05 Sep
Latest News and Trends

Made in China: 5nm GPU clears tape-out, 6nm now sampling

On September 3, 2025, Anhui Anfu Battery Technology announced its portfolio company Xiangdi Xian Computing Technology (XDXCT) had completed tape-out validation of its next-generation “Fuxi” GPU architecture. The chip demonstrated strong graphics rendering and parallel computing performance, with early optimizations confirming it can run the much-anticipated title Black Myth: Wukong.

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05 Sep
Latest News and Trends

Asahi Kasei to double chip insulating material output by 2030 as AI data centers soar

Japan’s semiconductor materials suppliers are racing to expand capacity as the AI data center build-out drives unprecedented demand for advanced chips and packaging inputs. Nikkei reports that Asahi Kasei will invest JPY16 billion (US$108 million) to double production of PIMEL, its photosensitive insulating material used in GPUs and other high-end semiconductors, by fiscal 2030.

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05 Sep
Latest News and Trends

Sinbon, Swobbee team up to advance sustainable urban mobility

Sinbon Electronics, a Taiwanese electronics component design and connector manufacturer, announced on September 2 its strategic collaboration with Berlin-based climate technology startup Swobbee through equity investment. The partnership reflects their shared vision of promoting sustainable urban transportation and accelerating the global transition toward a green market economy.

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05 Sep
Latest News and Trends

Exclusive: NAND flash rally gains steam with SanDisk’s 10% price hike

SanDisk is spearheading a fresh round of NAND flash price hikes, issuing an exclusive notice of a 10% increase across all channels and consumer products starting September 4. The decision comes as supply tightens and demand from AI servers and enterprise storage accelerates. Industry sources told DIGITIMES Asia this marks the opening salvo in a new pricing cycle, with rival chipmakers widely expected to follow. SanDisk said further adjustments are under review for the coming quarters.

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05 Sep
Latest News and Trends

O-RAN falters in Taiwan: factory outages, funding strains shift focus to AI-RAN

Taiwan’s bid to challenge global telecom incumbents with 5G Open RAN (O-RAN) is faltering, as network outages in automated factories undermine trust and local vendors struggle to monetize investments. Once championed as a bridge for Taiwan’s IT sector to break into communications technology and loosen the grip of Nokia, Ericsson, and Siemens, O-RAN’s commercial promise is now in doubt. Industry leaders and analysts see the emerging concept of AI-RAN as the sector’s potential reset.

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