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Wednesday 22 October 2025
Dutch Minister held call with Beijing in rising tensions over Nexperia asset freeze

In a rare late-night statement issued on October 21, China's Ministry of Commerce disclosed that Minister Wang Wentao held a phone call with Dutch Minister of Economic Affairs Vincent Karremans, urging a resolution to the Netherlands' recent decision to freeze the assets of Nexperia, a major Chinese-owned semiconductor firm.

Wednesday 22 October 2025
South Korean AI startup Rebellions partners with Malaysia's Sarawak government in Borneo
South Korean AI chip startup Rebellions has announced a partnership with the Sarawak state government in Borneo, marking its official entry into the Association of Southeast Asian Nations (ASEAN) market. According to South Korea's News 1 and MTN, Rebellions signed a memorandum of understanding (MOU) with Sarawak's IC design company, SMD Semiconductor, to collaborate on AI chip design and development. The cooperation includes joint semiconductor development, the Sarawak state government's data center initiatives, and joint marketing activities.
Wednesday 22 October 2025
Samsung's Exynos 2600 returns to flagship-level performance
Samsung Electronics will reportedly equip its next-generation Galaxy flagship series with its own flagship mobile SoC platform, the Exynos 2600, resuming a shared chip supply with Qualcomm. This shift is largely due to Samsung's latest 2nm GAA process, which has finally demonstrated acceptable manufacturing results.
Wednesday 22 October 2025
OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance
OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although Nvidia maintains about 95% market share in AI chips, market analysts emphasize OpenAI's need to secure multiple suppliers to meet its massive computing demands.
Wednesday 22 October 2025
Foreign investment drives Taiwan's semiconductor output to NT$6 trillion
In 2024, AI drove Taiwan's semiconductor output to surpass NT$5 trillion (approx. US$162.9 billion). It is expected to grow another 20% in 2025 to reach NT$6.3 trillion. Additionally, eighteen wafer fabs are scheduled to begin construction, with operations starting successively from 2026 to 2027. All eyes remain on TSMC's fabs. The Ministry of Economic Affairs (MOEA) estimates that by 2028, Taiwan's semiconductor output could reach NT$8 trillion.
Wednesday 22 October 2025
Trump tariff faces legal test as Supreme Court hearing nears
US President Donald Trump is set to personally attend oral arguments on November 5, 2025, at the US Supreme Court regarding the legality of his administration's reciprocal tariffs—a rare move underscoring the critical importance of the case for his signature trade policies.
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 on Nvidia. Yet, according to supply chain insiders, Nvidia's five strategic pillars — ranging from product velocity to ecosystem control —continue to cement its dominance in AI computing.
Wednesday 22 October 2025
Texas Instruments trims production, tightens focus for a measured recovery
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency. Ilan explained that bookings were more stable this quarter compared with the previous one, when trade and tariff tensions had temporarily dampened activity.
Wednesday 22 October 2025
Texas Instruments outlook signals continued market weakness
On October 21, Texas Instruments reported stronger revenue in the third quarter of 2025, posting growth across all major end markets despite a softer outlook for the coming quarter. Revenue climbed 7% from the previous quarter and 14% from a year earlier, reflecting solid demand for analog and embedded products.
Wednesday 22 October 2025
AI boosts Taiwan's economy but challenges balanced growth goals
Taiwan's economy is experiencing a dramatic surge fueled by its dominant position in global semiconductor manufacturing and the artificial intelligence boom. The Chung-Hua Institution for Economic Research (CIER) recently revised Taiwan's 2025 GDP growth forecast upward to 5.45%, citing strong demand in semiconductors and AI driving investment and exports. However, this impressive growth has exposed a widening economic divide, with legislators arguing that gains are concentrated almost entirely in the electronics, AI, and memory sectors while traditional industries struggle to keep pace.
Tuesday 21 October 2025
Nexperia meltdown jolts auto industry, triggers rush for power devices

Dutch chipmaker Nexperia has accused its suspended chief executive, Zhang Xuezheng (also known as Wing Zhang), of spreading "falsehoods" and taking "unauthorized actions," intensifying a corporate and geopolitical confrontation that now spans China, Europe, and the global automotive supply chain.

