DIGITIMES archived news

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JUL

12

2025

Japan's OSAT firms unite to cut costs and reclaim industry ground

Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs

Southeast Asia tariff uncertainties dampen PCB investment momentum

Chipmakers bet on premium smartphones to weather 2H25 headwinds

Google brings Gemini AI to Wear OS, boosting Samsung's new smartwatch and foldables

Malaysia semiconductor sector squeezed as SuperSiC project highlights deepening China ties

Hyundai weighs 3rd EV factory in Europe to bypass tariffs, build local edge

Exit of TSMC's star procurement VP raises industry eyebrows

JUL

11

2025

AI boom offsets EV slump as Disco raises quarterly forecast

Google DeepMind spinoff Biotech moves AI-designed drug to human trials

Apple plans new MacBook Pro, iPhone 17e and iPads by early 2026

AI-powered NPU race spurs growth for test interface companies

Bionet, Dassault team up for AI foundry model in drug development

How Taiwan's EMS evolved: From PCs and smartphones to AI servers and deep semiconductor integration

Largan expects large variable aperture project opportunities in 2026

Samsung bets big on 2nm chips as foundry unit faces make-or-break moment

Taiwan's Sun Yad builds US$583 million empire across chemicals to drones

Acter group hits new highs as global chip demand spurs growth

Auto giants squeezed as Trump’s trade brinkmanship stirs EU, Japan standoff

How Taiwan's EMS evolved (2): Resilience and regionalized supply chains

US weighs new export controls on AI chips to Thailand and Malaysia

Taiwan positions itself in US Replicator drone program despite technology challenges

AI-fueled fab expansion propels Trusval Technology's record 1H25 revenue

China lifts rare earth concentrate prices by 14% for 3Q25, escalating supply chain tensions

US tariff revenues surge as protectionist policies drive import reshuffling

Taiwan's talent crunch in the age of AI: Macronix's Miin Wu and Deputy Minister Benson Yeh on rewiring education and industry

Malaysia's Penang eyes semiconductor upgrade as AI demand reshapes industry

Tricorntech expands 2nm business to hit record 1H revenue

Korean carmakers prepare for Trump tariff-led price surge

Taiwanese DDI makers report June revenue declines amid currency and policy challenges

SiPearl raises EUR130 million to mass-produce Rhea1 chip with TSMC, advancing Europe's AI and HPC goals

IBM's business in China remains strong and commits to continued growth for next 40 years

China's embodied AI race just got real — Robot Era, DEEP Robotics raises CNY1 billion

Niching sees stellar 2Q25 results from AI, HPC, and advanced packaging applications

Nissan to cut component lines and suppliers in the deepening crisis

Pegatron's June revenue decline tapers, but 2H25 outlook remains uncertain

Innolux completes management overhaul as plant closure accelerates

Currency exchange headwinds hit Synnex as 2Q25 and 1H25 revenue slide

Nissan shifts production of its Kicks SUV to Japan, taps Foxconn to revive underused Oppama plant

With GB300 on track and no Cordelia detours, Nvidia eyes a strong AI finish in 2025

Taiwan's machinery exporters brace for US tariff verdict while handling FX pain

Digital transformation and 5G services drive sales and profits for Taiwan telecom firms in June

China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns

Subsidy hangover? China's June auto sales surge may be last hurrah

Samsung recalibrates chip strategy as 2nm becomes the new battleground

Apple's foldable smartphone expected in 2026 as China's hinge and display suppliers gear up

Largan faces challenges in tech development with exchange losses hurting 2Q25 profits

NXP plots wafer shift to China as new CEO joins push for local supply chain

Qualcomm losing presence in Chinese flagship phones with MediaTek catching up

China tackles auto supplier payment crisis with complaint platform

Manus AI flees China for Singapore following US$75 million Benchmark round

GaN surge: Innoscience targets 20K/month 8-inch wafer milestone by year-end

Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race

Exclusive: TSMC’s GaN exit pulls rug from under BYD

Meituan fuels embodied AI ambitions while robot IPOs hit Hong Kong despite losses

Topco Scientific denies rumors of cooperation with Chinese firms, stresses compliance with export controls

Samsung capitalizes on Apple's product gap with new foldable phone pre-orders

Apple loses key AI talent in Meta's multi-million dollar raid

SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2

Wi-Fi 7 bundled plans drive Arcadyan's record revenue

Swancor divests materials unit to back smart robotics investors

Apple bleeds AI talent as tech giants wage salary war

India's EMS giants pivot to East Asia partnerships for US$2.68 billion component push

