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Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 21 January 2025
Chinese mobile ODMs diverge amid industry headwinds
The mobile phone ODM industry continues to grapple with significant challenges, including pressure from both suppliers and customers, while being characterized by labor-intensive...
Monday 20 January 2025
Rise of China's memory chip industry challenges the market
New players are joining the supply chain competition as China's major memory chip manufacturers have rapidly developed. It seems to challenge the market positions of Samsung Electronics,...
Monday 20 January 2025
US curbs on Chinese semiconductors seen benefiting South Korean firms
The US government has unveiled new semiconductor export restrictions aimed at China, potentially disrupting ChangXin Memory Technologies (CXMT) while favoring Samsung Electronics,...
Monday 20 January 2025
Taiwan's aerospace supply chain sees bright future amid US market opportunities
Upon Donald Trump's return to the presidency, Taiwan's overseas expansion strategies are attracting significant attention. Jyh-Huei Kuo, Taiwan's Minister of Economic Affairs (MOEA),...
Monday 20 January 2025
EV makers pivot: Trump 2.0 day one threatens charged-up industry
The global electric vehicle industry faces an immediate reset as Donald Trump returns to the White House. Markets are already reacting to his promised dismantling of key industry...
Monday 20 January 2025
Honor CEO George Zhao resigns, Jian Li appointed successor
Chinese smartphone brand Honor announced on January 17 that CEO George Zhao has resigned. Jian Li, a former Huawei executive, is set to take over the role. According to the company's...
Monday 20 January 2025
Apple slashes China iPhone prices ahead of trade-in subsidies launch
China's trade-in program officially begins on January 20, 2025, introducing subsidies for purchasing smartphones, tablets, smartwatches, and fitness bands. In response, Apple has...
Monday 20 January 2025
Nextin expands the 3D NAND testing equipment market
Recently, South Korean testing equipment provider Nextin is reportedly in discussions to supply testing equipment to Japanese NAND Flash manufacturer Kioxia. If the negotiations work...
Monday 20 January 2025
Arm's rumored chip plans and price hikes siren mobile SoC makers concerns
International media reports about Arm's internal discussions regarding significant licensing fee increases for its Armv9 architecture and potential chip development plans have sparked...
Monday 20 January 2025
Smart glasses in 2025: The rise of lifestyle-first wearables
As a DIGITIMES senior analyst covering the wearable technology sector, I've observed an interesting shift in the smart glasses market. While most manufacturers race to pack more technology...
Monday 20 January 2025
Demographics drive new business opportunities at CES 2025
AI integration and changing social trends took center stage at the world's largest consumer electronics exhibition, CES 2025. According to Taiwan's Industrial Technology Research...
Monday 20 January 2025
Trump's uncertain policy direction raises concerns among chipmakers
Recent reports indicate that upon taking office, Trump will swiftly sign numerous executive orders. Many semiconductor manufacturers have expressed that while artificial intelligence...
Monday 20 January 2025
Ritwin targets global energy storage expansion amid AI boom
Ritek Group has identified energy storage as key to advancing new energy solutions, with Ritwin Corp. Chairman Gordon Yeh emphasizing policy and artificial intelligence (AI) as the...
Monday 20 January 2025
Taiwan IC foundries face changing business climate in China
The Biden Administration's restrictions on China's 16/14nm technology implementation are poised to significantly affect TSMC's Fab 16 in Nanjing.