DIGITIMES Asia news

Wednesday 24 December 2025

Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift

South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand for artificial intelligence accelerators outstrips supply, according to industry sources. The price increase for HBM3E chips comes as manufacturers pivot production resources toward next-generation HBM4 technology, creating an unusual supply crunch for the current industry standard

Japanese startup pushes diamond semiconductors toward commercialization in EVs and satellites

Wednesday 24 December 2025

PC giants rush to lock in memory supply as prices surge toward a new supercycle

Wednesday 24 December 2025

HTC eyes China launch for Vive Eagle AI glasses in January 2026

Wednesday 24 December 2025

TSMC's N-2 restrictions hand Samsung US advanced chip opening

Wednesday 24 December 2025

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Wednesday 24 December 2025

China marks milestone in autonomous driving with first three L3 highway plates

Beijing authorities have officially issued the city's first license plates for Level 3 (L3) autonomous vehicles, marking the first such approvals in China for highway-capable self-driving cars. Three smart, connected cars received the plates, signaling a shift from pilot testing to conditional commercial deployment and representing a milestone in the country's push toward intelligent vehicles

Wednesday 24 December 2025

TSMC Nanjing in no danger of operation disruption, says branch head

As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market

Wednesday 24 December 2025

Samsung acquires ZF unit via Harman to bolster software-defined vehicle push

As the global auto industry accelerates its shift toward software-defined vehicles (SDVs), Samsung Electronics is moving to strengthen its position through its wholly owned subsidiary, Harman. The company announced it will acquire the advanced driver-assistance systems (ADAS) business of Germany's ZF Group for EUR1.5 billion (approx. US$1.77 billion), marking one of Samsung's most significant automotive investments in years

Wednesday 24 December 2025

China's battery and energy storage firms lead, fueled by AI-driven power demand surge

The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage, and transformer manufacturers are well-positioned to benefit from their technological expertise, cost efficiency, and rapid delivery capabilities. As data center operators seek solutions to upgrade aging power infrastructure, the reliance on Chinese suppliers is growing sharply

Wednesday 24 December 2025

SMIC signals mature-node price turnaround with reported 10% hike

China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally confirm the move

Wednesday 24 December 2025

Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns

In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations. This situation has raised concerns among customers regarding supply stability and cybersecurity risks

Wednesday 24 December 2025

Malaysia's semiconductor packaging and testing industry gains momentum with Taiwanese investments

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

Wednesday 24 December 2025

US sets June 2027 deadline for China chip tariff spike

The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry, determining that they are actionable under US trade law. The findings were published in a notice dated December 23, 2025, and are scheduled to appear in the Federal Register on December 29

Wednesday 24 December 2025

Samsung's 'Wide Fold' sets up a 4:3 foldable showdown with Apple in 2026

Samsung Electronics is preparing to escalate the foldable smartphone race. Industry sources say the company plans to launch a new foldable handset, internally dubbed "Wide Fold," in autumn 2026, positioning it directly against Apple's long-anticipated foldable iPhone. If timelines hold, the two products will debut within the same launch window, setting up a rare head-to-head between the world's two largest smartphone vendors

Wednesday 24 December 2025

Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training

Just 15 days after listing, China-based AI chip maker Moore Threads moved quickly to signal confidence. At a new-generation chip launch, founder and CEO James Zhang said companies training large language models on Nvidia's Hopper GPUs could achieve better results by switching to Moore Threads' S5000 platform

Wednesday 24 December 2025

CHIPX eyes Malaysia for 8-inch GaN-on-SiC wafer fab

Dublin-based semiconductor startup CHIPX plans to build an 8-inch gallium nitride on silicon carbide wafer fabrication plant in Malaysia to meet rising demand from artificial intelligence (AI) data centers and high-voltage power electronics, CEO and founder Chinmoy Baruah told DIGITIMES Asia. The project aims to establish a front-end manufacturing presence in Southeast Asia, with the company expecting to reach key milestones beginning in January 2026

Tuesday 23 December 2025

Korean startups spotlight next-gen digital content technologies in global push backed by government

Backed by South Korea's Ministry of Science and ICT (MSIT) and the National IT Industry Promotion Agency (NIPA), a new cohort of Korean startups are accelerating their push into global markets, highlighting how "digital content" now extends far beyond traditional games and films into generative AI, extended reality (XR), human-machine interface (HMI), digital healthcare, and educational technology

Tuesday 23 December 2025

Japan's H3 rocket launch fails, delaying GPS independence

Japan's flagship heavy-lift rocket, the H3, suffered another setback on Sunday after its eighth flight failed, dealing a blow to the country's ambitions to strengthen its independent space capabilities

Tuesday 23 December 2025

Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation, extending into higher-margin segments such as AI servers and advanced cooling

Tuesday 23 December 2025

ByteDance reportedly to increase 2026 capex with major focus on AI chips

ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence chip processors, according to sources cited by the Financial Times. The planned increase from CNY150 billion in 2025 reflects ByteDance's intensified emphasis on AI development

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InnoPad Taipei to debut in 2026 as Taipei's flagship hub for global startups

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