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Friday 5 September 2025
Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?
Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture...
Friday 5 September 2025
Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar
Japan's semiconductor materials suppliers are racing to expand capacity as the AI data center build-out drives unprecedented demand for advanced chips and packaging inputs. Nikkei...
Friday 5 September 2025
Smartphone sector braces for uncertainty with US, China steering 2025 growth

Washington's reciprocal tariffs announced in April have disrupted global trade flows and economic momentum, putting the smartphone industry...

Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production...
Friday 5 September 2025
AI data centers turn to MCIO connectors as GPUs outgrow PCB traces
The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers...
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
Fujifilm Electronic Materials eyes India for major semiconductor investment
Fujifilm Electronic Materials is considering a significant investment in India as part of its strategy to expand in the fast-growing semiconductor sector, according to a report by...
Thursday 4 September 2025
Apple prepares AI-powered search overhaul for Siri, targeting OpenAI and Perplexity
Apple is planning to launch its own AI-powered web search tool in 2026, stepping up competition with OpenAI and Perplexity AI. The company is working on a new system dubbed World...
Thursday 4 September 2025
AMD, Anritsu partner to standardize high-speed testing for AI data centers
Japan's Anritsu has teamed up with US chipmaker AMD to launch an automated testing platform for next-generation high-speed transmission, targeting the surging demand from AI data...
Wednesday 3 September 2025
Infineon teams up with Nvidia on 800V data center power, eyes EUR1 billion AI business
As artificial intelligence transforms data centers worldwide, the spotlight has expanded beyond computing and networking to power semiconductors. AI chips draw enormous amounts of...
Wednesday 3 September 2025
South Korea's manufacturing data offers advantage in improving physical AI precision
Physical AI has become a key focus in the manufacturing and IT industries, as AI applications extend from online environments into the physical world, leading companies to begin deploying...
Wednesday 3 September 2025
OpenAI to acquire Statsig in US$1.1 billion all-stock deal
OpenAI announced it will acquire product testing startup Statsig in an all-stock transaction valued at US$1.1 billion, marking one of its largest acquisitions to date. The deal is...
Wednesday 3 September 2025
MicroLED technology opens new opportunities for equipment makers
MicroLED is regarded as the next-generation display technology, with Taiwan leading global development due to strong semiconductor and display integration, plus government support...
Wednesday 3 September 2025
TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives
TSMC has surpassed Intel in the number of US patent applications for silicon photonics (SiPh), a crucial optoelectronic integration technology essential for artificial intelligence...
Wednesday 3 September 2025
China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers
Surging demand for AI, large language models (LLMS), and high-performance computing is propelling co-packaged optics (CPO) into the spotlight of the semiconductor industry. The technology...