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Friday 25 July 2025
Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions
As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with...
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
Friday 25 July 2025
China targets 22/28nm as wafer sourcing landscape shifts
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
Friday 25 July 2025
Alibaba upgrades Qwen3 series, surpassing OpenAI and DeepSeek in math and coding capabilities
China's open-source artificial intelligence sector has made significant new strides. Alibaba has updated its Qwen3 series of large language models, outperforming OpenAI GPT-4o, DeepSeek...
Friday 25 July 2025
China develops next-gen EUV photoresist in bid to break US tech blockade
Amid tightening US and Dutch export controls on advanced semiconductor equipment, especially ASML's extreme ultraviolet (EUV) lithography systems, China's Tsinghua University has...
Thursday 24 July 2025
China's AI startups step up private invitations to grow global presence
AI companies from China are ramping up promotional efforts, frequently sending private messages on social media platforms to offer early access to new services. Chinese startup Monica,...
Thursday 24 July 2025
Mitsubishi pulls plug on China engine JV, redirects focus to EVs and ASEAN markets
Mitsubishi Motors has announced the end of its engine production operations in China, effectively terminating its joint venture with local partners. This marks the company's complete...
Thursday 24 July 2025
Huawei's shadow fab (1): the secret chip agenda at the heart of Shenzhen
As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries,...
Thursday 24 July 2025
1H25 EMS top 20 analysis: DIGITIMES dissects 3 power shifts behind AI-era shake-up

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking...

Thursday 24 July 2025
Car industry questions Huawei's no car-making pledge as HIMA surges
Huawei's Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei's path to...
Thursday 24 July 2025
China-Taiwan trade heating up amid US tariffs saga
Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring,...
Thursday 24 July 2025
SK Hynix reassures on China fabs with stable VEU status amid US AI chip export easing
SK Hynix addressed concerns about the potential impacts of tightening US export controls on its fabrication operations in China, adding no change in the company's validated end user...
Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...
Thursday 24 July 2025
China gains ground on Taiwan's OSAT dominance amid pricing revolt
Taiwan continues to dominate the global outsourced semiconductor assembly and test (OSAT) market, but China is catching up quickly. Driven by state-backed chip self-reliance efforts,...
Thursday 24 July 2025
AWS shutters Shanghai AI lab, following Microsoft and IBM exits
AWS has confirmed that its last overseas research institute, located in Shanghai, has officially disbanded, stating that this organizational adjustment aligns with the company's future...