DIGITIMES Asia news

Tuesday 19 May 2026

AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties

Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation

India inaugurates Rajasthan's first semiconductor plant as local chip push expands

Tuesday 19 May 2026

Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Tuesday 19 May 2026

Samsung narrows bonus gap as payout split threatens strike deal

Tuesday 19 May 2026

Rising memory costs hit China's OLED suppliers harder than Korean rivals

Tuesday 19 May 2026

LATEST STORIES

Wednesday 20 May 2026

South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan

As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations

Wednesday 20 May 2026

Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it

Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond. The outcomes have varied: Toyota and Honda steadied operations amid different pressures, while Nissan moved into deep restructuring after heavy losses

Wednesday 20 May 2026

AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships

Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside the US, drawing large crowds of Chinese artificial intelligence (AI) developers, supply chain partners, and corporate customers

Wednesday 20 May 2026

Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO

Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its Atlas robot. But analysts warn that China's control over rare-earth supply chains could become a key risk as the company looks to scale production

Wednesday 20 May 2026

China's OSATs chase bigger role as AI chips strain packaging supply

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain

Wednesday 20 May 2026

As Hormuz crisis hits South Korea, Arctic route gains strategic weight

South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran's blockade of the Strait of Hormuz has led to wide-ranging pressures on South Korea's economic security

Wednesday 20 May 2026

CXMT profit surge shows limits of China's DRAM push

ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses

Wednesday 20 May 2026

Japan's startup boom draws global capital as top US tech firms accelerate Asia pivot

Plug and Play has closed a 6 billion Japanese yen fund — approximately US$40 million — making it one of the largest first-time seed funds ever raised in Japan, the firm announced on the first day of the Plug and Play May Summit in Sunnyvale

Tuesday 19 May 2026

XPeng introduces mass-produced Robotaxi built on in-house AI chips

XPeng unveiled its first mass-produced robotaxi on Tuesday, marking a major milestone in China's rapidly accelerating race to commercialize Level 4 autonomous driving

Tuesday 19 May 2026

TDK expands bonding equipment investment, launches first mass production of nanocomposite materials

Japanese electronic components manufacturer TDK will make its largest-ever capital investment in fiscal 2026, running from April 2026 to March 2027, to address surging demand related to artificial intelligence (AI), focusing on batteries, hard disk drive (HDD) components, and multilayer ceramic capacitors (MLCC)

Tuesday 19 May 2026

Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals

Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market

Tuesday 19 May 2026

China doubles down on AI-driven manufacturing upgrade

Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial competitiveness, and cultivate new growth drivers

Tuesday 19 May 2026

China's AI token boom fuels push for national compute network

China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute as part of the country's next layer of public infrastructure

Tuesday 19 May 2026

Baidu says AI is now the majority of its business

Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips

Tuesday 19 May 2026

Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness

Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization. In contrast, others warned that profitability remains under pressure from rising investment and lower-margin AI businesses

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