These are the most-read DIGITIMES Asia stories in the week of September 2 - September 6.
Speculation grows on HiSilicon's production capacity amid SMIC's evolving revenue trends
Huawei's HiSilicon Full-Connection Conference is scheduled for September 9 in Shenzhen, just one day before Apple's annual iPhone launch event. While the timing's intent remains unclear, Huawei has emphasized the inaugural nature of the conference, fueling speculation about its significance.
Tamil Nadu signs MoUs with US firms to establish itself as a manufacturing hub
During a 17-day US tour aimed at attracting investments, Tamil Nadu Chief Minister MK Stalin met with representatives from Apple, Google, and Microsoft and signed memoranda of understanding (MoUs) with US firms, including Applied Materials, to bolster the Indian state's position as an electronics powerhouse.
TSMC's 3nm process at full capacity, led by Intel's Lunar Lake and Apple's iPhone 16 launch
With major IC design houses like Intel, Apple, and Qualcomm launching new products amid rising electronics demand, TSMC's 3nm capacity utilization has consistently stayed at 100%, which is expected to positively impact the company's third-quarter results.
BOE reportedly seeks to mass-produce glass substrates for semiconductor packaging in 2026
China-based display solutions supplier BOE Technology has unveiled a roadmap for diversification into making glass substrates for semiconductor packaging.
India's Kaynes reaffirms commitment to Telangana despite Gujarat project approval
Kaynes SemiCon, a subsidiary of Kaynes Technology, has reiterated its commitment to establishing an advanced electronics manufacturing facility in Hyderabad, Telangana, despite recently securing approval for a project in Gujarat.
TSMC supplier's CEO dismisses AI concerns after Nvidia wipeout
Demand for AI chips should spur growth for the semiconductor industry over the next few years, the CEO of a major supplier to Taiwan Semiconductor Manufacturing Co. said, dismissing concerns that investors had misjudged the pace and extent of spending on artificial intelligence.
No longer just a chip supplier, Nvidia expands one-stop service into AI factory
In the current AI development trend, Nvidia is already dominating the leading position in the AI chip market and actively expanding its influence to data centers and related areas. CEO Jensen Huang is attempting to build Nvidia into a one-stop service platform with all the key data center elements. It will no longer just be a high-end chip hardware supplier, but an "AI factory."
