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NEWS TAGGED VERTICAL INTEGRATION
Thursday 4 December 2025
Tech Forum 2026: IC design vertical integration shapes AI power struggle among Nvidia, Arm, and Qualcomm
As the semiconductor industry navigates an increasingly complex competitive landscape driven by artificial intelligence, the strategies companies employ to gain market advantage are...
Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports...
Sunday 30 November 2025
Taiwan's vertical integration cluster advantage limits industry relocation risk
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration,...
Monday 24 November 2025
Foxconn’s new “3+3+3” bet: can an AI makeover rewrite its future?
At its Hon Hai Tech Day (HHTD) held in Nangang, Taipei, Hon Hai (Foxconn) outlined its strategic transformation through chairman Young Liu's remarks and technology showcases. The...
Thursday 13 November 2025
Tesla seeks South Korea partnerships to launch battery production plan
Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials,...
Thursday 30 October 2025
TPSC unveils Taiwan's largest perovskite solar window
Taiwan Perovskite Solar Corp. (TPSC) demonstrated its full vertical integration across materials, processes, modules, equipment, and applications at Energy Taiwan 2025 under the theme...
Friday 5 September 2025
Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'
Advanced packaging is rewriting the rules of the semiconductor industry. According to DIGITIMES Research, in 2024, global AI data center accelerators (covering GPUs and ASICs)...
Monday 30 June 2025
Apple supplier Lens Tech seeks up to US$606M in HK listing
Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a...
Thursday 26 June 2025
Acer's Stan Shih says Taiwan's vertical disintegration drove tech ascent; Intel missed shift
Acer Group founder Stan Shih said Taiwan's industrial transformation from vertical integration to vertical disintegration has been crucial to its tech rise, noting that US chip giant...
Wednesday 11 June 2025
Avalue acquires majority stake in Champ Vision Display to boost vertical integration competitiveness
Industrial PC (IPC) maker Avalue Technology held its annual shareholders' meeting on June 10, 2025, reaffirming its steady growth outlook for 2025 despite ongoing exchange rate volatility...
Monday 2 June 2025
Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn
When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began...
Friday 23 May 2025
Technoprobe bolsters Taiwan expansion as local probe card makers ramp up in-house R&D
Technoprobe, a global leader in probe card manufacturing, is ramping up its presence in Taiwan with an aggressive vertical integration strategy, strengthening its connections across...
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.
Thursday 20 February 2025
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes...
Friday 27 December 2024
Traditional Chinese firms foray into semiconductors
China has seen some eyebrow-raising investments in its semiconductor industry by traditional firms amid tightening US trade sanctions.