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    Micron exits Crucial consumer market amid shift to AI-driven memory demand
    9h 37min ago
    Infineon builds GaN patent barriers, forcing clear IP boundaries for major players
    9h 37min ago
    GaN supply chain reshaped: AI demand drives Western firms to rely on China
    9h 37min ago
    Exclusive: Ex-TSMC R&D VP talks advanced packaging and CoWoS
    9h 37min ago
    China's rare metal export restrictions create global supply gap benefiting Taiwan metal firm
    9h 38min ago
    China faces AI data center overcapacity and low utilization amid rising compute demand
    9h 38min ago
    NEWS TAGGED SHIPMENTS
    Thursday 4 December 2025
    Tech Forum 2026: AI glasses technology matures with demand set to hit 15M units by 2027
    DIGITIMES' Tech Forum 2026 kicked off on December 3, 2025, where DIGITIMES analyst Brandon Fang highlighted that the AI glasses market is expected to grow steadily...
    Thursday 4 December 2025
    Commentary: Micron exits consumer memory market as structural chip shortage hits
    Micron has announced it will exit its Crucial consumer product business, including SSDs and memory modules, with all shipments ending by February 2026. This move amid escalating memory...
    Thursday 4 December 2025
    Tech Forum 2026: Smartphone outlook slips into decline with CXMT DDR5 yields set to decide supply
    At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp...
    Thursday 4 December 2025
    Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

    Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint...

    Thursday 4 December 2025
    Transcend warns memory supply tightness to last 3-5 months amid market turmoil
    Market sources indicate that memory module maker Transcend Information recently notified its customers that key suppliers SanDisk and Samsung Electronics have informed the company...
    Thursday 4 December 2025
    Local brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline
    The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up...
    Wednesday 3 December 2025
    Global smartphone industry, 3Q 2025

    Introduction

    Tuesday 2 December 2025
    Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

    China's smartphone sales during the 2025 Singles' Day period posted only modest growth, and nearly all of the gains came from Apple,...

    Tuesday 2 December 2025
    MediaTek secures Google V7e chip order, eyes 2M units by 2027
    Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026...
    Monday 1 December 2025
    TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain
    To support the semiconductor industry's net-zero emission goals, Taiwan Fertilizer (TFC) launched Taiwan's first certified blue ammonia in 2025, beginning sales in the second half...
    Monday 1 December 2025
    Jensen Huang visits Taiwan and refutes ODM capacity concerns
    Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving...
    Friday 28 November 2025
    Samsung races to seal HBM4 deal with Nvidia, targets early 2026 shipments
    Samsung Electronics is reportedly nearing a deal with Nvidia on 2026 HBM4 pricing, aiming to match SK Hynix's rates as the company accelerates capacity expansion and reorganizes its...
    Friday 28 November 2025
    Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
    Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
    Friday 28 November 2025
    Nexperia turmoil upends global auto supply chain, but Taiwan's TSC stands to gain
    The turmoil surrounding Nexperia has triggered a global crisis across the automotive supply chain, but it may offer an unexpected lift to Taiwan Semiconductor Company (TSC). With...
    Thursday 27 November 2025
    Notebook shipment update, October 2025

    Introduction

    1/45 pages
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    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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