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Monday 24 November 2025
When EV know-how meets humanoid robots: Chinese automakers' pivot to 'physical AI'
China's electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications rather than in-car systems. As US-China tech tensions rise, automakers including Xpeng, Chery, Nio, BYD, GAC, and Seres are using their EV engineering and autonomous-driving AI to develop robots with autonomous mobility and semantic understanding, positioning embodied intelligence as their next strategic arena
Monday 24 November 2025
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this move could elevate LPDDR to become a core semiconductor in the AI era, following the prominence of high-bandwidth memory (HBM)
Monday 24 November 2025
Toshiba's China SiC turn triggers Japan's power-chip intervention
Toshiba's sudden move from its long-standing partnership with Rohm Semiconductor to a brief collaboration with China's Sicc unsettled Japan's power semiconductor sector. Toshiba reversed course after METI intervened, but uncertainty still surrounds the future of its relationship with Rohm
Monday 24 November 2025
India pushes to build local-language LLMs as community groups and researchers race to fill data gaps
India's efforts to build large language models (LLMs) for its diverse linguistic landscape are accelerating, driven by community-led data collection, academic research, and government-backed AI initiatives. With more than 1,600 languages and dialects spoken across the country, developers say the lack of high-quality digital data — especially for low-resource languages — is one of the biggest obstacles to creating AI systems that work for Indian users
Monday 24 November 2025
Weekly News Roundup: US moves to ban Chinese chipmaking equipment; Tesla eyes in-house fab; Intel hires TSMC veteran
These are the most-read DIGITIMES Asia stories in the week of November 17 to November 23, 2025
Monday 24 November 2025
SK On swaps shares with EVE Energy to restructure joint ventures in China
South Korean battery maker SK On has restructured its investment portfolio by exchanging shares with Chinese battery firm EVE Energy, resulting in SK On acquiring full ownership of its Jiangsu-based joint venture SKOJ and divesting its entire stake in the Guangdong-based EUE factory. This move aims to enhance operational efficiency amid challenges in the EV market
Monday 24 November 2025
India races to join the chip elite—can it close the gap by 2032?
India has renewed its push to become a global semiconductor hub, setting an ambitious target to match the manufacturing capabilities of leading producers by 2032. Technology Minister Ashwini Vaishnaw said the country expects to reach a "level playing field" with major chipmaking nations within the next decade, as New Delhi accelerates investment to build domestic capacity. "By 2031–2032, we will be equivalent to what many of these countries are at today," he told Bloomberg's New Economy Forum in Singapore
Monday 24 November 2025
NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these refer to double-sided polished alumina ceramic HICERAM Carriers used in chiplet packaging
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing

Monday 24 November 2025
Doosan poised to secure exclusive Nvidia Rubin CCL supply as EMC fails GB300 test
Doosan Electronic Business Group (Doosan Electro-Materials) is on track to become the exclusive supplier of copper-clad laminate (CCL) for Nvidia's next-generation AI chip, Rubin, following Taiwan competitor Elite Material Co. (EMC)'s failure to pass quality certification for the Nvidia Blackwell GB300 compute tray
Sunday 23 November 2025
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance general-purpose memory in server and accelerator systems. The chipmaker is expected to boost output of GDDR7 and SOCAMM2 modules built on the 1c platform to support growing orders from Nvidia and global cloud service providers
Sunday 23 November 2025
Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed chairman of Intel China Alan Wang both made their first public appearances in China following their appointments. They took office in March and September 2025, respectively. In contrast to former CEO Pat Gelsinger, their remarks focused heavily on AI
Saturday 22 November 2025
Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026
Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around the idea of "From Japan for Japan.
Saturday 22 November 2025
South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance
As control of the low-Earth-orbit satellite market consolidates among a small number of global operators, KT Group's satellite arm, KT Sat, has issued a warning that South Korea must develop an autonomous "sovereign network" and secure influence in future standard-setting
Friday 21 November 2025
Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese parent company, Wingtech Technology. While the move has softened diplomatic friction between the Netherlands and China, the supply-chain turmoil triggered by the dispute continues to ripple outward, forcing European and Japanese automakers to cut production