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17.10.25 - 10:06
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5G private networks gaining momentum in Taiwan (Digitimes)
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The Ministry of Digital Affairs (MODA) announced that Taiwan's government-driven push for 5G private networks and dedicated spectrum has benefited more than 100 enterprises as of September 2025. By significantly reducing frequency usage fees to incentivize site owners, the initiative supports innovative applications despite skepticism about the 4.8-4.9GHz band and the development of 5G O-RAN technology....
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17.10.25 - 10:06
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AI, HPC, memory, and new devices drive Taiwan PCB makers to peak season growth (Digitimes)
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As the generative AI (GenAI) boom becomes a central focus in tech development, high-performance computing (HPC) opportunities continue to expand, recently causing supply-demand gaps in the memory market that have triggered a surge of urgent orders. Coupled with the arrival of the consumer peak season and the first wave of new device shipments in September 2025, these three key drivers have pushed Taiwan's printed circuit board (PCB) industry to exceed revenue expectations in the third quarter of 2025....
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17.10.25 - 10:06
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Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market (Digitimes)
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Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass production and shipment phases, driving steady growth in its overall revenue. The company has also integrated MediaTek's Wi-Fi chips into its solutions....
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17.10.25 - 10:06
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Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays (Digitimes)
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TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative customers. With uncertainty mounting, many of these firms are now turning their attention to Micron's expanding operations in Hiroshima to secure revenue....
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17.10.25 - 10:06
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Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges (Digitimes)
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The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating the adoption of microLED technology for miniature displays. Industry analysts anticipate 2025 will become a critical year for full-color microLED development, though mature single-chip full-color microLED displays are projected to appear only by 2027....
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17.10.25 - 10:06
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Samsung targets 3TB/s HBM4E as Nvidia pushes bandwidth race (Digitimes)
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Samsung Electronics revealed it is developing its seventh-generation high-bandwidth memory (HBM4E), with a target bandwidth of over 3TB per second. The announcement comes as Nvidia continues to pressure suppliers to increase the bandwidth of sixth-generation high-bandwidth memory (HBM4), signaling that the HBM speed race will intensify....
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17.10.25 - 10:06
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Samsung, Vivo reignite MR market with new releases (Digitimes)
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As the topic of artificial intelligence (AI) glasses continues to heat up, a new wave of sales is expected to emerge, driven by recent launches of augmented reality (AR) glasses and mixed reality (MR) headsets from companies such as Meta, Google, and Samsung Electronics....
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17.10.25 - 10:06
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Memory chip prices signal onset of a new supercycle (Digitimes)
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Samsung Electronics' preliminary results for the third quarter of 2025 have reignited optimism across the global memory market. The results, together with strong performances anticipated from SK Hynix and Micron, suggest the semiconductor industry is now firmly entering a new memory supercycle—the strongest upturn since the 2017–2018 boom....
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17.10.25 - 09:06
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Oppo unveils Find X9 series with 200MP camera and Hasselblad teleconverter lens (Digitimes)
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Following Vivo's launch of its X300 flagship earlier this year, Oppo introduced its Find X9 series on October 16, 2025, aiming to strengthen computing power, energy efficiency, and imaging performance. Notably, Oppo increased the telephoto camera resolution to 200 million pixels (200MP) and partnered with Sweden-based Hasselblad to develop the first-ever teleconverter lens designed for smartphones....
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17.10.25 - 07:06
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US auto giants push tariff pain down supply chain in wake of subsidy revokes (Digitimes)
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President Donald Trump's renewed push for aggressive tariffs — aimed at bringing manufacturing back to US soil — has created an unexpected internal fracture within the US auto industry. Detroit's Big Three automakers—General Motors (GM), Ford Motor Company, and Stellantis—are caught between rising costs and political pressure and are forced into uneasy standoffs with their own suppliers....
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