CONNECT WITH US
Tuesday 9 December 2025
South Korea signs MoU with Arm Holdings to establish 'Arm School' for IC design education
The South Korean government has signed a memorandum of understanding (MoU) with Arm Holdings, the UK-based silicon IP provider, to establish an educational institution tentatively named "Arm School." The initiative aims to develop around 1,400 integrated circuit (IC) design professionals to strengthen South Korea's system semiconductor capabilities, which are currently considered relatively weak
Tuesday 9 December 2025
Tata Group and Intel form strategic alliance to assemble chips in India
Tata Group and Intel announced on December 8 that they have signed a memorandum of understanding to explore cooperation across semiconductor manufacturing, packaging and AI-focused computing systems in India. The agreement is aimed at expanding domestic chip production and building a more resilient electronics supply chain as India seeks to strengthen its position in the global semiconductor industry
Tuesday 9 December 2025
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews and a 25% revenue payment to the US government. The move marks a major shift in Washington's chip-export approach and offers Nvidia a partial win after months of lobbying
Tuesday 9 December 2025
China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by AI-server demand, shifting device cycles, and the rise of robotics as a new growth frontier. While Taiwanese EMS/ODM leaders continue to dominate AI-server production, Chinese firms are aggressively charting their next phase of expansion by entering the robotics and embodied-intelligence hardware market. Two companies at the center of this transition are Lingyi iTech and Lens Technology, both of which are extending their manufacturing capabilities into robotics components, applications, and integrated systems

Tuesday 9 December 2025
South Korea maps multi-layered EV strategy to secure production, revitalize supply chain, and boost tech edge
South Korea is moving to shore up its electric vehicle (EV) manufacturing base and safeguard technological leadership as global competition stiffens and domestic production risks further decline
Tuesday 9 December 2025
Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee
Baidu has responded to reports that its in-house chip business, Kunlunxin, is planning a separate listing on the Hong Kong Stock Exchange by stating it is currently evaluating the possibility, but does not guarantee the move will proceed
Tuesday 9 December 2025
Moore Threads CEO leverages Nvidia legacy to challenge GPU giant
In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack is founder and CEO Jianzhong Zhang, whose 14-year career at Nvidia adds another dimension to the company's strategy
Tuesday 9 December 2025
Samsung moves to narrow gap with TSMC as silicon photonics race heats up
Samsung Electronics is accelerating development of silicon photonics (SiPh) technology in an effort to solve bottlenecks in advanced AI processors and narrow the competitive gap with TSMC. The company is expanding its global research network and targeting the commercialization of co-packaged optics in 2027. Industry sources say that the timeline will mark the beginning of direct competition with its Taiwanese rival in next-generation packaging
Tuesday 9 December 2025
Analysis: Why isn't Huawei trying to win the tech war?
Huawei founder Ren Zhengfei recently gave a public talk at the Huawei Lianqiuhu R&D Center in Shanghai. He shared insights on AI, quantum computing, computing power, and chips. He also answered questions from domestic and foreign researchers about the US-China tech competition
Monday 8 December 2025
SK Hynix restructures global operations amid reported HBM4 production delay
SK Hynix announced a comprehensive organizational restructuring to expand its global research network and reinforce its leadership in the high-bandwidth memory sector. The strategic shift comes as a ZDNet Korea report indicates the South Korean chipmaker may postpone mass production of its next-generation HBM4 chips due to timeline changes for Nvidia's Rubin AI accelerators
Monday 8 December 2025
Ola Electric begins mass deliveries of S1 Pro+ powered by in-house 4680 Bharat Cell
Ola Electric has started mass deliveries of its S1 Pro+ scooters powered by the indigenously developed 4680 Bharat Cell, making it the first Indian company to fully own both battery pack and cell manufacturing. The rollout marks a major milestone in India's push to strengthen domestic electric vehicle (EV) capabilities
Monday 8 December 2025
Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability
Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing its market capitalization beyond CNY300 billion at one point
Monday 8 December 2025
Corning and Optiemus launch Gorilla Glass finishing facility in Tamil Nadu to boost India's electronics supply chain
Corning and Optiemus Infracom have inaugurated a new Gorilla Glass finishing facility in Tamil Nadu, marking a major step in India's push into high-value electronics components. The plant, operated by their joint venture BIG Tech, will produce 30 million cover-glass units annually in its first phase
Monday 8 December 2025
Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market

Monday 8 December 2025
3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the face of generative AI competition and geopolitical pressure, the global supply chain has been reshaped. For China's electronics manufacturers, this shift is a transformation from "Made in China" to becoming global manufacturing service providers