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Monday 7 April 2025
China semiconductor's Deepseek moment? SiCarrier lithography claims meet skepticism
SiCarrier, once a little-known name in China's chip sector, has jolted the semiconductor industry with bold claims of breakthroughs in photolithography—a field long ruled by global leaders like ASML. At SEMICON China, the company touted five major platforms and pitched its technology as rivaling top-tier international equipment, positioning itself as a new force in China's drive for chipmaking self-sufficiency
Monday 7 April 2025
Apple's US$500 billion investment pledge fails to secure tariff exemptions
Apple CEO Tim Cook committed to bringing manufacturing back to the US with a US$500 billion investment. Yet, this move seemingly failed to earn Apple any exemption from tariffs. On April 2, US President Donald Trump imposed high tariffs ranging from 26% to 54% on China, India, and Vietnam, all major Apple production bases
Monday 7 April 2025
Kumamoto launches semiconductor science park plan with TSMC-led hub at its core
In late March 2025, Kumamoto Prefecture unveiled the Kumamoto Science Park Promotion Vision, a plan to build a semiconductor-centered science park alongside a broader innovation ecosystem. The initiative seeks to establish a public-private industrial base that promotes collaboration among semiconductor companies, research institutions, and advanced tech firms
Monday 7 April 2025
US tariffs on Chinese lithium battery materials create winners and losers in global supply chain
The US has intensified tariffs on Chinese lithium battery materials, beginning with the Inflation Reduction Act under the Biden administration and continuing with President Trump's reciprocal tariffs. With combined tax rates now exceeding 80% for Chinese exports to the US, the global supply chain landscape is shifting dramatically
Monday 7 April 2025
TCL CSOT completes acquisition of LG Display's Guangzhou LCD factory
TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star Optoelectronics (TCL CSOT). Production at the facility is already underway, strengthening TCL's position in the global display market
Monday 7 April 2025
China's aggressive SiC price war set to halve cost by 2025
The Sino-US trade war has accelerated global competition in compound semiconductors, with Chinese manufacturers now aggressively targeting price reductions in silicon carbide (SiC) substrates. According to industry reports, mainland Chinese producers aim to slash 8-inch SiC substrate prices by half by 2025, potentially dropping to around US$700 per piece from the current US$1,500
Monday 7 April 2025
Shift in Taiwanese manufacturers' investment strategy under Trump's policies
The US is the world's largest economy, and following Donald Trump's inauguration in January 2025, there have been significant changes across various policies, including trade, domestic affairs, foreign relations, and research funding. Even during Joe Biden's administration, Taiwanese companies were compelled to take sides due to the US's efforts to contain China's technological development. The proportion of Taiwan's investment in China has dropped from 83.8% in 2010 to just 8% by 2024, with little chance of reversal in the coming years
Monday 7 April 2025
With chip tariffs on the horizon, China goes solo—Is Taiwan prepared?
Just when the global supply chain thought it had a breather, US President Donald Trump's administration is stoking renewed tensions with China by threatening sweeping new tariffs. Beijing has retaliated with equal force, rolling out a 34% "reciprocal tariff" package. Strategic sectors—including semiconductors and pharmaceuticals—may soon be in the crosshairs
Monday 7 April 2025
Weekly news roundup: US hits Asia with steep tariffs; Samsung, TSMC, Intel ramp up AI and chip strategies
These are the most-read DIGITIMES Asia stories from the week of March 31 – April 5. From sweeping US tariff hikes to strategic moves by major tech players, here's a quick look at the headlines that captured industry attention
Monday 7 April 2025
Universal Robots scale to 100,000 cobots worldwide with strong China momentum
Since introducing the world's first commercially available collaborative robot in 2005, Universal Robots (UR) has continuously advanced product design, automation technology, and AI integration. EEWorld reports the company shipped its 50,000th unit by late 2020 and crossed the 75,000 mark by mid-2023, reflecting accelerated momentum in the global cobot market
Monday 7 April 2025
The Great Tech Reset 6: China's balance of nationalism and economics
Over the past fifty years, China has driven its national progress through two key forces: economic growth and nationalism. Its rapid economic expansion has not only reshaped Chinese society but also played a crucial role in global economic development. Between 2009 and 2019, the world's total GDP grew from US$61 trillion to US$88 trillion, with China contributing a third of that US$27 trillion increase. This era was both China's "golden decade" and a time when the international community heavily relied on its economic engine
Saturday 5 April 2025
Trump tariffs spare no country; Asia and Europe are hit harder
President Donald Trump is imposing tariffs on US trading partners worldwide, his biggest assault yet on a global economic system he has long bemoaned as unfair.
Trump said Wednesday he will apply a minimum 10% tariff on all exporters to the US and slap additional duties on around 60 nations with the largest trade imbalances with the US. That includes substantially higher rates on some of the country's biggest trading partners, such as China — which now faces a tariff of at least 54% on many goods — the European Union and Vietnam
Saturday 5 April 2025
Apple's China pivot threatens LG's display and camera stronghold
As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and LG Innotek maintain significant positions in Apple's display and camera module supply chains, Chinese vendors are rapidly gaining ground, challenging South Korea's long-standing dominance
Saturday 5 April 2025
US robotics firms advocate for national strategy amid rise of China's 'Ge Wu' platform
A quiet revolution is reshaping the future of global manufacturing, with robotics technology at its center. In this unfolding race, the US and its Western allies are increasingly wary of China's potential to take the lead
Saturday 5 April 2025
Outmaneuvering Huawei and Tesla: How Momenta quietly claimed China's auto-driving crown
As Tesla and Huawei continue to dominate headlines in China's autonomous driving race, another player is quietly reshaping the landscape. Founded in 2016, Momenta has captured more than 60% of China's urban Navigation on Autopilot (NOA) market for third-party suppliers, according to Xinhua News Agency. In a field crowded with tech giants and cash-burning startups, this stealth-mode contender has rapidly become a pivotal force in China's smart mobility sector
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES