Intel is reportedly reconsidering its foundry strategy under new CEO Lip-Bu Tan, with plans to shift focus from its 18A (1.8nm-class) process node to the next-generation 14A (1.4nm-class) technology. If implemented, the pivot would mark a significant strategic retreat from the foundry race, potentially leaving Taiwan's TSMC unchallenged in leading-edge nodes for the next several years.

Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series beginning in the second quarter of the year, suppliers across Asia are aggressively jockeying for a spot on the coveted "MP Ready" list — a designation signaling readiness for mass production.

US-based silicon carbide (SiC) giant Wolfspeed officially filed for bankruptcy this week following a series of rumors, initiating restructuring proceedings. Industry players in power semiconductors and wide bandgap semiconductors largely view this outcome as unsurprising.

Taiwan's semiconductor industry has emerged as a strategic global resource amid geopolitical tensions and artificial intelligence growth, but the island must redefine its positioning to maintain competitive advantages over the next decade. DIGITIMES Chairman Colley Hwang analyzed Taiwan's supply chain position through data insights, introducing the concept "Make Asian Supply Chain Great" to emphasize intrinsic value creation.

In a closely watched intellectual property case, the Hsinchu District Court has issued a first-instance ruling in favor of Phoenix Silicon International (PSI), ordering Integrated Service Technology Inc. (iST) to pay a fine of NT$5 million (US$155,000) and to jointly pay damages of NT$36.49 million (US$1.2 million) with a former Vanguard International Semiconductor (VIS) employee. The case stems from allegations that iST and the former employee misappropriated trade secrets belonging to PSI.

After a two-year hiatus, Samsung Electronics is reportedly set to resume construction of its advanced semiconductor production facility, the P5 fab, located in Pyeongtaek. With continuous improvements in high-bandwidth memory (HBM) and next-generation DRAM technologies, alongside strong market growth expectations for AI semiconductors over the coming years, Samsung is preparing to launch a new round of equipment investment in South Korea.

Since the onset of the US-China tech war, both sides have engaged in multifaceted struggles over strategic industries such as semiconductors, AI, and critical resources.

Recent supply chain rumors have indicated that TSMC will withdraw from the gallium nitride (GaN) market, a third-generation semiconductor material, with related production lines at its Hsinchu Science Park fabs ceasing operations. TSMC has confirmed to DIGITIMES that after a comprehensive evaluation, it has decided to gradually exit the GaN business within the next two years.

The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to see both countries ease flows of critical technologies.

China's first-tier electric vehicle (EV) manufacturer Nio has taken a significant step forward in its chip self-sufficiency strategy, announcing that its chip division has officially spun off from the parent company to form a new entity, Anhui Shenji Technology. The spin-off has completed mass production and large-scale vehicle integration of its first self-developed automotive-grade 5nm smart driving chip, the Shenji NX9031, marking a new phase from chip development to commercial application.

AMD is significantly expanding its footprint in India, with plans to increase its employee base to over 10,000 within the next two to three years. This move reflects the company's confidence in the country's engineering talent and its supportive environment for semiconductor and artificial intelligence (AI) development.