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Thursday 9 October 2025
Commentary: China's TGV ambitions face an uphill battle
China's development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles, including high process complexity, reliance on imported equipment, cost-yield balance issues, fragmented supply chains, patent barriers dominated by Japan, South Korea, and the US, and long research and development cycles
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Saturday 11 October 2025
Analysis: Larry Ellison overtakes Musk as world's richest man
Larry Ellison, the 81-year-old head of long-standing Silicon Valley tech giant Oracle, has surpassed Elon Musk to become the world's richest person. Ellison transformed the company overnight from a declining database business into an AI powerhouse and potentially the biggest winner in the future TikTok equity deal
Tuesday 7 October 2025
Commentary: Leadership shakeup at HP challenges Taiwan's PC supply chain to adapt
Global PC giant Hewlett-Packard (HP), the world's second-largest PC brand, is undergoing a major leadership upheaval that has sent ripples through its extensive Taiwan supply chain. Reports indicate that Alex Cho, president of HP's Personal Systems Group (PSG), will step down, with senior vice president Ketan Patel set to take over
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising AI demand and US GPU restrictions have led to supply shortages and financial risks, possibly benefiting Taiwan's server and cloud sectors
Thursday 2 October 2025
Analysis: Trump's chip probe threatens to backfire on America
The Trump administration's investigation into semiconductor imports has unleashed deep uncertainty across the global tech industry—and the fallout may hit American companies the hardest, instead of their Taiwanese counterparts
Thursday 2 October 2025
Column: Pentagon boosts investment in Quantum navigation as GPS limitations drive search for alternatives
Quantum technologies, long confined to academic theory, are now laying the groundwork for a revolution in navigation. While the term "quantum computing" often raises fears about data security, the underlying physics is enabling next-generation navigation systems for defense and civilian use
Tuesday 30 September 2025
Commentary: How a US$20M TSMC tape-out led to Xiaomi's 3nm breakthrough
At Xiaomi's 2025 annual conference, founder Lei Jun spoke with calm restraint about the company's self-developed Xring O1 chip. Yet beneath that composure were moments of risk and suspense: the US$20 million bill for the first TSMC 3nm tape-out, engineers guarding chip samples in an unmarked paper bag at the airport, and the late-night message, "system lit up." When Lei answered his first call powered by the Xring O1, the wave of emotion was indescribable, the kind only insiders could fully understand
Sunday 28 September 2025
Commentary: OpenAI faces two major challenges after cash infusion
Following Nvidia’s plan to invest up to US$100 billion in OpenAI, six of the seven major US tech giants—excluding Tesla—have either partnered with or are potential collaborators with OpenAI. It is not an exaggeration to describe OpenAI as the "lifeline" of the AI industry
Friday 26 September 2025
Commentary: Huawei's EV blitz tests Xiaomi's viability
On September 24, Xiaomi founder Lei Jun confessed on Weibo that launching both cars and chips at once was like "supporting two children through college." The pressure, he said, was immense, with Xiaomi staking the financial reserves it had accumulated over its first decade
Friday 26 September 2025
Exclusive interview: Micron to capitalize on 2026 HBM market share, aggressively raises automotive memory prices
Memory giant Micron delivered strong financial results and expects the tight supply of DRAM and other memory products to continue through 2026. Micron executive vice president and chief business officer Sumit Sadana told DIGITIMES in an exclusive interview that the company is confident in offering the world's best sixth-generation high-bandwidth memory (HBM4), with sample data and specifications surpassing those of any competitors in the market
Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening new markets for Intel
Wednesday 24 September 2025
Yole Group CEO interview (Part 2): Post-Moore's Law era sparks advanced packaging race
As Moore's Law approaches physical and commercial limits, advanced packaging has surged as a new battleground in the semiconductor industry. TSMC not only leads globally with its CoWoS technology but also fosters a collaborative ecosystem involving OSAT players like ASE Holdings and Amkor
Tuesday 23 September 2025
Commentary: China’s display push challenges Taiwan’s panel makers
Over a decade ago, China's IT industry still heavily relied on imported chips and displays, but as of today, influenced by China-US geopolitical tensions, while the chips still depend on imports, the issue of the panel has effectively disappeared
Tuesday 23 September 2025
Commentary: Why Intel is joining Nvidia's NVLink camp and what it means for AI chips
Nvidia's US$5 billion move to acquire a 4% stake in Intel isn't about the money — it's about survival strategy. The real issue is how Intel, struggling to regain relevance in AI, can leverage this partnership with the GPU powerhouse to sharpen its AI play
Tuesday 23 September 2025
Commentary: How did Intel go from AMD ally to Nvidia partner?
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel CEO Lip-Bu Tan stated on social media that he would be joining Nvidia CEO Jensen Huang for a joint live broadcast to clarify details about their partnership
Tuesday 23 September 2025
Commentary: Xiaomi recall highlights global carmakers' divide on auto driving
Xiaomi Auto's sweeping recall in China has shaken the market, exposing more than a technical glitch. Beneath the surface lies a widening strategic rift in the global auto industry. Legacy giants from Europe, the US, Japan, and South Korea are locked in a race against China's new-energy insurgents led by companies like Xiaomi Auto. It's a tortoise-and-hare contest in autonomous driving, with each camp following sharply divergent strategies