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Monday 27 October 2025
Intel warns of CPU shortages and price hikes as older nodes hit limits
Intel's CFO Dave Zinsner revealed at the third quarter 2025 earnings call that strong chip demand has led to supply constraints, driven by data center operators urgently upgrading...
Monday 27 October 2025
Topco accelerates overseas push to align with clients’ new fab investments
Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also...
Monday 27 October 2025
Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips
Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.
Monday 27 October 2025
Etron's Nicky Lu sees DRAM rally lasting six months, bets on a strong 2026
The memory industry has recently become a hot topic, with Etron chairman Nicky Lu stating that the current AI boom will drive continuous growth in the semiconductor sector over the...
Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
Monday 27 October 2025
Samsung launches aggressive price-cut strategy to catch up in HBM competition
HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...
Monday 27 October 2025
SK hynix Presents Next Generation NAND Storage Product Strategy at OCP 2025
SK hynix Inc. announced today that it presented its next-generation NAND storage product strategy at the '2025 OCP (Open Compute Project) Global Summit', held in San Jose, California,...
Monday 27 October 2025
As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order
Huawei Cloud CEO Zhang Ping'an and several top executives were recently demoted and had their salaries reduced, officially due to "performance falsification." The punishment, however,...
Sunday 26 October 2025
LGES approaches China's battery market with time compression, accumulation strategy
In the face of policy and capital competition pressure from Chinese companies, LG Energy Solution (LGES) is implementing a strategy that combines time compression and accumulation...
Saturday 25 October 2025
Lightel rides the laser boom as satellite demand lifts revenue and margins
Lightel Technologies, a fiber optic component maker headquartered in Seattle, has emerged as a key supplier in the rapidly expanding satellite laser communications market, as rising...
Thursday 23 October 2025
SYM unveils hybrid PE3 range extender system to tackle electric scooter challenges
Sanyang Motor (SYM) officially unveiled its PE3 range-extended electric scooter technology on October 21, marking a new chapter in two-wheeler electrification. With the electric scooter...
Thursday 23 October 2025
SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design
Samsung Electronics and SK Hynix unveiled their next-generation high-bandwidth memory (HBM4) at SEDEX 2025 in South Korea, marking Samsung's first public display of an HBM4 sample...
Thursday 23 October 2025
Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom
As artificial intelligence (AI) and high-performance computing (HPC) lead a new industrial revolution in the PCB sector, Taiwanese giants Zhen Ding Tech (ZDT) and Unimicron are optimistic...