BYD on March 27 released its audited 2025 results, according to disclosures compiled by Sina Finance, showing steady revenue growth but a notable decline in profitability amid intensifying competition

Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to expand multi-year supply agreements to stabilize earnings

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing demand from AI data centers. The company is procuring LFP cathode materials from South Korea's L&F while also investing in Fino through a paid capital increase to strengthen collaboration with CNP Advanced Material Technology

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan's comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs

As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices, aligning with international giants like Texas Instruments (TI) and Analog Devices in reflecting cost pressures, with some products seeing hikes as high as 85%

SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain

Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions. Currently, Microloops' monthly liquid cooling plate output in China stands at 5,000 units, but by 2026, combined capacity across both locations is expected to reach 40,000 units, reflecting the rapid adoption of server liquid cooling technology

China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native OS at the 2026 Zhongguancun Forum

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers (CSPs) will reach US$400 billion, more than twice the total semiconductor industry CapEx. When including Chinese cloud providers and sovereign AI investments, global AI infrastructure spending could surpass US$1 trillion by 2027

Sony Group's gaming subsidiary, Sony Interactive Entertainment, announced on March 27 that it would raise the global retail price of its flagship home console, the PlayStation 5, effective April 2. In Japan, the suggested retail price of the standard model will climb to JPY97,980 (approx. US$613), a steep increase of roughly 23%. A Japan-only version, introduced in 2025 without a disc drive and limited to the Japanese language, will remain unchanged at JPY55,000

The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry executives

Advanced wafer manufacturing is approaching physical limits near the 1nm node, according to Zheng Li, director and CEO of JCET Group

China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities to examine restrictive measures imposed by other countries

Below are the most-read DIGITIMES Asia stories from the week of March 23-27, 2026