DIGITIMES news

Monday 27 July 2026

Samsung converts AMD and OpenAI ties into HBM4 supply wins

Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships that could strengthen its position in the next-generation HBM4 ecosystem after ceding early ground in AI memory to rival SK hynix.

Monday 27 July 2026

CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker margins and intense storage pricing highlighted the cost of sustaining its global lead.

Monday 27 July 2026

Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk

Tensions between the US and China are escalating following allegations that Moonshot AI improperly extracted capabilities from advanced US-developed AI models and accessed export-controlled Nvidia hardware while developing Kimi K3. The model has drawn industry attention for approaching the performance of leading US systems despite Moonshot's comparatively limited computing resources.

Monday 27 July 2026

India's Paras Defense semiconductor unit to invest in Madhya Pradesh OSAT facility

Indian defense engineering company Paras Defense and Space Technologies said its semiconductor subsidiary, Paras Semiconductors, will invest INR62 billion (approx. US$643.79 million) to establish a semiconductor packaging and testing facility in Madhya Pradesh, as the country expands efforts to build a domestic chip manufacturing ecosystem, according to Reuters, The Economic Times, and Data Quest.

Monday 27 July 2026

India's NIELIT and SCL expand access to indigenous semiconductor design kit through eChipHub

India's National Institute of Electronics and Information Technology (NIELIT) and the Semiconductor Laboratory (SCL) have collaborated to make SCL's indigenous 1.2-micrometer Process Design Kit (PDK) available through the eChipHub platform, supporting semiconductor design education and research as part of the country's India Semiconductor Mission.

Monday 27 July 2026

IndieSemiC, Semtech partner on RISC-V IoT platform as India expands semiconductor design ecosystem

Gujarat-based fabless semiconductor startup IndieSemiC has partnered with US-based semiconductor supplier Semtech Corporation to develop a new RISC-V-based system-in-package (SiP) platform that combines general-purpose computing with long-range wireless connectivity for Internet of Things (IoT) applications, according to announcements by DeshGujarat and The Economic Times.

Monday 27 July 2026

Apple reportedly seeks 20% iPhone 18 OLED price cut despite costlier M16 panels

Apple is pressing Samsung Display (SDC) and LG Display (LGD) for steep price reductions on OLED panels for the iPhone 18 series as rising memory and storage costs increase handset production expenses.

Monday 27 July 2026

Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties

AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below are the most-read DIGITIMES stories from the week of July 20-26, 2026.

Monday 27 July 2026

CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain

China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering to date. The deal gives the memory chipmaker fresh capital to expand capacity, develop advanced processes and accelerate new products, while creating a substantial demand pipeline for China's semiconductor equipment, materials, packaging and memory-module suppliers.

Monday 27 July 2026

Jensen Huang backs open-weight AI as report says OpenAI, Anthropic lobby for tighter controls

Nvidia CEO Jensen Huang has backed open-weight artificial intelligence (AI) models in his first post on X, adding weight to a widening industry dispute over whether advanced AI should remain tightly controlled or be more broadly shared as competition with China accelerates.

Monday 27 July 2026

India's HCLTech plans US$4.4B AI data center

HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence market through a partnership with AI startup Sarvam and the Government of Odisha.

Monday 27 July 2026

DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny

Chinese artificial intelligence pioneer DeepSeek has verbally informed prospective investors that it is suspending its second fundraising round, according to people familiar with the matter cited by Bloomberg. The unexpected halt comes just days after leaked transcripts attributed to founder Liang Wenfeng sparked widespread online discussion about China's reliance on US hardware and its technological lag relative to American rivals.

Monday 27 July 2026

Samsung bolsters energy team as chip projects test power supply

Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion in Yongin and the proposed Honam chip cluster.

Monday 27 July 2026

SDC and LGD showcase shift to IT OLED at K-Display 2026

South Korea's display giants, Samsung Display (SDC) and LG Display (LGD), are showcasing a shift in their product focus at the K-Display 2026 exhibition from traditional TVs to IT and gaming applications, underscoring weak TV demand and the rising importance of OLED for monitors and notebooks. The trend has turned IT OLED applications into a key growth engine.

Monday 27 July 2026

Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?

China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and South Korea. A quality issue triggered by GAC Aion's use of CALB's LFP batteries has revived discussions of its past disputes with CATL. Across the industry, the long-running tug of war between Chinese automakers and dominant battery suppliers has continued to deepen the low-margin, even loss-making, dilemma facing carmakers.

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