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15.12.25 - 10:06
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D Forum 2025: Homegrown ET35 highlights Taiwan’s move toward smart, localized EV (Digitimes)
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To help the automotive industry navigate emerging trends, DIGITIMES hosted the "AI x EV: Dual-Track Innovation in Mobility" forum on December 12, bringing together representatives from government, academia, research institutions, and industry to analyze the current state and future outlook of the smart vehicle and electric-vehicle sectors. Hung-Ching Yang, executive vice president of China Motor Corporation under the Yulon Group, spoke on behalf of the industry, sharing both opportunities and challenges for Taiwan's automotive ecosystem....
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15.12.25 - 09:06
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Taiwan forms computing alliance to advance sovereign AI applications (Digitimes)
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Taiwan officially launched a new government-funded cloud computing center on December 12, 2025, marking a major step in boosting domestic artificial intelligence (AI) capabilities. President Lai Ching-te highlighted that Taiwan not only leads in advanced chip manufacturing but also possesses world-class capabilities in systems integration and supercomputing technologies....
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15.12.25 - 09:06
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Unitech aims for 20% revenue from SE Asia LEO orders in 2026 (Digitimes)
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Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand outside the Greater China region in 2025. As a result, overall order momentum slowed, and revenue share fell below 15%. The company expects that once local production normalizes in the second quarter of 2026, the revenue share will rebound to around 20%....
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15.12.25 - 09:06
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Samsung chair, Musk reportedly meet at Texas fab as chip output looms (Digitimes)
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Samsung Electronics chairman Jay Y. Lee reportedly met Tesla CEO Elon Musk on December 11, 2025, local time at Samsung's semiconductor plant in Texas, underscoring a deepening partnership as the South Korean chipmaker prepares to launch advanced chip production in the US and stabilize manufacturing yields for Tesla's next-generation processors....
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15.12.25 - 09:06
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SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash (Digitimes)
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SK Hynix has reportedly placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT as it accelerates preparations for HBM4, underscoring both the strategic importance of advanced packaging equipment and rising complexity in the TC bonder supply chain amid a patent dispute between South Korean rivals Hanmi Semiconductor and Hanwha Semitech. The move reflects SK Hynix's broader push to diversify critical equipment suppliers while aligning with Nvidia's next-generation AI roadmap....
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15.12.25 - 07:06
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SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples (Digitimes)
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Latest media reports state that SK Hynix has completed the final verification phase for customer samples of its 12-layer sixth-generation high-bandwidth memory (HBM4) prior to mass production. The Korea Herald reported that SK Hynix has effectively entered the mass production process for its 12-layer HBM4 products and is supplying customers with more than 20,000–30,000 paid HBM4 samples. After establishing a global 12-layer HBM4 mass production system in September 2025, SK Hynix finalized a 2026 HBM4 supply contract with Nvidia and has begun production, according to Deal Site and other South Korean media. Meanwhile, Samsung Electronics is approximately three to four months behind schedule....
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15.12.25 - 05:36
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Foxconn′s US$500M Kaohsiung bet on EVs and software (Digitimes)
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Foxconn plans to invest NT$15.9 billion (approx. US$510 million) to build a flagship headquarters in southern Taiwan, deepening its footprint in Kaohsiung as the contract electronics manufacturer accelerates its expansion into electric vehicles, artificial intelligence, and software-driven services....
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15.12.25 - 05:36
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Nvidia drives HVDC power with ST′s 3-stage voltage conversion solution (Digitimes)
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The rapid surge in single-rack power for AI servers is putting immense pressure on data center electricity demands, making high-voltage direct current (HVDC) a key technology focus. STMicroelectronics (ST) has proposed a three-stage voltage conversion solution for servers and announced a collaboration with Nvidia to develop a 12kW DC-DC converter stepping down from 800V to 50V....
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15.12.25 - 05:36
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Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand (Digitimes)
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Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba and ByteDance, have reportedly expressed significant interest in placing large-scale orders. Nvidia is now evaluating whether to increase production capacity of the H200 chips to meet this potential surge in demand, according to Reuters, citing unnamed sources....
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15.12.25 - 05:36
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Stargate Project initiates AI buildout, Fortune Electric transformer orders exceed NT$120 billion (Digitimes)
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Demand for heavy electrical equipment has surged following the launch of the US Stargate Project. Fortune Electric has secured first-phase transformer orders, and together with demand from other customers, its AI data center-related orders have now exceeded NT$120 billion (US$3.8 billion). As the global transformer market remains undersupplied, Fortune Electric said current lead times are controlled at around 2.5 to 3 years, though some customers are still seeking delivery within two years. Tight delivery schedules have yet to ease in the near term....
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15.12.25 - 05:36
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Japan′s Sumitomo to invest US$13B in Indian renewables (Digitimes)
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Japanese trading house Sumitomo Corp. plans to double its investment in India's renewable energy sector, committing a total of JPY2 trillion (about US$13 billion) through a joint venture with local clean energy developer AMPIN Energy Transition, underscoring its growing focus on India as a key market for energy transition and industrial growth....
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