News tagged commentary at DIGITIMES

NEWS TAGGED COMMENTARY

Thursday 13 November 2025

Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert

Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once...

Tuesday 11 November 2025

Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness

While TSMC's October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024.

Tuesday 11 November 2025

DIGITIMES Asia spotlights three leading innovators at FIX 2025

The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on...

Thursday 6 November 2025

Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?

Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...

Wednesday 5 November 2025

Commentary: Jensen Huang's South Korea charm offensive signals Nvidia's Asia pivot

When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went...

Monday 3 November 2025

Nvidia's Huang hosts South Korean 'trillion-dollar feast' to boost AI strategy

Amid tense US-China relations, shifting policies under the Trump administration, and growing concerns over an "AI bubble," Nvidia CEO Jensen Huang has launched an intensive "diplomatic...

Friday 31 October 2025

Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges

OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...

Friday 31 October 2025

Commentary: Trump-Xi meeting leaves core tech conflicts unresolved

After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted,...

Friday 31 October 2025

Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths

On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology...

Thursday 30 October 2025

Commentary: China's JCET bets on AI to challenge global packaging giants

Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center...

Wednesday 29 October 2025

Commentary: Lessons from Arm China and Nexperia’s unraveling

Over the past decade, China's tech sector has surged across chip design, foundry, and packaging. Yet beneath the slogan of "technological...

Tuesday 28 October 2025

Commentary: Intel's ASIC play fails to impress chipmakers

Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs....

Tuesday 28 October 2025

Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC

As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations...

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...

1/18 pages

BIZ FOCUS

Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

MOST-READ
7 DAYS NEWS

Full list