DIGITIMES Asia news

Tuesday 10 March 2026

Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek V4 is now moving to another topic: OpenClaw and the developer practice known as "raising the lobster," which has triggered wide discussion across AI communities

Tuesday 10 March 2026

Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says

Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea Economic Daily and Wccftech

Tuesday 10 March 2026

Samsung union plans 18-day strike, adding risk to HBM supply chain

Samsung Electronics' labor union recently announced that employees who do not participate in a planned 18-day general strike from May 21 to June 7, 2026, will face penalties, sparking widespread concern and controversy across South Korea. The vote on whether to proceed with the strike began March 9 and runs through March 18

Tuesday 10 March 2026

Moxa eyes Middle East market growth amid energy and AI infrastructure demand

Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region at its Lunar New Year media event. General Manager Eddy Lin emphasized that geopolitical conflicts remain a concern, but ongoing semiconductor capacity expansion, supply chain diversification, edge AI upgrades, data center buildout, and critical system monitoring will drive double-digit growth for Moxa in 2025

Tuesday 10 March 2026

Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays

The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans. Supply chain sources report a sharp order increase for 2026, driven not only by TSMC's large-scale expansions in Taiwan and the US but also by accelerated memory fab projects from Nanya Technology and Micron, alongside continuous growth in China's semiconductor output

Tuesday 10 March 2026

China's EV charging war: BYD strikes back at CATL

China's electric vehicle industry is shifting its competitive focus from driving range to charging speed, as automakers and battery suppliers race to cut recharging times and improve energy replenishment efficiency

Tuesday 10 March 2026

Japan targets JPY40 trillion in domestic semiconductor sales by 2040

Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts to rebuild its chip industry and capture growing demand from AI and data center applications, according to Nikkei

Tuesday 10 March 2026

BOE capex slowdown raises concerns for Korean display equipment suppliers

Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied heavily on Chinese demand for growth

Tuesday 10 March 2026

AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec

AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media, sparking discussions with its near-realistic visuals and extremely low production costs

Monday 9 March 2026

US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei Technologies, warning that the entity may allow the Chinese telecom group to maintain research activities in the US despite existing restrictions

Monday 9 March 2026

China warns Nexperia dispute could trigger new global chip shortage

China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising fresh concerns over potential disruptions to automotive chip supplies

Monday 9 March 2026

China's new Five-Year Plan pairs tech push with consumption pivot

China's draft 15th Five-Year Plan for 2026–2030 signals that Beijing is seeking to rebalance its economic model while keeping technological development at the center of national strategy

Monday 9 March 2026

Mitsui partners with Kaynes and AOI Electronics to support Indian OSAT business

Mitsui has concluded a strategic business partnership agreement with Kaynes Semicon Private Limited, an OSAT (semiconductor back-end process) company in India, and AOI Electronics, the largest Japanese OSAT company. The agreement aims to support the start-up and operation of Kaynes' OSAT business and to facilitate sales of products manufactured by Kaynes

Monday 9 March 2026

South Korea's IC design moves to bridge demand and local foundries

Despite holding a dominant position in the memory chip industry, South Korea's system semiconductor ecosystem remains underdeveloped, with the country's IC design market share at only about 2%. Kyung-ho Kim, the newly appointed chairman of the Korea Fabless Industry Association (KFIA), has outlined plans to build a design ecosystem closely tied to actual market demand and to strengthen collaboration with domestic foundries

Monday 9 March 2026

Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan

Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access to high-purity tungsten powder. Although companies maintain inventories, urgent material needs from advanced semiconductor process gases and PCB drill bits face price pressure, prompting some major PCB drill manufacturers to consider price hikes

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iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook