DigiTimes Nachrichten

 

The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development....

CASwell expects steady growth in 2025 despite currency volatility and tight supplies of memory and CPUs. Chairman Steve Chu told investors on December 1 that revenue for the first three quarters rose about 10% in US dollar terms. He said the company will move away from traditional hardware contract manufacturing in 2026 and concentrate on high-end, differentiated platforms and services....

As artificial intelligence (AI) accelerates the global semiconductor race—and as commercial space activity heats up—the idea of moving chip fabrication into orbit is edging from science fiction toward technological reality....

The 2025 Healthcare+ Expo Taiwan opened on December 4, featuring a Science Park Pavilion established jointly by the management bureaus of the Hsinchu, Central Taiwan, and Southern Taiwan Science Parks under the National Science and Technology Council (NSTC). The pavilion centers on smart healthcare, precision medicine, and healthcare for all ages, showcasing the science parks' cross-sector efforts linking industry, government, academic research, and medicine, as well as their achievements in precision healthcare....

CarUX, a subsidiary of Innolux, completed its acquisition of Japan's Pioneer and formalized the deal at a joint press conference in Tokyo on December 4, 2025. The companies stated that the integration will accelerate the development of next-generation smart mobility systems and enhance their ability to supply in-vehicle technologies to global automakers....

Taiwan's smart-healthcare sector is gaining momentum, powered by decades of accumulated expertise in electronics and information and communications technology (ICT). Now, in an effort to accelerate the industry's upgrade and foster cross-sector collaboration, the Chinese National Association of Industry and Commerce (CNAIC) is launching a strategic partnership with the Industrial Technology Research Institute (ITRI). Their aim: start from real-world clinical and industry needs, link up technology developers, hospitals, and supply-chain players, and build a scalable model for deploying smart-medical solutions....

Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications....

A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML's top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei....

Nvidia CEO Jensen Huang has a stark warning for America: the country's AI leadership is threatened not by inferior technology, but by infrastructure bottlenecks that China is rapidly outpacing....

Following the November 29, 2025, launch of the Formosat-8 satellite and several accompanying CubeSats, all spacecraft have successfully established contact with ground stations—marking the completion of their first mission phase. Taiwanese researchers say CubeSats offer a cost-efficient platform for building satellite constellations suited for communications, Earth observation, and space science. With mature technologies now in place, they argue that academia, industry, and government can pursue increasingly meaningful missions. Since rocket launches remain the largest expense, broader deployment will depend on falling launch costs....

As AI technology matures, robotic applications are flourishing across industries, with many seeking new business opportunities. However, challenges vary when it comes to actual implementation. Kevin Chiang, COO of Dunqian, Taiwan's largest hotel operator, recently stated that current hotel robots should focus on repetitive, high-frequency tasks requiring minimal communication. He noted that the hospitality industry highly values emotional interaction, and only as AI and sensing technologies advance will robots be able to handle more complex scenarios....

As artificial intelligence (AI) advances at breakneck speed and global competition over foundation models intensifies, open-source software has emerged as a strategic pillar for national digital resilience. The US, Europe, and China have all turned to open-source development to accelerate innovation, attract talent, and strengthen domestic software ecosystems....

In a strategic move aligned with global trends, TCC Group Holdings (formerly Taiwan Cement Corporation) Chairman Nelson An-ping Chang is steering the group's sustainable growth by positioning new energy as its "fourth leg." Balancing environmental responsibility with investor returns, TCC aims to establish a business philosophy that is sustainable, measurable, and inheritable....

Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025 climbed to NT$7.24 trillion, up 16.63% year-over-year and a record for the period....

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising 11.64% from NT$2.032 billion a year earlier....

Elan Microelectronics, a leading Taiwanese maker of touch-controller chips, posted NT$946 million (approx. US$30 million) in revenue for November 2025, a decline of 3.5% from a year earlier and 5.1% from October. The company attributed the slowdown to the fourth quarter's traditional weak season for consumer electronics and to rising global uncertainty driven by trade-policy shifts and geopolitical tensions, which have made brand customers more cautious in both marketing and procurement....

As global automakers and their supply chains struggle with the growing pains of electrification, a quiet hedging strategy is emerging, led by Europe's long-established Tier-1 suppliers....

Xiaomi's electric vehicle has dominated headlines since its debut, and its sales have been impressive by any measure. But that excitement has not been evenly felt across the supply chain. While some upstream suppliers are benefiting, downstream manufacturers say they are not seeing the same lift....

UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December 4, 2025. The two companies will explore collaboration opportunities for 8-inch wafer production within the US, targeting growing demand from automotive, data center, consumer electronics, aerospace, and defense industries....

At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry is in bubble territory, she responded, "Emphatically, from my perspective, no."...