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Google and Matter are aggressively pushing into smart home innovations, while Apple's deployment still needs more time to be clear....

Samsung has recruited semiconductor veteran John Rayfield, formerly a vice president at AMD, to bolster its Exynos GPU and system IP roadmap, signaling a renewed effort to regain competitiveness in mobile and AI-focused SoC design....

Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under Section 232 and a stronger-than-expected surge in AI demand driving export momentum....

Major contract electronics makers are accelerating strategic realignments in line with the rapid development of automotive electronics and architectures for software-defined vehicles (SDV). Foxconn has continued to clarify its automotive layout as it expands from full vehicle assembly into core electronics for SDVs, by integrating semiconductors, smart cockpits, battery management systems (BMS), and silicon carbide (SiC) power components into its contract design and manufacturing services (CDMS)....

Samsung Electronics and SK Hynix are reportedly intensifying their competition to supply Nvidia's sixth-generation high-bandwidth memory (HBM), known as HBM4. The new HBM4 will be used in Nvidia's next-generation AI accelerator, Rubin, expected to launch in the second half of 2026....

Pan Jit International Inc. signed a definitive agreement on December 18, 2025, to acquire a 95% stake in Torex Vietnam Semiconductor, a move aimed at expanding the Taiwanese firm's manufacturing footprint and scaling its automotive-grade chip production. The transaction follows an initial memorandum of understanding signed in February 2025 and initiates the formal equity transfer process between the companies....

The global automotive supplier landscape is entering a period of heightened competition as slowing electric vehicle adoption forces a strategic pivot toward digital cabin technology and automated driving systems. While macroeconomic headwinds cloud the sales outlook heading into 2026, the push to upgrade vehicle intelligence is creating a rift between entrenched industry leaders and aggressive new entrants....

The automotive industry is experiencing a significant structural transformation, putting traditional Tier 1 suppliers under increasing pressure amid a shift toward system integration (SI) capabilities. Major component manufacturers are facing financial difficulties and operational changes, while companies with advanced integration expertise are poised to capture new market opportunities....

As the global automotive industry remains focused on tariff barriers and policy battles, Chinese automakers have quietly advanced their overseas strategies into a new phase, aiming for massive export volumes and deep ties to local markets....

Apple has confirmed it will release a new generation of Siri in 2026, marking a major software update and a renewed effort to compete in the artificial intelligence (AI) sector. The move follows a cautious approach by Apple compared to faster developments by competitors....

SpaceX is widely expected to pursue an initial public offering in mid to late 2026. In anticipation, investors have increasingly tied the company's long-term growth story to the idea of orbital—or space-based—data centers, making the concept one of the most closely watched themes in capital markets....

India's tightening AI governance rules are no longer just shaping compliance strategies. They are beginning to influence where artificial intelligence workloads are deployed, pushing sensitive applications toward India-hosted and on-premise infrastructure....

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....

Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements, TSMC's foundry orders are gradually spilling over to OSAT companies like Amkor and ASE, raising market concerns about a potential loss of TSMC's market share....

These are the most-read DIGITIMES Asia stories in the week of December 15 to December 21, 2025....

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....

King Yuan Electronics (KYEC) is accelerating its expansion efforts in Taiwan and Singapore to address rising demand for AI chip testing services. The Taiwanese testing and assembly firm plans to establish its first overseas manufacturing base in Singapore, aiming to commence mass production by 2027, according to KYEC chairman C.K. Lee....

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....

Sun Tech, a third-party payment brand under Softstar Entertainment, submitted its application on December 17, 2025, to list on the Taiwan Exchange's Emerging Stock Board (ESB). The company will hold a pre-listing earnings call on December 29, 2025, to outline its future business strategies and growth drivers, with the official ESB debut scheduled for January 5, 2026....

The PC market has been heavily impacted by memory supply disruptions. In response, Acer Group's subsidiary Acer Gadget has partnered with Quanta Group's RoyalTek and Taiwan's leading auto parts retailer New Focus Auto (NFA) to launch smart in-vehicle products....