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Saturday 21 June 2025
What Ren Zhengfei didn’t say—lessons for Taiwan’s tech playbook
In a rare and insightful interview with People's Daily, Huawei founder Ren Zhengfei shared his perspective under the headline "The More Open a Country Is, the More It Advances."
Saturday 21 June 2025
Applied Materials to set up semiconductor innovation hub in Bengaluru, aiming for US$2 billion impact
The Economic Times reported that Applied Materials is set to establish a cutting-edge Innovation Center for Semiconductor Manufacturing (ICSM) in Bengaluru, India, with the potential to catalyze over US$2 billion in future investments, according to Suraj Rengarajan, managing director and head of the semiconductor products group at Applied Materials India. His remarks follow the Karnataka government's recent approval of three semiconductor projects, including Applied's proposal.
Saturday 21 June 2025
Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders

Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing firm Sigurd Microelectronics is scaling up investment to expand its advanced testing capacity and R&D operations. General Manager Charles Yeh noted that the AI boom has significantly accelerated chip testing needs and fueled top-line growth.

Friday 20 June 2025
Wistron ITS enters chip design race with new semiconductor division
Wistron ITS (WITS), a subsidiary of the Wistron Group, has officially launched a new Semiconductor Business Unit, marking its strategic shift from traditional IT services toward integrated circuit (IC) layout design.
Friday 20 June 2025
Taiwan chip packaging sector faces triple threat as Trump tariff deadline looms
Taiwan's semiconductor packaging and testing companies confront three major operational challenges in the second half of 2025 as US President Donald Trump's reciprocal tariff suspension expires in less than a month.
Friday 20 June 2025
Arizona unlikely to replicate Hsinchu's ecosystem, Taiwan chip supplier says
TSMC is deepening its US manufacturing presence with key suppliers including United Integrated Service Co., Marketech International and L&K Engineering supporting the expansion. Yet industry executives question whether Arizona can replicate Taiwan's Hsinchu Science Park success.
Friday 20 June 2025
Intel-backed SATAS begins pilot line construction at Sharp's factory in Japan
The Semiconductor Assembly Test Automation and Standardization Research Association (SATAS), spearheaded by Intel Corporation in Japan, announced on June 19, 2025, that it has begun constructing a pilot semiconductor back-end production line at Sharp Corporation's Kameyama facility in Mie Prefecture. In addition to equipment installation, SATAS has initiated environmental preparation work for several buildings within the site.
Friday 20 June 2025
Samsung bolsters 2nm foundry push with EDA partnerships amid yield concerns
Samsung Electronics is strengthening partnerships with electronic design automation (EDA) and intellectual property providers to boost the competitiveness of its 2nm foundry process as the industry watches whether the effort can address persistent yield-rate issues.
Friday 20 June 2025
Micron challenges South Korean rivals with SOCAMM breakthrough and PTI support
As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation memory module, SOCAMM. Industry sources reveal that SOCAMM uses LPDDR5X chip stacking technology. With Micron expanding its outsourced packaging and testing (OSAT) orders for LPDDR5X, leading memory OSAT provider PTI is a primary beneficiary. This partnership not only helped Micron win significant contracts but also boosted PTI's second quarter 2024 shipments of LPDDR5X packaging, greatly enhancing its operational performance and future growth prospects.
Friday 20 June 2025
China's 15th Five-Year Plan (4): Chip tool upgrade and 're-globalization' at the heart of supply chain reset
Amid ongoing volatility in the global semiconductor landscape, China's chipmaking equipment sector is undergoing a dual transformation centered on intelligent manufacturing and "re-globalization." These shifts serve as both a countermeasure to geopolitical headwinds and a strategic pivot toward a more autonomous and resilient supply chain.
Friday 20 June 2025
Why Taiwan's chip blacklist matters more to India than it seems
A recent move that may have escaped wider attention could carry long-term consequences for the global chip supply chain. Taiwan has added China's top foundry, Semiconductor Manufacturing International Corp (SMIC), and telecommunications giant Huawei to its export control list, effectively banning them from doing business with Taiwan's critical semiconductor sector.
Friday 20 June 2025
Switch 2 shifts to Samsung as Nvidia pressures TSMC on pricing
Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly prompted Nintendo to raise its shipment forecast, with annual volume now expected to hit 20 million units with ease.
Friday 20 June 2025
Singapore looks to build its own Shenzhen with AI-powered SEZ in Johor
The AI data center industry encompasses advanced semiconductor manufacturing, high-end chips (GPU, CPU, ASIC), and system integration (SI). As countries push for "sovereign AI," regional supply chains are gradually replacing globalization. Taiwan, with its robust electronic hardware manufacturing capabilities, has played a pivotal role in this industrial transformation.
Friday 20 June 2025
China rolls out IPO welcome mat for unprofitable tech
To strengthen capital market support for technology startups, Qing Wu, chairman of the China Securities Regulatory Commission (CSRC), announced during the 2025 Lujiazui Forum on June 18, 2025, that the "fifth set of listing rules" for the STAR Market will be reinstated. This policy allows unprofitable companies to apply for listing, further enhancing capital backing for the science and technology innovation sector.
Thursday 19 June 2025
New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead
Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting high-bandwidth, low-latency data exchange needs, silicon photonics (SiPh) and co-packaged optics (CPO) are emerging as foundational technologies for next-generation AI system performance.
Thursday 19 June 2025
SEMICON West relocates to Arizona amid TSMC's chip cluster expansion
SEMICON West 2025 will be held in Phoenix, Arizona, for the first time, October 7 to 9, 2025, as Taiwan Semiconductor Manufacturing Company (TSMC) continues to draw investments and talent to the state.
Thursday 19 June 2025
Nvidia CEO cautions US: China's AI momentum won't be stopped by sanctions
In recent interviews, Nvidia CEO Jensen Huang has repeatedly invoked the names "China" and "Huawei," sounding an increasingly urgent alarm about the pace of China's AI progress. If anyone thinks a single move can halt China's AI development, that is pure ignorance, Huang warned in a recent conversation with reporters.
Thursday 19 June 2025
Exclusive: Understanding Taiwan is key to understanding the world, says MWC CEO
The 2025 Mobile World Congress in Shanghai (MWC Shanghai) officially opened on June 18, 2025. Just before the event, Francesc Fajula, CEO of Mobile World Capital Barcelona, made his first visit to Taiwan and granted an exclusive interview to DIGITIMES. He shared his views on the Shanghai exhibition and emphasized Taiwan's critical role in the global technology ecosystem.
Thursday 19 June 2025
BOE ventures into advanced packaging with glass substrate pilot production line
BOE is advancing its semiconductor glass core substrate (GCS) business. According to South Korean media reports, BOE recently procured equipment for a GCS packaging R&D pilot production line project. Industry observers interpret this move as BOE leveraging its expertise in glass substrates from the display sector to expand into the semiconductor field.
Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture based on the Ascend 910C processor, is capable of directly competing with Nvidia's flagship GB200 NVL72 cluster, according to a report by semiconductor research firm SemiAnalysis.

Thursday 19 June 2025
Texas Instruments plans over US$60 billion investment for US foundational chip manufacturing
On June 18, 2025, Texas Instruments (TI) announced it will invest over US$60 billion in seven semiconductor fabs across the US. This historic investment aims to boost TI's domestic chip production for vehicles, smartphones, and data centers, supporting more than 60,000 jobs at new mega-sites in Texas and Utah.
Thursday 19 June 2025
Nintendo Switch 2 goes supersonic, Samsung chips in with billion-dollar upside
Nintendo's highly anticipated Switch 2 console launched to surging global demand, setting sales records in both Japan and the US while simultaneously boosting prospects for Samsung Electronics' embattled chip foundry division.
Thursday 19 June 2025
Intel announces new leadership appointments to boost customer focus and engineering innovation
Intel has announced several leadership appointments as part of its strategy to enhance customer relationships and focus more on engineering innovation. Greg Ernst has been named chief revenue officer, while Srinivasan Iyengar, Jean-Didier Allegrucci, and Shailendra Desai have joined the company in key engineering roles.
Thursday 19 June 2025
Chipmaker Wolfspeed nears bankruptcy deal with lenders including Apollo
Struggling chipmaker Wolfspeed Inc. will be taken over by creditors including Apollo Global Management Inc., under a proposal that would put it into bankruptcy just long enough to slash billions of dollars in debt, according to people familiar with the plan.
Thursday 19 June 2025
Singapore and Johor try again: new special zone revives old economic dream
The grand trend of history is that unity follows division, and division leads to unity again—this perfectly applies to Johor and Singapore.