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22.12.25 - 08:06
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IDM automotive revenue becomes uncertain as new chip entrants seize smart cockpit and ADAS market share (Digitimes)
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Unlike IC design brands, IDM companies are typically conservative regarding demand conditions for the automotive chip market. The difference is partly related to operating base levels. New entrants continue to expand their market share in certain emerging automotive electronics functions and are in a growth phase. On the other hand, IDMs and some more traditional analog chip suppliers face relatively fixed market structures. With overall vehicle sales momentum not particularly strong, their 2026 outlook is more cautious....
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22.12.25 - 07:54
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Etron founder sees Moore′s Law rebound as memory crunch stretches to 2027 (Digitimes)
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Etron Technology founder Nicky Lu says the boom in AI is accelerating semiconductor innovation and restoring the momentum of Moore's Law, even as a global memory shortage threatens to persist through the first half of 2027. Speaking in Taipei as the industry closes a record-breaking year, Lu noted that the demand for high bandwidth and customized memory architectures is forcing a structural shift in how chips are designed and manufactured....
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22.12.25 - 07:07
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Zinwell reports triple-digit revenue surge driven by 1.8GHz upgrade (Digitimes)
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Taiwan-based networking solutions provider Zinwell Corp reported a dramatic revenue rebound, with September 2025 sales soaring 216.6% year-over-year and accelerating to 319.8% in October. The company credited the surge to successful product validations and a shift toward mass production for major international clients....
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22.12.25 - 03:06
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Analysis: Foxtron′s Luxgen deal brings the suppliers more uncertainty than clarity (Digitimes)
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The long-rumored transfer of Luxgen, the automotive brand under Yulon Motor, to Foxtron Vehicle Technologies—a joint venture between Foxconn and Yulon—was formally confirmed on the evening of December 19. The announcement has drawn intense scrutiny from both financial markets and the manufacturing sector, as its ripple effects across Taiwan's automotive supply chain continue to unfold....
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22.12.25 - 03:06
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TSMC pushes back on Japan fab delay rumors, keeps options open (Digitimes)
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According to Nikkei, Yuichi Hotta, president of TSMC's Japan Advanced Semiconductor Manufacturing (JASM), confirmed on December 19 that construction of the second wafer fabrication plant in Kikuyo Town, Kumamoto Prefecture, is continuing. This statement counters recent reports by Japanese media suggesting the project had stalled....
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22.12.25 - 03:06
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Memory price spike pressures consumer tech as AI absorbs supply (Digitimes)
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Rising memory chip prices are unlikely to slow the world's largest technology companies as they accelerate investment in artificial intelligence computing, but the surge risks squeezing consumer electronics demand in 2026, IC distributors said, as components and capacity continue to shift toward AI infrastructure....
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22.12.25 - 02:24
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Apple iPhone 17 series drives smartphone market growth in China and beyond (Digitimes)
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Apple's iPhone 17 series has achieved strong sales following its September 10 launch, with the standard iPhone 17 maintaining its price despite upgraded specifications. This contributed to sales initially surpassing expectations and sustaining momentum through October, leading the iPhone 17 to capture over 20% of the market share in China during that month....
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22.12.25 - 02:24
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Elon Musk predicts xAI will outpace rivals with expanded AI computing power (Digitimes)
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Elon Musk, CEO of Tesla Inc. and founder of xAI, recently declared that if xAI survives the critical next two to three years, it will surpass competitors like OpenAI and Google by harnessing massive GPU computing power. Speaking at an all-hands meeting at xAI's San Francisco headquarters, Musk outlined an aggressive expansion plan for the company's AI infrastructure and emphasized its substantial financial backing....
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22.12.25 - 02:24
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Foxtron′s Luxgen buyout signals push to anchor a homegrown EV ecosystem in Taiwan (Digitimes)
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Foxtron Inc. has confirmed its acquisition of 100% of Luxgen Motor from Yulon Group for NT$7.876 billion (US$250 million), aiming to solidify its foothold in Taiwan's electric vehicle (EV) market. The deal, announced at a joint press conference on the evening of December 19, marks a significant step in Foxtron's strategic expansion within the local EV sector....
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22.12.25 - 02:24
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Wistron invests US$683M to expand AI server capacity, backs US cloud startup (Digitimes)
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Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and increase AI server capacity at its Hsinchu campus. To support this growth, Wistron authorized up to NT$21.528 billion (approx. US$683 million) for machinery and facility upgrades at Hsinchu, aiming to meet rising AI demand....
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22.12.25 - 00:54
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Taipower pivots to small-scale green power as carbon pressure tightens on exporters (Digitimes)
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Corporate demand for green electricity is accelerating as Taiwan prepares to implement carbon fees in 2026 and as the European Union's Carbon Border Adjustment Mechanism (CBAM) reshapes export requirements. Data from Taiwan Power Company (Taipower) show that direct supply of green power has risen sharply in recent years, a trend the utility expects to continue as net-zero pressures intensify across supply chains....
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22.12.25 - 00:54
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China’s AMEC broadens chip equipment reach with Sizone acquisition (Digitimes)
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AMEC, China's leading semiconductor equipment vendor, has sent its clearest signal yet that it no longer intends to remain a single-discipline specialist. Its planned acquisition of a controlling stake in Hangzhou Sizone Electronic Technology marks a strategic shift toward becoming a platform-scale equipment group, rather than a company defined by individual tools....
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