DIGITIMES archived news

Research Report Database

DEC

5

2025

Taiwan's GSEO sees double-digit growth on strength in advanced optics

Foxconn reports record November sales, sees clearer 4Q25 demand

TCC expands into European VPP market as energy storage margins squeeze in Taiwan

Jensen Huang: China's AI factory buildout is leaving US behind

Taiwan ramps up small satellite development after successful launch

Hotel robots work best for delivery, not bartending, Taiwan operator finds

Taiwan urged to shift from open-source user to global contributor in AI era

Taiwan's Elan reports lower November sales as global uncertainty weighs on demand

European auto suppliers hedge bets as Chinese EVs move into Europe

Strong EV sales don't guarantee profits for Xiaomi's supply chain

UMC expands US supply chain with 8-inch wafer MOU with Polar Semiconductor

AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China

Broadcom CEO visits South Korea as Samsung HBM4 reportedly obtains Google TPU certification

Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive

Smart glasses market faces five key challenges

Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand

Samsung to command the AI inference market with GDDR7

Taiwan pushes toward robotics-driven healthcare as Foxconn expands AI applications

Hanwha Systems develops aerospace-grade transceiver chips for South Korea's military LEO independence

Infineon's GaN patent wall forces global firms to rethink China ties

Commentary: Infineon-Innoscience GaN ruling delivers 'disputed victory' for both sides

Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands

China's rare-metal clamp creates a tungsten void; Lianyou builds high-value lines to capture demand

PixArt becomes first to receive space tech license from Taiwan Space Agency; two more firms to join in 1Q26

Taiwan lands record EUR200 million Czech medical device deal

Dixon Technologies set to enter global top 20 EMS/ODM rankings amid rapid growth

Murata unveils smart wearable module at Healthcare+ Expo Taiwan

Brightek's new plant to power 2026 growth with robots, drones, and silicon photonics

AI power boom exposes Western GaN dilemma as firms still route through China

Nvidia invests US$2 billion in Synopsys to advance AI chip design

CHPT eyes double-digit growth in 2025 as Wei-kuo Hong becomes corporate representative

China's EV boom confronts safety and governance reckoning

ChatGPT faces intensifying pressure from Google's Gemini 3 and Anthropic as AI competition accelerates

China and Europe power EV market as global growth cools

Google TPU surge drives Taiwan's advanced testing boom

AppWorks identifies 3 startup tracks as LLM race settles

Taiwan's defense institute partners with research center to boost drone industry

North American EMS firms gain new influence as AI transforms the industry

Taiwan's AIDC licenses US navigation software for GPS-denied drone operations

Taipower's energy trading platform surpasses 1,650 MW in storage capacity

Taiwan's Anli's drone program reaches mass production, setting stage for 2026 expansion

Solomon showcases latest AI vision tech at iREX 2025

Lingsen rides AI-driven memory test surge, expanding capacity and adjusting prices

Tech Forum 2026: D2D satellite services poised for takeoff as standards solidify and launch costs plummet

Glotech sees growing demand for quartz cloth on M9 CCL shift

BOE reportedly secures Apple's budget iPhone display order

DEC

4

2025

Tech Forum 2026: GW-level AI data centers become new norm as Taiwan supply chain eyes energy storage and fuel cell opportunities

Tong Yang sees 1% revenue rise in November; new plant to finish by end of 2026

Nexperia dispute escalates: Dutch minister cancels China visit, Beijing spotlights ex-Wingtech chair

Samsung teases Exynos 2600 as Galaxy S26 faces backlash from chip split

Samsung previews Exynos 2600, claims to match Apple and Qualcomm chips

Tech Forum 2026: Telecoms pull back on 5G as agentic AI sparks new momentum for 6G

Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Tech Forum 2026: AI glasses technology matures with demand set to hit 15M units by 2027

Nvidia's Jetson Thor platform drives edge-AI surge as Edom eyes medical assistive devices as mainstream applications

Samsung and SK Hynix align 2026 DRAM strategies

Commentary: Micron exits consumer memory market as structural chip shortage hits

Tech Forum 2026: Tesla and BYD pivot to intelligent driving as EV sales slow

Tech Forum 2026: Smartphone outlook slips into decline with CXMT DDR5 yields set to decide supply

Tera Auto Tech eyes military and AI growth, optimistic for 2026

IT panel makers lock prices as memory prices surge

Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

Chroma appoints I-Shih Tseng as new CEO to strengthen governance and operations

CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants

Nvidia's stake in Synopsys raises questions over UALink future

Acer emphasizes strengthening PC fundamentals before AI PC mass adoption

Transcend warns memory supply tightness to last 3-5 months amid market turmoil

Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market

Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026

OpenAI reportedly in talks with TCS to build AI data infrastructure in India

Tech Forum 2026: Trump shifts trade tools toward legal frameworks, server supply chain splits into dual tracks

