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Friday 27 June 2025
Renesas delays US$20 billion revenue goal, scales back power chip plans after EV setback
Renesas Electronics said on June 26, 2025, it is scaling back its power semiconductor business, postponing a key revenue goal by five years, and removing the executive overseeing the unit, following missteps in the electric vehicle segment
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Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server components exported from China to the US has continued to rise, driven by increasing demand for AI servers
Monday 30 June 2025
Samsung reportedly promotes advanced 2nm process amid foundry setbacks
Samsung is pushing its second-generation 2nm process, SF2P, promising notable performance and efficiency gains. As its chip business faces mounting pressure, the company is betting on advanced AI and mobile applications to revive its foundry momentum and attract major clients amid stalled 3nm adoption and scaled-back capital investment
Monday 30 June 2025
South Korea launches AI chip project with Taiwan's CoAsia and local unicorn Rebellions
CoAsia, a Taiwan-based semiconductor company, announced that its subsidiary, CoAsia SEMI, will partner with Rebellions, a South Korean AI chipmaker, to co-develop a next-generation Processing-In-Memory (PIM) server-grade semiconductor as part of a national-level research and development initiative led by South Korea
Monday 30 June 2025
IBM eyes deeper partnership with Rapidus for sub-1nm chip development
IBM is seeking a long-term partnership with Japan's Rapidus to develop sub-1nm chips, according to Yomiuri Shimbun. Building on their 2nm collaboration, IBM has deployed engineers to Rapidus's Hokkaido site, signaling deeper ties as both companies pursue next-generation semiconductor production and Japan ramps up investment in chip innovation
Monday 30 June 2025
Canada orders Hikvision to cease local operations
Canadian Industry Minister Melanie Joly said her government ordered Hikvision Canada to cease all operations in the country and close its business
Monday 30 June 2025
Rebellions builds AI chip with Samsung HBM3E in bid to rival Nvidia's H100
South Korean artificial intelligence chip startup Rebellions has unveiled a prototype of its next-generation neural processing unit (NPU), integrating Samsung Electronics' 12-stack HBM3E high-bandwidth memory in a strategic move to challenge Nvidia's high-end accelerators
Monday 30 June 2025
BOE ramps up iPhone OLED production, challenging Samsung and LG

Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according to industry sources. While BOE still lags behind South Korean giants Samsung Display (SDC) and LG Display (LGD) in technology, its rapid expansion is expected to undermine the bargaining power of the Korean suppliers in future negotiations with Apple

Monday 30 June 2025
China's US$50B chip fund switches tack to fight US curbs
China's main chip investment fund is planning to focus on the country's key shortcomings in sectors like lithography and semiconductor design software, adjusting its approach to better overcome US efforts to stop its technological advances
Monday 30 June 2025
TSMC affiliate VIS may expedite production at US$8 billion Singapore fab
Taiwan Semiconductor Manufacturing Co.’s smaller affiliate Vanguard International Semiconductor Corp. may accelerate the chip production schedule at its new US$7.8 billion joint venture in Singapore on greater customer demand for hedging against geopolitical risks.
VIS may be able to push production at the new plant, which makes mature chips, to as soon as late 2026 versus the originally announced schedule of the first half of 2027, VIS Chairman Fang Leuh told reporters at a company event on Saturday in Taoyuan, Taiwan. VIS broke ground for the facility in the fourth quarter of 2024
Monday 30 June 2025
CATL breaks ground on US$6B Indonesia battery venture
The world's top maker of electric-vehicle batteries broke ground on a US$6 billion battery material ecosystem in Indonesia as the government pushes ahead with commodity downstreaming goals
Monday 30 June 2025
Apple supplier Lens Tech seeks up to US$606M in HK listing
Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a second trading foothold in the financial hub
Monday 30 June 2025
Weekly news roundup: China's litho pivot, Huawei's lag, Apple's OLED play
Below are the most-read DIGITIMES Asia stories from June 23 to 29, 2025. Top developments include Huawei's stalled 5nm chip efforts, Renesas scaling back its EV power chip business, and Apple's expanding OLED iPad roadmap. From memory price spikes to supply chain shifts driven by AI and trade policy, this week's stories spotlight the top challenges and strategies shaping the global tech landscape
Monday 30 June 2025
China unveils mosquito-sized military drone despite skepticism
China has showcased a prototype micro-drone no larger than a mosquito, drawing international attention for its potential military applications but raising questions about its operational readiness and real-world performance
Monday 30 June 2025
India roundup: Taiwanese firm on thin ice over Indian investments
Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice
Saturday 28 June 2025
CATL, HelloRide, Ant Group jumpstart China's robotaxi surge
China's robotaxi sector is getting a jolt as HelloRide, Ant Group, and CATL join forces to launch Shanghai Zaofu Intelligent Technology Co., Ltd. Backed by a CNY3 billion initial investment and CNY1.288 billion in registered capital, the trio is making a full-scale push into Level 4 autonomous driving
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES