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

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

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

The future development of Taiwan's battery industry must be grounded in the global competitive landscape and domestic industrial conditions, implementing differentiated, niche, and advantage-based strategies. The focus should be on developing small-volume, diverse, high-value, and cost-effective products to build technical barriers and avoid falling into price competition traps

Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs. The company is banking on decades of x86 IP accumulation and its integrated device manufacturer (IDM) model to challenge top IC design rivals such as Nvidia, AMD, Broadcom, Marvell, MediaTek, and Alchip

As the APEC summit in late October approaches, US President Donald Trump aims to broker a historic China-US trade deal and push for a Russia-Ukraine ceasefire. However, stalled negotiations have raised concerns that Taiwan could become a bargaining chip between Washington and Beijing

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

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

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

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

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

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

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

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

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