Tuesday 21 October 2025
Arm expands Flexible Access program to Armv9 platform to boost edge AI startups
Arm has extended its Flexible Access licensing program to include the latest Armv9 edge AI platform, enabling companies to access chip design tools at minimal cost and accelerate AI chip development and validation.
Tuesday 21 October 2025
GaN technology set to decide AI server power chip battle
As Nvidia boldly announces the arrival of 800V high-voltage power supplies for AI servers, nearly all leading power semiconductor players have joined its supply chain. The industry is closely watching whether their technologies and solutions can meet the practical demands of future AI servers.
Tuesday 21 October 2025
Micron lures Korean engineers to Taiwan with premium salaries
The world's third-largest memory manufacturer, Micron Technology, is reportedly recruiting Korean engineers to work in Taiwan. Sources indicate that Micron's hiring targets engineers specializing in high-bandwidth memory (HBM) and packaging technologies, offering annual salaries of up to KRW200 million (US$140,456).
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected to be US chip design leader Broadcom and Taiwan's MediaTek, whose 2026 ASIC business has become a major focus for investors.
Tuesday 21 October 2025
Potens enters AI market with new Hot-Swap MOS
Demand for hot swap power supply in servers is increasing as AI data centers proliferate. Potens Semiconductor Chairman Hsiang-Chi Meng stated that in addition to continuing its expansion in the automotive market, the company in 2025 will launch its first AI-focused product: hot-swap MOS. Rigorous environmental testing has revealed that the product's endurance improved by nearly tenfold, significantly enhancing the maintenance efficiency and operational stability of AI servers and data centers. Potens aims to pursue orders from major international clients.
Monday 20 October 2025
Holtek eyes double-digit revenue growth in 2025 with CGM medical market push
Targeting the global continuous glucose monitoring (CGM) market, microcontroller IC design house Holtek has unveiled its latest CGM application integrated with edge AI computing to capture healthcare opportunities.
Monday 20 October 2025
SiCarrier builds a new semiconductor arsenal: EDA tools, 3nm testing, and EUV patents
Shenzhen SiCarrier Technologies, a fast-rising semiconductor equipment firm closely linked to Huawei, is once again making headlines with a surge of breakthroughs and strategic moves. From electronic design automation (EDA) tools and 90 GHz ultra-high-speed oscilloscopes to new semiconductor material patents by its subsidiary Zhuhai Skyverse Technology, SiCarrier is emerging as a key driver of China's quest for technological independence in advanced chipmaking.
Monday 20 October 2025
Arrow Electronics regains US export license after delisting from Entity List
The US Department of Commerce has removed export restrictions on Arrow Electronics' China and Hong Kong units, taking the semiconductor distributor off the Entity List. Arrow Electronics spokesperson John Hourigan told Bloomberg and Reuters that the Commerce Department's Bureau of Industry and Security (BIS) informed the company on October 17 of its delisting, with the official notice to be published shortly in the Federal Register.
Monday 20 October 2025
Weekly news roundup: Nvidia rises as TSMC's top customer; Netherlands seizes Nexperia; Google considers MediaTek for next Pixel
Below are the top DIGITIMES Asia stories from October 13 to 19, 2025.
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 to launch next-generation chip architectures in 2027. These innovations are expected to significantly drive demand for AI servers, reshaping the supply chain and pushing the boundaries of data center design.

Friday 17 October 2025
Apple releases M5 chip with 30% higher memory bandwidth and enhanced NPU
Apple quietly launched new MacBook, iPad, and Vision Pro products equipped with its latest M5 chip on the evening of October 15, 2025, in Taiwan, generating considerable public attention over the major M5 chip upgrades.
Friday 17 October 2025
Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market
Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions.
Friday 17 October 2025
Rebellions joins Arm Total Design to advance next-gen AI infrastructure
AI inference chip startup Rebellions announced on October 15 that it has joined Arm's Total Design ecosystem. The announcement, made at the OCP Global Summit 2025, positions the company to accelerate the development of customized, high-efficiency chips for next-generation AI data centers.
Friday 17 October 2025
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach the company's second-highest ever level. Audix's strategic transformation across three core business units has expanded its reach from traditional products into emerging technology sectors, including AI, electric vehicles (EV), and medical devices.