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Wednesday 26 November 2025
Commentary: ASML hit by explosive spy allegations, testing limits of semiconductor neutrality
Dutch lithography leader ASML is facing an unprecedented wave of scrutiny after the publication of a new book, De belangrijkste machine ter wereld ("The Most Important Machine in the World"). The release has thrust the company into a debate unlike any it has previously encountered, sharply contrasting with the cooperative, ASML-endorsed narrative presented a year earlier in Focus – The ASML Way
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Tuesday 25 November 2025
Commentary: When CXMT stops following and starts defining the PC-server memory race
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment rhythms for PCs, servers, and AI PCs. Korean suppliers continue to curb production and keep the market tight, prompting rising expectations for new, credible sources of supply
Tuesday 25 November 2025
Commentary: SoftBank folds Ampere into its AI stack, turning up pressure on x86
Bloomberg reports that the US Federal Trade Commission (FTC) has closed its antitrust review of SoftBank Group's planned US$6.5 billion acquisition of US chip designer Ampere Computing, clearing the final obstacle to the transaction
Tuesday 25 November 2025
Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter unique hurdles limiting the growth of lithium battery-based large-scale energy storage projects, which are essential for power grid stability
Sunday 16 November 2025
Commentary: Taiwanese automaker Luxgen at a crossroads in the age of EVs
Luxgen, the homegrown automotive brand under Taiwan's Yulon Motor, holds a unique place in the island's industrial history. Recent reports that Foxtron—a subsidiary of Foxconn—may acquire Luxgen have stirred significant discussion in Taiwan's automotive circles
Sunday 16 November 2025
Research Insight: What's next for the hydrogen energy industry?
The development of the hydrogen energy industry has been driven by demand from application sectors, including scenarios ranging from hydrogen vehicles to power usage. Although global hydrogen vehicle sales have declined over the past two years, Japan has remained committed to promoting hydrogen fuel cell commercial vehicles and even expanding trials of natural gas-hydrogen blended combustion power generation
Saturday 15 November 2025
Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply
As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall Street and across China's tech and investment circles, comparisons with the 2000 dot-com bubble have intensified. With China now a central participant in the AI landscape rather than an observer, the debate has gained broader industry attention
Saturday 15 November 2025
Research insight: SpaceX strengthens lead in LEO satellites with reusable rockets, standardized bus, and cost-efficient components
The US satellite industry has evolved over nearly seven decades through sustained investment from NASA and the Department of Defense (DoD). Early NASA commercial resupply and launch contracts also enabled SpaceX to build its technological and financial foundation, setting the stage for its dominance in the New Space era
Friday 14 November 2025
Research insight: SoftBank's US$5.4B ABB deal highlights Europe's industrial robotics pullback
SoftBank Group's agreement to acquire the robotics division of Switzerland's ABB for approximately US$5.4 billion is a significant strategic move. The deal highlights Japan's increasing dominance in industrial automation and simultaneously marks a substantial withdrawal for Europe from the rapidly evolving, AI-driven robotics race
Friday 14 November 2025
From scale-up to scale-across: How AI data centers are redefining transmission technology
The surge in generative AI has intensified demand for AI servers and chips, shifting the focus from pure computational power to data transmission speed. This transition has accelerated the adoption of high-bandwidth memory (HBM). At GTC 2025, Nvidia introduced its Spectrum-X and Quantum-X silicon photonics network switches, positioning silicon photonics and co-packaged optics (CPO) as new frontiers in AI infrastructure. Consequently, AI innovation is extending beyond chip performance to encompass communication and transmission technologies
Thursday 13 November 2025
Exclusive interview: OneWeb eyes Asia-Pacific as key growth engine in the global satellite race
As the global deployment of low-Earth orbit (LEO) satellites accelerates, the Asia-Pacific region has become a strategic frontier for satellite operators. Rising demand driven by economic growth, geopolitical complexity, and the need for disaster resilience has turned the region into a coveted market. Yet, regulatory fragmentation across countries has slowed commercial rollout compared with the United States and Europe. That is now changing, as several governments move to open their skies to LEO operators, triggering a new wave of deployments
Thursday 13 November 2025
Research insight: TASA's dual satellite strategy positions Taiwan for global space market entry
As SpaceX's low-Earth orbit (LEO) satellites reshape global communications, Taiwan is accelerating its push into the space industry. According to a recent DIGITIMES report on NTN convergence, the Taiwan Space Center (TASA) is advancing dual tracks in "cubesat" and "communications satellite" programs, aiming to cultivate domestic system integration (SI) capabilities. The goal is to enable Taiwanese firms to move beyond producing individual components and subsystems toward full satellite design and mission planning, laying the groundwork for future international expansion
Thursday 13 November 2025
Column: Quantum communication races toward commercialization despite unresolved challenges
Quantum communication, which uses phenomena such as entanglement to enable highly secure data transmission via photons, is set for significant expansion. Market forecasts estimate the sector will reach around US$1.2 billion in 2024 and continue growing at an annual rate approaching 30% through 2035. Early applications like Quantum Key Distribution (QKD) and quantum networks are already being adopted in industries, despite obstacles such as high costs and the absence of standardized protocols
Thursday 13 November 2025
Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert
Elon Musk's declaration that he is "very excited about chips" has rattled the global foundry industry. His plan for a massive Tesla-built wafer fab threatens to turn what was once a victory for Samsung's foundry arm into its next big headache
Tuesday 11 November 2025
Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness
While TSMC's October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024
Tuesday 11 November 2025
DIGITIMES Asia spotlights three leading innovators at FIX 2025
The Future Innovation Tech Expo (FIX) 2025 concluded its Global Media Awards by highlighting companies that have successfully moved from concept to execution. The awards focus on firms translating forward-looking ideas into deployable, real-world systems