DIGITIMES Asia news

Thursday 16 April 2026

Renesas reports accelerated MRDIMM adoption in China

As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory Interface Division (MID) business in China is expected to achieve 100% growth in 2026

Thursday 16 April 2026

Samsung targets May HBM4E samples for Nvidia after validation

Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans to deliver the chips to Nvidia after internal validation, according to Chosun Biz

Thursday 16 April 2026

YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest NAND maker by 2026. The company is set to begin volume production at its third fabrication plant in Wuhan in the second half of 2026

Thursday 16 April 2026

Rockchip reports record results, scales AIoT chips across industries

China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets

Thursday 16 April 2026

Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test

Embodied AI is moving into real-world testing, and China's tech giants are stepping in. The Beijing Yizhuang humanoid robot half-marathon on April 19 is set to serve as a high-profile stress test for performance, endurance, and autonomy in next-generation robotics

Wednesday 15 April 2026

YMTC to more than double capacity with new fabs amid China chip push

Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its production capacity once all three sites are operational, according to people familiar with the matter

Wednesday 15 April 2026

Stanford AI report: US-China AI gap narrows as China accelerates industrialization

The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report reveals that the performance gap between China and the US in AI model capabilities has significantly narrowed, with both countries now entering a phase of "parallel competition." However, this progress comes alongside sharply rising capital and resource costs

Wednesday 15 April 2026

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion, reflecting continued investment in AI infrastructure and cloud platforms

Wednesday 15 April 2026

Japan forges physical AI alliance to challenge US and China

Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles, and factory systems. Referred to as the Japan AI Foundation Model Development, the new venture was established by SoftBank, NEC, Honda Motor, and Sony Group, each holding stakes of more than 10%, according to Nikkei Asia and TechWire Asia. Additional investors include Nippon Steel, Kobe Steel, and major Japanese banks such as MUFG, Sumitomo Mitsui, and Mizuho, reflecting broad backing from Japan's industrial and financial sectors

Wednesday 15 April 2026

China seeks energy self-sufficiency as geopolitical risks rise

China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels and strengthen national security

Wednesday 15 April 2026

Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres

China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase, even as rising component costs and shifting product cycles weigh on near-term operations

Wednesday 15 April 2026

SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid delays in ramping up Nvidia's next-generation Vera Rubin platform, according to ZDNet Korea

Wednesday 15 April 2026

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical tensions and supply chain disruptions, this significant price increase has drawn strong attention across the sector

Wednesday 15 April 2026

Samsung QD-OLED tops 5 million units; LG turns to rival supply

Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026

Wednesday 15 April 2026

India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery and electric vehicle (EV) supply chain, according to Bloomberg

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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