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The rise of AI sovereignty is fueling a new global competition, driving countries to invest heavily in AI infrastructure and technologies, akin to an arms race. As nations seek to secure their technological futures and maintain economic and military advantages, this trend is reshaping global dynamics and priorities....

In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges. Rising competition in AI chips threatens a market bubble. Meanwhile, China accelerates its push for self-reliance as US export restrictions tighten. The DIGITIMES news team highlights the year's defining trends....

ByteDance is planning to procure a mix of Nvidia H200 accelerators and Huawei Technologies Ascend chips to meet its growing artificial intelligence needs while adhering to China's push for localized hardware. The move underscores the challenge facing Chinese technology companies that must preserve high-performance training capacity while signaling compliance with domestic industrial policy....

When the Manhattan Project mobilized the full weight of the American state in 1945 to unlock atomic energy, it revealed something humanity had not fully grasped before: once a scientific breakthrough is absorbed into national strategy, its impact can far exceed any single industry or technology. Eighty years later, the US is attempting to recreate that logic—this time around artificial intelligence (AI)....

In 2025, the global automotive industry faced major structural shifts and geopolitical disruptions. Slowing growth in battery electric vehicles, changes in US EV policies, and chip supply chain issues forced automakers and suppliers to speed up strategic changes. DIGITIMES News highlights the top 10 key trends shaping the industry this year, providing valuable insights for stakeholders....

Fukuta is accelerating its push into the emerging unmanned vehicle market by developing compact electric motor and joint motor modules, aiming to capitalize on new structural opportunities in the electric motor supply chain driven by drones, low-earth orbit satellites, and robotics moving from demonstration to commercial use....

Amid rising concerns over global copper supply shortages, London Metal Exchange (LME) copper prices have surged nearly 40% since early 2025, significantly increasing cost pressures for industries such as PCB and IC packaging. As the year draws to a close, this sharp rise has forced key players in both China and Taiwan to implement price hikes....

Samsung Electronics has expanded an internal investigation into alleged employee misconduct at its Taiwan subsidiary, a move the company characterizes as an isolated matter despite its timing amid a global tightening of memory chip supplies. The probe, which stems from a routine internal audit, focuses on suspected kickbacks involving a limited number of staff and predates the current first quarter of the 2025 fiscal year, according to reporting from DIGITIMES and industry sources in South Korea....

Display maker INT-Tech has developed a groundbreaking micro-OLED microdisplay with brightness exceeding 100,000 nits, following up on the 60,000-nit display unveiled earlier in 2025. The company aims to use its native RGB self-emissive technology in XR devices, which will enable products featuring 10 times the brightness of current 10,000-nit OLED microdisplays....

The aerospace supply chain is showing signs of recovery following disruptions caused by the COVID-19 pandemic, with National Aerospace Fasteners Corporation (NAFCO) preparing for a significant increase in new aircraft deliveries starting in 2026. According to NAFCO general manager Alvin Lin, three major obstacles that had delayed new-plane handovers are being gradually resolved, enabling a stronger delivery outlook....

Facing multi-year waits for electrical grid connections, data center operators supporting artificial intelligence (AI) workloads are turning to an unexpected supplier: supersonic jet engine manufacturer Boom Supersonic. The Colorado-based company, backed by OpenAI CEO Sam Altman, recently secured an order to deliver 1.2GW of power generation capacity to data center operator Crusoe, pivoting part of its aerospace technology to the energy sector....

Samsung Electronics is reportedly beginning upgrades to the core gas infrastructure at its semiconductor fab in Austin, Texas. Industry observers view the move as the start of a broader modernization overhaul, signaling Samsung's intention to position the Austin facility as a long-term strategic hub capable of handling high-value-added manufacturing processes....

TSMC today announced that its highly anticipated 2nm (N2) technology began volume production in the fourth quarter of 2025, meeting its roadmap targets precisely on schedule....

Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook (PC/NB) replacement cycle to be much stronger than supply chain forecasts, pushing utilization rates above 90%. She is optimistic that this strong order momentum will extend into 2026, becoming a key driver for steady growth in antenna product shipments....

Taiwan-based microcontroller supplier ARTERY Technology is sharpening its focus on edge artificial intelligence and drone-related applications as it prepares for a planned listing on the Taipei Exchange in late January 2026, seeking growth beyond China's crowded MCU market....

Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC's 6nm process and is designed for applications such as gaming, smart cockpits, and digital twins....

Univista Industrial Software Group filed for initial public offering guidance on December 26, seeking capital to support the development of domestic semiconductor design tools in China. The Shanghai-based company submitted its filing to the Shanghai Securities Regulatory Bureau with Guotai Haitong Securities serving as the sponsor, according to a report by Sina Finance....

Huawei rotating chairwoman Sabrina Meng delivered the company's 2026 New Year speech on December 30, 2025, highlighting Huawei's resilient business strategy despite enduring years of geopolitical challenges and US sanctions. The address served both as an annual corporate review and a subtle response to ongoing external pressures....

As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints....

Chant Sincere, a supplier specializing in high-speed connector modules, is expanding its presence in AI high-performance computing and automotive electronics as network switches evolve toward 800G and 1.6T standards. The company anticipates significant volume production growth starting in 2026....