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FOPLP progress fastest in foundries, slower in testing and panel fabs

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YMTC launched third phase with hubei state capital support, no big fund stake

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Military and semiconductor sectors boost IPC growth momentum

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AI chip demand drives future semiconductor growth trends

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YMTC decade-long journey highlights the evolution of China tech sovereignty

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China's leading wafer maker aquaire three loss-making subsidiaries to strengthen 12-inch wafer integration

Tomorrow's Headlines

SEP

9

2025

DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

Tesla to open new research and development center in Kopenick, Berlin

TSMC and ASE form 3D IC alliance with 34 members to overcome advanced packaging bottlenecks

Five years on, Taiwan's G2C positions local equipment makers at center of AI packaging shift

Anli posts third-highest revenue in August 2025, returns to profitability

Kemflo International expands into activated carbon regeneration for semiconductor industry

Czech Minister of Research and Innovation visits Taiwan; NSTC highlights complementary technologies

Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands

Kakao to integrate ChatGPT into KakaoTalk in strategic partnership with OpenAI

Dell reportedly initiates third round of China layoffs, impacting Shanghai and Xiamen

RongSemi denies fab halt as YMTC Veteran takes key role in Ningbo expansion

Lianyou Metals lists on Taiwan exchange, expands cobalt output amid tungsten supply squeeze

Malaysian IC design house Oppstar and Inventec to develop AI chips together

Asia-Pacific countries lead in AI application despite lagging in development, studies show

Khgears sees robot business drive record high revenue in first eight months of 2025

LG Electronics India expected to launch IPO in October 2025

Samsung Electronics sees growth in Taiwan despite market challenges

Chip, cloud, and AI firms unite to break Nvidia's stranglehold

Over 50 Taiwan IC design houses compete for govt subsidies

HBM race intensifies: Micron’s yield confidence fuels supply chain bets

Samsung to double GDDR7 output following Nvidia B40 order

L&T Semiconductor Technologies acquires Fujitsu General Electronics' power module design assets

Globalwafers chief warns materials, not process nodes, will decide chip industry's future

CATL unveils Shenxing Pro battery, expands EU capacity with US$8.6 billion Hungary plant

UMT to double capacity by 4Q25 amid surging LEO satellite orders

BOE reportedly to supply iPhone 17 Pro OLED panels at US$40 each

Aplex partners with Adirtek to enter CoWoS supply chain

China's ACM ships first KrF coater-developer to logic fab as local supply chain advances

Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand

China's first open AI computing architecture: Sugon, Lenovo, Moore Threads come together to challenge Nvidia CUDA

Intel announces leadership changes to strengthen execution and accelerate innovation

VinFast enters India with locally made EVs as first foreign pure-play manufacturer

TSMC and OSATs ramp up advanced semiconductor packaging amid AI-driven demand surge

Apple to unveil new products in annual event as 5G modem chip strategy evolves

ASE COO outlines Taiwan's semiconductor outlook amid post-AI era challenges

SpaceX to buy EchoStar spectrum licenses in US$17 billion deal

Research Insights: Global auto market forms multi-track pattern

SEA political turmoil impacts PC sales; Acer aims for 4Q25 rebound

Google's Nano Banana AI tool surges to 200M images, testing cloud infrastructure limits

TSMC's new materials management VP to debut at 2025 SCM Forum

Samsung's Exynos comeback aims for Qualcomm's mobile chip dominance

Taiwan steps up in satellite and 6G race, eyes role in Starlink and Kuiper networks

AI glasses and AR device market booms, but lacks momentum

CATL procurement staff visits South Korea, reportedly seeking key equipment and manufacturing technologies

China's JFSemi cracks 12-inch SiC wafer barrier with homegrown laser technology

SEP

8

2025

US weighs annual China chip supply approvals for Samsung, SK Hynix

AI computing power reshapes global optoelectronics: 5,000 companies converge in Shenzhen for CIOE and SEMI-e shows

Emerging technologies in US national defense, Part 1: Space domain awareness (SDA)

Commentary: Intel's Faustian bargain trades independence for survival

Samsung reportedly resumes construction on Pyeongtaek P5 to advance HBM4 mass production plans

Commentary: Hyundai-LGES Georgia plant raid threatens to unravel South Korea's US$350 billion EV bet

Exclusive: Broadcom secures US$10B ASIC win, Apple and xAI next in line

ASML's rise and Intel's decline retold in new book on lithography battles

Samsung, SK Hynix deploy heavyweight presence at Semicon 2025 to crack Taiwan supply chain

