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Tuesday 21 October 2025
Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods" and taking "unauthorized actions," intensifying a corporate and geopolitical confrontation that now spans China, Europe, and the global automotive supply chain.

Tuesday 21 October 2025
Arm expands Flexible Access program to Armv9 platform to boost edge AI startups
Arm has extended its Flexible Access licensing program to include the latest Armv9 edge AI platform, enabling companies to access chip design tools at minimal cost and accelerate AI chip development and validation.
Tuesday 21 October 2025
GaN technology set to decide AI server power chip battle
As Nvidia boldly announces the arrival of 800V high-voltage power supplies for AI servers, nearly all leading power semiconductor players have joined its supply chain. The industry is closely watching whether their technologies and solutions can meet the practical demands of future AI servers.
Tuesday 21 October 2025
Micron lures Korean engineers to Taiwan with premium salaries
The world's third-largest memory manufacturer, Micron Technology, is reportedly recruiting Korean engineers to work in Taiwan. Sources indicate that Micron's hiring targets engineers specializing in high-bandwidth memory (HBM) and packaging technologies, offering annual salaries of up to KRW200 million (US$140,456).
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected to be US chip design leader Broadcom and Taiwan's MediaTek, whose 2026 ASIC business has become a major focus for investors.
Tuesday 21 October 2025
Potens enters AI market with new Hot-Swap MOS
Demand for hot swap power supply in servers is increasing as AI data centers proliferate. Potens Semiconductor Chairman Hsiang-Chi Meng stated that in addition to continuing its expansion in the automotive market, the company in 2025 will launch its first AI-focused product: hot-swap MOS. Rigorous environmental testing has revealed that the product's endurance improved by nearly tenfold, significantly enhancing the maintenance efficiency and operational stability of AI servers and data centers. Potens aims to pursue orders from major international clients.
Monday 20 October 2025
Holtek eyes double-digit revenue growth in 2025 with CGM medical market push
Targeting the global continuous glucose monitoring (CGM) market, microcontroller IC design house Holtek has unveiled its latest CGM application integrated with edge AI computing to capture healthcare opportunities.
Monday 20 October 2025
SiCarrier builds a new semiconductor arsenal: EDA tools, 3nm testing, and EUV patents
Shenzhen SiCarrier Technologies, a fast-rising semiconductor equipment firm closely linked to Huawei, is once again making headlines with a surge of breakthroughs and strategic moves. From electronic design automation (EDA) tools and 90 GHz ultra-high-speed oscilloscopes to new semiconductor material patents by its subsidiary Zhuhai Skyverse Technology, SiCarrier is emerging as a key driver of China's quest for technological independence in advanced chipmaking.
Monday 20 October 2025
Arrow Electronics regains US export license after delisting from Entity List
The US Department of Commerce has removed export restrictions on Arrow Electronics' China and Hong Kong units, taking the semiconductor distributor off the Entity List. Arrow Electronics spokesperson John Hourigan told Bloomberg and Reuters that the Commerce Department's Bureau of Industry and Security (BIS) informed the company on October 17 of its delisting, with the official notice to be published shortly in the Federal Register.
Monday 20 October 2025
Weekly news roundup: Nvidia rises as TSMC's top customer; Netherlands seizes Nexperia; Google considers MediaTek for next Pixel
Below are the top DIGITIMES Asia stories from October 13 to 19, 2025.
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 to launch next-generation chip architectures in 2027. These innovations are expected to significantly drive demand for AI servers, reshaping the supply chain and pushing the boundaries of data center design.

Friday 17 October 2025
Apple releases M5 chip with 30% higher memory bandwidth and enhanced NPU
Apple quietly launched new MacBook, iPad, and Vision Pro products equipped with its latest M5 chip on the evening of October 15, 2025, in Taiwan, generating considerable public attention over the major M5 chip upgrades.
Friday 17 October 2025
Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market
Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.
Friday 17 October 2025
Rebellions joins Arm Total Design to advance next-gen AI infrastructure
AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company to accelerate the development of customized, high-efficiency chips for next-generation AI data centers.
Friday 17 October 2025
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach the company's second-highest ever level. Audix's strategic transformation across three core business units has expanded its reach from traditional products into emerging technology sectors, including AI, electric vehicles (EV), and medical devices.
Friday 17 October 2025
OCP Summit: Broadcom claims 90% AI efficiency jump, reshaping optical and interconnect supply chains

At the OCP Global Summit, Broadcom unveiled major advances in Co-Packaged Optics (CPO), claiming the technology has reached the maturity and reliability needed to transform next-generation AI compute clusters.

Thursday 16 October 2025
Tsinghua University breaks imaging limits with Rafael chip, launching sub-angstrom era
The Department of Electronic Engineering at Tsinghua University (THU) in Beijing has developed the world's first "sub-angstrom snapshot spectral imaging chip" named Rafael. The research findings were published online in Nature, marking a significant advance in high-precision photonic chips and imaging technology in China. This breakthrough ushers intelligent photonics into an ultra-high resolution era below 0.1 nanometers (sub-angstrom level).
Thursday 16 October 2025
Qualcomm faces China antitrust probe over Autotalks acquisition
Ten years ago, Qualcomm paid the largest antitrust fine in China's market regulation history. It has yet again violated China's policies, this time because its acquisition case was not declared properly.
Thursday 16 October 2025
How a viral Taiwan dinner photo put Nvidia and its partners under Washington’s microscope
A publicly shared photo from a private gathering in Taiwan has set off debate over whether US export rules on advanced technology are being skirted, putting Taiwanese hardware makers MSI and Gigabyte under fresh scrutiny.
Thursday 16 October 2025
Intel pursues open AI architecture and annual GPU updates to catch up
Intel has unveiled its most ambitious artificial intelligence (AI) roadmap to date, featuring the next-generation Panther Lake AI PC processor, Clearwater Forest server processor, and a comprehensive AI execution plan. At the recent Intel Tech Tour (ITT) keynote, the company's new Chief AI and Technology Officer, Sachin Katti, announced that Intel will adopt an "annual update" cadence for its AI product lineup, marking a strategic shift toward faster iteration and innovation.
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, a phenomenon showing that quantum effects can manifest in systems large enough to be observed directly.
Thursday 16 October 2025
Apple unveils Vision Pro, MacBook Pro, and iPad Pro powered by the new M5 chip
On October 15, 2025, Apple announced three major product launches — the upgraded Apple Vision Pro, a new 14-inch MacBook Pro, and the latest iPad Pro — each powered by the new M5 chip that promises breakthroughs in performance, AI capabilities, and energy efficiency. The announcements mark Apple's next big leap in spatial computing, professional performance, and tablet productivity.
Thursday 16 October 2025
OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration
Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet standardization through the Open Compute Project (OCP), promoting reusable components, and maintaining collaborations with Nvidia and other vendors to accelerate AI, edge, and data center deployments.
Thursday 16 October 2025
Apple introduces M5 chip with major AI and performance upgrades
Apple has announced its latest system-on-chip (SoC), the M5, marking a major step forward in the company's in-house silicon roadmap. Built on third-generation 3nm process technology, the M5 powers Apple's newest 14-inch MacBook Pro, iPad Pro, and Apple Vision Pro, delivering notable gains in graphics, CPU efficiency, and on-device AI processing.
Thursday 16 October 2025
TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble. Industry watchers continue to bet on generative AI as a key growth driver, propelling demand in the high-performance computing (HPC) sector and encouraging clients to steadily scale up chip orders with TSMC.