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Tuesday 1 July 2025
Taiwan-made batteries are highly competitive, say supply chain allies eyeing local BTM energy storage market
Three Taiwanese companies that have formed a strategic alliance eyeing the behind-the-meter (BTM) energy storage market maintain that locally-made batteries are highly competitive.
Tuesday 1 July 2025
Taiwan startups struggle with low volumes, but right partnerships unlock global scaling
Despite low production volumes often discouraging Taiwanese manufacturers from working with startups, Sam Lam, founder of venture capitalist MESH Ventures and the second son of Quanta...
Tuesday 1 July 2025
Taiwan's drone sector taps semiconductor strengths amid order slowdown
Taiwan's drone industry continues to capitalize on its well-established semiconductor supply chain, offering distinct advantages in integration and testing speed. However, despite...
Tuesday 1 July 2025
Boeing cuts aircraft demand forecast for next 20 years; Airbus remains optimistic
Boeing has revised its forecast for aircraft demand over the next 20 years downward, indicating a possible deceleration in order momentum. Meanwhile, manufacturers of aerospace components...
Monday 30 June 2025
Hu Lane anticipates recovery in 2H25 amid profit challenges from currency swings
Automotive connector manufacturer Hu Lane faced significant profitability challenges in the second quarter of 2025 due to the traditional industry off-season and severe exchange rate...
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational...
Monday 30 June 2025
Taiwan advances drone self-sufficiency with new industry park in Chiayi
Taiwan is accelerating efforts to build asymmetric drone warfare capabilities by fostering a self-reliant domestic drone supply chain. Alongside military procurement, the government...
Monday 30 June 2025
Weekly news roundup: China's litho pivot, Huawei's lag, Apple's OLED play
Below are the most-read DIGITIMES Asia stories from June 23 to 29, 2025. Top developments include Huawei's stalled 5nm chip efforts, Renesas scaling back its EV power chip...
Friday 27 June 2025
AI smart glasses ignite China's supply chain revolution
AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and...
Friday 27 June 2025
Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25
The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited...
Friday 27 June 2025
Taiwanese firms ally to bolster domestic energy storage supply chain
On June 26, 2025, Amita Technologies, Digi-Triumph Technology, and Smart Power System signed an agreement for "behind-the-meter energy storage and domestic battery supply chain" to...
Friday 27 June 2025
Taiwan's robotics ambitions hinge on closing AI software gap
The global robotics boom, driven by generative AI, is putting Taiwan's hardware-driven supply chain back in focus. But its competitive edge remains constrained by a major weakness:...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
ASE’s COO bets on Taiwan’s AI strength, calls TSMC’s U.S. push decisive
Tien Wu, chief operating officer of ASE Technology, said the company has no plans to revise its full-year capital spending despite mounting geopolitical tensions and tariff pressures...
Thursday 26 June 2025
Chinese chip giants multiplying subsidiaries in race for supply chain control

Amid rising US-China tech tensions and growing supply chain risks, China's top semiconductor companies are rapidly forming new subsidiaries...