News tagged opinion at DIGITIMES

NEWS TAGGED OPINION

Wednesday 22 October 2025

Commentary: How Nvidia's 5 moves keep ASIC rivals at bay

As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance...

Wednesday 22 October 2025

Analysis: Samsung reclaims memory crown but what about its foundry?

Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...

Tuesday 21 October 2025

Column: Advanced packaging's standardization challenge

While advanced packaging technologies first gained traction in high-end smartphones, it was the supply crunch of AI chips in 2023 that...

Monday 20 October 2025

Exclusive: SEMI president says semiconductor future extends beyond US-China rivalry

DIGITIMES attended SEMICON West 2025 in Phoenix, Arizona, where the event set an 18-year record for both attendance and exhibitor participation. In an exclusive interview,...

Monday 20 October 2025

Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show

SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative...

Monday 20 October 2025

Commentary: AMD and Nvidia set 2027 AI server plans in motion, redefining rack design

With the momentum behind artificial intelligence (AI) infrastructure continuing to accelerate, industry giants Nvidia and AMD are preparing...

Sunday 19 October 2025

Behind the silicon curtain, China's tech illusion unravels

China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside...

Friday 17 October 2025

Commentary: TSMC chairman adopts cautious tone despite AI optimism

TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...

Thursday 16 October 2025

Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances

The 2025 Nobel Prize in Physics has been awarded to John Clarke, Michel Devoret, and John Martinis for their groundbreaking experimental work demonstrating macroscopic quantum tunneling,...

Thursday 16 October 2025

Research Insight: South Korea challenges China's battery dominance with LFP push

Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western...

Wednesday 15 October 2025

Exclusive: Arizona Commerce Authority President says state is ready for semiconductor growth

The semiconductor industry in Arizona is experiencing rapid expansion, with the Arizona Commerce Authority (ACA) playing a pivotal role.

Wednesday 15 October 2025

Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel

Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community.

Tuesday 14 October 2025

Commentary: US-China trade tensions hit shipping sector as tariffs and fees escalate

As South Korea prepares to host APEC 2025 Korea in Gyeongju on October 31, attention is focused on a potential high-stakes meeting between US President Donald Trump and Chinese President...

Tuesday 14 October 2025

Commentary: China weaponizes rare earth dominance, global tech to pay the price

China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply...

Monday 13 October 2025

Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?

Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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