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Wednesday 24 September 2025
Taiwan's three major science parks report chip-driven record revenue in 1H25
The National Science and Technology Council's three major science parks achieved a combined revenue of NT$2.74 trillion (approximately US$90.6 billion) in the first half of 2025, marking a 26.74% increase year-over-year. This surge reflects the semiconductor sector's robust performance alongside expanding AI applications and investments in cloud services.
Wednesday 24 September 2025
Commentary: Analyzing Nvidia's crisis defusing strategy amid the AI bubble storm
Nvidia's recent major investments have shocked the market. However, there are widespread views that both Nvidia and its CEO Jensen Huang find themselves at the "center of the AI bubble storm." The question on many minds is: what exactly is Huang's strategic plan?
Wednesday 24 September 2025
LG webOS tops 240 million devices, strengthening global streaming and gaming presence
LG Electronics announced on September 23 that its proprietary webOS operating system for smart TVs and monitors has been integrated into more than 240 million devices worldwide. Industry observers say the milestone underscores LG's growing influence in the global streaming and gaming market, driven by surging demand for over-the-top (OTT) media services.
Wednesday 24 September 2025
China to forgo developing nation status at WTO, signaling shift in global trade stance
China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding US concerns and could reshape global trade negotiations while affecting domestic industries that previously relied on preferential treatment.
Wednesday 24 September 2025
Nvidia's US$10B OpenAI bet underscores infrastructure's critical role in AI race, says Microsoft Taiwan
Nvidia's US$10 billion investment in OpenAI is sparking discussions about its impact on the AI industry. In response, Microsoft Taiwan general manager Sean Pien expressed a positive outlook on the collaboration, stating that global tech giants continue to expand infrastructure investments and increase capital expenditures (capex) because they recognize the tangible benefits of AI applications. He also underscored the strengthening strategic partnership between Microsoft and OpenAI.
Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening new markets for Intel.
Wednesday 24 September 2025
3D printing tech sees growing use in mass production
Complex market demands and rapid technological changes are pushing traditional manufacturing to its limits, making 3D printing a critical breakthrough that allows customized production of intricate shapes and accelerated development cycles. In recent years, 3D printing has steadily advanced to become part of mass production, with new technologies ensuring speed and precision now serving as key advantages for the manufacturing industry.
Tuesday 23 September 2025
Commentary: How did Intel go from AMD ally to Nvidia partner?
On September 18, 2025, local time in the US, Intel announced a US$5 billion investment from Nvidia and the start of deep collaboration between the two companies. Shortly after, Intel CEO Lip-Bu Tan stated on social media that he would be joining Nvidia CEO Jensen Huang for a joint live broadcast to clarify details about their partnership.
Tuesday 23 September 2025
Omron to spin off electronic components business by April 2026 to boost growth
Japanese manufacturer Omron announced plans to spin off its electronic components division into a separate subsidiary around April 2026. The move aims to improve operational agility and return the business to profitability, following a period of weak margins despite solid sales.
Tuesday 23 September 2025
LG Innotek doubles production capacity with new factory in Vietnam
LG Innotek has officially commenced operations at its newly completed V3 factory in Haiphong, Vietnam, effectively doubling its camera module production capacity. The expansion is part of the company's strategy to enhance its global leadership in the smartphone camera market amid intense competition from Chinese manufacturers.
Tuesday 23 September 2025
Apple iPhone 17 launch triggers supply surge with increased production targets
Following the release of Apple's iPhone 17 series, consumer demand has outpaced expectations, prompting Apple to accelerate production efforts. Despite mixed reviews of the devices' specifications and design, pre-orders and launch day sales triggered significant shortages across several key markets, including the US, China, Vietnam, and India.
Tuesday 23 September 2025
Taiwan parts makers capitalize on defense export surge as drone wars reshape supply chains
Lessons from the battlefields of Ukraine and the Red Sea have made one thing clear: low-cost, mass-produced, and expendable drones are transforming combat. Once largely confined to civilian use, unmanned aircraft have rapidly expanded into military applications, emerging as one of the most closely watched assets in modern defense.
Tuesday 23 September 2025
In Southeast Asia’s startup race, the Philippines plays catch-up

With a population nearing 120 million and a median age of just 25, the Philippines is often hailed as Southeast Asia's next economic powerhouse. Yet, despite its promising demographics, the country's startup ecosystem remains underdeveloped—lagging behind its regional peers in funding access, technological depth, and ecosystem maturity.

