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Tuesday 25 February 2025
Taiwan supply chain giants converge at Nvidia GTC 2025
The annual Nvidia GTC conference will be held from March 17 to 21, 2025, in San Jose, California. Due to rapid upgrades in AI hardware and software and widespread applications, the...
Tuesday 25 February 2025
Taiwan-Asia Semiconductor scales back expansion amid industry headwinds, eyes overseas move
Taiwan-Asia Semiconductor (TASC) is sharpening its focus on energy storage and automotive applications, with subsidiaries Champ-Asia Semiconductor and ProAsia Semiconductor ramping...
Tuesday 25 February 2025
AI glasses market heats up as Taiwan suppliers face strategic crossroads
The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's...
Tuesday 25 February 2025
Nvidia indirectly fuels US-China GenAI rivalry as Grok 3 creates new waves
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon...
Tuesday 25 February 2025
TSMC's calculated waiting game in Trump 2.0 era
Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional...
Monday 24 February 2025
AI boom sends HBM demand soaring as Samsung eyes ASIC market shift
The global AI boom is set to keep high bandwidth memory (HBM) in short supply through 2025, as demand surges across AI and data-intensive applications, according to experts at SEMICON...
Monday 24 February 2025
Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynamics
Apacer CEO C.K. Chang believes that the drop in NAND Flash and DRAM prices is almost over, with little room for further declines. Prices are expected to rise in the second quarter,...
Monday 24 February 2025
Faraday's 1Q25 revenue is expected to increase by 150% quarterly, but gross margin may drop to 20%
On February 21, leading ASIC design service and silicon intellectual property (IP) provider Faraday held its earnings call. The company's fourth quarter of 2024 gross margin declined...
Monday 24 February 2025
TSMC's second Japanese fab maintains production timeline for 2027 despite possible construction delay
JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first...
Monday 24 February 2025
Singapore doubles down on deeptech: boosting AI and semiconductor research with US$2.23 billion fund
Singapore will invest an additional SGD3 billion (US$2.23 billion) into its National Productivity Fund (NPF) and allocate SGD1 billion to upgrade biomedical research centers and build...
Monday 24 February 2025
Apple reportedly developing C2 modem chip
Apple's recently launched iPhone 16e features its first self-developed C1 modem chip, marking a crucial milestone in its efforts to reduce dependence on Qualcomm. The initiative aims...
Monday 24 February 2025
Weekly news roundup: China shifts strategy on US tech rivalry; Intel reboots foundry business with UMC and MediaTek alliance
These are the most-read DIGITIMES Asia stories from the week of February 17 – February 21.
Monday 24 February 2025
STMicro, AWS co-develop AI-focused photonic chip for data centers
STMicroelectronics (STM) is partnering with Amazon Web Services (AWS) to develop a data center photonic chip that delivers 800Gbps and 1.6Tbps optical interconnect speeds for AI and...
Monday 24 February 2025
India roundup: Kaynes SemiCon expands global presence, nears OSAT customers in Japan and US
India-based OSAT Kaynes Semicon is securing customers in its foray into the semiconductor business. Tesla steps up entry in India but faced criticism over its potential local manufacturing...
Monday 24 February 2025
Samsung to launch LPW DRAM in 2028, touted as 'mobile HBM' for on-device AI
As AI applications advance, the demand for high-performance and energy-efficient memory is growing across on-device AI, high-performance computing (HPC), and data centers. In response,...