Advanced packaging crisis hits as Asahi Kasei halts PSPI supply

JUL

10

2025

Jim Keller to headline RISC-V Summit in Shanghai, highlighting China's open-source chip ambitions

Jim Keller: US restrictions only accelerate China's chip development

Ford reboots US battery plant after tax shift clears CATL licensing path

End of the IRA: EV subsidies face sudden death by September

Japan secures 'golden share' in Rapidus to safeguard chip tech, bolster 2nm push

Samsung Harman to pay US$1.45 million settlement for violating US Iran sanctions

Jabil's infrastructure bet pays off with explosive AI-fueled growth

Taiwan UMT sees strong satellite orders despite June revenue dip

US auto market resets as Trump shuts door on Chinese electric cars

Samsung's foldable focus on high-end smartphones sparks chipmaker optimism

Three questions for Taiwan and its attempt to build a fully integrated EV industry

OpenAI completes merger with Jony Ive's io products

Taiwan's SAS group sees overseas solar momentum amid domestic slowdown

TSMC posts record Q2 revenue despite strong currency headwinds

Semes' semiconductor cleaning process designated as South Korea's National Core Technology

Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs

Taiwan’s electric scooter market faces a shake-up as third player eyes entry

Stay or relocate: Taiwan makers weigh exodus amid weak government support

Taiwan suppliers eye foldable smartphone growth, face barriers in South Korea

Vivo debuts flagship X Fold 5 in Taiwan, targeting high-loyalty users for 'large folds'

Applied Materials becomes largest shareholder of Kokusai Electric

Trump says 50% copper tariff to take effect August 1

Tripolar shift: Taiwan's battery swapping market moves toward fragmentation

China's EDA shakeup stalls as Empyrean nixes Xpeedic deal

TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling

Yageo-Shibaura merger talks shift to Taipei, signaling strategic pivot in acquisition push

Samsung looking to launch triple-fold smartphone in 2025

Samsung's new foldables target mainstream adoption

Samsung updates 2025 supplier list, signals strategic shift in displays and China partnerships

MediaTek bets on India for global automotive growth, targets 20% deployment share

Apple readies first upgrade to its struggling Vision Pro headset

Foldable smartphone market awaits Apple's entry as growth stalls

China targets Taiwan defense companies with export controls amid limited business ties

Coretronic sees June revenue surpass NT$4 billion; uncertainties result in conservative July shipments

India's Sahasra strengthens European presence with metering, supply chain partnerships

US tariff plans threaten Taiwan's key tech exports amid shifting trade dynamics

Samsung's chip division weighs on earnings with KRW1T write-down in 2Q25

Samsung bets on AI and foldables with Galaxy Z Fold7 launch

Philippine-made goods face higher US tariffs, affecting Taiwanese tech suppliers

Trump slaps 50% tariff on Brazil, while EU, India, and Taiwan await final decisions

Gogoro bets on free rides to fuel its electric future

China targets Taiwanese defense firms with export ban—but impact may be limited

Humanoid robots aren't ready yet, but linear actuators might change that

Phison 2Q25 revenue hits record as NAND controller shipments surge

Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Taiwan-Germany academic collab reportedly finalizes semiconductor research projects

LG Energy Solution swings to profit as US battery demand lifts results

South Korea's ESOL secures funding to challenge EUV supply chain dominance and boost domestic production

AgiBot's Lingxi X2-N raises the bar for humanoid robots with dual-mode mobility

JUL

9

2025

US tariff pressure puts Taiwan's industrial resilience to test

How China's trade-in policy is reviving South Korea's 8‑inch chip sector

Kaynes Technology to set up electronics unit in Kerala with US$58M investment

Amazon's Project Kuiper targets South Korea in global satellite push

Tax policy uncertainty stalls Taiwan's auto sector despite govt push

From copper to CoWoS: Douglas Yu retires from TSMC

Thailand scrambles to slash 36% US tariffs before August

Sysgration sees 12% YoY surge in June revenue from new product lines

China bans exports to eight Taiwan defense companies

GSEO expects 2H25 orders to outpace 2H24

Seetel partners with Canadian firm to expand global energy storage reach

IBM taps Samsung's 5nm process for Spyre AI chip in new Power11 servers

Top-3 Chinese suppliers of Apple all head to Hong Kong for IPO

South Korea's Hana cracks TGV glass substrate market with eye on AI chip boom

TSMC's GaN market exit creates opening for Samsung, Asian chip race rage on

Ex-SEMI China head leads E-Town Semiconductor to explosive STAR Market debut

Apple COO shake-up comes amid trade tensions and AI competition

Trump's tariff push spreads to auto parts in global trade escalation

Taiwanese PCB firms navigate new tariff landscape, strategically pivots across Thailand, Vietnam, and Malaysia

