DIGITIMES Asia news

Friday 14 November 2025

SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious

SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers have become more cautious about first-quarter 2026 orders because they are unsure they can secure sufficient memory. Rising demand from AI workloads is expected to push memory prices higher and add to market uncertainty

Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive

Friday 14 November 2025

G-Shank sees strong AI-driven growth for stamping parts

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Friday 14 November 2025

Baidu sets a new Kunlun chip trajectory as chair questions the AI boom

Friday 14 November 2025

LATEST STORIES

Monday 17 November 2025

Samsung commits US$31 billion to AI and semiconductor production in South Korea over five years

Samsung Group has unveiled plans to invest around KRW450 trillion (approx. US$309.10 billion) in manufacturing and R&D across South Korea over the next five years. This investment aims to bolster the country's position in the global semiconductor industry while expanding operations in AI data centers, batteries, and display technologies through its subsidiaries, also supporting balanced regional development

Monday 17 November 2025

China’s low-altitude leap: Xpeng’s flying cars land their first big Middle East order

Xpeng's flying car subsidiary ARIDGE is laying out a three-step roadmap to bring personal electric vertical takeoff and landing (eVTOL) aircraft into everyday use. The company is moving from concept videos to real orders, factory capacity, and early certification work in China and the Middle East

Monday 17 November 2025

Apple’s 15% truce with Tencent: A small cut, a big shift

Apple and Tencent Holdings Ltd. have reportedly reached a preliminary agreement to lower Apple's revenue share on WeChat mini games and mini programs to around 15%, with Apple handling payments for the platform going forward. This development could resolve a protracted dispute over WeChat mini programs on iOS devices and represents a significant milestone in China's tech industry negotiations with Apple

Monday 17 November 2025

India roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging

Kaynes Semiconductor is looking to expand into IC backend businesses as Kaynes Technologies' EMS business faces uncertainties due to US tariffs

Sunday 16 November 2025

Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut

Samsung Electronics has reportedly set its sales targets for the next-generation foldables—Galaxy Z Fold8 and Flip8—aiming for roughly a 10% increase over the Galaxy Z Fold7 and Flip7 lineup. With Apple expected to introduce its first foldable iPhone in 2026, Samsung is accelerating efforts to defend its leadership in the segment

Sunday 16 November 2025

Semco eyes big tech deals in the glass substrate boom

Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough for advanced packaging as AI workloads surge, glass substrates are projected by MarketsandMarkets to reach KRW12 trillion (approx. US$8.4 billion) in market value by 2028

Sunday 16 November 2025

Samsung and LG discuss future mobility with Mercedes-Benz

Top executives from Samsung Electronics and LG Electronics held separate high-level meetings in Seoul with Mercedes-Benz CEO Ola Källenius, who visited South Korea recently to explore deeper collaboration in next-generation automotive technologies

Sunday 16 November 2025

Ability Enterprise eyes new SoC development integrating neural network engine

Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across its manufacturing sites in China, Vietnam, and Taiwan based on customer demand

Sunday 16 November 2025

China's economy faces multiple pressures as investment uncertainty rises

The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry associations, with extensive membership and investments. At the event, CNFI's Rock Hsu and chairman Chun-jung Pan presented the 2025 CNFI white paper to President William Ching-te Lai

Saturday 15 November 2025

China fine-tunes its Thousand Talents campaign to lure South Korean scientists

China's talent-recruitment efforts in South Korea's science and technology sector are entering a far more targeted phase. Under the Thousand Talents Plan (TTP), Beijing is reportedly running a personalized, data-informed campaign that draws on detailed insight into Korean researchers' pay, personal backgrounds, and academic environments. Korean media report that these offers, which include high salaries, substantial research budget,s and family-related benefits, have triggered concern across universities, state labs, and government agencies

Saturday 15 November 2025

Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply

As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall Street and across China's tech and investment circles, comparisons with the 2000 dot-com bubble have intensified. With China now a central participant in the AI landscape rather than an observer, the debate has gained broader industry attention

Friday 14 November 2025

SK Hynix reportedly to order HBM4 equipment, accelerate mass production

SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule of its Cheongju M15X plant in South Korea, the equipment is expected to start being installed gradually in early 2026

Friday 14 November 2025

China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China's effort to end foreign control of the wafer-test hardware market. It is the only Chinese supplier in the global top 10 and has risen to sixth place in 2024, underscoring a broader shift in the semiconductor test supply chain

Friday 14 November 2025

SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure

SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency, set against sharpening US-China competition in AI, continued to support demand across both advanced and mature manufacturing nodes

Friday 14 November 2025

SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets

SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026

1/47 pages

SK Group partners with OpenAI to advance global AI infrastructure

MOST-READ
7 DAYS NEWS

Full list