News tagged analysis at DIGITIMES

NEWS TAGGED ANALYSIS

Thursday 7 August 2025

Analysis: TSMC gains breathing room as US chip tariff exempts domestic production

US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...

Wednesday 6 August 2025

Taiwan speeds toward low-carbon transit, targets full electrification by 2030

As Taiwan races toward its 2030 goal of fully electrifying city buses and achieving net-zero carbon emissions by 2050, the pressure on the domestic electric vehicle supply chain —...

Tuesday 5 August 2025

Foxconn skips server wars, targets AI data centers with Teco

As product iteration cycles come increasingly under client control and the manufacturing technology gap narrows, competition among electronics manufacturers, including Foxconn, has...

Thursday 31 July 2025

Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers

The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...

Wednesday 30 July 2025

From substrate to system: A deep dive into Nvidia's CoWoP packaging shift

As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...

Tuesday 29 July 2025

Tesla differentiates through full supply chain decarbonization

Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure...

Tuesday 29 July 2025

How Intel fell behind: Missed iPhone deal and CEO missteps sparked its slide

Intel's decline didn't happen overnight.

Wednesday 23 July 2025

Beyond racing: 'F1' showcases the evolution of automotive technology

Since its release, F1 has burned rubber at the box office, not only becoming a major success for Apple but also accelerating as an important and exciting reference in the history...

Monday 21 July 2025

Lee Jae-yong's road to rebuild Samsung after legal scandal acquittal

Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure,...

Thursday 17 July 2025

What killed China's rising 5G chip hopeful? The untold collapse of Jian Wen Lu Semiconductor

Founded in 2016 by former Tokyo Seimitsu (Accretech) engineer Sheng Jinghao, Jian Wen Lu (Zhejiang) Semiconductor was once considered...

Tuesday 15 July 2025

Nvidia regains China access as Trump reverses H20 ban, but at what cost?

Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Friday 11 July 2025

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

The US has unveiled its latest round of reciprocal tariffs, set to take effect on August 1, 2025. Countries that have yet to reach an agreement with President Donald Trump's administration...

Friday 4 July 2025

China-India rivalry forces Foxconn to rethink manpower strategy

As 2025 begins under President Donald Trump's second term, rising trade tensions and tariffs are pushing regionalized manufacturing. In this context, Foxconn is reportedly recalling...

Tuesday 24 June 2025

Taiwan tech supply chains brace for tariff deadline amid currency headwinds

Taiwan's IT supply chain faces mounting pressures as the July 9 expiration of a 90-day reciprocal tariff grace period approaches. The New Taiwan dollar's sharp appreciation has already...

Thursday 12 June 2025

Trump's tariff reversals roil global markets, but Taiwan finds unexpected gains

Since returning to the office, President Donald Trump has once again made unpredictability a cornerstone of US trade policy. His shifting stance on tariffs, particularly toward China,...

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BIZ FOCUS

Aug 5, 11:49

Cultivating OCP, embracing open source

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RESEARCH INSIGHTS

Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES