News tagged China at DIGITIMES

NEWS TAGGED CHINA

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...

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...

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....

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),...

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...

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...

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,...

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...

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...

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...

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...

Friday 14 November 2025

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...

Thursday 13 November 2025

BenQ Medical eyes 2026 growth with 3 key product lines, targets China surgical robot market

BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical...

Thursday 13 November 2025

Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens

US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...

Thursday 13 November 2025

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

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