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Sunday 12 October 2025
Inside Tesla's plan to rewire itself for AI future

Long known for its disruptive innovations in electric vehicles, Tesla is now undergoing a deeper transformation, one that extends far beyond cars. As artificial intelligence (AI) reshapes industries and geopolitical tensions disrupt global supply chains, Tesla's recent move toward lower-priced EVs signals a broader organizational pivot: a long-term strategy that places AI, robotics, and semiconductor self-reliance at the core of its future.

Saturday 11 October 2025
Tainan pitches semiconductor heartland to Nvidia for Taiwan HQ
Nvidia's investment plans in Taipei City have encountered changes. Taiwan's Ministry of Economic Affairs (MOEA) has been conducting a nationwide land inventory, while Tainan City has actively expressed its intention to secure Nvidia's headquarters. The city government has prepared two industrial land parcels located near key semiconductor and AI development hubs.
Friday 10 October 2025
Beijing targets Qualcomm and TechInsights in widening tech crackdown
China has intensified its regulatory actions against foreign companies amid escalating tensions with the US, launching an antitrust investigation into Qualcomm while adding several US defense and technology firms — including TechInsights — to its Unreliable Entity List. The moves come as Beijing seeks to assert greater leverage in ongoing US-China trade and technology talks.
Friday 10 October 2025
FuriosaAI leads South Korea's physical AI push
As South Korea aims to become a top-three global AI powerhouse, neural processing unit (NPU) startup FuriosaAI envisions AI's ultimate evolution into physical AI. The company believes South Korea possesses the necessary industry and talent foundation to accelerate the development of energy-efficient AI accelerators and integrated hardware-software solutions for data centers and diverse physical AI applications.
Thursday 9 October 2025
Taiwan pushes ahead with InnoTech Expo 2025 amid US chip tariff threat
The Taiwan InnoTech Expo (TIE) 2025 will take place as scheduled on October 16–18 at the Taipei World Trade Center Hall 1, signaling confidence in Taiwan's innovation momentum even as Washington considers sweeping new tariffs on semiconductor and technology products.
Thursday 9 October 2025
Nvidia's Taiwan headquarters plan hits land hurdles, but government pledges support

Taiwan's Ministry of Economic Affairs (MOEA) has reaffirmed its full support for Nvidia's plan to establish its first overseas headquarters in Taiwan, as the company faces delays tied to land acquisition at its proposed site in Taipei's Beitou–Shilin Technology Park (BSTP).

Thursday 9 October 2025
Cisco launches new router and chip to link AI data centers across long distances
Cisco Systems introduced a new high-capacity routing system and networking chip designed to connect data centers handling artificial intelligence (AI) workloads over vast distances, as rising power demands force companies to spread computing operations across regions.
Thursday 9 October 2025
Nvidia rival reportedly plans US$1.3B investment and new research hub in India
Graphcore, a British semiconductor company owned by Japan's SoftBank Group, is reportedly preparing to announce a GBP1 billion (US$1.3 billion) investment package in India, including plans for a new research hub in Bengaluru. The announcement is expected to coincide with UK Prime Minister Keir Starmer's visit to India this week, during which several British companies will join a business delegation, according to Bloomberg citing unnamed sources.
Thursday 9 October 2025
Taiwan's semiconductor playbook finds new home in Arizona
Taiwan has become Arizona's blueprint for semiconductor success. At the Arizona Semiconductor Leadership Day forum held prior to 2025 SEMICON West, the island emerged as more than just a topic of discussion—it became the model that state officials and industry leaders are actively replicating.
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging with 12-inch SiC wafers, a new frontier has emerged: a Chinese startup has reportedly broken into Meta's AI glasses supply chain with its 12-inch SiC wafer technology.
Wednesday 8 October 2025
ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push
Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute (ITRI) in establishing an unmanned innovative technology laboratory. According to MOEA's budget plan, ITRI will align with government policies to continuously strengthen Taiwan's IC design research and development capabilities.
Wednesday 8 October 2025
Samsung, SK Hynix step up recruitment to secure edge in AI-driven chip supercycle
The rapid rise of artificial intelligence (AI) is fueling a new semiconductor supercycle, prompting Samsung Electronics and SK Hynix to ramp up recruitment efforts in a bid to secure leadership in next-generation technologies.
Wednesday 8 October 2025
China accelerates DUV lithography breakthroughs with patents and testing
China is enhancing its DUV lithography technology amid US export restrictions. Yuliangsheng's 28nm immersion DUV machine is being tested at SMIC, while SMEE has patented a method to improve chip pattern quality.
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand its artificial intelligence infrastructure. The industry is closely monitoring whether these partnerships and investments will yield significant returns or if the AI sector is entering a speculative bubble phase, with the latter half of 2026 poised as a critical evaluation period.
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As more Chinese companies attempt to enter the HBM space, traditionally dominated by SK Hynix, Samsung Electronics, and Micron, global memory dynamics may shift.
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights both growth potential and risks in the evolving AI landscape.
Wednesday 8 October 2025
Nvidia reportedly investing up to US$2 billion in Elon Musk's xAI amid broader AI infrastructure expansion
Elon Musk's artificial intelligence (AI) startup, xAI, is reportedly seeking to raise up to US$20 billion in a new funding round that includes an equity investment from Nvidia, according to Bloomberg.
Wednesday 8 October 2025
FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips
On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly, at the beginning of 2025, Meta also set its sights on South Korean chip startup FuriosaAI, a company gaining attention for its unique Tensor Contraction Processor (TCP) chip architecture and dedicated to enhancing AI performance through the efficiency of TCP design.
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have yet to rock the current PC processor market. But they're already expanding the contours of what's possible.

Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes used in the IC packaging industry. Market watchers expect these cost pressures to shift downstream to packaging companies, potentially impacting customer pricing.
Tuesday 7 October 2025
Arm CEO Rene Haas recalls Nvidia's bold exit from Intel chip support during his time working with Jensen Huang
As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm Holdings CEO Rene Haas reflected on his seven years working on computing products at Nvidia and highlighted Huang's decisive leadership that reshaped the company's trajectory.
Tuesday 7 October 2025
Taiwan's silicon shield under siege as US accelerates chip onshoring
A US proposal to evenly split advanced semiconductor production between Taiwan and the United States has sparked deep concern in the industry and triggered a political debate in Taipei, as questions arise over cost, national security, and the future of global supply chains.
Tuesday 7 October 2025
India's Silizium Circuits develops GaAs 5G front-end chip as RF localization advances
Indian fabless semiconductor startup Silizium Circuits has completed the end-to-end design of a GaAs-based 5G low-noise amplifier (LNA), or front-end module (FEM), marking a step forward in the country's push for self-reliance in analog and RF chip design.
Tuesday 7 October 2025
Weekly news roundup: Intel and TSMC pour billions into Arizona; Memory chip prices soar, Hanmi expands to Singapore to support Micron
Below are the most-read DIGITIMES Asia stories from the week of September 29–October 5.
Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also grants OpenAI the right to acquire about a 10% equity stake in AMD through stock warrants tied to AI GPU deployment milestones and AMD's stock performance.