Semicon Taiwan 2025 sets new records, focusing on AI, advanced packaging, and memory

Taiwan plots China-alternative chip strategy in response to Beijing's mature-node expansion

Whirlpool renews attack on Samsung, LG under Trump 2.0

Samsung weighs new ASML High NA EUV purchases to narrow gap with TSMC in 2nm race

Skytech secures orders for self-developed PLP equipment as OSAT firms adopt CoPoS

Taiwan PCB makers pivot to AI servers amid China exodus

Rebellions become billion-dollar battleground for Samsung, SK Hynix

China's chip self-sufficiency push spurs foreign suppliers to hike prices and weigh exit

China's auto-chip push hits reliability roadblock

SEMICON Taiwan to feature Infineon and NXP CEO, highlighting Europe's view on Taiwanese supply chain

Micron targets Galaxy LPDDR5X, pressuring Samsung supply

Amazon targets car sales: Can tech giant disrupt dealerships?

Taiwan announces six new breakthroughs that address key drone gaps

Auto connector maker ACTT expands into robot cable assemblies and biomedicine

Taiwan manufacturing hits recession: industry on high alert amid tariff storm

Taiwan's high-tech supply chain faces rising pressures amid global expansion and outsourcing trends

Race into smart mobility: global auto market splinters in 1H25

China's domestic low-cost automation sharpens manufacturing edge

South Korea's climate transition clause sparks debate

Samsung solidifies lead as Apple's top display supplier

Ranking China's top 15 chip-equipment makers: Naura leads as R&D investment reshapes competition

China extends global EV battery lead with solid-state breakthroughs

Weekly news roundup: Rapidus 2nm matches TSMC density and outpaces Intel; TSMC to hike chip prices up to 10% in 2026

AI data centers spark power squeeze: Taiwan's heavyweights race to deliver faster

China's chip-equipment drive hits atomic scale, AMEC chairman warns on rivalry

Shenzhen's International Semiconductor Expo highlights AI and advanced packaging breakthroughs

India roundup: India pushes chip ambition as tax reform unveiled

South Korea's MCP exports to Taiwan surge, debunking AI bubble concern and boosting SK Hynix outlook

China's chip equipment makers close in: eroding Japan's share, eyeing US dominance

India's chip drive gains momentum but foreign giants hold back investments

Huawei launches new tri-fold smartphone with Kirin 9020 chip, targeting Samsung Electronics

SEP

7

2025

China’s SiCarrier rallies suppliers with US$1.4B in orders, yet lithography gap persists

France pushes into Taiwan's chip ecosystem with advanced packaging focus and new Foxconn tie-up

SEP

6

2025

Samsung accelerates launch of Galaxy S25 FE, Galaxy Tab S11 to bolster AI portfolio

GCE plans to expand Taiwan capacity with NT$1.6B purchase of CMC Zhongli plant

Imperfect AI creates more editing business opportunities

South Korea plans to cut wafer material tariffs to 0% to strengthen its semiconductor cost advantage

US software industry thrives on reinforcing ecosystem Taiwan can hardly match

Airtac confident in 2025 growth as demand outpaces shipments despite tariff headwinds

Altek obtains AS9100 certification, officially entering aerospace supply chain

Plaud issues 6-point statement to clarify security concerns over founder's China link

Why integration decides winners in Taiwan's AI server supply chain

Micron bets on culture and ecosystem strength in high-stakes HBM battle

Intel's 14A gamble: 2026 looms as make-or-break year, TSMC reliance continues

SEP

5

2025

China's NEV market sees rising adoption of hybrid SiC tech amid price war

Exclusive: Rebellions unveils powerful new AI chip, targets global expansion in Saudi Arabia and Taiwan

Digital still camera demand resurges with retro trend; Taiwan optical manufacturers see mixed results

Hyundai Motor continues hydrogen investments, even as fuel cell vehicle sales slump

Commentary: As Trump heightens global tensions, Taiwan needs to consider industrial policy responses

Pathologist shortage spurs AIxMed's push toward AI-assisted diagnosis

Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?

