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Tuesday 5 August 2025
CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert
Reports have emerged that TSMC's advanced packaging technology, CoWoS, is operating at only 60% capacity utilization. Such a supply-demand mismatch has confused the supply chain.
Tuesday 5 August 2025
Onsemi remains cautious on tariffs, sees recovery in auto and AI segments
Onsemi flagged weak industrial and automotive demand in the second quarter of 2025 but expects modest growth ahead, with AI-related sales providing a boost. CEO Hassane El-Khoury...
Tuesday 5 August 2025
Interview: Astera Labs: AI infrastructure enters 2.0 with open AI interconnect options
AI data center chipmaker Astera Labs will showcase its next-gen interconnect technologies at this week's Open Compute Project (OCP) APAC event. In an exclusive interview with DIGITIMES,...
Tuesday 5 August 2025
Taiwan faces Section 232 chip tariff crunch
The US has officially announced its latest tariff results, reducing Taiwan's reciprocal tariffs from 32% to 20%. The Executive Yuan promptly responded, stating that the US set a provisional...
Tuesday 5 August 2025
Canon builds first fab in 20 years to chase back-end boom
Japanese optical giant Canon, which had not built a new semiconductor lithography equipment production plant since 2004 due to a declining market, announced on July 30, 2025, the...
Tuesday 5 August 2025
Win Semiconductors sees 45% capacity utilization as Wi-Fi 7 drives growth and stronger US orders
GaAs wafer foundry provider Win Semiconductors announced at a July 31, 2025, investor conference that its capacity utilization reached 45% in the second quarter of 2025, a 10 percentage...
Monday 4 August 2025
India highlights semiconductor potential ahead of Semicon India 2025
Ahead of the fourth edition of Semicon India, set to be held from September 2-4, 2025, in New Delhi, the Indian Government has released a press statement reaffirming its commitment...
Monday 4 August 2025
Samsung foundry utilization reportedly rebounds on AI chip demand and rising orders
Samsung Electronics' foundry production lines for process nodes above 4nm have recently achieved their highest utilization rates, according to South Korean media outlet ChosunBiz,...
Monday 4 August 2025
ASE raises 2025 capex to US$5.5B as AI strains advanced packaging lines
ASE Holdings, the world's second-largest IC packaging and testing company after Amkor Technology, struck a cautious note in its second-quarter earnings call despite booming AI-driven...
Monday 4 August 2025
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered...

Monday 4 August 2025
Exclusive: Broadcom exec weighs in on Nvidia's NVLink strategy and silicon photonics future
The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI...
Monday 4 August 2025
Innolux starts mass production of FOPLP, eyes monthly shipments surge by 2H25
Taiwanese display maker Innolux has officially entered volume production of its fan-out panel-level packaging (FOPLP) technology, a cornerstone of its broader transformation strategy...
Monday 4 August 2025
India's AI boom hides dependency risks under Trump deregulation
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers...
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...