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Wednesday 3 September 2025
GCCS poised for growth in China+1 SiC substrate market
Taiwan's GCCS has become a preferred third-party supplier for global semiconductor and EV giants amid China's SiC substrate price wars. Chairman Chung-Chieh Chang expects long-term...
Wednesday 3 September 2025
Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts
Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global...
Wednesday 3 September 2025
Commodity Tax Act amendment may threaten already sluggish electric motorcycle sales, says Gogoro
The recent amendment to the Commodity Tax Act has injected new momentum into the growth of fuel-powered motorcycles, but not the electric motorcycle market. Data from manufacturers...
Wednesday 3 September 2025
Taiwan targets new growth in AI chip packaging with silicon carbide substrates
As AI chips advance, managing their high thermal output has become a key performance bottleneck. Semiconductor suppliers recently indicated that the advanced packaging sector is considering...
Wednesday 3 September 2025
Taiwan's economy struggles with New Taiwan dollar appreciation and export sector downturn
The appreciation of the New Taiwan dollar in the second and third quarters of 2025 has exerted significant pressure on Taiwan's export industries, with many manufacturing sectors...
Tuesday 2 September 2025
China's AI industry shows steady growth despite US technology restrictions
China has been actively demonstrating advancements in its artificial intelligence (AI) sector. Despite still trailing major US companies, China continues to pursue development amid...
Tuesday 2 September 2025
GlobalFoundries picks Qorvo exec Victor Hu to lead China strategy
GlobalFoundries (GF) has named Victor Hu, a semiconductor industry veteran with over 25 years of leadership experience, as vice president of sales and president of China. In this...
Tuesday 2 September 2025
Research Insights: Global EV sales jump 29% in 1H25, poised to exceed 20M this year
Global electric vehicle (EV) sales rose 29.4% year-over-year to 9.29 million units in the first half of 2025, driven by strong momentum in China, Europe, and the US. The three markets...
Tuesday 2 September 2025
Yuan High-Tech sees momentum in edge computing, with new products targeting robotics market
As AI shifts from the cloud to the edge, Yuan High-Tech has gradually transitioned from its roots as an image capture hardware maker to a supplier of comprehensive solutions. According...
Tuesday 2 September 2025
Automotive camera growth slows, but industry remains optimistic about long-term demand
The automotive cameras sector is experiencing a noticeable slowdown in 2025 after several years of rapid growth, which industry players generally attribute to the sluggish adoption...
Tuesday 2 September 2025
With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
Tuesday 2 September 2025
Nittobo's Fukushima bet shakes up CoWoS supply chain, Taiwan Glass on the line
The global surge in generative AI is driving explosive growth in the AI server market, making advanced CoWoS packaging a crucial battleground for GPU makers and custom chip developers...
Tuesday 2 September 2025
OpenAI's rumored India Stargate plan could unlock huge growth for Nvidia and global AI server suppliers
OpenAI is exploring plans for a massive data center in India that would rank among the country's largest facilities, according to Bloomberg. The proposed site would feature...
Tuesday 2 September 2025
India eyes sweeping goods and services tax cuts to soften blow of US tariffs, boost autos and consumer electronics
India is preparing its most significant tax overhaul in nearly a decade, with plans to cut goods and services tax (GST) rates by at least 10 percentage points on nearly 175 products,...
Tuesday 2 September 2025
Dixon overtakes rivals as India's top smartphone maker; Foxconn surges on iPhone exports
India's smartphone manufacturing shipments rose 15% year-over-year in the second quarter of 2025, driven by higher exports and domestic demand, according to Counterpoint Research...