Digitimes

Since US President Donald Trump took office, trade tensions between the US and China have escalated, although a recent easing of tariffs announced on April 23 suggests a more calibrated approach. Nevertheless, the overall competition between the two nations…

Taiwanese technology company HTC announced on Thursday a strategic collaboration with US telecommunications giant AT&T, healthcare innovator Mynd Immersive, and rehabilitation services leader Select Rehabilitation. The partnership aims to implement a new…

Memory module manufacturer Adata Technology has announced a strategic partnership with Giga Computing, a subsidiary of Gigabyte Technology, to establish a new, upgraded server production line in Brazil. The venture will integrate ADATA's server-grade memory…

To prevent Chinese solar products from circumventing origin rules, the US Department of Commerce recently announced tariffs on solar products from Southeast Asian countries, with rates reaching as high as 3,521%. Regarding the impact of these tariffs, HD…

Amid preparations by the US to introduce new tariffs on semiconductors and pharmaceuticals, concerns are growing within Taiwan's semiconductor supply chain. On April 22, 2025, Premier Cho Jung-tai spoke to lawmakers, stating that the Executive Yuan had…

As electric vehicle adoption steadily climbs across Taiwan, the role of charging infrastructure is undergoing a rapid transformation. Taiwanese charging station manufacturers, once locked in a battle of equipment specifications emphasizing "fast charging and…

Telecom operators have sought to expand their businesses by integrating communications, AI, cloud, and IoT services, venturing into a range of fields that benefit from vertically integrated systems such as e-commerce, media streaming, startups, and blockchain.…

Japan's upper house has passed legal revisions that enable the government to acquire an equity stake in Rapidus, part of a broader push to strengthen the country's next-gen semiconductor sector. The amended Act on Facilitation of Information Processing was…

Acer rolled out two new monitors on consecutive days—one foldable model for business users and another for gamers—amid mounting challenges in its monitor and desktop PC divisions. Acer's monitor share has fallen out of China's top 10, and its global…

TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding one-time impacts such as earthquake-related losses and higher depreciation…

Texas Instruments (TI) reported robust first-quarter earnings for 2025, buoyed by a steady recovery across key application sectors, particularly in the automotive market. As the global semiconductor cycle shows signs of normalization, TI is deepening its…

The US has imposed sweeping new tariffs on solar products from four Southeast Asian countries, raising concerns among Malaysian manufacturers over the impact on their operations and clean energy ambitions.

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up…

Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help Chinese industries manage the significant cost pressures brought by…

Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's ICT industry in 2025. For key players following Nvidia's trajectory, including…

US President Donald Trump has imposed several tariffs since taking office, resulting in retaliatory actions from several countries. The response from China has garnered the most attention, especially its export restrictions on key industrial raw materials,…

Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's forecast excludes tariff impacts, which remain unpredictable, yet initial…

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx. US$167 million). Net profit attributable to shareholders jumped 135.14% to CNY525 million, marking record highs across key…

The White House has unveiled a sweeping new round of punitive tariffs on imports from China, with rates reaching as high as 245%. While not all products will be subject to the highest rate, the majority face significant tariff hikes, signaling a sharp…

Asus's AI server business hit its five-fold revenue growth target a year early in 2024. By 2025, server operations are projected to contribute 15% of the company's total revenue. Asus's early move to set up a manufacturing line in California—initially to…

Tricorntech, a leading provider of advanced airborne molecular contamination monitoring solutions in Taiwan, has announced first-quarter 2025 revenue of NT$130 million (US$4.01 million). This figure represents a year-over-year increase of 136%, marking a new…

Apple Inc. will remove its secret robotics unit from the command of its artificial intelligence (AI) chief, the latest shake-up in response to the company's AI struggles.

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery in demand for automotive and industrial semiconductors. However, weaker-than-expected gross margin guidance and the absence of a…

US President Donald Trump, after several rounds of tariff impositions targeting China and provoking strong retaliations, has recently indicated a willingness to reduce tariffs on Chinese goods. With the 25% tariff on auto parts set to take effect on May 3,…

The 2025 Shanghai Auto Show has drawn nearly 1,000 automakers and component suppliers from around the world. Chinese manufacturers continued to lead in presence, but a strong group of companies from Europe, the US, and Japan also presented their latest…

Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual growth, ending a sluggish period of inventory corrections. As production scales and…

Taiwan's automotive supply chain faces an "unprecedented challenge" after the US imposed a 25% tariff on imported vehicles and auto parts earlier this month, according to DIGITIMES Research.

Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end of its guidance. The company posted revenue of US$2.65 billion, representing a…

Reciprocal tariffs accelerate US capacity expansion plans for Taiwanese IPC companies; IPCs' highly customized nature makes them difficult to replace in the short term.

Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly blocked a local Apple supplier from exporting equipment needed for the trial production of…