DIGITIMES Asia news

Thursday 11 June 2026

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen

Thursday 11 June 2026

Foxconn, Brookfield deepen Vietnam push with 1GW renewables plan

Foxconn and Brookfield Asset Management announced on June 9, 2026, that they will jointly invest in and develop up to 1GW of renewable energy projects in Vietnam, seeking to secure stable green power for Foxconn's manufacturing operations and supply-chain partners

Thursday 11 June 2026

CanSemi IPO exposes strains in China's mature-node chip push

CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability

Thursday 11 June 2026

Unitree, Nvidia expose humanoid robotics' biggest question: who controls the body, brain and ecosystem?

Unitree Robotics' Nvidia-backed H2 Plus has sparked debate in China over who controls the robot body, AI brain and autonomy in a global ecosystem

Thursday 11 June 2026

Applied Materials invests US$500 million in Singapore to meet AI chip demand

As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs

Thursday 11 June 2026

China's embodied AI boom tests whether robots can repeat the EV miracle

China's embodied AI sector is entering a financing cycle that increasingly resembles the early days of electric vehicles. Investors, local governments, and technology groups are backing robotics companies that could translate AI into machines for factories, warehouses, public services, and eventually homes

Wednesday 10 June 2026

Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender

Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline

Wednesday 10 June 2026

Tech analyst unpacks why AI eats the world at SuperAI Singapore

Sam Altman's vision of artificial intelligence as a utility bought by the meter — like electricity — may be the wrong model entirely, and the telecommunications industry's last decade shows why. Benedict Evans, the technology analyst and former Andreessen Horowitz partner, made that case Wednesday in the second keynote of SuperAI Singapore 2026, drawing on mobile data's growth trajectory to argue that volume and valuation do not travel together in commodity infrastructure businesses

Wednesday 10 June 2026

ByteDance takes direct aim at Claude Code and Codex at SuperAI Singapore

ByteDance's enterprise technology arm took a direct shot at Anthropic and OpenAI's coding tools at SuperAI Singapore 2026 on Wednesday, with Kan Yang, head of solutions at BytePlus, naming Claude Code and Codex as competitors to ByteDance's own agentic engineering product, Trae

Wednesday 10 June 2026

Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race

Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and physical AI. The visit underscored how HBM has become a strategic supply asset for Nvidia's expanding AI platform

Wednesday 10 June 2026

Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns

The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was the sharpest argument to emerge from the opening keynote of SuperAI Singapore 2026 on Wednesday, where entrepreneur and former Coinbase chief technology officer Balaji Srinivasan laid out a case for why the software industry may have no choice but to decentralize

Wednesday 10 June 2026

China's CNY2tn data center plan puts domestic AI chips at the core

Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg

Wednesday 10 June 2026

Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers

Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows

Wednesday 10 June 2026

Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows

Wednesday 10 June 2026

Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand

Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments and growing demand for artificial intelligence (AI) infrastructure simultaneously affect energy supply and demand

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