Lenovo cuts entire Shanghai ISG team in sweeping restructure

Taiwan's president invokes past chip curbs as US weighs Nvidia sales to China

PC makers face 20% price hikes amid worsening memory shortage

Commentary: Why Onsemi, STMicro, and Nvidia are all converging on Innoscience's GaN factory floor

Exclusive: Qualcomm SVP says AI PC still in early stage, focuses on tech and market education

Tech Forum 2026: IC design vertical integration shapes AI power struggle among Nvidia, Arm, and Qualcomm

Malaysian bank extends financing to Huawei Malaysia for digital infrastructure

Local brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline

India drops mandatory pre-installation of security app after public uptake and industry pushback

OpenAI to acquire Neptune to bolster model training

Micron to exit consumer business as AI reshapes global memory demand

Intel drops NEX spin-out plan as CEO Lip-Bu Tan recalibrates turnaround strategy

WiseChip expands display tech into three industries

Denmark's Energinet revamps review process for renewable grid connections to ease congestion

China's Landspace reaches orbit but fails booster recovery as Beijing tightens space oversight

Western automakers embrace AI, but supply chains bear the brunt

Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026

China turns to chip stacking amid US curbs on advanced manufacturing

Eris Tech targets data center opportunities; Nexperia chip crisis effects to surface in 2026

US races to shore up drone supply chain as China forges ahead

Chunghwa Telecom expands Southeast Asia presence

DEC

3

2025

TEL pledges tighter oversight after prosecutors link Taiwan unit to TSMC leak case

Tech Forum 2026: Quanta vice chair reveals cost-cutting path to smart glasses mass production

Innoscience wins US GaN patent case as ITC rules no infringement

Kyocera pulls plug on 5G base-station project, cites fierce global competition

AMD, HPE expand partnership around Helios rack-scale AI architecture

Germany and Taiwan strike a chord: Merck's 357-year legacy meets new chip investments

Tesla and BYD confront slowing sales as global EV momentum falters

Eleven Japanese and American companies file lawsuits seeking refunds for Trump tariffs

Nvidia CFO: US$100bn OpenAI agreement still unsettled

As Starlink satellites multiply, scientists warn of mounting risks to Earth and space

Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips

How Gelsinger's 'Made in America' vision challenges TSMC's Arizona ambitions

Japan's humanoid robot alliance expands to counter Chinese dominance

EOC reshapes into integrated supply chain eyeing AI and semiconductors

Tencent opens Kuala Lumpur office to boost Malaysia's digital sector and talent development

LCD TV panel prices to hold steady in December despite weak Single's Day

Onsemi and Innoscience sign MoU to explore expanded GaN power device production

AI companion toys break out in China after Huawei's sell-out launch

OpenAI declares 'code red': tests ad formats as Google gains ground

Samsung's Z TriFold overcomes fragility, redefines mobile AI

China's AI glasses market splits in two as ultra-low-cost models flood in

Supply chain strains mount as Europe's carmakers lag in electrification and software

Malaysia reassures China on US trade pact amid domestic backlash

Samsung sixth-gen HBM reportedly cleared for production readiness, targets Nvidia supply chain

South Korea receives first 13,000 Nvidia GPUs under Jensen Huang's AI infrastructure pledge

Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25

Trio of Chinese humanoid-robot giants seize majority of 2025 contracts

China props up global EV market as growth slows

AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president

Intel taps Amkor in Korea for advanced chip packaging

Apple reportedly to push back against India's order to preload cyber safety app, citing privacy concerns and past resistance

Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers

Tokyo Electron pulled into TSMC leak saga as prosecutors seek major fine

Tariffs are here to stay, and global supply chains may never look the same

AWS plays both sides as Trainium 4 leans into NVLink

Marvell reports strong third-quarter growth driven by data center demand

Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies

North American EMS providers see growth from AI data-center boom

3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth

ZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs

Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

China's Kingboard raises prices again as copper and fiberglass costs soar

Huawei Cloud reinforces ICT backbone to navigate the next AI cycle

Taiwan chipmakers' green energy push forces traditional industries to shoulder tech's carbon costs

Anthropic's 1 million TPU deal intensifies Google's challenge to Nvidia

BizLink to acquire XFS Communications, expand optical interconnect business

South Korea taps nuclear power plants for hydrogen production and decarbonization

DEC

2

2025

Column: Quantum software growth accelerates

Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain

Vivo launches iQOO in Taiwan, targets gaming and midrange consumers

Intel CEO meets Malaysia PM as Intel puts in additional US$208M investment

AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026

Samsung launches first triple-folding phone with 10-inch display

US rallies allies to secure AI and mineral supply chains amid rare earth crunch

Interview: Cybercrime enters AI-driven era with precise, scalable attacks, experts warn

MXIC chairman wins prestigious semiconductor award, stresses product value over manufacturing

Alibaba Cloud's global expansion tests geopolitical boundaries

Apple AI chief to retire, replaced by ex-Microsoft executive

Samsung, SK Hynix set profit-first DRAM regime

Fanuc to collaborate with Nvidia on AI-equipped industrial robots

Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs

US reduces South Korea import tariffs to 15% after strategic investment deal

Taiwan Cement eyes Europe, Africa ahead of 2027 CBAM rollout

Taiwan's space sector gains momentum with milestone missions

South Korea's tech leaks surge 50% as China deploys shell companies

Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026

AOT and Epileds bet on automotive LED growth in 2025

As South Korea pursues grid stability and decarbonization, hydrogen energy must prove its worth

Merck launches Kaohsiung semiconductor flagship campus to target AI and silicon photonics

Taiwan PCB makers ride LEO satellite boom

Gigabyte subsidiary partners with Syrma SGS to begin local server motherboard manufacturing in India

Singapore's SEA-LION AI model built on Alibaba Qwen signals shift from Meta

Taiwan's scooter sales decline in November as electric segment faces challenges

Taiwan sees new vehicle registrations rise amid market recovery efforts

Samsung Display maps out OLED expansion in Vietnam's Bac Ninh hub

Apple's potential Intel partnership hinges on 18A-P process maturity by 2027

India mandates non-removable state cybersecurity app on all smartphones, raising privacy alarms

Google CTO reveals strategy behind Gemini's comeback

Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push

MediaTek secures Google V7e chip order, eyes 2M units by 2027

Foxconn becomes critical supplier for both Nvidia GPU and Google TPU AI racks

CarUX completes Pioneer acquisition, Innolux eyes synergy across three key areas

A TSMC pioneer questions the judgment behind Wei-jen Lo’s move to Intel at 75

OpenAI–Thrive equity swap raises fresh circular-deal questions

Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges

AI drives Samsung's 2026 operating profit toward KRW100T

Copper shock, AI PCB demand recasts global CCL pricing

Samsung Taiwan president promoted amid strong sales

Trumpf opens new plasma power tech center in Taiwan amid close ties with ASML, TSMC

Google CEO maps out quantum future and space data center plan

New industry alliance aims to position Taiwan at the center of next-generation communications

Samsung restructures research and memory teams to reclaim HBM market share

Panasonic raises tantalum capacitor prices, following US competitor steps

TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks

Taiwan's Robotics Innovation Alliance targets six major industries

Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip

DEC

1

2025

Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration

PaleBlueDot AI seeks US$300m loan for Nvidia chips

Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production

CXMT narrows DRAM gap; market impact may be smaller than expected?

Taiwan weighs long-term space strategy as scientists push for greater role

Taiwan sees highest weekly average of cyberattacks in Asia Pacific, says Fortinet executive

A decade-old cooling idea returns as AI servers overheat

Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026

India commits US$500 million to modernise SCL Mohali and boost domestic chip production

Taiwan’s AIDC turns to thermoplastic composites to meet aviation demand

Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand

China turns to Baidu's Kunlun as AI chip constraints intensify

Shinkong’s new growth story starts with GPU packaging and e-paper

Google’s TPU victory widens China’s path to a post-Nvidia future

A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end

Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

PVD set to enter US military supply chain with tank night vision displays

Beijing’s new frontier for AI computing is 800 kilometers above Earth

December memory prices surge as the real crunch lies ahead

TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain

Samsung's HBM3E performance leap propels it to become primary supplier of Google's Ironwood TPU

Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics

TSMC reportedly set to take over base-die production in HBM4E generation

China's Xiangdi Xian unveils Fuxi A0, the first mass-produced IMG DXD GPU

Rapidtek's Black Kite-1 CubeSat joins Taiwan's FORMOSAT-8A in successful orbit launch

ACME shifts SiC R&D to AI and defense as auto market slowly recovers

Weekly news roundup: China phone makers pull back as Huawei advances chip tech, Nvidia strengthens Taiwan ties

Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes

Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist

Reliance JV to invest US$11 billion in AI data center in Andhra Pradesh

India's Adani to invest up to US$5 billion in Google's AI data center in Andhra Pradesh

Jensen Huang visits Taiwan and refutes ODM capacity concerns

Taiwan puts Formosat-8A in orbit, opening a new chapter in its space ambitions

Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase

Tesla leans on low running costs to woo Indian buyers as early sales stagnate

Research Insight: Gemini threatens OpenAI's AI crown: Ecosystem advantage signals strategic shift in tech landscape

India roundup: India launches US$820M scheme to secure local rare earth supply

Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap

Commentary: TSMC veteran's Intel defection exposes cracks in Taiwan's silicon shield

Export controls drive CSCC to advance domestic compound semiconductor materials

Riding the AI wave, Abico Asia pivots toward robotics and semiconductors

NOV

30

2025

Samsung reportedly nears December verdict on Nvidia HBM4 tests

Taiwan's vertical integration cluster advantage limits industry relocation risk

Loop Telecom eyes rebound as US infrastructure spending picks up

Solvit unveils tools to accelerate search-and-rescue in signal dead zones