
Nanyang Industries, a subsidiary of Sanyang Motor, unveiled two new Hyundai models — the Staria Van and Staria Camper — in Taiwan on Tuesday, signaling an ambitious push...
Friday 19 September 2025
Taiwan's leading alloy maker boosts titanium output as demand climbs

As Western nations ramp up defense spending, Taiwan-based S-Tech Corp, a manufacturer of high-performance alloy materials, is seeing...

Friday 19 September 2025
Nvidia's Rubin CPX GPU revolutionizes AI inference while reshaping memory supply chains
Nvidia has launched its latest Rubin CPX GPU aimed at applications in the era of large-scale inference for AI. According to research firm SemiAnalysis, the launch represents a new...
Friday 19 September 2025
TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan's National Development Council
Chun-Hsien Yeh, the new minister of Taiwan's National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be...
Friday 19 September 2025
Samsung, Wolfspeed escalate silicon carbide race as EV and AI demand climbs
Samsung Electronics is accelerating its research into silicon carbide (SiC), a next-generation power semiconductor material, as competition heats up across the industry.