Taiwanese display makers brace for indirect fallout from new US tariffs

Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy

T-Glass shortage chokes CoWoS substrate supply, Nittobo delays ramp-up

Trump delays tariff implementation to August, shipping rates plummet

Topco Scientific reports record 2Q25, 1H25 sales, driven by demand from advanced semiconductor processes

MA-Tek and MSScorps hit record-high June revenues

Trump to impose 25% tariffs on South Korean exports, raising pressure ahead of August deadline

AIDC's 1H25 orders surpass US$343 million due to global demand surge

Intel halts in-house glass substrate development as Tan avoids 'R&D trap'

Trump's copper tariff threats are already raising factory costs

Meta invests US$3.5 billion in world's largest eyewear maker in AI glasses push

Is a 25% US tariff on Japan high? Combined impact of auto and steel tariffs significant

GlobalFoundries goes full-stack on AI chips with MIPS buy

Intel cuts over 500 jobs in Oregon as part of layoff plan

Volvo cuts jobs in China as EV ambitions stall and global restructuring accelerates

Commentary: Foxconn’s EV triangle may hinge on Nissan’s Oppama plant

Foxconn eyes Nissan factory as EV gateway in Japan

MediaTek and Realtek go head-to-head in Ethernet chips battleground

Server component makers optimistic for 2H25 with rising GB200 shipments

Rockchip sees 1H25 profit tripling on China's AIoT gold rush

Hanmi's HBM4 tools go live, but is 2029 too late for hybrid bonding?

US lifts EDA ban, revives Synopsys-Ansys China deal prospects

IBM sees potential in Taiwan & Japan as quantum strategies advance

JUL

8

2025

Groq sets up shop in Finland as sovereign AI demands surge

Mitsubishi Heavy unveils hybrid drone to replace helicopters in remote, high-stakes missions

How Taiwan's EMS industry grew from black-and-white TV assembly

US-China semiconductor standoff sees tactical shifts as rare earths and EDA tools enter the fray

With tariff clarity, Aeon Motor’s Vietnam strategy shifts into high gear

BYD begins Brazil plant operations despite production delays and labor probe

Realtek's Q2 results remain stable, but sustainability in 2H25 remains uncertain

Taiwan testing firm BTL posts second-best quarterly revenue on AI demand

Adata hits 15-year revenue high on soaring DDR4 demand

Taiwanese firms upbeat about Vietnam's long-term prospects in auto manufacturing

HTC prepares to storm the smart glasses battlefield with Android XR OS

Gudeng weathers tariff storm but warns of shrinking customer budgets

Foxconn's FII projects 50% profit surge on soaring AI server demand

Samsung, LG earnings slide amid trade pressures despite tariff deal with Vietnam

Chief Telecom sees 1H25 revenue exceed NT$200 million

Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025

Beyond display: how JDI aims to reinvent itself for the AI age

Local OTT platforms growing strong in Taiwan market despite international rivalry

CXMT files for IPO to expand DRAM capacity as AI, geopolitics rewire global memory market

Airtac reports 7% YoY revenue growth in June, sets new second quarter record

Taiwan's Thunder Tiger sees record revenue on US drone pivot

US army develops standardized lethal drone systems to reduce costs

Meta tests proactive chat AI to deepen user engagement

Whistleblower exposes Huawei's PanGu AI model copycat scandal

Intel repositions chip strategy, scales back 18A in favor of 14A

TiSPACE VP01 suborbital rocket launch postponed until July 12 due to typhoon

China's semiconductor dreams stumble as another fab collapses

LG's provisional 2Q25 financial report shows profit plunge of 46.6% after tariff hit

GE Vernova's 1.3GW Taiwan gas plant starts operations

Japan to conduct experimental rare earth mining near Minami Torishima to prevent geopolitical supply disruptions