Tech Forum 2025: AI chip testing seen as necessary evil amid heterogeneous integration challenges, says National Instruments

Exclusive: NAND flash rally gains steam with SanDisk's 10% price hike

Sinbon, Swobbee team up to advance sustainable urban mobility

Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar

OpenAI reportedly developing custom AI chips with Broadcom, mass output slated for 2026

Made in China: 5nm GPU clears tape-out, 6nm now sampling

BoReTech eyes strong growth banking on new recycling tech

SKT launches massive AI data center to recover from cyberattack fallout

China's EV price war defies govt control, complicating EU tariff strategy

Broadcom hits record quarter, secures reportedly US$10B AI chip deal for 2026

Can CPU iterations still drive PC upgrade waves? Acer CEO says no

G2 AI race: US bets on AGI while China eyes applications

O-RAN falters in Taiwan: factory outages, funding strains shift focus to AI-RAN

California dealers file lawsuit to block Sony's Afeela 1 direct sales

Toyota's Czech plant gets US$792M upgrade to build new EV

South Korea's Nextin expands China operations as G2 strains deepen

Japanese consortium invests in US fusion startup to advance nuclear fusion power technology

China's AI agenda finds a backer: Ant Group expands into chips

Semco develops continuous zoom camera module targeting Chinese smartphone market

Smartphone sector braces for uncertainty with US, China steering 2025 growth

South Korea doubles down on display research as China tightens grip on global market

Google reportedly explores combining TPU chips with Nvidia GPUs to cut costs and boost data center scaling

Analysis: Taiwan’s EV price war escalates as Luxgen undercuts Tesla ahead of new launch

Japan’s 2026 drone budget surges to record-high US$2.13 billion

Taiwan’s new digital minister pushes software industry to go global with products, not projects

Taiwan PCB makers brace for mixed 2H25 as tariffs cloud demand

Samsung and SK Hynix reportedly delay DDR4 phase-out as older chips prove more profitable than DDR5

Taiwan’s top industrial lab says talent, not just chips, will power the future

Taiwan’s IPC makers retool for AI image recognition in retail

Samsung enters HBM4 race with aggressive pricing to win Nvidia supply deal

Salesforce cuts nearly half of its customer support team through AI agents, reshaping enterprise operations

iPhone 17 sales forecast at 80 million units in 2H25, four major variables loom

Huawei remains China’s sole heavyweight in AI chips

Rexon Technology pivots to drones, capturing global market share

AI data centers turn to MCIO connectors as GPUs outgrow PCB traces

Aoi Electronics acquires Sharp's Mie factory to produce data center and packaging products

Hyundai hydrogen vision challenged by South Korea's shrinking budget

Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'

Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management

SEP

4

2025

Walmart drives record growth in electronic shelf label shipments

Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments

Sony to encourage suppliers to use 100% renewable energy by 2031

Tech Forum 2025: Global smartphone market plateaus as Apple and Samsung bet on chips and ecosystems

Tech Forum 2025: US-based server assembly surges as Taiwan's EMS leaders navigate rising costs and trade uncertainties

Tech Forum 2025: AI-semiconductor convergence will double global market to US$2 trillion by 2040, says Etron chair

Tech Forum 2025: Taiwan must embrace TSMC as the world's, says DIGITIMES chairman

Japan demands state control over Rapidus for US$672 million funding

MediaTek courts AI edge with duo play in PCs, Chromebooks

Samsung is reportedly betting on 2nm Exynos to win back Qualcomm

Acer Medical eyes AI inference market with aiMed platform

Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders

Fujifilm Electronic Materials eyes India for major semiconductor investment

Commentary: China and Vietnam brands lead SEA's EV market

Semicon India 2025: Kaynes Semicon forges key partnerships to strengthen local chip ecosystem

China's SiCarrier returns to equipment expo with bold claims, but industry has doubts

Resonac launches JOINT3 alliance to develop next-gen semiconductor tech

Intel's Dalian plant officially renamed SK Hynix amid US export controls tightening

Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts

Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25

US Defense Innovation Unit chief's sudden ouster raises future concerns

Acer unveils new products at IFA Berlin, gearing up for PC peak season

Garmin unveils world's first microLED smartwatch

Apple prepares AI-powered search overhaul for Siri, targeting OpenAI and Perplexity

India clears incentive scheme to boost critical mineral recycling

Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Korean industry sees US VEU revocations as rare earth talk leverage

Why the US revoking TSMC’s Nanjing license may matter less than it seems

Chunghwa Precision Test reports 37% revenue increase in August fueled by AI and mobile chip demand

