DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Taiwan dollar surges to two-year high, central bank refutes US pressure claims

May 6, 01:49

ICT

Largan posts 28% YTD revenue growth, eyes Q3 lens upgrade cycle

May 5

DISPLAYS

PTIC expands into new markets with robot vacuum cleaners and drones

May 5

ICT

Foxconn smashes April record with US$21.3B in revenue as AI servers take off

May 5

ICT

PC pioneer FICG retools for the AI age with optical module surge

Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25

China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

Taiwan's surging currency puts pressure on exporters' margins

Intel focuses automotive efforts on China with Auto Shanghai debut

LG Display pioneers blue phosphorescent OLED, achieves world-first product validation

Taiwan’s tech leader urged investment in power infrastructure for AI era

Barcelona rises as Europe's strategic tech investment nexus as US-China rift widens

Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction

Taiwan's Coretronic disrupts drone market, outflanks DJI with non-red supply chain edge

China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy

Trump eases auto tariff impact for North American-made vehicles

Qualcomm clinches full Samsung S25 win, yet real growth rides on auto and AI bets

Texas emerges as key battleground in AI server race with US tariff push

Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play

India roundup: Most iPhones sold in US will be made in India

UBTech, Midea fast-track humanoid robots as China races toward industrial AI supremacy

Network infrastructure crucial to growth for Nokia and Chunghwa Telecom

Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand

Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

CyberLink embraces open-source GenAI as adoption gains steam

Meta denies censoring Taiwan content; backlash suggests trust gap remains

Holtek sees growth as clients rush orders ahead of US tariff deadline

Automotive and industrial control chip markets show signs of recovery, but tariffs risk looms

OpenAI's Singapore push cements city-state as Asia-Pacific AI powerhouse

Rick Tsai bets on AI as MediaTek’s next growth engine

BIZ FOCUS

May 5, 17:05

Femtum pioneers advanced laser solutions for semiconductor manufacturing, eyes expansion in Taiwan

MOST-READ

MULTIMEDIA

Intel and UMC unite on 12nm to boost US chip supply

Smartphone AP shipments for Chinese brands are expected to rise 8.7% on year in the second quarter of 2025 as the brands are preparing inventory for the third quarter.

Anticipation of tariff increases has prompted server players to actively build inventories with global server shipments projected to grow by 1.8% quarter-over-quarter in the second quarter of 2025.

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