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Thursday 4 September 2025
Commentary: YMTC's 3D DRAM push challenges CXMT and global memory leaders
China's push to localize its memory supply chain is gathering momentum. YMTC has begun trial production at its first fully localized NAND flash fab, while market chatter indicates...
Thursday 4 September 2025
Global chipmakers embrace 'China for China' model as Chinese partners take on prominent roles

Foreign chipmakers are partnering with Chinese firms as geopolitical tensions and supply chain risks reshape the global semiconductor...

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"...
Wednesday 3 September 2025
Why TSMC is holding back on advanced packaging despite soaring demand
TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
Tuesday 2 September 2025
Image processing supply chain eyes rising demand from drones
The growing demand for unmanned vehicles, especially amid the current wave of AI upgrades, heavily relies on advanced image processing capabilities. For drones, various image processing...
Tuesday 2 September 2025
HCLTech Empowers Taiwan's Global Expansion with Three Core Strengths
As Taiwan's high-tech manufacturing and semiconductor sectors play an increasingly critical role in the global economy, companies are accelerating their overseas expansion to navigate...
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
Alibaba denies massive Cambricon chip order
Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power...
Tuesday 2 September 2025
BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets
BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first...
Monday 1 September 2025
TPCA Show to kick off in October with Unimicron chair as keynote speaker
The technology supply chain will gather for a series of exhibitions in the second half of 2025, including Taiwan's major PCB industry event, the TPCA Show, which will take place from...
Monday 1 September 2025
Swancor Holding trims stake in materials arm to fuel robotics and aerospace push

Swancor Holding will divest part of its stake in Swancor Advanced Materials after a September 1 shareholder vote, a step designed to unlock...

Monday 1 September 2025
Exclusive: Apple pushes automation, leaving suppliers to foot the bill
Apple is significantly increasing automation efforts within its manufacturing supply chain, primarily in response to the trade war tariffs initiated under US President Donald Trump...
Monday 1 September 2025
India-Japan summit sets US$67bn target to fuse talent, tech, and supply chains
At the 2025 India-Japan Annual Summit, leaders advanced collaboration in semiconductors, AI, robotics, green energy, and space technologies. With JPY10 trillion (USD$67 Bn) in planned...