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Thursday 14 August 2025
Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
Wednesday 13 August 2025
Commentary: Trump's 50-hour ultimatum to Lip-Bu Tan reshaped Intel's future
On August 7, 2025, Eastern Time, US President Donald Trump publicly accused Intel CEO Lip-Bu Tan of a conflict of interest due to his investments in China and demanded that he resign...
Wednesday 13 August 2025
Trump’s 15% Nvidia chip levy hints at new trade game
US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
Wednesday 13 August 2025
Exclusive: Infineon GaN chief on strategy, market gains after TSMC's exit
Infineon Technologies' acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing,...
Tuesday 12 August 2025
H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...
Friday 8 August 2025
The Silicon Stranglehold: Taiwan tech exporters face Washington's tariff siege
On August 7, 2025, Washington dropped the hammer. A fresh wave of "reciprocal tariffs" crashed into Taiwanese imports, sending shockwaves through an already jittery tech ecosystem...
Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
Wednesday 6 August 2025
Taiwan speeds toward low-carbon transit, targets full electrification by 2030
As Taiwan races toward its 2030 goal of fully electrifying city buses and achieving net-zero carbon emissions by 2050, the pressure on the domestic electric vehicle supply chain —...
Wednesday 6 August 2025
TSMC's 2nm leak: usual suspects and smoke screens galore
A recent incident involving employees from TSMC and Japan's Tokyo Electron Limited (TEL) has sparked a Taiwanese investigation into a possible breach of national security-level semiconductor...
Tuesday 5 August 2025
Who’s really after TSMC’s 2nm secrets? The trail may not lead to China
TSMC is dealing with a high-stakes internal security breach after several employees were dismissed over attempts to leak confidential information regarding its 2nm process technology,...
Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
Tuesday 5 August 2025
Foxconn skips server wars, targets AI data centers with Teco
As product iteration cycles come increasingly under client control and the manufacturing technology gap narrows, competition among electronics manufacturers, including Foxconn, has...
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,...
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...
Saturday 2 August 2025
Why Intel is avoiding Tesla's chip orders
Tesla CEO Elon Musk recently made headlines with a large order placed with Samsung Foundry. Aside from the reported eight-year contract valued at US$16.5 billion, speculation about...