DIGITIMES Asia news

Tuesday 31 March 2026

Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing cluster, marking a shift from standalone GPUs to large-scale AI training infrastructure

Tuesday 31 March 2026

China's EVE Energy hits record revenue in 2025, but margins come under pressure

EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal, according to Sina Finance, highlighting mounting pressure in the competitive battery market. Net profit attributable to shareholders rose just 1.4%, essentially flat, even as shipments and market share climbed

Tuesday 31 March 2026

South Korea invests US$166 million in chip startup Rebellions

South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions, as part of a government push to build a globally competitive AI chipmaker

Tuesday 31 March 2026

Samsung faces 17,700-worker strike as DS division talks collapse

Samsung Electronics is embroiled in a deepening labor dispute after intensive negotiations between management and workers — which began on March 26, 2026 — broke down without an agreement on employee treatment across its business units. Talks were suspended on March 27, stoking growing concerns over a potential full-scale strike in May involving up to 17,700 employees

Tuesday 31 March 2026

OpenClaw signals shift to AI agents and self-evolving models

The rapid rise of the open-source AI agent framework OpenClaw, widely known as "Lobster," is reshaping the AI industry's trajectory in 2026, steering focus from generative models toward agent-based systems and open ecosystems

Tuesday 31 March 2026

India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers

India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period, according to unnamed industry executives cited by The Economic Times. The report said authorities are refusing to certify products manufactured in China or that rely on Chinese-origin chipsets or firmware, effectively shutting major vendors out of one of the world's fastest-growing surveillance markets

Tuesday 31 March 2026

BYD faces tougher market with rising sales, falling profits

BYD on March 27 released its audited 2025 results, according to disclosures compiled by Sina Finance, showing steady revenue growth but a notable decline in profitability amid intensifying competition

Tuesday 31 March 2026

Samsung, SK Hynix reportedly set for record profits as long-term contracts expand

Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to expand multi-year supply agreements to stabilize earnings

Tuesday 31 March 2026

Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market

Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing demand from AI data centers. The company is procuring LFP cathode materials from South Korea's L&F while also investing in Fino through a paid capital increase to strengthen collaboration with CNP Advanced Material Technology

Tuesday 31 March 2026

South Korea's ENERZAi partners with Advantech to expand global edge AI market

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan's comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs

Tuesday 31 March 2026

China's analog chip price surge spreads, benefiting mature AI process assets

As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices, aligning with international giants like Texas Instruments (TI) and Analog Devices in reflecting cost pressures, with some products seeing hikes as high as 85%

Monday 30 March 2026

China's chip equipment and supply chain scale up on AI demand, look overseas

SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain

Monday 30 March 2026

Microloops expands liquid cooling capacity in China and Vietnam to meet rising demand

Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions. Currently, Microloops' monthly liquid cooling plate output in China stands at 5,000 units, but by 2026, combined capacity across both locations is expected to reach 40,000 units, reflecting the rapid adoption of server liquid cooling technology

Monday 30 March 2026

Commentary: US chip security act ends China's special AI chip supply

The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China. Meanwhile, reports from within China indicate a growing consensus to halt imports of US-origin AI chips altogether

Monday 30 March 2026

Huawei PanguLM lead exits, reviving model controversy

Huawei's AI leadership is facing renewed turnover. Wang Yunhe, director of Huawei Noah's Ark Lab and a key architect behind PanguLM, has left the company after nearly nine years

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BIZ FOCUS

Feb 9, 08:00

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

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RESEARCH INSIGHTS

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