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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
LATEST STORIES
Tuesday 21 October 2025
Column: Advanced packaging's standardization challenge
While advanced packaging technologies first gained traction in high-end smartphones, it was the supply crunch of AI chips in 2023 that truly mobilized the semiconductor industry around this emerging field. As demand for advanced packaging surged, the industry quickly turned to a familiar solution: standardization, one of its most time-tested strategies for managing complex supply chains and reducing the communication overhead between players across the value chain
Sunday 19 October 2025
Behind the silicon curtain, China's tech illusion unravels
China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside observers, the actual situation in China continues to fuel curiosity and skepticism, prompting many to wonder what lies beneath the polished surface
Thursday 16 October 2025
Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances
The 2025 Nobel Prize in Physics has been awarded to John Clarke, Michel Devoret, and John Martinis for their groundbreaking experimental work demonstrating macroscopic quantum tunneling, a phenomenon showing that quantum effects can manifest in systems large enough to be observed directly
Thursday 16 October 2025
Research Insight: South Korea challenges China's battery dominance with LFP push
Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western automakers. As cost-conscious electric vehicles (EVs) enter the spotlight, global giants like Ford, General Motors, and Stellantis are increasingly building out product lines centered on LFP battery technology
Wednesday 15 October 2025
Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel
Since Lip-Bu Tan took over as CEO in March 2025, Intel has experienced a historic year of upheaval, becoming the center of attention in the global tech community
Tuesday 14 October 2025
Commentary: US-China trade tensions hit shipping sector as tariffs and fees escalate
As South Korea prepares to host APEC 2025 Korea in Gyeongju on October 31, attention is focused on a potential high-stakes meeting between US President Donald Trump and Chinese President Xi Jinping. However, rising tensions over China's expanded REE export controls and special port fees imposed on US-flagged vessels have intensified the trade conflict ahead of the summit. If unresolved through negotiation, these escalating trade barriers risk inflicting severe economic damage that could leave both the US and China worse off, while also harming Taiwan, Japan, and South Korea as collateral victims
Tuesday 14 October 2025
Commentary: China weaponizes rare earth dominance, global tech to pay the price
China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply chain risks
Monday 13 October 2025
Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?
Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production split with Taiwan, but Taiwan hesitates amid US-China tensions
Monday 13 October 2025
Research insight: How agentic AI is driving the next phase of automotive innovation
As the automotive industry races toward smarter, more autonomous vehicles, a new generation of artificial intelligence (AI) is taking center stage: Agentic AI. With its hallmark features—multi-agent collaboration, autonomous decision-making, and iterative learning—agentic AI is emerging as a critical force driving the next wave of transformation in mobility, manufacturing, and in-car experience
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
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
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights both growth potential and risks in the evolving AI landscape
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
Friday 3 October 2025
Commentary: UMC's steep price cuts could backfire, driving suppliers to advanced nodes
United Microelectronics Corp. (UMC) is demanding its upstream materials suppliers cut prices by at least 15%, a rare and aggressive move that has sent shockwaves through the semiconductor industry. The chipmaker issued a formal notice requiring partners to submit cost-reduction plans within one month. The new pricing is scheduled to take effect on January 1, 2026
Friday 3 October 2025
Research insights: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation AI computing platforms. This represents one of the largest infrastructure collaborations in the generative AI era, both in scale and investment, and is a rare strategic alliance in the past decade