DIGITIMES Asia news

Friday 5 June 2026

India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher

India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on imports, according to industry associations cited by The Economic Times, as well as additional media and policy reporting

Friday 5 June 2026

South Korea finalizes US$520 million on-device AI chip budget amid industry doubts

South Korea has finalized the budget for a state-backed on-device AI chip development project at KRW800.23 billion (US$520 million), about KRW200 billion below an earlier proposal, as industry concerns persist over whether the chips developed under the program will reach commercial products, according to The Elec

Friday 5 June 2026

CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert

More than 200 South Korean engineers are conservatively estimated to be working at CXMT, China's leading DRAM maker, according to industry sources. Chinese semiconductor companies are stepping up talent acquisition, moving from broad outreach to targeted recruitment of core semiconductor R&D personnel in South Korea and the US. Observers say the shift could accelerate the narrowing of the semiconductor technology gap between China and South Korea

Friday 5 June 2026

Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech

Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their electric plans, Europe may face more China-linked vehicles entering through third-country partners, altering competition, costs, and the pace of EV adoption worldwide

Friday 5 June 2026

Local Chinese brands challenge dominant brands in AI glasses innovation; limitations hinder mass adoption

This year's Global Connect Show (GCS) in Shenzhen, China, has become a medium for local tech brands to showcase AI wearable innovation. Two leading brands at GCS, Rokid and INMO, demoed their feature-packed AI glasses. Many companies featured AI translation as their flagship capability, paired with lightweight hardware, hands-free controls, customizable designs, and flexible model support. While on-site demos proved these up-and-coming brands' AI glasses may outperform dominant players such as Meta and Apple, there are still lingering flaws, such as battery life and privacy ethics, that stand in the way of mainstream mass adoption

Friday 5 June 2026

Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows

Hanmi Semiconductor is projecting record annual revenue this year, as rising demand for high-bandwidth memory equipment lifts prospects for the South Korean chip-equipment maker and gives it a prominent stage for its Computex debut

Friday 5 June 2026

South Korea's only SRAM-CIM IP firm Articron targets edge AI

South Korean semiconductor IP startup Articron is challenging the traditional AI chip design bottleneck by using a memory-centric architecture, with its self-developed SRAM-CIM compute chip IP "ART" now in testing and aimed at the power- and area-sensitive edge AI device market. The company says it expects to launch a commercial product in about two years

Thursday 4 June 2026

Foxconn, SK Group eye deeper AI infrastructure ties in Asia

Foxconn chairman Young Liu met SK Group chairman Chey Tae-won on June 3, as the two companies explore broader cooperation in AI servers, data centers, and energy solutions

Thursday 4 June 2026

Samsung's rumored CIS production shift highlights industry debate over fab ownership

Samsung Electronics' decision to place a key image sensor production line under its System LSI division highlights a broader question facing the CMOS image sensor (CIS) industry: whether chip designers should own manufacturing capacity or rely on external foundries as competition intensifies across smartphones, automotive systems, and AI-enabled devices

Thursday 4 June 2026

Nvidia's Jensen Huang courts Korean giants in robotics expansion

Nvidia CEO Jensen Huang is visiting South Korea this week as the company seeks to expand its partnerships with major Korean conglomerates beyond semiconductors and into robotics, autonomous driving, and industrial automation, ETNews reported

Thursday 4 June 2026

LG Innotek targets Intel EMIB substrate chain with SK Hynix samples

LG Innotek is seeking to enter the supply chain for substrates used in Intel's EMIB advanced-packaging technology, supplying early samples to SK Hynix as it tries to move deeper into high-end semiconductor substrates, according to ZDNet Korea

Thursday 4 June 2026

HBM4 supply in focus as SK's Chey meets TSMC's Wei

SK Group chairman Chey Tae-won met TSMC chairman C.C. Wei in Taiwan on June 3, as SK Hynix and TSMC map out future cooperation in HBM4 base dies, advanced logic processes, and custom AI memory

Thursday 4 June 2026

Applied Materials to add 1,000 Southeast Asia jobs as Singapore role grows

Applied Materials plans to expand its Southeast Asia workforce by about 25% this year, adding at least 1,000 workers mainly in Singapore as the city-state becomes a more important manufacturing, logistics, and advanced-packaging hub for the US chip-equipment maker, Nikkei Asia reported

Thursday 4 June 2026

Huawei's Tau Law shifts AI chip race to glass substrates, advanced packaging

Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route for China to extend AI chip performance in the post-Moore's Law era

Thursday 4 June 2026

Exclusive: How China's subsidized SiC boom is driving global prices to the floor

China's silicon carbide (SiC) substrate manufacturers continue to slash prices despite already operating on razor-thin margins, underscoring the intensity of a price war reshaping the global compound semiconductor industry

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LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

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