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Monday 11 August 2025
GlobalWafers secures US$200M grant from US CHIPS Act amid Trump-era review
According to Reuters, Taiwan-based Sino-American Silicon Products (SAS) said on August 8 that its subsidiary GlobalWafers received just over US$200 million in June under...
Sunday 10 August 2025
Trump's 100% tariff hint stirs concerns despite South Korea's MFN status
US President Donald Trump recently announced tariffs as high as 100% on certain semiconductor products. Although South Korea holds a commitment to "most favored-nation" (MFN) treatment,...
Saturday 9 August 2025
Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...
Friday 8 August 2025
'China for China' becomes new rulebook for Western chipmakers
Rising geopolitical tensions and trade barriers are prompting more US and European chipmakers to accelerate their "China for China" strategy — partnering with local Chinese...
Friday 8 August 2025
SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
Thursday 7 August 2025
Apple taps Samsung's Austin fab for next-gen chip tech, possibly for CIS
Apple announced a collaboration with Samsung's Austin-based wafer foundry to develop a new chip technology, though Samsung declined to comment.
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
Tuesday 5 August 2025
Boris Johnson says UK once considered competing with Taiwan in chips, but abandoned plan over tech gap
During a keynote address at the Ketagalan Forum in Taipei on August 5, former UK Prime Minister Boris Johnson revealed that he had contemplated enabling the UK to compete with Taiwan...
Tuesday 5 August 2025
CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert
Reports have emerged that TSMC's advanced packaging technology, CoWoS, is operating at only 60% capacity utilization. Such a supply-demand mismatch has confused the supply chain.
Monday 4 August 2025
Weekly news roundup: Tesla's US$16.5 billion Samsung deal, former Intel China executive joins AMD, China advances in mature chips
Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former...
Monday 4 August 2025
Innolux edges past HKC in global LCD TV panel race, 1H25 shipments reshuffle rankings
Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's...
Friday 1 August 2025
Huawei's shadow fab (4): China's homegrown 'twin' exposure tool challengers
As the global semiconductor arms race intensifies, China's homegrown players are racing to localize critical chipmaking tools. One standout is Shanghai Yuliangsheng Technology Co.,...
Friday 1 August 2025
EU semiconductor gear tariff exemption fuels US fab expansion
The recent tariff exemption on semiconductor manufacturing equipment imported from the European Union into the US is poised to significantly influence the US semiconductor industry's...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base
During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting...