DIGITIMES Asia news

Wednesday 25 February 2026

US says no H200s were cleared for China since Trump's go-ahead

Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book. Two months after the Trump administration signaled it would allow limited H200 sales to China, not a single chip has been approved, a senior US export enforcement official has confirmed

US tariff ruling sparks transatlantic tensions, European auto industry on edge

Wednesday 25 February 2026

Commentary: How China's AI firms are mining Claude—and why it matters to supply chains and export controls

Wednesday 25 February 2026

Z.ai apology over GLM-5 rollout highlights operational risks for AI firms as valuation soars

Wednesday 25 February 2026

Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

Wednesday 25 February 2026

LATEST STORIES

Wednesday 25 February 2026

Without memory chips, Korea's semiconductor edge over China erodes, KIET warns

As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in a state of co-opetition rather than clear leadership

Wednesday 25 February 2026

SK Hynix signals seller's market as memory prices set to climb all year

SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market," with prices expected to climb throughout 2026

Wednesday 25 February 2026

Chinese IC design house hit by open-source license dispute after GitHub freezes code

China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor and software industries to open-source compliance risks

Wednesday 25 February 2026

China's humanoid robot Big 5 confirms participation in Smart Factory & