DIGITIMES Asia news

Friday 12 December 2025

TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production

TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto Prefecture. The project, initially intended to produce 6-7nm and 40nm automotive and image sensor chips, saw a near-complete stoppage roughly two months after groundbreaking in October 2025

Japan's major banks and corporations back Rapidus with massive financing and new investments

Friday 12 December 2025

Vietnam slaps new export curbs on rare earth

Friday 12 December 2025

Huawei and YMTC expand into South Korea’s consumer SSD market following Micron’s exit

Friday 12 December 2025

Samsung reportedly accelerates Pyeongtaek expansion to ramp up HBM4 and 1c DRAM production

Friday 12 December 2025

LATEST STORIES

Monday 15 December 2025

The H200 gambit: Why China may buy less than Washington expects

The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing domestically developed AI chips

Monday 15 December 2025

Global automotive supply chains split into two competing ecosystems

The global automotive supply chain is undergoing significant restructuring driven by geopolitical tensions, particularly between the US and China. This confrontation has extended beyond trade into technology sectors, including chips, algorithms, and electronic control architectures, resulting in the emergence of two incompatible technical ecosystems. This division is compelling industry players to re-evaluate supply chain strategies amid growing concerns over reliance on Chinese components

Monday 15 December 2025

Singapore boosts semiconductor sector with workforce training and new R&D hub

Singapore is expanding its domestic semiconductor capabilities through AI-focused workforce programs, SME digitalization efforts, and new research infrastructure, according to Ang Wee Seng, Executive Director of the Singapore Semiconductor Industry Association (SSIA)

Monday 15 December 2025

Samsung pushes new thermal packaging to win back Qualcomm and Apple

Samsung Electronics is positioning a proprietary thermal management technology for external clients as it seeks to reclaim foundry market share from TSMC. The South Korean company plans to offer its Heat Path Block solution to third-party chip designers after validating the system in its upcoming Exynos 2600 processor, according to local media reports

Monday 15 December 2025

India roundup: Intel commits to India semiconductor mission

Intel and Tata to assemble chips locally as global firms, including Amazon, Microsoft, and Vingroup, announced fresh investments in India

Monday 15 December 2025

SK Hynix reportedly eyes low-power DRAM foundry to fend off China memory surge

SK Hynix's rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition from China's fast-advancing memory suppliers. The shift could have ripple effects for Taiwanese foundries that currently handle much of South Korea's fabless memory output

Monday 15 December 2025

EDT to start automotive display production in India, eyes growth amid shifting product mix

Emerging Display Technologies (EDT), a panel module manufacturer specializing in mid- to small-size displays, is expanding its high-value product offerings and forming a joint venture with Nippon Seiki to launch mass production of automotive thin-film transistor liquid crystal display (TFT LCD) modules in India by 2027. This initiative underscores the strategic importance of automotive displays as a future revenue pillar amid stable yet challenging growth prospects in 2026

Saturday 13 December 2025

South Korea races to scale nuclear fusion with compact reactors

Amid a global push for carbon neutrality and soaring electricity demand, nuclear fusion is moving back into the spotlight—not as a distant scientific aspiration, but as a potential near-term solution. With major reactor projects delayed and energy needs growing, countries are reassessing the traditional Tokamak-based R&D path and seeking faster, more agile alternatives

Saturday 13 December 2025

Gemtek eyes 100x shipment growth in India with optical and AI modules by 2026

Gemtek Technology aims to significantly expand shipments to India with new investments in optical communications and AI system-on-module sectors. The networking company plans a 100-fold increase by early 2026, contingent on national certification of its Wi-Fi over mmWave Technology (WoMT) in India

Friday 12 December 2025

Camellia expands automotive sector revenue with three-phase Southeast Asia strategy

Steel bar and wire maker Camellia Metal has steadily grown sales from the automotive sector, increasing the sector's share of revenue from 33% in 2023 to 39% in 2025 despite challenging conditions. The company is actively expanding into the Southeast Asian market with a three-stage plan aimed at competing against established Japanese supply chains

Friday 12 December 2025

Nvidia-certified acquisition positions Lens Technology for rapid expansion in AI servers

Amid the global AI surge, Lens Technology acquired PMG International to gain a 95.1% stake in Yuans Technology, an Nvidia-certified supplier specializing in liquid cooling and server racks. This strategic move enhances Lens's capabilities in AI server hardware, complementing its consumer electronics expertise

Friday 12 December 2025

AWS to invest US$7 billion in Telangana cloud infrastructure expansion over 14 years

Amazon Web Services (AWS) has signed a long-term framework agreement with the Telangana government to invest US$7 billion in expanding its cloud data-center infrastructure in Hyderabad over the next 14 years. The deal was finalized during the Telangana Rising Global Summit held on December 8–9 and announced on Thursday

Friday 12 December 2025

Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC) while simultaneously mandating the use of domestic processors across state sectors to circumvent US export controls

Friday 12 December 2025

J&B International launches Vietnam plant, treats sports event orders as bonus

J&B International has initiated operations at its new Vietnam factory, shifting the site from Binh Phuoc to Dong Nai Province. CEO Clive Hsiao said the land purchase and plant design are complete, with environmental reviews underway. Construction is expected to start soon, targeting completion by end-2026 and trial production in first quarter 2027

Friday 12 December 2025

Mexico's tariff hike threatens India's auto exports as duties rise to 50% from 2026

Mexico's decision to impose import tariffs of up to 50% on goods from countries without free trade agreements is set to hit Indian exporters hard, particularly automakers. The new duties, effective January 1, 2026, will apply to more than 1,400 products ranging from vehicles and auto components to steel, plastics, and textiles

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AWS Joint Innovation Center Kaohsiung Showcases Startups Accelerating Enterprise Modernization and Smart City Innovation

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