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Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 21 January 2025
Socionext eyes 2nm chip development, weighs Rapidus as TSMC alternative
Socionext, a Japanese IC design house, is advancing plans to develop semiconductor products utilizing 2nm process technology in North America. While the company considers Rapidus,...
Monday 20 January 2025
Rohm Semiconductor to replace president amid first projected loss since 2012
Rohm Semiconductor, a leading Japanese electronics company, is poised to incur a consolidated net loss of JPY6 billion (US$39 million) for fiscal year 2024 (April 2024 - March 2025),...
Monday 20 January 2025
Taiwan's aerospace supply chain sees bright future amid US market opportunities
Upon Donald Trump's return to the presidency, Taiwan's overseas expansion strategies are attracting significant attention. Jyh-Huei Kuo, Taiwan's Minister of Economic Affairs (MOEA),...
Monday 20 January 2025
Wistron optimistic about 2025 AI growth amid US-Sino policy shifts
At Wistron's year-end party in Taiwan on January 17, Nvidia CEO Jensen Huang emphasized the early stage of AI development and the crucial role of partners like Wistron in the supply...
Monday 20 January 2025
Ritwin targets global energy storage expansion amid AI boom
Ritek Group has identified energy storage as key to advancing new energy solutions, with Ritwin Corp. Chairman Gordon Yeh emphasizing policy and artificial intelligence (AI) as the...
Monday 20 January 2025
Weekly news roundup: Europe's chip ambitions falter; TSMC maintains CoWoS equipment orders
These are the most-read DIGITIMES Asia stories in the week of January 13 – January 17.
Friday 17 January 2025
Mixed outlook for consumer AI demand in 2025
AI cloud computing will remain the primary growth driver for the tech industry in 2025, while the outlook for consumer AI applications remains mixed, largely hinging on whether users...
Friday 17 January 2025
Trump's comeback looms large over US EV ambitions
The future of electric vehicle (EV) development in the US faces uncertainty as controversy over EV policy intensifies during the presidential transition between the incoming Trump...
Friday 17 January 2025
Foxlink becomes Taiwan's first listed green electricity trader
Amid rising industrial electricity demand in Taiwan, the effective integration of energy creation, storage, and conservation has become crucial for business development. Foxlink Group...
Friday 17 January 2025
Strong demand persists for Nvidia GB200 despite market concerns
Strong AI-related demand will drive TSMC's 20% compound annual growth rate in revenue over the next five years, according to chairman C.C. Wei during the company's latest earnings...
Friday 17 January 2025
TSMC unscathed by disappointing auto market
The automotive industry was once considered to be a key driver for Taiwan's semiconductor supply chain, prompting its makers to get in line with the global trend of regionalized production...
Friday 17 January 2025
TSMC and Nvidia confirm no order cuts; continue to thrive in AI boom
TSMC CEO C.C. Wei has dismissed recent market speculation indicating Nvidia is cutting back its demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging capacity.
Friday 17 January 2025
Global auto supply chain faces profit pressures: are more layoffs looming in 2025?
The global automotive supply chain faced widespread layoffs as mainstream and emerging suppliers struggled with sustained low-profit margins in 2024. With no clear signs of recovery,...
Friday 17 January 2025
Everlight ventures into power semiconductors section as automotive and invisible light drive growth
Boosted by the rising demand for automotive LEDs and invisible light LEDs, the leading LED packaging company Everlight Electronics delivered impressive results for 2024. Despite challenges...