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Tuesday 11 February 2025
DeepSeek challenges memory makers SK Hynix, Samsung's HBM strategies
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Tuesday 11 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 3): why Taiwan and South Korea avoid tariff wars
As the Trump administration considers tariffs on semiconductors imported into the US, which country would be most affected, and to what extent?
Monday 10 February 2025
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and...
Monday 10 February 2025
Traditional industries seeking survival solutions: Is forming holding companies like WPG Holdings feasible?
While Taiwan's semiconductor and server sectors have thrived in recent years, traditional industries have faced mounting challenges. In response, the government has proposed encouraging...
Monday 10 February 2025
Can Trump's tariffs war be a boon for India's tech sector?
US President Donald Trump's proposed new semiconductor tariffs could create an unexpected windfall for India's growing tech sector, according to industry experts.
Monday 10 February 2025
Trump 2.0: Are his trade war tactics a masterstroke or empty threats?
Since Donald Trump's election to a second term as US president, global political and economic media have closely scrutinized his every word and action. However, many have observed...
Monday 10 February 2025
Trump's surprise stance on DeepSeek: No security threat; Nvidia's CUDA moat hard to bypass
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny,...
Monday 10 February 2025
Quake impact prompts TSMC to narrow 1Q25 sales guidance range
TSMC has revised its sales growth prediction for the first quarter of 2025, narrowing its guidance range due to manufacturing losses from a significant earthquake that struck southern...
Monday 10 February 2025
Apple's upcoming product launches boost Taiwan's PCB supply chain in 1Q25
Apple's 2025 product launches are set to drive substantial growth in Taiwan's PCB (Printed Circuit Board) supply chain, with manufacturers benefiting from rising demand for AI technology...
Monday 10 February 2025
Over 300 Taiwanese firms reshore manufacturing in Taiwan amid Sino-US tensions
Japanese Prime Minister Shigeru Ishiba met with US President Donald Trump at the White House, announcing that Japan's investment in the US will reach US$1 trillion. The two leaders...
Monday 10 February 2025
FineMat's strategic shift, expanding into energy and semiconductor markets
FineMat is working hard to transform its core business and expand into the energy and semiconductor industries, actively developing new products. The company expects its consolidated...
Monday 10 February 2025
China consumer electronics subsidy spurs flagship SoC competition
Chinese smartphone brands and system-on-chip (SoC) designers are showing increased optimism about demand for premium devices, driven by the country's new consumer electronics subsidy...
Monday 10 February 2025
Weekly news roundup: ASML CEO signals US advantage; Tongfu reportedly begins HBM2 trial assembly
These are the most-read DIGITIMES Asia stories from February 3 – February 8.
Monday 10 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor...