Digitimes

DeepSeek influences US-China competition and cooperation, temporarily impacting the US AI industry while also triggering stricter chip controls on China.

Tencent introduced its new Hunyuan Thinker-1 (Hunyuan T1) reasoning model on March 21, 2025, offering advanced data processing capabilities comparable to DeepSeek's R1 model.

Asus recently announced the recognition of a NT$5.35 billion (approx. US$161.9 million) bad debt for the fourth quarter of 2024, stemming from delayed payments by an Indian client. The company has reportedly recovered this payment, allowing them to reverse the…

Nvidia's recent revelations at GTC 2025 showcased its expanding partnerships across hardware and software vendors eager to accelerate AI development within its ecosystem. Meanwhile, a coalition of competitors is forming in the chip industry as emerging players…

Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment spending is on track for another major expansion. Against the backdrop of…

While recent reports suggest TSMC's 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip design—meaning different readiness timelines for customers like Apple,…

The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while…

AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks a major test of investor confidence in a new generation of AI-focused cloud…

The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable, according to market sources.

China's AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the memory and storage ecosystem.

Several South Korean media outlets have reported that South Korean AI chip startup FuriosaAI has rejected Meta's US$800 million acquisition proposal.

According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.

To promote digital innovation and technological upgrades among semiconductor companies in southern Taiwan, and to assist businesses in developing more diverse and industry-competitive system application technologies, the National Center for High-performance…

Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances beyond Washington's reach.

In a bid to support industry and protect consumers, the Ministry of Economic Affairs (MOEA), ROC, has proposed a NT$100 billion (US$3.03 billion) allocation for the state-owned Taipower in 2025, aimed at countering the effects of soaring global energy prices.…

Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer inquiries are numerous, indicating potential business opportunities for…

SEMICON China 2025 opens on March 26 in Shanghai, bringing together global and domestic semiconductor equipment makers. One surprise standout: Shenzhen SiCarrier Technologies, a previously low-profile Chinese firm stepping into the spotlight.

According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in net revenue for WFE (Wafer Fab Equipment) manufacturers in 2024. The net revenue…

Taiwan's National Science and Technology Council (NSTC) announced in November 2023 plans to introduce the AI Basic Act, but the bill has yet to reach the Legislative Yuan for substantive discussions. Adding to the uncertainty, officials have indicated that the…

The drone sector is experiencing robust growth globally, driven by both military conflicts and expanding commercial applications. Amazon's deployment of delivery drones and Taiwan's potential adoption for traffic enforcement illustrate the broadening scope of…

Nvidia's GTC 2025 has concluded with great fanfare, attracting global attention. CEO Jensen Huang transformed this serious AI conference into a carnival atmosphere, drawing nearly 30,000 attendees to the San Jose Convention Center.

Top business leaders, including Apple CEO Tim Cook, Qualcomm CEO Cristiano Amon, and Siemens CEO Roland Busch, recently attended the 2025 China Development Forum in Beijing. In his opening address, Chinese Premier Li Qiang reaffirmed China's previously…

Vicor, a US power semiconductor module manufacturer, is promoting its latest 48V power module platform globally as power-hungry applications drive demand for higher voltage solutions that significantly reduce energy loss.

BYD Co's sales last year surpassed the US$100 billion mark, leapfrogging Elon Musk's Tesla Inc on revenue, as the Chinese auto giant wows consumers with a range of electric and hybrid cars packed with high-tech features.

BYD Electronics reported its full-year financial results for 2024, with revenue rising 36.43% year-over-year to CNY177.306 billion (approx. US$24.45 billion). Gross profit increased 17.9% to CNY12.3 billion, while net income attributable to shareholders…

The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting in the second quarter of 2025.

With Blackwell servers in full production, related server IC backend partners, including test interface providers, are expected to see a significant increase in revenue starting the second quarter, according to industry sources.

OpenAI has announced leadership changes as the company scales its operations, with three senior executives assuming expanded responsibilities. CEO Sam Altman stated that the adjustments aim to advance the company's research, product development, and global…

Search is the most lucrative part of Google's business. So when ChatGPT launched in 2022 and offered to answer users' every question, it posed an existential threat to the company, forcing Google to respond. Google had to figure out how to compete. But…

Samsung Electronics Co. announced on March 24 that its co-CEO, Jong-Hee Han, had died from cardiac arrest at the age of 63. Han shared leadership duties with co-CEO Young-hyun Jun, who manages the company's semiconductor division. Since his appointment as…