Monday 22 September 2025
Sunengine enters CPO advanced packaging supply chain
The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure. Traditional electronic signal interconnects are struggling to meet the high bandwidth and low latency requirements of big data exchange. Silicon photonics (SiPh) and co-packaged optics (CPO) technologies have thus become critical to next-generation AI advancements.
Monday 22 September 2025
Taiwan's New Smart Technology lands major US AR glasses order
A fresh wave of augmented reality (AR) smart glasses is beginning to ripple through the consumer electronics market, promising to leap far beyond current AI-enabled eyewear in both sophistication and scale. This shift is not only setting the stage for a new era of immersive digital experiences but also reinvigorating segments of the global consumer electronics supply chain.
Monday 22 September 2025
Taiwan products win on quality, lose on brand recognition in Philippines
As supply chains reorganize and markets expand, Southeast Asia has emerged as a strategic region that Taiwanese industries cannot afford to overlook. At the recent Taiwan Expo in the Philippines, Filipino buyers shared their thoughts with DIGITIMES. The general consensus among them is that the quality and pricing of Taiwanese products are the primary factors attracting their interest. However, establishing strong brand recognition in the international market continues to be a significant challenge for Taiwanese manufacturers.
Monday 22 September 2025
Weekly news roundup: Micron halts NAND and DRAM quotes; Nvidia shifts quantum strategy, memory prices soar on AI demand
Below are the most-read DIGITIMES Asia stories from the week of September 15–September 21.
Monday 22 September 2025
MediaTek shrugs off Nvidia-Intel deal
Nvidia recently announced an investment in Intel, along with a strategic technology collaboration focused on data center and PC applications, sending shockwaves through the semiconductor industry. This development has raised concerns regarding MediaTek's previously high-profile partnership with Nvidia to advance AI-powered PCs.
Monday 22 September 2025
AiSails partners with SkySails to advance airborne wind power
AiSails, a subsidiary of Wistron, has announced a strategic partnership with Germany's SkySails Power to deepen collaboration on kite-based airborne wind energy technology and integrate artificial intelligence (AI) capabilities across multiple applications.
Monday 22 September 2025
Clevo adapts 'blue ocean' strategy to drive sequential notebook shipment growth in 2H25
Although the notebook market is expected to underperform during the traditional peak season in the second half of 2025, this has not deterred Clevo's hopes for sequential quarterly growth with its blue ocean strategy. According to the company, third-quarter shipments are expected to surpass second-quarter levels, due to stable demand in Europe and Japan, and easing tensions between the US and China. These conditions represent new opportunities for Clevo, which operates the Buynow computer and IT malls in China.
Monday 22 September 2025
India roundup: Will foldable iPhones be made in India?
Rumored foldable iPhones may be mass-produced in India in 2026. Countries, including India, are eager to build ties with Taiwanese semiconductor suppliers following TSMC's successful Arizona project.
Sunday 21 September 2025
Meta AI glasses fall short in demos yet avoid major backlash
At Meta Connect 2025, Meta unveiled three new products, including the smart glasses Live AI, which fell short of expectations. The demonstration revealed that while AI conversation is not a novel concept, achieving smooth real-time interaction remains difficult. Interestingly, public criticism has been relatively muted. On the other hand, Meta's vision of AI glasses integrated with neural signal wristbands—eliminating the need for keyboards and mice—continues to hold appeal, generating anticipation for future developments.
Friday 19 September 2025
AI, robotics, EVs, and LEO satellites drive new golden era for connector industry
With the rise of emerging industries such as artificial intelligence (AI), data centers, and robotics, the global electronic connector industry is experiencing tremendous business opportunities, though competition is also intensifying. Secretary General of the Taiwan Electronic Connector Association, Yung-Chuan Peng, pointed out that while Taiwan's connector industry continues to grow, the rapidly changing environment and geopolitical landscape require careful evaluation and strategic planning before making investments. In particular, maintaining competitive strength and long-term strategies will be key to future success.
Friday 19 September 2025
Taiwan's leading alloy maker boosts titanium output as demand climbs

As Western nations ramp up defense spending, Taiwan-based S-Tech Corp, a manufacturer of high-performance alloy materials, is seeing over 50% of its revenue now generated in Europe, primarily through the supply of specialty steels. With European defense policies moving from rhetoric to implementation, the company anticipates growing momentum for its defense-related businesses.

Friday 19 September 2025
TSMC to maintain lead for next 5 to 10 years, says new Minister of Taiwan's National Development Council
Chun-Hsien Yeh, the new minister of Taiwan's National Development Council (NDC), pointed out on September 17 that with strong demand for artificial intelligence (AI), TSMC will be running at full capacity through 2026. He believes that TSMC can maintain its technological lead for at least another 5 to 10 years. Taiwan's policies, work culture, talent education, and ecosystem are all key drivers behind TSMC's success.