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Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Thursday 4 September 2025
Tech Forum 2025: Global smartphone market plateaus as Apple and Samsung bet on chips and ecosystems
After over a decade of rapid expansion, the global smartphone market has reached a mature and highly competitive stage. DIGITIMES projects that global smartphone shipments will hit...
Thursday 4 September 2025
Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders
China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
Thursday 4 September 2025
Fujifilm Electronic Materials eyes India for major semiconductor investment
Fujifilm Electronic Materials is considering a significant investment in India as part of its strategy to expand in the fast-growing semiconductor sector, according to a report by...
Thursday 4 September 2025
Commentary: China and Vietnam brands lead SEA's EV market
In the second quarter of 2025, Southeast Asia's electric vehicle (EV) sales grew 102% year-over-year, driven by affordable battery electric vehicles, rising consumer awareness, government...
Thursday 4 September 2025
China's SiCarrier returns to equipment expo with bold claims, but industry has doubts
At the 13th China Semiconductor Equipment, Core Components and Materials Expo (CSEAC 2025) in Wuxi, Chinese equipment maker SiCarrier returned with another high-profile showcase....
Thursday 4 September 2025
Intel's Dalian plant officially renamed SK Hynix amid US export controls tightening
The US Department of Commerce announced on August 29, 2025, that it will revoke the "Validated End-User" (VEU) status previously granted to Samsung Electronics and SK Hynix for their...
Thursday 4 September 2025
Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts
Kinpo Group president Andrew Chen announced on September 3 that the company expects a more balanced revenue split in 2025, departing from their usual stronger second half caused by...
Thursday 4 September 2025
Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25
Hewlett Packard Enterprise (HPE) reported third-quarter fiscal year 2025 revenue of US$9.1 billion, surpassing analyst estimates, driven by strong demand for AI servers and networking...
Thursday 4 September 2025
Garmin unveils world's first microLED smartwatch
Garmin will launch a microLED version of its flagship Fēnix 8 Pro smartwatch on September 8, marking a significant milestone as the world's first watch to integrate microLED...
Thursday 4 September 2025
Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Foreign chipmakers are partnering with Chinese firms as geopolitical tensions and supply chain risks reshape the global semiconductor...

Thursday 4 September 2025
Korean industry sees US VEU revocations as rare earth talk leverage
Analysts say the US government's decision to revoke Verified End-User (VEU) authorizations for semiconductor equipment exports to Samsung Electronics and SK Hynix's Chinese factories...
Thursday 4 September 2025
Why the US revoking TSMC’s Nanjing license may matter less than it seems
The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...
Thursday 4 September 2025
China imposes anti-circumvention duties on US-made optical fibers
China's Ministry of Commerce has ruled that US optical fiber producers circumvented existing anti-dumping measures by altering trade patterns and exporting a different category of...
Thursday 4 September 2025
GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy
GlobalFoundries (GF), the US-based contract chipmaker, is accelerating its "China for China" strategy through a partnership with Guangzhou Zen Semiconductor (Zensemi). The collaboration...