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Thursday 4 December 2025
Tech Forum 2026: Smartphone outlook slips into decline with CXMT DDR5 yields set to decide supply
At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp...
Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Thursday 4 December 2025
Transcend warns memory supply tightness to last 3-5 months amid market turmoil
Market sources indicate that memory module maker Transcend Information recently notified its customers that key suppliers SanDisk and Samsung Electronics have informed the company...
Thursday 4 December 2025
Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market
For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud...
Thursday 4 December 2025
Lenovo cuts entire Shanghai ISG team in sweeping restructure
Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny...
Thursday 4 December 2025
Taiwan's president invokes past chip curbs as US weighs Nvidia sales to China
Taiwan President Lai Ching-te used an interview with Andrew Ross Sorkin at The New York Times DealBook Summit to frame semiconductors as a shared global resource and signal...
Thursday 4 December 2025
Commentary: Why Onsemi, STMicro, and Nvidia are all converging on Innoscience's GaN factory floor
Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi...
Thursday 4 December 2025
Exclusive: Qualcomm SVP says AI PC still in early stage, focuses on tech and market education
Qualcomm is hosting another summit with Taiwan's local PC ecosystem by the end of 2025, following its 2023 event. Kedar Kondap, Qualcomm's senior vice president responsible for PC...
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...
Thursday 4 December 2025
Local brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline
The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up...
Thursday 4 December 2025
Micron to exit consumer business as AI reshapes global memory demand
Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
Thursday 4 December 2025
China's Landspace reaches orbit but fails booster recovery as Beijing tightens space oversight
China's Zhuque-3 launch vehicle lifted off from the Dongfeng Commercial Spaceflight Innovation Zone this week, completing its ascent and placing its second stage into the planned...
Thursday 4 December 2025
Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026
Quanta Computer vice chairman and president C.C. Leung warned on December 3, 2025, that persistent memory shortages and rising costs could become the most significant risk to the...
Thursday 4 December 2025
China turns to chip stacking amid US curbs on advanced manufacturing
China is turning to advanced chip packaging and near-memory computing in an effort to build competitive artificial intelligence processors using mature manufacturing technologies,...
Thursday 4 December 2025
US races to shore up drone supply chain as China forges ahead

The US is accelerating efforts to rebuild a secure, China-free drone supply chain as Beijing's gains in unmanned aircraft technology and...