DIGITIMES archived news

Asia

JUN

14

2025

Broadcom's AI chip sales hit 52%, with SoftBank and OpenAI on deck

Samsung to benefit from soaring DDR4, LPDDR4 prices in 2Q25

Tatung sees clear order visibility through 2027

Hsin Hsin Galaxy sees 22% revenue growth despite e-commerce slowdown

Horizon Fixture sees steady US demand amid customs inspection delays, eyes global expansion

Supplying Lockheed’s Patriots, Taiwanese firm bets on chips too

China’s chip tool reboot: AMEC backs a “2.5-player” play

Taiwan's R&D achievement promises to bridge industry tech gaps

JUN

13

2025

AMD confirms Samsung, Micron memory in MI350 chips in bid to break Nvidia's grip on AI

ATE Energy wins another Philippine energy contract, expanding Taiwan-Philippines engineering footprint

Meta finalizes investment in Scale AI, recruits CEO to build AGI team

Buima seeks green energy growth as Taiwan firm targets overseas expansion

Trump's NATO demands fuel EU defense boom, Taiwan's tech cash in

SEMI appoints Tien Wu as new Chairman of international board of directors

Samsung foundry sees drop in technical executives amid market pressures

Nvidia warns US chip curbs may boost Huawei in global AI race

AMD and Andrew Ng advocate open AI ecosystem to empower global developers

NYCU spinoff FaceHeart honored at VivaTech 2025, underscoring Taiwan's solid academic R&D prowess in AI health tech

Micron ships HBM4 to key customers, targets solid market share in 2025

Trump tariffs boost US lithium battery manufacturing

Foxconn's strategic transformation: embracing AI and cloud collaboration with Google

Micron retires DDR4, but the market isn’t ready

Hanwha Qcells enters US solar recycling market with EcoRecycle launch

Samsung and Nvidia invest in Skild AI to strengthen robotics ambitions

Maxscend shatters RF filter ceiling, fuels China's IC design breakthrough

Huawei founder: US is a generation ahead—but China will find a way

Taiwan IPC makers seek tech giant backing among AI boom

VS Industry reports sales decline in 3Q25 amid profit pressure

China's 618 shopping festival boosts electronics sales as subsidy funds run dry

GMT sees strong May demand, cautious optimism for 2025 amid steady orders and tariff resilience

XPeng G7 debuts with in-house Turing AI chips, hitting 2200 TOPS

Apple targets spring 2026 for release of delayed Siri AI upgrade

SK Hynix unveils 30-Year DRAM roadmap with Vertical Gate, 3D stack in bid to extend Moore's Law

China EV price war sparks supply chain fears despite payment reform pledges

From FTM to BTM: Taiwan's energy storage transition confronts ROI and regulatory hurdles

Taiwan chipmakers struggle to gain foothold in DDR5 power management market

Micron reportedly clinches SOCAMM lead with Nvidia's greenlight

Google Cloud Summit Taipei highlights industry collaboration and AI advancements

Samsung, SK Hynix redo strategies ahead of HBM4 mass production, says report

OpenAI reportedly seeks US$40 billion in new funding, eyes global investors including Saudi PIF and Reliance

Taiwan's TPK resets post-iPhone: e-readers scale, LiDAR pivots to delivery bots—and what's next?

Dixon Technologies, Signify to form 50:50 JV for lighting OEM in India

AI boom propels Taiwan's Accton to record revenue

Qualcomm expands AI footprint with new R&D center in Vietnam

Mistral AI launches Magistral series, boosting multilingual reasoning and open-source offerings

Micron pledges US$200 billion investment in US manufacturing

Meta, OpenAI, Oracle back AMD’s open AI ecosystem

Lisa Su unveils Helios, says AI future not led by one company

China's NEV market battle drives LFP to new market share heights

Taiwanese chip tester MPI sees three-year order visibility as AI drives demand

AMD to showcase MI350 AI accelerators on TSMC 3nm process at 'Advancing AI 2025' event

