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Wednesday 29 October 2025
Column: How China's rare earth chokehold is reshaping the global tech landscape
In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing
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Friday 31 October 2025
Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted, the two leaders steered clear of the Taiwan question and instead focused on easing specific trade frictions, including restrictions on US soybean exports to China and Chinese rare earth shipments to the United States
Friday 31 October 2025
Commentary: Trump–Xi talks cool tempers, not conflicts, in chips and rare earths
On 30 October 2025, Donald Trump and Xi Jinping met in Busan, South Korea, in a summit that could redefine the global trade and technology order. It marked their first meeting since Trump's return to the White House and their second in six years, a long-awaited rematch that drew worldwide attention
Thursday 30 October 2025
Analysis: Japan's new PM aims to replicate TSMC playbook with tech investment push
Japan's new Prime Minister Sanae Takaichi announced a growth strategy prioritizing "crisis management investment" in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts
Thursday 30 October 2025
Commentary: China's JCET bets on AI to challenge global packaging giants
Artificial intelligence (AI) is reshaping the global semiconductor supply chain and accelerating transformation in IC packaging and testing. As Qualcomm moves into the AI data center space to challenge Nvidia, OSAT vendors are entering a new phase of technology upgrade and supply-chain reorganization
Sunday 26 October 2025
Taiwan's secret: A century of elite talent driving chips, electronics, and healthcare
Taiwan currently shines on the global stage with three standout industries: its healthcare system, electronics manufacturing services (EMS), and semiconductors. Though each sector's competitive edge stems from unique factors, they all share one crucial—and arguably most important—common denominator: the sustained, multi-generational commitment of the nation's social elites. This commitment is measured not in years, but in cycles of sixty years, known as a jiazi in the traditional Chinese calendar
Wednesday 22 October 2025
Commentary: How Nvidia's 5 moves keep ASIC rivals at bay
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance on Nvidia. Yet, according to supply chain insiders, Nvidia's five strategic pillars — ranging from product velocity to ecosystem control —continue to cement its dominance in AI computing
Wednesday 22 October 2025
Analysis: Samsung reclaims memory crown but what about its foundry?
Samsung Electronics is expected to deliver a surprising performance in the third quarter of 2025, successfully reclaiming the top position in the global memory market, signaling a strong recovery in its semiconductor business. However, as its memory division expands shipments and market share rebounds, industry observers have shifted their attention to whether its stagnant non-memory businesses, namely foundry and system LSI, can stage a turnaround
Tuesday 21 October 2025
Column: Advanced packaging's standardization challenge
While advanced packaging technologies first gained traction in high-end smartphones, it was the supply crunch of AI chips in 2023 that truly mobilized the semiconductor industry around this emerging field. As demand for advanced packaging surged, the industry quickly turned to a familiar solution: standardization, one of its most time-tested strategies for managing complex supply chains and reducing the communication overhead between players across the value chain
Monday 20 October 2025
Exclusive: SEMI president says semiconductor future extends beyond US-China rivalry
DIGITIMES attended SEMICON West 2025 in Phoenix, Arizona, where the event set an 18-year record for both attendance and exhibitor participation. In an exclusive interview, SEMI president and CEO Ajit Manocha shared insights on the show's success and the evolving semiconductor market landscape
Monday 20 October 2025
Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show
SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative efforts of Phoenix's real estate, government, and academic sectors to rebuild a semiconductor manufacturing ecosystem go far beyond what media reports or White House declarations reveal
Monday 20 October 2025
Commentary: AMD and Nvidia set 2027 AI server plans in motion, redefining rack design
With the momentum behind artificial intelligence (AI) infrastructure continuing to accelerate, industry giants Nvidia and AMD are preparing to launch next-generation chip architectures in 2027. These innovations are expected to significantly drive demand for AI servers, reshaping the supply chain and pushing the boundaries of data center design
Sunday 19 October 2025
Behind the silicon curtain, China's tech illusion unravels
China's technological advancement remains a central focus of global attention, with social media frequently showcasing local tech applications and innovations. Yet for many outside observers, the actual situation in China continues to fuel curiosity and skepticism, prompting many to wonder what lies beneath the polished surface
Friday 17 October 2025
Commentary: TSMC chairman adopts cautious tone despite AI optimism
TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to NT$1.21 trillion, already exceeding the full-year 2024 total of NT$1.17 trillion. However, Chairman C.C. Wei's demeanor marked a notable shift from previous years, emphasizing disciplined expansion amid strong AI demand
Thursday 16 October 2025
Column: Macroscopic quantum tunneling discovery redefines limits of quantum mechanics and fuels quantum technology advances
The 2025 Nobel Prize in Physics has been awarded to John Clarke, Michel Devoret, and John Martinis for their groundbreaking experimental work demonstrating macroscopic quantum tunneling, a phenomenon showing that quantum effects can manifest in systems large enough to be observed directly
Thursday 16 October 2025
Research Insight: South Korea challenges China's battery dominance with LFP push
Lithium iron phosphate (LFP) batteries—long praised for their affordability and safety—are gaining traction among Western automakers. As cost-conscious electric vehicles (EVs) enter the spotlight, global giants like Ford, General Motors, and Stellantis are increasingly building out product lines centered on LFP battery technology