DIGITIMES Asia news

Thursday 5 February 2026

Nvidia reportedly seeks faster HBM4 deliveries from Samsung under the global memory crunch

Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers devote an increasing share of capacity to HBM production, shortages of conventional memory chips have begun to emerge, strengthening suppliers' bargaining power across the industry

Thursday 5 February 2026

The 3nm surprise: TSMC's C.C. Wei pulls PM Takaichi's own book from his pocket to seal US$17B deal

In a moment that blurred the lines between corporate diplomacy and fan-like devotion, TSMC CEO C.C. Wei turned a high-stakes semiconductor summit into a personal tribute on February 5, 2026

Thursday 5 February 2026

CATL, Changan debut sodium-ion EV proven to operate at minus 50°C

CATL and Changan Automobile, on February 5, 2026, launched the world's first mass-produced sodium-ion battery EV. According to IT Home and The Beijing News, brands including Avatr, Deepal, Qiyuan, and UNI will gradually adopt CATL's sodium-ion batteries, marking the technology's commercial rollout

Thursday 5 February 2026

SiTime to buy Renesas timing unit for US$3 billion

SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded computing while retaining an equity stake in the US precision timing company

Thursday 5 February 2026

Google AI platform win elevates Innoscience's 8-inch GaN manufacturing clout

Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power device solutions

Thursday 5 February 2026

Commentary: How TSMC's C.C. Wei solidifies global alliances from Washington to Tokyo

In the high-stakes theater of global chipmaking, TSMC Chairman C.C. Wei has mastered a rare skill: the art of the well-timed strategic masterstroke

Thursday 5 February 2026

Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts

As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch China has reportedly initiated staff reductions across automotive systems and energy transition-related units

Thursday 5 February 2026

TSMC goes all-in on Japan: Kumamoto Fab 2 upgraded to 3nm powerhouse

TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of this initiative, with estimated equipment investment reaching US$17 billion

Thursday 5 February 2026

Singapore highlights photonics drive for chip innovation at APE 2026

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic technologies are shaping the next phase of semiconductor innovation during a presentation at the third Asia Photonics Expo (APE 2026). His talk, titled "Integrated Photonics: A New Engine for Singapore's Semiconductor Innovation," focused on the role of optoelectronics in computing and communications

Thursday 5 February 2026

Infineon pivots capacity to AI power as automotive recovery drags

Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains a cautious view of a gradual, uneven recovery in automotive and industrial demand

Thursday 5 February 2026

Analysis: Tesla Optimus production strategy tied to China's robotics supply chain

Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the project will continue to rely heavily on China's rapidly expanding robotics supply chain in the coming years

Thursday 5 February 2026

Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech

Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules, with a focus on next-generation technologies including heterojunction technology (HJT) and high-efficiency perovskite cells

Thursday 5 February 2026

Commentary: China's robot spectacles must go beyond the stage

Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than traditional entertainment—it has transformed into a glittering stage for robotics prowess. Dozens of quadruped robots have marched in perfect synchronization, while humanoid machines have executed intricate dance routines that once seemed confined to science fiction. The performances captivate audiences and dominate social media, generating viral moments that showcase China's technological ambitions on a grand scale

Thursday 5 February 2026

Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC package substrates. By fiscal 2028, capacity allocated to generative AI servers and high-performance server products is expected to reach around 2.5 times current levels based on product area

Thursday 5 February 2026

Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market

The US move to lower reciprocal tariffs on Indian goods to 18% is reshaping Taiwan manufacturers' India strategies, creating fresh opportunities in localization and import substitution while highlighting persistent risks tied to supply chain gaps, currency volatility, and execution challenges for Taiwanese IC and electronics suppliers

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