Keysight, Synopsys harness AI to accelerate RFIC design shift to TSMC's N4P

Fujitsu sells power modules business to India-based L&T Semiconductor and Kaynes Semicon in strategic realignment

LG Display nears profitability after years of losses and OLED pivot

Taiwan’s smart home market heats up with Mova’s debut

Samsung launches 32-inch color e-paper signage with ultra-low power consumption

Abico Asia and Ability Enterprise invest in US robotics firm Agility Robotics

AI-fueled demand lifts Keystone Microtech's 2025 forecast; FX risk clouds margin outlook

Functional materials player Trans-Sun taps new PC orders to power 2Q recovery

Global PMX scales key AI server component as non-auto revenue nears 50%

JUN

12

2025

FIC Global faces May headwinds, long-term outlook remains positive

China's MLCC makers carve out 10% share — How does Semco adjust course?

MAtek sees steady revenue growth as AI and HPC drive demand for chip testing

SK Hynix warns of rockier 2H25, leans on multi-sourcing strategy

Aoi Electronics targets global top 10 OSAT with Sharp plant acquisition

Taiwan passive component makers see May revenue dip under currency and trade pressures

Pegatron sees May revenue dip, but expects rebound in second half of 2025

Nvidia to build 20 AI factories in Europe, bets on quantum computing and sovereign AI

Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September

FCS hits monthly sales record with surging AI server and EV orders

Nissan and Toyota gain ground in China's EV race with cheaper, locally built cars

China's CHIPX begins 6-inch photonic chip production in push for tech self-reliance

TSMC's second Kumamoto fab to break ground after July 2025

Government, opposition legislators disagree over AI bill review process

TSMC and University of Tokyo launch joint lab to bolster Japan's chip R&D and talent pipeline

Huawei's Pura 80 series arrives: custom silicon, AI-native OS, pro-grade cameras

Taiwan EV sales tumble as market hits adoption crossroads

Wonderful Hi-Tech to volume produce AI high-speed cables in July

Chips losing bargaining power? Rare earth emerges as strategic leverage in US-China trade talks

Apple pushes Siri overhaul to 2026 after initial AI Framework rebuild

Boeing aircraft deliveries to China resume, boosting Taiwan suppliers

Microsoft enters handheld gaming with Asus-powered Xbox console

Alibaba staff worked through holiday after DeepSeek breakthrough

India has two weeks to avoid an EV industry crisis, analysts warn

Amazon-backed rare earths startup to build recycling plant in Canada

In the shadow of global layoffs, Google ramps up hiring in Taiwan

Meta taps top researchers from Google, Sesame for new AI lab

Oracle leans on Stargate, massive deal to justify record capex and AI cloud bets

Oracle sees accelerating cloud momentum as fiscal 2025 wraps with strong growth

Posiflex plans full board re-election, leans on Acer alliance to strengthen succession and global resilience

Switch 2 launch boosts demand outlook for component suppliers amid record-breaking sales

TsangYow sees boom from surging used car market in US

Chinese MCU providers pivot to humanoid robots amid genAI boom

Trump's tariff reversals roil global markets, but Taiwan finds unexpected gains

How the US is targeting China's chip ambitions at the design source

Honda plans investment in Rapidus to support Japan's 2nm chip ambitions

Tokyo Electron to triple output with US$728 million smart fab

China rolls out AI chip design system 'Qimeng' to cut reliance on US EDA tools

Trump’s tariff playbook faces legal and political scrutiny

GEM sees May revenue decline amid China holidays, US tariff uncertainty

Coretronic expects June shipment surge amid quarter-end demand spike

Memory price rally drives May gains for Adata and Team Group; 3Q outlook remains upbeat

Taiwan unveils breakthrough in 8-inch quantum chip fabrication

Taiwan's Laster Tech eyes H2 boost from China's auto stimulus, Tesla Model Y deliveries

Trio Technology confirms new Thailand factory as China-US tariff rush subsides

Hota Industrial gears up for CoWoS inspection machine shipments in 2Q26

JUN

11

2025

Avalue acquires majority stake in Champ Vision Display to boost vertical integration competitiveness

Goldsun Building hits record May revenue with the AI construction boom in Taiwan

Nan Ya PCB sees another executive change as president Andy Tang retires

CAEC hits record May revenue on UPS battery demand for semiconductor factories

Cathay Consolidated posts 1.78% revenue gain in May, boosted by medical and defense demand despite tariff headwinds

DDR4 crunch sends prices soaring 50%

Europe solar power developer eyes Taiwan as regional expansion hub

Apple's 'Liquid Glass' UI redesign backfires, creating opportunities for Android 16

Taiwan unveils US$9.3 billion chip subsidy as AmCham seeks collaboration

Taiwan-Korea alliance targets semiconductor materials dominance

Yen Sun ramps up AI-driven cooling shipments, eyes growth in high-end IT segment

OpenAI teams with Google Cloud; highlights shifting alliances in AI

Dongfeng Nissan N7 hot sell drives supply chain recovery, revives Taiwan's Hiroca amid market uncertainty

Taiwan's BTL sees opportunity as US FCC bans China-funded labs from device testing

RIR Power, PASC begin 1200V SiC diode shipments from Taiwan ahead of Odisha fab ramp-up

Apple's WWDC AI pitch overshadowed by research paper critique of rival models

AmCham Taiwan elevates energy crisis to top priority as power shortages threaten tech hub status

Google's AR comeback: Project Aura marries dual-chip design with native 6DoF precision

Japan's chip comeback gains ground, but industry group warns of gaps beyond logic ICs

Automotive supplier Kian Shen balances growth investments with market uncertainties

Xiaohongshu enters open-source AI arena with dots.llm1 model launch

CXMT accelerates DDR5 memory production, phases out DDR4

US-China trade talks enter stalemate phase as tariff tensions encroach on tech

Taiwan chip supplier rides satellite boom as global LEO market takes off

Taiwan receives AmCham's investment recommendations as tech giants expand presence on island

WWDC 2025: Apple's AI lag and challenges in agentic AI development

Fragmented IPC demand spurs modular shift: speed, profit stability in spotlight

SK Hynix weighs TCB suppliers: Hanmi, Hanwha face off for 2H25 HBM3E equipment orders

US auto imports plunge 70% as carmakers await Trump tariff relief

Micron ships HBM4 samples to key customers, targets 2026 ramp up

China's STAR Market reforms spark record M&A wave as tech firms seek scale and strategy

Samsung and Groq to produce world's fastest AI chip using 4nm process, mass production slated for 2H25

China IC exports up 18.9%; ASEAN overtakes US as largest trade partner

Samsung reportedly ramps up Taylor fab construction, eyeing operational by 2026

Rare earth magnet shortage poses risk to India's EV ambitions

Intel veterans rewire careers with ambitious RISC-V bet

AMD nears 40% server market share in 1Q25, poised to match Intel in 2026

South Korean President unveils US$73.6 billion investment to build homegrown AI

PC makers put spending on ice as trade uncertainty, strong Taiwan Dollar weigh on outlook

SEA emerges as key battleground for MCU industry amid G2 tech rivalry

Lightsource bp claims win-win for fishery solar farm

Hygon absorbs Sugon in US$16.2 billion share swap to forge China's full-stack compute giant

Chinese carmakers agree to standardize supplier payment periods

Qualcomm demonstrates new processor for AI-based smart glasses

US, China officials agree on plan to ramp down trade tensions

Court gives Trump tariffs a lifeline, for now

Nintendo’s Switch 2 ignites IC order boom for Taiwan’s design houses

Behind the trust breach: How Chunghwa Telecom lost Chrome’s confidence

US electric pickup trucks risk bubble burst amid price and range concerns

Trump's EDA cutoff cripples China's advanced node, HBM ambitions

Chip talent drain leaves Taiwan's robotics dreams hanging

Uber acquires Crown Taxi in Taiwan

Why chipmakers are skipping Japan

China's 10 rare earth powerhouses driving 70% of global supply

JUN

10

2025

MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25

YMTC sues Micron over 'spyware' allegations amid ongoing patent, IP battles

TSMC May revenue hits NT$320.5 billion, YTD sales up over 42% amid strong AI demand

UK is in 'Goldilocks' moment, says Nvidia CEO

Japanese teleco giant pivots to photonic networks in bid for global tech relevance

Qualcomm seals Autotalks deal, expands V2X chip output with Samsung Foundry

Quanta, Wistron lead May notebook gains as ODMs flag trade headwinds

OpenAI annualized revenue doubles to US$10B, eyes profitability by 2029

Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook

WWDC 2025: Cosmetic upgrades, but AI questions linger

Huawei ramps up in-house tech with foldable PC, Pura 80 smartphone to challenge Apple

San Fu unveils seven strategies to ride semiconductor wave and expand overseas

Tesla rewires its battery strategy with US-made LFP pivot

Tariffs drive 2Q25 panel market volatility: Innolux and AUO May revenues show slight fluctuations

Chinese tech giants pivot to local memory suppliers as trade tensions persist

Flex joins MIT's 'New Manufacturing' initiative, aims to reinvent US industry with AI and global sustainability labs

Edge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industry

Taiwan exports to US surge 87% as trade policy shifts drive shipping rates higher

Trump's Harvard visa ban threatens tech talent pipeline, put semiconductor R&D at risk

Samsung likely to rely on HBM4 as UBS reports delay in 12-layer HBM3E certification

Ren Zhengfei breaks silence on Huawei's AI and chip strategy

Powerlogic posts record May revenue on strong demand for Nvidia RTX 5060 cooling fans

Getac reports strong revenue growth in May 2025; confident in 2025 outlook despite currency challenges

Renesas says Wolfspeed situation will not affect OSAT project in India

DeepMind VP urges Taiwan to prioritize software over LLM training

US-China trade talks rekindled in London: rare earths, export curbs, Nvidia chips in focus

Taiwan chip designers bet on edge AI, with robotics leading the charge

Taiwan's May exports hit record US$51.74 billion on AI server boom and US tariff dynamics

India approves Micron's investment plan in SEZ rule relaxation

Apple's macOS Tahoe to be final operating system to work on Intel Macs

Jarllytech reports 30% revenue growth in May as Chinese customer launches foldable notebook with exclusive hinge

WWDC 2025: Apple unveils iPadOS 26 with redesigned interface, improved multitasking, and advanced media tools

Pegatron sees 2H25 lift: 2 pivotal sectors gain traction

WWDC 2025: Apple unveils iOS 26 with enhanced intelligence features and redesigned user interface

WWDC 2025:Apple opens AI models to developers, highlighting on-device silicon advantage

WWDC 2025: VisionOS 26 drives demand for spatial hardware and AI tools

WWDC 2025: macOS Tahoe taps Apple silicon for UI and gaming boost

WWDC 2025: watchOS 26 brings AI-fueled fitness and a fresh glassy look

WWDC 2025: Apple's new 'Liquid Glass' UI raises bar for display and rendering performance

Key takeaways from Apple’s WWDC 2025

Ampoc partners with South Korea's DCT Material to expand advanced process materials market

South Korean industry optimistic about Samsung's potential Middle East expansion; AI chip orders seen as key

Naver and Netflix to deepen global collab following South Korea success

India's US$21 billion chip plan is underway — but who will deliver?

