The US International Trade Commission (ITC) has issued its initial determination in Infineon's Section 337 case against China-based GaN supplier Innoscience. In a telling move that reveals the stakes of the dispute, both companies immediately declared victory
Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications
A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML's top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei
The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development
CarUX, a subsidiary of Innolux, completed its acquisition of Japan's Pioneer and formalized the deal at a joint press conference in Tokyo on December 4, 2025. The companies stated that the integration will accelerate the development of next-generation smart mobility systems and enhance their ability to supply in-vehicle technologies to global automakers
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The company issued 70 million shares at CNY114.28 each, equal to 14.89% of total equity, and expects net proceeds of CNY7.576 billion (approx. US$1.07 billion) to accelerate AI chip development
South Korean company Hanwha Systems announced the launch of a project to develop aerospace-grade transceiver chips, representing the first time South Korea has independently developed semiconductors for the aerospace sector—a significant step towards autonomous defense space technology
India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional and global supply chains. DIGITIMES' latest data for the third quarter of 2025 shows Dixon climbing to 22nd in global EMS/ODM revenue rankings, up from 31st in the first quarter of 2024, signaling an unprecedented growth trajectory
Murata Manufacturing introduced its latest smart wearable module at the Healthcare+ Expo Taiwan. The company showcased several next-generation medical solutions, including Picoleaf piezoelectric film sensors, wearable platforms, and ultrasonic micro air pumps, as it seeks to expand from component-level offerings to full system applications
As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled by rapid advances in electronic and electrical (E/E) architecture and automotive AI
The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum on December 3, 2025, senior analyst Jessie Lin outlined how China and Europe continue to drive the industry forward even as growth rates decelerate and the US market stalls amid shifting federal policy
AppWorks Accelerator #31 held a joint Demo Day event on December 2, 2025, with Wistron Accelerator #9 and Indonesia's Telkomsel-backed TINC Batch X, showcasing startups that reflect Asia's evolving AI landscape. About 35% of the participating teams have surpassed US$1 million in annual revenue
China's BOE Technology has reportedly secured the largest share of display orders for Apple Inc.'s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display and LG Display maintain near-total dominance over the flagship iPhone 17 series, according to South Korean industry media
China's Wingtech Technology and its subsidiary Nexperia are facing renewed turbulence in their control dispute with the Netherlands. Dutch Economic Affairs Minister Vincent Karremans abruptly cancelled a planned China visit, a decision seen as highly sensitive given the timing
Samsung, on December 3, confirmed its next-generation Exynos 2600 mobile processor in an official teaser video, signaling a renewed commitment to in-house silicon for the upcoming Galaxy S26 smartphone lineup despite lingering consumer frustration over performance disparities in international markets
In an unusual move, Samsung Electronics has released a teaser video for its next-generation mobile application processor, the Exynos 2600, before the chip officially hits the market. The announcement signals Samsung's growing confidence in its chipmaking capabilities, with leaked benchmark data suggesting that the Exynos 2600 could rival the latest processors from Qualcomm and Apple