DIGITIMES Asia news

Sunday 16 November 2025

Ability Enterprise eyes new SoC development integrating neural network engine

Optical imaging solution supplier Ability Enterprises said tariff issues stemming from regional political tensions are gradually being resolved, allowing flexible adjustments across its manufacturing sites in China, Vietnam, and Taiwan based on customer demand

Sunday 16 November 2025

China's economy faces multiple pressures as investment uncertainty rises

The Chinese National Federation of Industries (CNFI) held its 79th Industrial Day celebration on November 11, 2025, in Taipei. CNFI is one of Taiwan's oldest and largest industry associations, with extensive membership and investments. At the event, CNFI's Rock Hsu and chairman Chun-jung Pan presented the 2025 CNFI white paper to President William Ching-te Lai

Saturday 15 November 2025

China fine-tunes its Thousand Talents campaign to lure South Korean scientists

China's talent-recruitment efforts in South Korea's science and technology sector are entering a far more targeted phase. Under the Thousand Talents Plan (TTP), Beijing is reportedly running a personalized, data-informed campaign that draws on detailed insight into Korean researchers' pay, personal backgrounds, and academic environments. Korean media report that these offers, which include high salaries, substantial research budget,s and family-related benefits, have triggered concern across universities, state labs, and government agencies

Saturday 15 November 2025

Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply

As 2025 nears its close, the global artificial intelligence (AI) boom is again prompting debate over whether the sector is entering speculative territory. From Silicon Valley to Wall Street and across China's tech and investment circles, comparisons with the 2000 dot-com bubble have intensified. With China now a central participant in the AI landscape rather than an observer, the debate has gained broader industry attention

Friday 14 November 2025

SK Hynix reportedly to order HBM4 equipment, accelerate mass production

SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November 2025. Considering the construction schedule of its Cheongju M15X plant in South Korea, the equipment is expected to start being installed gradually in early 2026

Friday 14 November 2025

Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive

Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast. The company warned that widening US export controls could curb China's semiconductor equipment spending in 2026, creating the largest risk to its growth outlook

Friday 14 November 2025

G-Shank sees strong AI-driven growth for stamping parts

G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC), according to the company's general manager Ying-Shuo Lin

Friday 14 November 2025

SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious

SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers have become more cautious about first-quarter 2026 orders because they are unsure they can secure sufficient memory. Rising demand from AI workloads is expected to push memory prices higher and add to market uncertainty

Friday 14 November 2025

China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China's effort to end foreign control of the wafer-test hardware market. It is the only Chinese supplier in the global top 10 and has risen to sixth place in 2024, underscoring a broader shift in the semiconductor test supply chain

Friday 14 November 2025

SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure

SMIC posted stronger-than-expected third-quarter results as China's surging AI investment and state-backed chip localisation fuelled earnings. Beijing's push for semiconductor self-sufficiency, set against sharpening US-China competition in AI, continued to support demand across both advanced and mature manufacturing nodes

Friday 14 November 2025

China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure arena. According to SemiAnalysis, Chinese AI supernodes have surpassed Nvidia in several integration metrics, cementing the country's fast-rising influence in high-performance compute architecture

Friday 14 November 2025

Baidu sets a new Kunlun chip trajectory as chair questions the AI boom

Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans to expand from silicon to large-model infrastructure. Li addressed renewed debate over an "AI bubble," while Shen outlined Baidu's latest Kunlun chips and a five-year roadmap pointing to a deeper, end-to-end build-out of China's AI stack

Friday 14 November 2025

SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets

SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026

Friday 14 November 2025

China's AI silicon enters the Gulf with SenseTime at the helm

President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle East. Washington framed the trip as a push to promote US AI software and hardware and strengthen its influence in fast-growing regional compute markets

Friday 14 November 2025

HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector

The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics and SK Hynix have steadily reduced PC and mobile DRAM output to prioritize HBM, Fntimes reports, leaving device makers across Asia — including China's budget smartphone brands — with little choice but to raise prices

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