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NEWS TAGGED OPINION
Thursday 30 October 2025
Commentary: China's JCET bets on AI to challenge global packaging giants
Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center...
Wednesday 29 October 2025
Commentary: Lessons from Arm China and Nexperia’s unraveling

Over the past decade, China's tech sector has surged across chip design, foundry, and packaging. Yet beneath the slogan of "technological...

Wednesday 29 October 2025
Column: How China's rare earth chokehold is reshaping the global tech landscape
In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing.
Wednesday 29 October 2025
Column: Niche markets and circular economy drive Taiwan battery industry's new growth strategy
The future development of Taiwan's battery industry must be grounded in the global competitive landscape and domestic industrial conditions, implementing differentiated, niche, and...
Tuesday 28 October 2025
Commentary: Intel's ASIC play fails to impress chipmakers
Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs....
Tuesday 28 October 2025
Commentary: Taiwan remains the dealbreaker as Trump and Xi eye fragile thaw at APEC
As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations...
Sunday 26 October 2025
Taiwan's secret: A century of elite talent driving chips, electronics, and healthcare
Taiwan currently shines on the global stage with three standout industries: its healthcare system, electronics manufacturing services (EMS), and semiconductors. Though each sector's...
Wednesday 22 October 2025
Commentary: How Nvidia's 5 moves keep ASIC rivals at bay
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance...
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a...
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...

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,...
Monday 20 October 2025
Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show
SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative...
Monday 20 October 2025
Commentary: AMD and Nvidia set 2027 AI server plans in motion, redefining rack design

With the momentum behind artificial intelligence (AI) infrastructure continuing to accelerate, industry giants Nvidia and AMD are preparing...

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...
Friday 17 October 2025
Commentary: TSMC chairman adopts cautious tone despite AI optimism
TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...