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Tuesday 29 July 2025
A US$140 million lesson: Cadence case shows the cost of export control evasion
US authorities have imposed a combined US$140 million penalty on Cadence Design Systems Inc. for illegally exporting sensitive semiconductor design technology to Chinese military-affiliated...
Tuesday 29 July 2025
Taiwan panel players set for investor conference amid weak 3Q25 outlook
Taiwanese panel players are prepared for their Investor conferences, with Coretronic to be the first to host, followed by AUO, BenQ Materials, Innolux, and Cheng Mei Materials Technology...
Tuesday 29 July 2025
Cadence expands beyond China with 3D IC momentum from TSMC ecosystem
Cadence Design Systems expressed confidence in its second-half 2025 outlook despite lingering geopolitical uncertainties. In its second-quarter 2025 earnings call, executives affirmed...
Tuesday 29 July 2025
Cadence brushes off US$140M China fine with AI-fueled surge and upbeat 2025 outlook
Cadence Design Systems posted strong second-quarter 2025 results and raised its full-year guidance, overcoming a US$140.6 million charge tied to unauthorized China exports. Robust...
Tuesday 29 July 2025
China's PCB industry hit hard by continued bankruptcy wave
China's PCB upstream and downstream supply chain has seen massive expansion supported by government policies in recent years. However, the subsequent industry downturn has led to...
Monday 28 July 2025
Google's OpenAI partnership heats up global ASIC competition
Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers...
Monday 28 July 2025
Update: Samsung scores Tesla chip contract as Elon Musk confirms $16.5B AI6 deal
Samsung Electronics has secured a $16.5 billion contract to produce Tesla’s next-generation AI6 chips, marking a major boost for its foundry business. The chips will be manufactured...
Monday 28 July 2025
Intel to spin off Network and Edge Group as part of strategic refocus
Intel has announced plans to spin off its Network and Edge Group (NEX) as an independent company, continuing a wave of restructuring aimed at sharpening the company's focus on core...
Monday 28 July 2025
Weekly News Roundup: MediaTek wins Meta's ASIC orders, Asus revives Xbox hardware, and YMTC plans China-made NAND Line
Below are the top DIGITIMES Asia stories from July 21 to 27, 2025. The top three topics include MediaTek winning Meta's order for 2nm ASIC; Asus, Microsoft revive Xbox hardware with...
Friday 25 July 2025
Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months
Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels...
Friday 25 July 2025
Taiwan's NSTC unveils results of 33 chip development projects based on mature processes
The National Science and Technology Council (NSTC) has outlined four main strategies for the development of semiconductor technology in Taiwan: sustaining current advantages, global...
Friday 25 July 2025
Trump's Nvidia breakup idea fizzles as Intel cries for intervention
At the "Winning the AI Race" summit in Washington, President Donald Trump revealed he once considered breaking up Nvidia to spur competition in the US artificial intelligence (AI)...
Friday 25 July 2025
Qualcomm's 2nm wildcard: is Samsung back in play or just leverage?
Qualcomm is reportedly weighing a return to Samsung Foundry for its 2nm flagship smartphone SoCs in 2026, raising questions about a potential pivot from TSMC. Yet conflicting reports...
Friday 25 July 2025
Auto market instability moves PCB makers toward AI servers & LEO satellites
As global carmakers transition from gas vehicles to electric vehicles (EVs), Taiwanese automotive PCB suppliers report that end-user demand has entered a cooling-off period. Forecasts...
Friday 25 July 2025
The end of blank checks: Intel kills European fabs, doubles down on Vietnam and Malaysia
Intel's era of building first and finding customers later is over.