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Tuesday 21 October 2025
Global Electronics Association joins AMD and ASE to encourage advanced packaging standardization at IMPACT 2025
The Global Electronics Association (GEA) participated as a co-organizer in the 2025 International Microsystems, Packaging, Assembly, and Circuits Technology (IMPACT) Conference, hosting a special forum, "Component to System-Level Integration." The session brought together leading companies, including AMD, ASE Group, Kinsus, and Wistron, to discuss the development and standardization needs of advanced packaging technologies in the AI era.
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
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun said demand from major AI server chipmakers remains strong, driving Taiwan’s IC substrate leaders to commit billions of New Taiwan dollars to capacity expansion. Combined with EFM’s push to diversify its product portfolio, the company expects steady growth momentum ahead.
Tuesday 21 October 2025
Pegatron's ASRock Rack nears IPO with surging AI server sales as Chairman T.H. Tung signals more spin-offs
Pegatron Group's server subsidiary ASRock Rack is preparing to go public, marking a key milestone in the group's broader transformation. Pegatron Chairman T.H. Tung personally attended ASRock Rack's pre-IPO investor meeting on October 20 to show his support, joking that he came to embrace his "golden grandson." Tung also revealed that more subsidiaries are preparing for spin-offs following ASRock Rack's listing, signaling an active restructuring drive within the group.
Tuesday 21 October 2025
ASRock server unit ASRock Rack accelerates B200/B300 server shipments
ASRock Rack, the server motherboard and system development subsidiary of major motherboard manufacturer ASRock, is set to go public in November 2025. ASRock Rack chairman Lung-lun Hsu and president Wei-shi Sa have faced challenges including talent loss, restructuring, and operational downturns for more than a decade. In recent years, the company has finally capitalized on the artificial intelligence (AI) application boom, joining major supply chains and driving significant revenue growth, becoming a main source of growth for ASRock beyond PC motherboards and graphics cards.
Tuesday 21 October 2025
SoftBank's ABB acquisition signals Asia's robotics dominance over Europe
SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's strategic move into the burgeoning physical AI sector, as Europe's traditional leadership in industrial robotics faces mounting challenges from Asia and the US.
Tuesday 21 October 2025
Taiwan quantum industry takes shape as research teams advance component autonomy
Taiwan's industry players are seizing every opportunity in the rapidly advancing field of quantum technology. According to the National Science and Technology Council's (NSTC) quantum technology exhibit at the 2025 Future Tech Pavilion, a preliminary division of labor in the quantum computing industry has emerged, covering quantum chip design and fabrication to control modules and applications, with an increasing number of professors and students across Taiwan now taking part in related research projects.
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
Nvidia sparks Taiwan competition with new microchannel cooling technology
Nvidia is planning to promote new cooling technologies in response to increasing demand for AI server cooling. In addition to the Microchannel Lid (MCL), the company is also said to be introducing a Microchannel Cold Plate (MCCP), both designed to meet the cooling requirements of the Vera Rubin server rack. Since both technologies rely on liquid cooling, liquid cooling is becoming a crucfial standard for AI servers. Subsequently, it has also sparked competition between Taiwan's two major thermal solution companies.
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
Huawei Cloud CEO demoted over data falsification scandal
On October 18, 2025, Huawei's internal disciplinary committee reportedly imposed strict penalties on senior executives within its cloud computing business unit after uncovering "data falsification and economic misconduct." Zhang Ping'an, Executive Director and CEO of Huawei Cloud Computing BU, was demoted three levels, given the largest possible pay cut, and issued a severe warning — a rare move that underscores the gravity of the offense.
Monday 20 October 2025
Taiwan's smart robotics drive faces research gaps and integration hurdles
Taiwan's Executive Yuan (Cabinet) is vigorously promoting the "10 New Major AI Projects," focusing on smart applications, critical technologies, and digital infrastructure. Key technologies include silicon photonics (SiPh), quantum computing, and intelligent robots. However, compared with advanced Western countries, Taiwan invests less in basic research, potentially creating bottlenecks in developing core intelligent robot technologies.
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
Taiwan's infant cardiac robot outperforms da Vinci system
Taiwan's National Science and Technology Council (NSTC) announced the winners of the 2025 Future Tech Award. Among the winners is the infant cardiac robotic surgical system (iCROSS) developed by Professor Cheng-wei Chen's team from National Taiwan University's (NTU) Department of Electrical Engineering. The system achieves a level of precision beyond what the da Vinci surgical system is capable of.
Monday 20 October 2025
Micron exits China data center market amid policy restrictions
Micron Technology plans to stop supplying server chips to data centers in China but will continue selling chips to customers in the country's automotive and smartphone sectors, according to foreign media reports. This move follows years of intense US-China tech tensions and regulatory constraints that have limited Micron's ability to operate freely in China.
Monday 20 October 2025
Exclusive: SEMI president says semiconductor future extends beyond US-China rivalry
DIGITIMES attended SEMICON West 2025 in Phoenix, Arizona, where the event set an 18-year record for both attendance and exhibitor participation. In an exclusive interview, SEMI president and CEO Ajit Manocha shared insights on the show's success and the evolving semiconductor market landscape.
Monday 20 October 2025
TSMC sees strong AI chip demand as GPU, ASIC orders surge
All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI chips.
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
Micron's alleged China exit signals accelerating G2 chip decoupling
Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two years after Beijing imposed a ban on Micron's products for use in "critical infrastructure," a decision widely interpreted as retaliation for US export restrictions on advanced chips and AI technologies.
Friday 17 October 2025
OCP Summit: Lite-On, QCT showcase Nvidia AI server solutions
Lite-On Technology teamed up with Quanta Cloud Technology (QCT) to showcase an artificial intelligence (AI) server solution based on the Nvidia GB300 NVL72 platform at the 2025 Open Compute Project (OCP) Global Summit. The server rack features Lite-On's 33kW power shelf, delivering an optimized power solution that ensures system stability under high-density computing workloads.
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
Salesforce partners with OpenAI and Anthropic to build next-gen AI platform
At its annual Dreamforce developer conference, Salesforce unveiled a series of product updates aimed at addressing the slowdown of enterprise AI pilot programs.
Friday 17 October 2025
Taiwan PCB makers seize semiconductor opportunity amid load board shortage
As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry has been pushed into a new wave of product upgrades.
Friday 17 October 2025
Samsung, Vivo reignite MR market with new releases
As the topic of artificial intelligence (AI) glasses continues to heat up, a new wave of sales is expected to emerge, driven by recent launches of augmented reality (AR) glasses and mixed reality (MR) headsets from companies such as Meta, Google, and Samsung Electronics.