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Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Tuesday 23 September 2025
Taiwan parts makers capitalize on defense export surge as drone wars reshape supply chains
Lessons from the battlefields of Ukraine and the Red Sea have made one thing clear: low-cost, mass-produced, and expendable drones are transforming combat. Once largely confined to...
Tuesday 23 September 2025
China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...
Monday 22 September 2025
Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend
The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits...
Monday 22 September 2025
Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

Monday 22 September 2025
Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage
South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...
Monday 22 September 2025
Sunengine enters CPO advanced packaging supply chain
The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure...
Monday 22 September 2025
Not just Apple anymore: TSMC's 2nm finds 15 buyers hungry for AI performance
TSMC's 2nm (N2) process is nearing mass production, with industry sources indicating it has secured up to 15 customers. About 10 are focused on high-performance computing (HPC), showing...
Monday 22 September 2025
Taiwan eyes Southern expansion for TSMC as AI demand fuels chip boom

As Taiwan cements its role at the heart of the global semiconductor supply chain, the head of the National Science and Technology Council...

Monday 22 September 2025
iPhone 17 surge lifts Taiwan telecom and e-commerce sales
Apple's iPhone 17 series officially launched on September 19, 2025. Although Apple Intelligence still offers limited support for regions outside English-speaking areas, this year's...
Monday 22 September 2025
iPhone 17 preorders surge past iPhone 16, sparking Apple's biggest upgrade wave since 2021
Apple's iPhone 17 is now on shelves worldwide, and early preorder data points to a surge in demand compared with last year's iPhone 16 series. What's striking is that momentum is...
Monday 22 September 2025
Weekly news roundup: Micron halts NAND and DRAM quotes; Nvidia shifts quantum strategy, memory prices soar on AI demand
Below are the most-read DIGITIMES Asia stories from the week of September 15–September 21.
Monday 22 September 2025
Carmakers squeezed as profits plunge 55%, China bucks the trend
As the global automotive sector accelerates its transition toward electronic and electrical (E/E) architectures, a silent profit crisis is taking hold. According to a new report from...
Monday 22 September 2025
Clevo adapts 'blue ocean' strategy to drive sequential notebook shipment growth in 2H25
Although the notebook market is expected to underperform during the traditional peak season in the second half of 2025, this has not deterred Clevo's hopes for sequential quarterly...
Sunday 21 September 2025
Phison resumes quotes as NAND flash prices surge 10% on AI SSD boom
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...