China imposes anti-circumvention duties on US-made optical fibers

India approves sweeping tax reforms, new rates effective September 22

Taiwan govt stresses cooperation as US strips TSMC Nanjing's VEU

Odisha secures semiconductor deals at Semicon India 2025

GlobalFoundries finds new road in China: Zensemi partnership anchors auto chip strategy

China's SiC substrate industry faces setback, seeks strategic pivot

Acer targets AI inference market with new launches partnered with MediaTek and Nvidia

Hermes Testing expands probe solution business amid AI-driven semiconductor demand

Commentary: TSMC's Songjiang escape highlights Korean chipmakers' China trap

Anthropic raises US$13 billion in series F round, valuation triples to US$183 billion

Baidu, Huawei push supernode clusters to sidestep chip limits in China's AI race

Unlikely alliance launches US$24M push into Taiwan’s robotics market

China's new electric bike standard takes effect, driving trade-in boom

Tech Forum 2025: TSMC faces the next decade of chip war from Arizona to Beijing

AMD, Anritsu partner to standardize high-speed testing for AI data centers

Nextlink buys Renova Cloud to enter Vietnam’s cloud market

Dai Nippon Printing to open first overseas R&D center in the Netherlands, focused on co-packaged optics

Tech Forum 2025: China's SiC surge leaves Wolfspeed struggling beyond bankruptcy

Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips

Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race

China’s AI server market surges to US$22B, set to top US$100B by 2029

SEP

3

2025

Tech Forum 2025: 2nm race begins, advanced packaging takes the baton, Trump 2.0 reshapes chip rivalry

Commentary: Is Jensen Huang acting as Washington's AI envoy in Seoul's political theater?

Infineon teams up with Nvidia on 800V data center power, eyes EUR1 billion AI business

China's Ubtech secures US$1B Infini Capital deal to build Middle East super factory

Etron chair optimistic about US Section 232 investigation results

Sluggish China market fuels global smartphone sales pessimism

Ant Group buys stake in InnoStar to back China's chip self-sufficiency

Korean brands dominate India's TV market as Xiaomi struggles to hold ground

Nittobo to triple T-Glass cloth capacity by 2027

ChatGPT still leads, but Google's Gemini surges to second in top 100 GenAI applications survey

Tesla Model Y leads EV sales in Taiwan despite overall vehicle market decline

South Korea's manufacturing data offers advantage in improving physical AI precision

OpenAI to acquire Statsig in US$1.1 billion all-stock deal

GCCS poised for growth in China+1 SiC substrate market

Apple core AI talents defect amid internal challenges

MicroLED technology opens new opportunities for equipment makers

Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts

SenseTime narrows losses 50% as '1+X' strategy targets profitability

EV Group promotes Yu-Ying Lee to lead Taiwan operations amid expanding semiconductor market

TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives

Why TSMC is holding back on advanced packaging despite soaring demand

Tokyo Electron expands India footprint as Japan ups chip investment

Samsung to unveil new Galaxy S25 FE smartphone and tablet at September 4 product launch

China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers

The four structural hurdles hampering China's AI GPU sector

South Korean semiconductor firms look to India, led by Samsung's expanding R&D presence

Tesla's India launch stumbles amid tariff woes

Tata Electronics partners with Merck and C-DAC to strengthen India's semiconductor ecosystem

Commodity Tax Act amendment may threaten already sluggish electric motorcycle sales, says Gogoro

Taiwan targets new growth in AI chip packaging with silicon carbide substrates

SK Hynix installs first high-NA EUV lithography system at Icheon fab

Judge spares Google from forced divestiture, imposes search data sharing with rivals

Yageo receives Japanese approval to acquire Shibaura Electronics after national security review

Taiwan's economy struggles with New Taiwan dollar appreciation and export sector downturn

ASML CEO highlights support for India's semiconductor ambitions at Semicon India 2025

Chinese robot maker Unitree prepares onshore IPO filing by December

China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab

Stan Shih unveils AI avatar blending Eastern philosophy with technology

Submarine cable disruption affects Taiwan-Singapore traffic; Chunghwa Telecom unaffected

Innolux and NYCU unveil world's first mass-produced LC gradient index glasses

Kawasaki Heavy Industries and Taiwan's ITRI join forces on smart and green tech

Column: Quantum boost for chip R&D

Nokia presents NTN development plan targeting satellite communications

AI assesses stroke risk through smartphone audio recordings

Semicon India 2025: First homegrown chip, sights set on IP leadership