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Tuesday 16 September 2025
China's SiC pricing war forces Japan to retreat while Europe holds its line
A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides...
Tuesday 16 September 2025
NVIDIA's Rubin CPX may reshape AI memory demand, boosting GDDR7 over HBM
Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context...
Monday 15 September 2025
Hermes-Epitek’s HTSI to list on OTC, eyeing AI and HPC wafer testing boom
Hermes-Epitek's semiconductor wafer testing solutions subsidiary, HTSI, will be listed on the over-the-counter (OTC) market on September 17, 2025. President Steven Wang stated that...
Sunday 14 September 2025
LLMs on drones to pave way for automated airspace defense
Potential uses for drones are ever-increasing, with Ukrainian President Volodymyr Zelensky once stating that 34% of Russia's bombers were destroyed using just 117 drones. This offers...
Friday 12 September 2025
SEMICON Taiwan 2025: AMD pushes panel-level, 3D, and optical packaging as AI demands soar
At SEMICON Taiwan 2025, AMD Fellow Daniel Ng, who heads the company's OSAT technology development, laid out a stark assessment of the semiconductor industry's next bottleneck: the...
Friday 12 September 2025
SEMICON Taiwan 2025: Nvidia shifts optical roadmap from co-packaged to co-integrated optics
Nvidia is advancing its optical interconnect research to support the growing scale of "AI factories" and accelerated computing clusters.
Monday 8 September 2025
China's chip self-sufficiency push spurs foreign suppliers to hike prices and weigh exit
Global chipmakers are signaling shifts in pricing strategies, with more vendors considering hikes. Industry sources say China, long a market of cutthroat competition, is becoming...
Monday 8 September 2025
Taiwan's high-tech supply chain faces rising pressures amid global expansion and outsourcing trends
Taiwan's high-tech manufacturers are encountering significant challenges as they establish factories overseas, particularly due to cost pressures stemming from US President Donald...
Saturday 6 September 2025
South Korea plans to cut wafer material tariffs to 0% to strengthen its semiconductor cost advantage
The South Korean government is reportedly pushing to reduce tariffs on key imported materials used in semiconductor wafer production to 0% by 2026. Amid the US' announcement of a...
Friday 5 September 2025
China's NEV market sees rising adoption of hybrid SiC tech amid price war
China's new energy vehicle (NEV) sector continues to face intense price competition, with domestic manufacturers pushing vehicle prices to unprecedented lows. This aggressive pricing...
Friday 5 September 2025
Tech Forum 2025: AI chip testing seen as necessary evil amid heterogeneous integration challenges, says National Instruments
As AI chip manufacturing technology rapidly evolves, US test equipment manufacturer National Instruments (NI) points out that many view the testing phase as a "necessary evil." Customers...
Friday 5 September 2025
OpenAI reportedly developing custom AI chips with Broadcom, mass output slated for 2026
Broadcom CEO Hock Tan revealed the company has landed a US$10 billion order from a mystery customer, which insiders now identify as OpenAI. The two firms are developing OpenAI's first...
Friday 5 September 2025
Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'
Advanced packaging is rewriting the rules of the semiconductor industry. According to DIGITIMES Research, in 2024, global AI data center accelerators (covering GPUs and ASICs)...
Thursday 4 September 2025
Tech Forum 2025: ASICs, packaging, and HBM reshape the AI chip race
The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized"...
Friday 29 August 2025
South Korean media points to TSMC as main cause of Samsung's AP procurement cost surge
Samsung Electronics' smartphone division is reportedly struggling with escalating cost pressures, largely attributed to the rapid rise in prices for mobile application processors...