Megaforce adjusts production in Asia, Mexico to address tariff challenges

Arm unveils Zena compute subsystem to accelerate Automotive AI innovation and solve OEM bottlenecks

SmartSens lands Huawei flagship win as China's CIS upstarts squeeze Samsung

Sync Robotic leads Foxlink's push into Physical AI for real-world automation

JUN

9

2025

2025 is the breakout year for liquid cooling despite rare earth supply challenges, says AVC President

Qualcomm agrees to buy chip firm Alphawave for US$2.4 billion

Humanoid robots gain traction as Taiwan experts predict market boom and technical leap

China tightens rare earth curbs on EU, US, Japan auto sectors

Middle East Stargate project reportedly faces US pressure to ban Chinese engineers

Kioxia to double NAND memory production by 2029, next-gen SCM launch set for 2026

Acerpure targets SEA market, eyes strong brand growth in 2025

Taiwan semiconductor suppliers deepen SEA ties with US$19 million in deals

Shibaura takeover heats up as Yageo moves closer to Japan's regulatory green light

AMD inside: ASE overhauls infrastructure, tests Instinct MI300 for AI

First Hi-tec targets NT$10 billion revenue in 2025 on AI server boom

Toyota Group takes founding company private in bid for flexible transition

Intel to enforce 50% gross margin rule, may halt low-profit projects

Apple's iPhone 17 could see price hike as tariff pressures mount, global smartphone outlook dims

TSMC adjusts global growth plans as Washington ramps up demands

Largan chairman sees no reason for optimism in 2H25

Israeli wave energy pioneer secures strategic foothold in Taiwan, expands global presence

Coincidence? EDA access quietly restored to some Chinese companies following Xi-Trump call

AVC plans expansion in Vietnam and US amid strong demand for liquid cooling

Contrel eyes 2025 growth with Micro LED and advanced packaging equipment push

Chinese controls on rare earth to have limited impact on 2H25 shipments, says Pegatron

China picking up in microLED production, challenging Taiwan's lead

Ford-CATL battery deal faces US political pushback

Quantum computing sidelined amid AI hardware boom

Samsung reportedly races to LPDDR6 with 1c DRAM by late 2025 to fend off Chinese rival

Samsung union loses nearly 7,000 members amid leadership crisis

Rare earth reprieve: China grants licenses to US, EU suppliers ahead of high-stakes talks

Display giants Innolux, AUO shake up management amid transformation push

Tata-Bharat partnership to advance India's semiconductor and electronics capabilities

Chip distributor sees revenue surge despite US export curbs

Commerce sets new rules for US$43 billion broadband plan

Taiwan EMS giants deepen smart healthcare push with AI

Inventec forecasts server-led expansion with tepid notebook outlook

Wistron ITS sets record revenue for Jan–May 2025, unveils AI-driven growth strategy on 33rd anniversary

China to roll out mandatory ADAS safety standards amid rising NEV concerns

Taiwan's Yageo plans to keep Shibaura's AI technology in Japan

Currency shock, record base slam Planet's May revenue, down 22%

Apple lens supplier Largan breaks silence on robotics and smart glasses bets

India reportedly grants Starlink key license, but launch still months away

Phison reports May consolidated revenue of US$175 million

Weekly news roundup: Arm's rebrand, Huawei's R&D blitz, and Asia's rising AI chip challengers

Hushan reports 45% YoY revenue growth in May

Genius Electronic Optical sees 19.56% May revenue drop amid VR order slowdown

Korean equipment firms see Chinese memory makers flooding premium orders amid US curbs

HTC banks on AR/VR, trims assets for future bets

Intel to detail 18A milestones, strengthen supplier ties

India roundup: Ex-TI, Intel, AMD execs launch AI chip startups in India

JUN

8

2025

AI robot future debated at NTU SoC forum

Tong Yang reports record revenue for January–May 2025, driven by strong AM growth

Taiwan's Transcom eyes defense contracts as military spending set to rise

Clientron appoints new chair amid global uncertainty

Taiwan researchers develop eco-friendly laser tech to cut semiconductor manufacturing costs

HannStar Board sees tariff-driven boost in early 2025, but cautious outlook for 2H25

Cloud ASIC market gains momentum as AI demand soars

Aurotek eyes new growth curve through smart robotics push