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30.12.25 - 09:06
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Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors (Digitimes)
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As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints....
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30.12.25 - 04:06
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H200 exports to China point to controlled easing in US semiconductor policy (Digitimes)
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Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume corresponds to approximately 40,000 to 80,000 H200 chips, signaling a significant step in Nvidia's efforts to supply China without disrupting its global distribution, Reuters reported....
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29.12.25 - 04:06
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Rohm partners with Nvidia to expand power semiconductor opportunities (Digitimes)
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According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments, the company has decided to expand applications into the AI server sector. Rohm's annual revenue from server-related fields is only around JPY10 billion (approx. US$64 million), but it has already started supplying new products in collaboration with Nvidia....
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26.12.25 - 08:06
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Semiconductor, defense drive ChenFull Precision′s 2026 performance toward double-digit growth (Digitimes)
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ChenFull Precision president CM Lai stated during an earnings call on December 24 that looking ahead to 2026, strong growth momentum in both the semiconductor and defense sectors is expected. For ChenFull, semiconductor business revenue is projected to rise by 20% to 30%, while the defense business is also showing robust potential with opportunities to deliver double-digit growth. Overall gross margin is anticipated to return to around 30%....
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26.12.25 - 05:48
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US and China escalate semiconductor state capitalism amid global supply chain shifts (Digitimes)
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The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS and Science Act and China's multibillion-yuan semiconductor funding illustrate a resurgence of state capitalism in high-tech sectors, reshaping global supply chains and industrial competition....
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26.12.25 - 05:48
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South Korean giants race to mass-produce semiconductor glass substrates in 2026 (Digitimes)
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As demand for artificial intelligence (AI) semiconductors continues to surge, the market for glass substrates, which are widely regarded as a critical material for next-generation advanced packaging, is gaining momentum. South Korean companies such as Samsung Electro-Mechanics (SEMCO) and LG Innotek are gearing up to compete for leadership in this emerging segment....
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24.12.25 - 15:06
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Chinese AI champion iFlytek sets up new entity to expand into semiconductor design (SCMP)
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US-blacklisted company iFlytek has set up a new corporate entity to expand into semiconductors and other artificial intelligence-related fields as part of efforts to bolster China's broader tech self-sufficiency initiatives.
The new entity, Shandong Yixun Information Technology, was incorporated last week with a registered capital of 50 million yuan (US$7.1 million), according to the latest information from Chinese corporate data provider Qichacha.
The scope of this entity's operations would......
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24.12.25 - 05:06
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Taiwan remains key AI and semiconductor hub in new digital economy era (Digitimes)
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Deloitte Taiwan released a report on December 23, 2025, highlighting that AI has moved beyond proof of concept to large-scale commercial deployment, rapidly expanding across core areas such as smart manufacturing, generative content, personalized marketing, and integration with 5G/6G and edge computing. Notably, advances in agentic AI are becoming a major driver of industrial growth. Taiwan continues to hold a critical position as a global node for AI and semiconductors....
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24.12.25 - 03:06
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Malaysia′s semiconductor packaging and testing industry gains momentum with Taiwanese investments (Digitimes)
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Malaysia's semiconductor packaging and testing sector is experiencing rapid growth driven by Taiwanese and other foreign investments, according to PwC Taiwan. The firm highlights Malaysia's strategic advantages, including its diverse talent pool, geographic benefits, mature legal framework, and supportive policies, as key factors positioning the country as an emerging hub for semiconductor and high-tech industries in Southeast Asia....
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