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Monday 29 December 2025
Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?
Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...
Monday 29 December 2025
Taiwan's Wonderful Hi Tech projects double-digit growth in 2026 on AI and satellite demand
Global high-performance transmission cable maker Wonderful Hi Tech offered an optimistic outlook at its investor briefing on November 18, 2025. Despite a slight year-over-year revenue...
Monday 29 December 2025
South Korea expected to reclaim no. 2 in global chip equipment spending by 2026

South Korea is on track to significantly increase semiconductor equipment investment in 2026 as rising demand for high-bandwidth memory...

Monday 29 December 2025
IntelliEPI partners with EZconn to boost AI optical communication
The surge in AI-driven high-speed computing and data transmission demands has prompted major players to invest heavily in co-packaged optics (CPO) technology. Compound semiconductor...
Monday 29 December 2025
8-inch foundry price rises take hold as BCD, HV nodes lead
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
Monday 29 December 2025
Foundry 2.0 market hits US$85 billion in 3Q25: TSMC, AI packaging lead growth
The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated...
Monday 29 December 2025
Zhonghao Xinying targets 2026 launch for 2nd-gen TPU as AI inference takes the lead
As global AI compute demand pivots from large-scale model training toward application deployment, Zhonghao Xinying (Hangzhou) Technology founder and CEO Yang Gongyifan said in an...
Monday 29 December 2025
Nvidia's Groq acquisition reshapes AI memory landscape
Nvidia has reportedly invested US$20 billion to acquire technology licenses from Groq, marking its largest investment to date. The move is drawing significant attention in South Korea...
Monday 29 December 2025
Weekly news roundup: AMD lands Alibaba chip deal as US probes Nvidia buyers, ASML keeps lithography lead
These are the most-read DIGITIMES Asia stories in the week of December 22 to December 29, 2025.
Monday 29 December 2025
Silicon photonics set to make commercial breakthrough in 2026
Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics...
Monday 29 December 2025
Guoxin Micro and CATL form joint venture to spin off automotive chip business
Chinaese semiconductor supplier Guoxin Micro has moved to spin off its automotive controller chip business into a new company. It has brought in a CATL subsidiary as a strategic shareholder...
Monday 29 December 2025
Tariff wars and AI demand reshape electronics supply chain structure in 2025
In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling...
Sunday 28 December 2025
Honda and LG pivot to hybrids as US EV demand weakens
As demand for electric vehicles cools in the United States, Honda Motor of Japan and LG Energy Solution of South Korea are making a significant course correction in their North American...
Sunday 28 December 2025
Tatun Electric eyes AIDC, ultra-high-voltage markets as power transmission bottleneck looms
Market attention in the modern AI computing power competitive landscape has mainly focused on semiconductor chip upgrades. But according to Chih-Ming Lin, chairman of Tatun Electric,...
Sunday 28 December 2025
Taiwan faces a record green talent shortage as AI reshapes hiring
Demand for green talent in Taiwan has surged to unprecedented levels. The pending implementation of carbon fees, continued growth in the green technology sector, and rising demands...