DIGITIMES Asia news

Friday 5 December 2025

Commentary: Infineon-Innoscience GaN ruling delivers 'disputed victory' for both sides

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

Strong EV sales don't guarantee profits for Xiaomi's supply chain

Friday 5 December 2025

Broadcom CEO visits South Korea as Samsung HBM4 reportedly obtains Google TPU certification

Friday 5 December 2025

Samsung to command the AI inference market with GDDR7

Friday 5 December 2025

Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands

Friday 5 December 2025

LATEST STORIES

Monday 8 December 2025

Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability

Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing its market capitalization beyond CNY300 billion at one point

Monday 8 December 2025

Corning and Optiemus launch Gorilla Glass finishing facility in Tamil Nadu to boost India's electronics supply chain

Corning and Optiemus Infracom have inaugurated a new Gorilla Glass finishing facility in Tamil Nadu, marking a major step in India's push into high-value electronics components. The plant, operated by their joint venture BIG Tech, will produce 30 million cover-glass units annually in its first phase

Monday 8 December 2025

Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market

Monday 8 December 2025

3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers

The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers

Monday 8 December 2025

Samsung reportedly gains momentum in foundry and memory with improved 4nm yields

Samsung Electronics is reportedly gaining momentum across its foundry and memory operations as higher yields on its 4nm process and a broad recovery in DRAM demand position the company for a strong finish to 2025. South Korean analysts expect operating profit to reach as much as KRW19 trillion (US$13 billion) in the fourth quarter of 2025, significantly above market expectations

Monday 8 December 2025

Geopolitics push AI chip packaging into Taiwan-US duopoly

Geopolitical realignments are accelerating a reshaping of the global outsourced assembly and test (OSAT) landscape. Industry analysts say that over the next five years, advanced AI-chip packaging capacity will consolidate around two critical hubs: Taiwan and the United States. The key beneficiaries are expected to be ASE Holdings and Siliconware Precision Industries (SPIL) in Taiwan, and Amkor Technology in the US and South Korea

Monday 8 December 2025

Tesla mounts late-2025 China comeback as Europe sales crater

Tesla, the world's leading electric-vehicle maker, mounted a striking late-2025 comeback in China's battery-electric market — a rebound that stands in sharp contrast to the company's sharp downturn in Europe and underscores the growing complexity of its global strategy

Monday 8 December 2025

VinFast to invest US$500 million to expand EV manufacturing and product lineup in India

VinFast plans to invest US$500 million in expanding its manufacturing operations in India, marking the second phase of its previously announced US$2 billion commitment to the country

Monday 8 December 2025

China expected to surpass Taiwan as second-largest IC design revenue generator by 2026, IDC forecasts

According to IDC's latest forecast, released on December 5, 2025, China is expected to overtake Taiwan, accounting for the world's second-largest integrated circuit (IC) design revenue starting in 2026. The shift is attributed to China's aggressive pursuit of chip demand autonomy and the rapid emergence of domestic startups focused on edge computing and AIoT markets

Monday 8 December 2025

India reviews proposal to make smartphone location tracking permanently active

India is reviewing a proposal that would require smartphone makers to keep satellite-assisted location tracking permanently enabled on all devices, triggering strong pushback from Apple, Google, and Samsung over privacy risks, Reuters reported. The debate follows the government's recent reversal of a controversial order mandating a state-run cyber safety app

Monday 8 December 2025

Auto supply chains face stricter demand for non-Chinese standards

As geopolitical tensions between China and multiple countries intensify alongside China's aggressive expansion into overseas automotive markets, supply chain players reveal that customer demands for non-Chinese standards are becoming increasingly stringent. At the same time, more brand vendors require local production, testing suppliers' capabilities, of expanding their global footprints. Clearly, supply chain players need multiple approaches to address current challenges

Monday 8 December 2025

Schmidt says China’s AI ascent is losing lift as capital thins—but the real bubble, he argues, is in doubting AI

Eric Schmidt, former Google CEO, has warned that China may fall behind the US in artificial intelligence (AI) development due to restricted access to funding. Speaking at a Harvard Kennedy School forum, Schmidt argued that the market currently underestimates AI's potential economic impact and dismissed notions of an AI investment bubble

Monday 8 December 2025

India roundup: India flip-flops on mandatory security app installation

India backtracks on plan for pre-installation of security app after public pushback. Global AI firms are partnering with local giants for AI data centers in India

Monday 8 December 2025

South Korea's Enforus tapped as POSCO's hydrogen partner for green steel transition

Facing intensifying carbon-reduction pressures, traditional steelmaker POSCO Holdings has partnered with South Korean high-temperature water electrolysis firm Enforus to accelerate the domestic development of viable clean hydrogen production. Enforus aims to leverage advanced solid oxide electrolyzer cell (SOEC) technologies to meet rising market demands over the coming decade

Monday 8 December 2025

Taiwan auto industry prepares for new wave of locally built SUVs and pickups

Taiwan's auto market is heading into 2025 weighed down by a mix of political and economic uncertainties. Major carmakers have already trimmed their full-year forecasts, now expecting total sales of roughly 400,000 vehicles—well below the 450,000 units sold in 2024. Yet despite the muted outlook, suppliers in the domestic automotive chain say the next five years could mark the start of a new boom for locally manufactured vehicles, driven by an influx of new models and a renewed push for localization

1/50 pages

Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation

MOST-READ
7 DAYS NEWS

Full list