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Thursday 27 March 2025
Substrate and materials suppliers in CoWoS supply chain working to close capacity gaps
Nvidia's high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates...
Thursday 27 March 2025
Trump tariff war disrupts Taiwan electronics and machinery industry
The US stock market has significantly declined due to the unpredictability of US President Donald Trump's policies, impacting Taiwan's capital markets as well. A survey conducted...
Thursday 27 March 2025
Trade partners on edge as Trump's 'reciprocal tariffs' fast approach
With just a week until the April 2 deadline for the implementation of what US President Donald Trump calls "reciprocal tariffs," global markets are on edge. Will Trump soften his...
Thursday 27 March 2025
Taiwan's silicon crucible: Chris Miller dissects how Trump's tariff blitz reshapes US-China chip war dynamics
In the shadow of broader trade tensions, tariffs on Chinese goods have quietly doubled during the first two months of Donald Trump's second term—a significant economic shift...
Wednesday 26 March 2025
China breaks ground in GaN: first 8-inch N-polar wafer, 100nm PDK signal high-frequency chip ascent
On March 24, 2025, Jiufengshan Laboratory (JFS) announced two major breakthroughs in GaN technology: the world's first 8-inch silicon-based N-polar gallium nitride on insulator (GaNOI)...
Wednesday 26 March 2025
Pegatron chair advocates nuclear expansion for Taiwan's energy security
Energy resilience is vital to a nation's economy, and electricity costs directly impact national competitiveness, according to Pegatron Chairman T.H. Tung. He urged Taiwan to invest...
Wednesday 26 March 2025
'Go and Build': Andrew Ng urged Taiwan to seize AI moment
Artificial intelligence pioneer Andrew Ng delivered a powerful message to Taiwan on the opening day of the AI Expo, a three-day event hosted by DIGITIMES in Taipei. In a fireside...
Wednesday 26 March 2025
Microsoft, Amazon, Nvidia urge Trump to revise chip export curbs
Tech companies with a combined market valuation of more than US$8 trillion are urging the Trump administration to rethink chip export restrictions that they fear will push US allies...
Wednesday 26 March 2025
New CEO's address at Intel Foundry event to draw attention
Notwithstanding external observers' concerns regarding its business outlook, Intel will proceed with its two annual conferences, Intel Vision 2025 and Intel Foundry Direct Connect,...
Wednesday 26 March 2025
Samsung to reportedly mass-produce ADAS chips for Hyundai
Samsung Electronics will reportedly mass-produce advanced driver assistance systems (ADAS) chips using its 5nm process for Hyundai Motor, according to South Korean media outlets....
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment...
Tuesday 25 March 2025
TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds
While recent reports suggest TSMC's 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip...
Tuesday 25 March 2025
FuriosaAI reportedly rejects Meta's US$800 million acquisition offer
Several South Korean media outlets have reported that South Korean AI chip startup FuriosaAI has rejected Meta's US$800 million acquisition proposal.
Tuesday 25 March 2025
SiCarrier rolls out 5 chip tools at SEMICON China 2025, challenging AMAT, TEL
SEMICON China 2025 opens on March 26 in Shanghai, bringing together global and domestic semiconductor equipment makers. One surprise standout: Shenzhen SiCarrier Technologies, a previously...
Tuesday 25 March 2025
Strong HBM memory demand drives WFE market revenue in 2024
According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in...