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Tuesday 11 February 2025
China's demand and South America's production drive global copper market dynamics
Copper has been hailed as "the oil of the new energy sector," playing an irreplaceable role in areas such as power transmission, renewable energy, and electric vehicles (EVs). Specifically,...
Tuesday 11 February 2025
Japan approves Rapidus investment plan with tax incentives, new semiconductor bonds
Japan's Cabinet approved amendments to the Act on the Promotion of Information Processing and the Act on Special Accounts on February 7, 2025. The proposal, which will undergo a National...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Monday 10 February 2025
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and...
Monday 10 February 2025
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
Suppliers report that China's retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market,...
Monday 10 February 2025
Teco aims for balanced revenue with equal shares from Taiwan and global markets amid US tariff uncertainties
Changing US tariff policies have unsettled the global industry, but Teco chairman Morris Li is confident that the company's global presence ensures it is well-prepared to respond...
Monday 10 February 2025
Taiwan's aerospace ambitions rise on defense and commercial tailwinds
Taiwan's aerospace industry is gaining momentum as global demand for defense autonomy surges and the aviation sector rebounds. Industry sources note that defense and aerospace are...
Monday 10 February 2025
Musk urges US military to boost drone output or risk falling behind
Elon Musk has intensified his advocacy for military drones, warning that the US military must accelerate research and production of unmanned aerial vehicles (UAVs) to maintain its...
Monday 10 February 2025
Quake impact prompts TSMC to narrow 1Q25 sales guidance range
TSMC has revised its sales growth prediction for the first quarter of 2025, narrowing its guidance range due to manufacturing losses from a significant earthquake that struck southern...
Monday 10 February 2025
Apple's upcoming product launches boost Taiwan's PCB supply chain in 1Q25
Apple's 2025 product launches are set to drive substantial growth in Taiwan's PCB (Printed Circuit Board) supply chain, with manufacturers benefiting from rising demand for AI technology...
Monday 10 February 2025
FineMat's strategic shift, expanding into energy and semiconductor markets
FineMat is working hard to transform its core business and expand into the energy and semiconductor industries, actively developing new products. The company expects its consolidated...
Monday 10 February 2025
Weekly news roundup: ASML CEO signals US advantage; Tongfu reportedly begins HBM2 trial assembly
These are the most-read DIGITIMES Asia stories from February 3 – February 8.
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...
Monday 10 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor...
Monday 10 February 2025
Tariff concerns drive TSMC price hikes while Samsung seeks competitive edge
Amid concerns over higher tariffs under the Trump administration, TSMC is raising chip prices to offset potential losses, while Samsung Electronics focuses on price competitiveness...