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Monday 30 June 2025
Samsung acquires rights to Intel semiconductor patents in strategic bid to avoid global IP disputes
Samsung Electronics has secured a broad license to a portfolio of semiconductor patents originally developed by Intel, a move industry analysts view as both a defensive strategy against potential litigation and a step toward strengthening its global technological competitiveness
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Tuesday 1 July 2025
GaN's paradox: surging demand, sinking profits
Under pressure from low-cost competition in China, many application sectors are struggling to turn a profit. Recently, the compound semiconductor gallium nitride (GaN) industry has seen reports of major manufacturers experiencing fatigue and reduced willingness to invest, even considering more aggressive strategies. This could trigger sectoral shifts within the "non-China GaN supply chain.
Tuesday 1 July 2025
Loongson's indigenous CPUs offer China-built alternative to Intel for servers, AI
Loongson has launched its next-generation processors at the 2025 Product Launch and User Conference in Beijing, introducing chips built on its proprietary LoongArch instruction set. The lineup includes the flagship 3C6000 server CPUs and the 3B6000M and 2K3000 processors for industrial control and edge applications, reinforcing China's ambitions in AI infrastructure, secure computing, and homegrown IT systems
Tuesday 1 July 2025
Xiaomi and rivals eye the mind-reading frontier: AI glasses evolve from smart to sentient
Xiaomi unveiled its first AI smart glasses on June 26, describing the device not merely as a wearable but as a next-gen personal intelligence terminal. Equipped with the Xiao Ai voice assistant, the glasses enable real-time interaction via voice commands and visual input, delivering instant contextual feedback through integrated camera and AI processing
Monday 30 June 2025
JDI raises funds from Ichigo, sells patents and factory to develop sensors and semiconductors for restructuring
Japan Display Inc. (JDI) announced it will issue new stock subscription rights to its parent company, Ichigo Trust, to raise JPY95.6 billion (US$664.4 million). The company also plans to sell patents related to LCD and OLED displays, along with the land and buildings of its Mobara factory
Monday 30 June 2025
Nvidia taps top Chinese AI researchers in bid to expand deep learning team
US semiconductor giant Nvidia has recruited two leading artificial intelligence (AI) specialists from China as part of its ongoing efforts to broaden its research team, according to a report by the South China Morning Post on June 29
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server components exported from China to the US has continued to rise, driven by increasing demand for AI servers
Monday 30 June 2025
Samsung reportedly promotes advanced 2nm process amid foundry setbacks
Samsung is pushing its second-generation 2nm process, SF2P, promising notable performance and efficiency gains. As its chip business faces mounting pressure, the company is betting on advanced AI and mobile applications to revive its foundry momentum and attract major clients amid stalled 3nm adoption and scaled-back capital investment
Monday 30 June 2025
Canada orders Hikvision to cease local operations
Canadian Industry Minister Melanie Joly said her government ordered Hikvision Canada to cease all operations in the country and close its business
Monday 30 June 2025
Rebellions builds AI chip with Samsung HBM3E in bid to rival Nvidia's H100
South Korean artificial intelligence chip startup Rebellions has unveiled a prototype of its next-generation neural processing unit (NPU), integrating Samsung Electronics' 12-stack HBM3E high-bandwidth memory in a strategic move to challenge Nvidia's high-end accelerators
Monday 30 June 2025
BOE ramps up iPhone OLED production, challenging Samsung and LG

Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according to industry sources. While BOE still lags behind South Korean giants Samsung Display (SDC) and LG Display (LGD) in technology, its rapid expansion is expected to undermine the bargaining power of the Korean suppliers in future negotiations with Apple

Monday 30 June 2025
China's US$50B chip fund switches tack to fight US curbs
China's main chip investment fund is planning to focus on the country's key shortcomings in sectors like lithography and semiconductor design software, adjusting its approach to better overcome US efforts to stop its technological advances
Monday 30 June 2025
TSMC affiliate VIS may expedite production at US$8 billion Singapore fab
Taiwan Semiconductor Manufacturing Co.’s smaller affiliate Vanguard International Semiconductor Corp. may accelerate the chip production schedule at its new US$7.8 billion joint venture in Singapore on greater customer demand for hedging against geopolitical risks.
VIS may be able to push production at the new plant, which makes mature chips, to as soon as late 2026 versus the originally announced schedule of the first half of 2027, VIS Chairman Fang Leuh told reporters at a company event on Saturday in Taoyuan, Taiwan. VIS broke ground for the facility in the fourth quarter of 2024
Monday 30 June 2025
CATL breaks ground on US$6B Indonesia battery venture
The world's top maker of electric-vehicle batteries broke ground on a US$6 billion battery material ecosystem in Indonesia as the government pushes ahead with commodity downstreaming goals
Monday 30 June 2025
Apple supplier Lens Tech seeks up to US$606M in HK listing
Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a second trading foothold in the financial hub
Monday 30 June 2025
Weekly news roundup: China's litho pivot, Huawei's lag, Apple's OLED play
Below are the most-read DIGITIMES Asia stories from June 23 to 29, 2025. Top developments include Huawei's stalled 5nm chip efforts, Renesas scaling back its EV power chip business, and Apple's expanding OLED iPad roadmap. From memory price spikes to supply chain shifts driven by AI and trade policy, this week's stories spotlight the top challenges and strategies shaping the global tech landscape
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES