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Monday 24 February 2025
Weekly news roundup: China shifts strategy on US tech rivalry; Intel reboots foundry business with UMC and MediaTek alliance
These are the most-read DIGITIMES Asia stories from the week of February 17 – February 21.
Monday 24 February 2025
STMicro, AWS co-develop AI-focused photonic chip for data centers
STMicroelectronics (STM) is partnering with Amazon Web Services (AWS) to develop a data center photonic chip that delivers 800Gbps and 1.6Tbps optical interconnect speeds for AI and...
Monday 24 February 2025
India roundup: Kaynes SemiCon expands global presence, nears OSAT customers in Japan and US
India-based OSAT Kaynes Semicon is securing customers in its foray into the semiconductor business. Tesla steps up entry in India but faced criticism over its potential local manufacturing...
Monday 24 February 2025
Huawei's Ren Zhengfei reassures Xi: China's chip concerns fade as self-reliance efforts surge
Chinese President Xi Jinping recently attended a "Private Enterprise Symposium," which saw participation from nearly all leading companies, including Alibaba founder Jack Ma. However,...
Saturday 22 February 2025
Taiwan eyeing Indian talent to support Silicon Valley-like tech hub plans
Taiwan's status as a global powerhouse in the semiconductor industry could be undermined by labor shortages, but talent from India could provide a solution.
Saturday 22 February 2025
Did Samsung miss a key opportunity for an Intel foundry alliance?
In October 2024, South Korean media reported that Intel's CEO, Pat Gelsinger, aimed to meet Samsung's chairman, Lee Jae-Yong, to discuss a foundry alliance that would involve sharing...
Saturday 22 February 2025
Economy minister of Netherlands and former ASML CEO visit Samsung's Pyeongtaek plant
Dirk Beljaarts. Economy Minister of Netherlands and Peter Wennink, former CEO of ASML, visited Samsung Electronics' semiconductor facility in Pyeongtaek, South Korea, drawing significant...
Friday 21 February 2025
Taiwan's overseas production ratio to rise
Statistics from the Ministry of Economic Affairs (MOEA) indicate that Taiwan's overseas production ratio in January was 44.8%, a year-over-year decrease of 4.2pp. If Taiwan's major...
Friday 21 February 2025
Apple unveils iPhone 16e as affordable option, targets iPhone 11/12 users for upgrades
Apple has officially unveiled the iPhone 16e, marking a significant shift in the company's strategy as it also announces the discontinuation of the iPhone SE product line. The iPhone...
Friday 21 February 2025
EU approves funding for Infineon's Dresden fab under European chip incentive
According to Infineon's press release, the European Commission has approved funding for Infineon's Smart Power Fab in Dresden under the European Chips Act, with expected approval...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
Intel on the brink: boardroom battles, Trump's policies, the TSMC dilemma
With geopolitical tensions reshaping the semiconductor landscape, Intel's future hinges on decisions made by its board, the Trump administration, and Wall Street investors eyeing...
Friday 21 February 2025
Forcera enters global semiconductor supply chain with advanced equipment consumables
Forcera Materials is set to be listed on the stock exchange in late March. As one of the few Taiwanese companies with fully integrated capabilities in advanced ceramic material R&D,...
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Friday 21 February 2025
Could TSMC's Intel stake tip scales against Samsung?
Reports indicate that TSMC is contemplating acquiring a stake in Intel's foundry business, a development that could significantly impact Samsung Electronics. This speculation arises...