DIGITIMES Asia news

Tuesday 17 March 2026

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward again, according to a ChosunBiz report. Uncertainty surrounding demand forecasts following a surge in artificial intelligence (AI) infrastructure investment is complicating decisions on expanding production capacity

Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem

Tuesday 17 March 2026

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

Tuesday 17 March 2026

US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price

Tuesday 17 March 2026

China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness

Tuesday 17 March 2026

LATEST STORIES

Tuesday 17 March 2026

InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end

As major battery manufacturers accelerate the commercialization of solid-state batteries (SSBs), South Korea's battery materials industry is also speeding up product development and production, targeting the emerging demand. Efforts now span multiple areas, including cathode and anode materials, SSBs, and key raw materials. Observations from the show floor at InterBattery 2026 indicate that South Korean materials suppliers are advancing toward mass commercialization through cross-company collaboration and vertical integration

Tuesday 17 March 2026

Korean AI trio takes industry spotlight—but can early promise survive the factory floor?

At Automation World (AW) 2026, the Media Pick Awards, hosted by global news network Aving News, highlighted the transformative technologies driving the physical AI era. A competitive field of innovators was interviewed and assessed, ultimately awarding MakinaRocks, Impactive AI, and emCT as the top three picks for their potential to redefine global manufacturing and safety standards

Tuesday 17 March 2026

China reins in OpenClaw surge, flags AI agent security risks

China's Ministry of State Security on March 17 issued its first "lobster security guidelines" for AI agents, aiming to cool market hype while flagging cybersecurity risks emerging at the early stage of the sector's rapid expansion

Tuesday 17 March 2026

Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink

Dixon Technologies (India) Limited disclosed on 16 March that it has issued a guarantee for its wholly owned unlisted material subsidiary, Padget Electronics Private Limited, in favour of Foxlink India Electric Private Limited. The disclosure was made to the Bombay Stock Exchange and the National Stock Exchange under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in compliance with a SEBI master circular dated 30 January 2026

Tuesday 17 March 2026

Alibaba forms 'Token Hub' unit to consolidate AI teams

Alibaba Group Holding is reorganizing its artificial intelligence operations, creating a new business unit to integrate its AI services and development efforts as the Chinese technology giant looks to accelerate the commercialization of its AI technologies

Tuesday 17 March 2026

As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain

As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains rely heavily on air transport to meet strict delivery timelines, freight forwarders say the surge in oil prices triggered by the US-Iran conflict is pushing air freight costs sharply higher. At the same time, the heavy cargo volume normally handled by Dubai International Airport is being forced to shift to other regions

Tuesday 17 March 2026

SK Hynix dethrones Samsung as South Korea's most desired employer

South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects the explosive growth of the AI chip market and its growing influence on job seekers' priorities

Tuesday 17 March 2026

Inter Battery 2026: Global battery market still centered on LFP

Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy Solution (LGES), SK On, and Samsung SDI, are facing pressure from Chinese competitors whose advantages in production capacity, cost, and market share continue to expand. At Inter Battery 2026, the Korean companies highlighted their respective technological strengths as they seek to maintain competitiveness

Tuesday 17 March 2026

China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?

Chinese foundry Hua Hong Semiconductor is reportedly preparing a 7nm chip manufacturing process, a development that could mark a significant shift for China's second-largest contract chipmaker as Beijing accelerates efforts to strengthen domestic semiconductor capabilities and support AI chip development

Monday 16 March 2026

India's 2026 budget targets semiconductor supply chain with five-year tax exemptions and near-zero import duties

India's Union Budget 2026 has introduced a comprehensive set of tax exemptions and duty-free incentives aimed at securing a larger share of the global technology supply chain, though the measures hold particular relevance for semiconductor and electronics manufacturers

Monday 16 March 2026

Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry sources say the issue could introduce uncertainty into Apple's supply chain, while potentially creating indirect opportunities for Samsung Electronics' non-memory businesses, including its System LSI and foundry divisions, as the world's second-largest CIS supplier

Monday 16 March 2026

DRAM prices surge 180% as HBM competition shifts to profitability

DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027. Industry analysts point to a fundamental shift in high-bandwidth memory (HBM) market competition — from market share to profitability — as conditions tighten

Monday 16 March 2026

Samsung gives humanoid robots a hand with new dexterity-focused Hand Lab

Samsung Electronics is targeting one of the hardest engineering challenges in humanoid robotics: building a dexterous robotic hand. The company recently created Hand Lab, a dedicated robotics unit developing high-performance, high-degree-of-freedom robotic hands capable of delicate grasping, manipulation, and tactile sensing. Samsung believes replicating human-level dexterity will be essential to bringing humanoid robots into real commercial environments

Monday 16 March 2026

AW 2026:Sentient AI emerges as a new industrial safety layer

The automation landscape showcased at Automation World (AW) 2026 marks a profound shift: security and safety are no longer merely compliance metrics, but the foundational layer of intelligence driving the next generation of industrial and urban environments

Monday 16 March 2026

Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI

A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores intensifying competition for AI talent as China's tech firms accelerate development of next-generation foundation models

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