India seeks deeper semiconductor, digital ties with Malaysia

Samsung sees 56% profit plunge by Nvidia HBM chip delays in 2Q25

India at the center of Samsung's 2025 mobile strategy as it targets all price segments

Trump targets Asian exporters with new tariffs, but delay offers brief window

Workplace lawsuit adds pressure to TSMC’s Arizona expansion

EDA tool ban lifted, China's PCB industry seizes strategic opening

ShinFox Energy to collaborate with ComClark in green energy projects in the Philippines

D-Link breaks through in Japan's demanding networking market

Advantech reports 18% YoY revenue growth in June, driven by strong performance in US, Europe, and emerging markets

Taiwan energy storage firm targets Asia expansion with AI trading platform

China Resources takes control of Konka in bid to forge chip-to-device tech giant

JUL

7

2025

Ennostar divests Kfes Lighting in strategic pivot to high-growth sectors

CipherLab sees AI boosts orders; sets up Japanese subsidiary to expand operations

Taiwan chip giants face green power crunch as prices surge

Ukraine war experience propels US drone startup toward Pentagon contracts

South Korea seeks US tariff extension, proposing manufacturing partnership

Nissan reportedly in talks with Foxconn to explore electric vehicle production at Oppama plant

Taiwan IPC makers bet on AI agents to drive edge computing boom

Trump solar crackdown unlikely to benefit non-Chinese firms due to patent warfare

Samsung's 1H25 performance incentive rates: Samsung foundry bonus drops to 0

Xiaomi's 'toys for grown-ups' strategy fuels hype for YU7 EV, smart glasses

Huawei rejects allegations that its Pangu AI model copied Alibaba's Qwen

Talent crunch in Vietnam puts Luxshare's investment plans in limbo

US tariff rates: 10% or 70%? Industry says it will determine chip supply direction

'Taiwan Tongues' initiative launches to amplify Taiwan's linguistic voice in global AI models

Integrating elite hires poses challenge for Meta's AI reboot

Intumit sees growth in Japan, eyes SEA amid AI expansion push

STSP avoids typhoon damage, HannStar suffers fire incident

Taiwan energy startup eyes AI-powered grid solutions as power demand surges

CMC Chief: Taiwan auto market set to rebound if tariff policy clears

China's solar overcapacity campaign targets US-hit industries

Toyota delays US EV rollout to 2028 amid weak demand and policy shifts

Lutnick says Trump's tariffs will take effect on August 1

Aeon Motor unveils new Aeontek brand identity, focusing on dual gas-electric development

J Space drives growth for CMC as Taiwan's auto market recovers

WPG's three-way merger sets stage for glocalization chip distribution reboot

Weekly news roundup: Samsung secures patents, Intel leadership shakeup, Apple foldable prototype

Foxconn sees year-over-year June growth, hit by currency woes

US plans AI chip curbs on Malaysia, Thailand over China concerns

China trains AI natives as it closes the algorithm gap with the US

Malaysia's electricity tariff hike prompts data center cost reassessments

Oracle emerges as key AI cloud partner in hyperscaler data center boom

Amazon ramps up warehouse automation, robot count nears employee levels

South Korea recruits technocrats into government for AI push

India roundup: India's EMS under the shadow of G2 rivalry

Xiaomi's T1 follows Apple's lead in wearable chips: insights into architecture strategy

Humanoid robots accelerate development, expected to become a lifeline for South Korea's battery industry

LG achieves growth despite declining TV demand

WPG Holdings partners with Axelera AI to accelerate edge AI applications

Toppan to sell full stake in Taiwan's Giantplus as new owner eyes strategic shift

Rising AI ASIC use drives surge in SLT chip testing; Market to grow 30% in 2026

JUL

6

2025

From behind the curve: Apple and Xiaomi chase long-dominated 5G modem self-reliance

Yamaha Motor launches robotics division to tap semiconductor equipment demand

Taiwan's JetSea AI taps AI and satellite tech to strengthen unmanned surface fleet

Tesla launches US production of LFP batteries as trade policies shift

China floods solar market with record output as US considers tariffs on Chinese gear

Exclusive: Battery circularity or policy gap? Formosa Smart Energy weighs in on Taiwan's storage push

Baidu, Huawei spark open-source AI arms race

Taiwan's FSET signs clean-tech MOU with Poland's SKB to expand into EU energy and mobility markets

China's humanoid robots cut out US chips, and 90% of the supply chain is now local

Hitachi targets semiconductor sustainability with AI-driven efficiency push