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Tuesday 27 January 2026
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026
Commentary: Behind the scenes of Jensen Huang's China trip
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Tuesday 27 January 2026
Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark...

Tuesday 27 January 2026
AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages
Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience...
Tuesday 27 January 2026
Jensen Huang is all about staying alive
What is the ultimate goal of Nvidia, the dominant force in artificial intelligence? And what, if anything, drives the life of its founder and chief executive, Jensen Huang?
Tuesday 27 January 2026
Alibaba's DAMO Academy drives core AI chip development behind T-Head Semiconductor
T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry...
Tuesday 27 January 2026
TSMC's capex surprise reveals blind spots in semiconductor forecasting
TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
Monday 26 January 2026
Lisa Su's toughest call: scrapping AMD's server roadmap

Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

Monday 26 January 2026
TAISIC Materials shifts focus to high-end SiC substrates
Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a...
Monday 26 January 2026
China unveils flexible fiber chips, an alternative to traditional silicon architectures
As traditional silicon-based semiconductors approach physical and manufacturing limits, flexible and non-planar chip architectures are gaining attention as a new direction in global...
Monday 26 January 2026
Commentary: China's RISC-V progress from C-Sky to T-Head
Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry,...
Monday 26 January 2026
Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.
Monday 26 January 2026
India roundup: India's semiconductor ambitions face hurdles echoing SEA as local IC design sector strives to grow
With Micron's ATMP facility moving into commercial production and fresh investments from domestic players, India's semiconductor push is gaining firmer footing. However, despite its...
Saturday 24 January 2026
China advances T1000 carbon fiber supply chain for semiconductor materials
As the global semiconductor industry pushes forward with advanced processes, heterogeneous integration, and cutting-edge packaging, competition now extends beyond process nodes to...
Saturday 24 January 2026
US-Taiwan tariff deal masks deeper semiconductor geopolitics

While the recent announcement that the US will lower tariffs on Taiwanese exports from 20% to 15% was welcomed by officials in Taipei as a diplomatic...