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Monday 4 August 2025
Major mobile AP providers ride early demand surge ahead of tariffs, eye high-end market for growth
Apple, Qualcomm, and MediaTek exceeded expectations in recent financial results, driven by final Chinese government subsidies and anticipation of tariff hikes later in the year. This...
Monday 4 August 2025
India's AI boom hides dependency risks under Trump deregulation
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers...
Monday 4 August 2025
With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs
The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling...
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Monday 4 August 2025
South Korea's IC design competitiveness at risk; KITA urges acceleration in nurturing startups
As the global AI industry continues to expand, competition in semiconductor technology is intensifying. South Korea's industrial sector has begun voicing concerns that to maintain...
Monday 4 August 2025
Weekly news roundup: Tesla's US$16.5 billion Samsung deal, former Intel China executive joins AMD, China advances in mature chips
Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former...
Monday 4 August 2025
Assessing the 20% reciprocal tariffs on Taiwan's electronics industry
Taiwan's reciprocal tariff rate has been announced, reaching 20%. This is higher than Japan and South Korea, which leaves room for questions about whether this will affect the competitiveness...
Monday 4 August 2025
Silicon Motion reports better-than-expected revenue, anticipates 10–15% growth in 3Q25
Silicon Motion reported second-quarter revenue of about US$199 million, up 19% from the previous quarter and surpassing forecasts of 5–10%. Despite a 6% drop year-over-year,...
Monday 4 August 2025
Innolux edges past HKC in global LCD TV panel race, 1H25 shipments reshuffle rankings
Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's...
Sunday 3 August 2025
Ex-Cambricon chip architect takes major step at new venture with major angel backing

Former Cambricon Technologies CTO Liang Jun has taken a significant leap with his new venture. On July 30, Shanghai Fangqing Technology...

Saturday 2 August 2025
Apple talent exodus reflects AI strategy transition dilemma

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and...

Friday 1 August 2025
Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong
Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...
Friday 1 August 2025
Trump's tariff war reshapes China's IC trade in 1H25
Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
Friday 1 August 2025
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...