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Monday 24 November 2025

Weekly News Roundup: US moves to ban Chinese chipmaking equipment; Tesla eyes in-house fab; Intel hires TSMC veteran

These are the most-read DIGITIMES Asia stories in the week of November 17 to November 23, 2025.

Monday 24 November 2025

TSMC's C.C. Wei doubles down on US expansion as AI era enters 'early stage'

Taiwan Semiconductor Manufacturing Co.(TSMC)'s chairman and chief executive, C.C. Wei, used one of the industry's most high-profile stages to restate the company's commitment to expanding...

Monday 24 November 2025

Exclusive: Lenovo stays insulated from DRAM crunch with Samsung ties, China supply priority

The memory shortage is rippling through the PC supply chain, prompting vendors to scramble for DRAM allocations at upstream suppliers. Industry sources say senior Asus executives...

Monday 24 November 2025

Qualcomm Innovate in Taiwan Challenge supports local AI teams

Qualcomm announced the winners of the 7th Qualcomm Innovate in Taiwan Challenge (QITC) on November 21. First place went to MoBagel, which provides high-efficiency, energy-saving,...

Monday 24 November 2025

SK On swaps shares with EVE Energy to restructure joint ventures in China

South Korean battery maker SK On has restructured its investment portfolio by exchanging shares with Chinese battery firm EVE Energy, resulting in SK On acquiring full ownership of...

Monday 24 November 2025

Behind Korea’s record chip exports, a race it may be losing

Although South Korea has seen its semiconductor exports hit record highs, concerns are mounting that over-reliance on specific products could heighten risks for the country's manufacturing...

Monday 24 November 2025

Display demand is rising—but OLED’s climb puts LCD makers on edge

The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...

Monday 24 November 2025

NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance

Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these...

Monday 24 November 2025

CMC readies Taiwan launch of next-gen XForce SUV, ET35 double-cab commercial vehicle

CMC, a Yulon Group subsidiary, detailed its 2026 product and market roadmaps during an online investor briefing on November 20, outlining...

Monday 24 November 2025

Doosan poised to secure exclusive Nvidia Rubin CCL supply as EMC fails GB300 test

Doosan Electronic Business Group (Doosan Electro-Materials) is on track to become the exclusive supplier of copper-clad laminate (CCL) for Nvidia's next-generation AI chip, Rubin,...

Sunday 23 November 2025

Chunghwa Telecom and NTT showcase cross-border distributed AI data center in Tokyo

Chunghwa Telecom (CHT), Japan's Nippon Telegraph and Telephone Corporation (NTT), Taiwan-based Accton, and its subsidiary Edgecore Networks...

Sunday 23 November 2025

SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026

SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance...

Sunday 23 November 2025

Taiwan launches homegrown satellite constellation to replace aging defense comms

After several postponements, Taiwan's first domestically assembled optical remote-sensing satellite of the Formosat-8 program—nicknamed the Zeppelin Satellite (FS-8A)—is...

Saturday 22 November 2025

Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026

Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around...

Saturday 22 November 2025

Taiwan fast-tracks Chiayi drone hub to attract global defense firms

Taiwan is accelerating efforts to transform Chiayi's Minsyong district into a national hub for drone research and manufacturing. The National Chung-Shan...

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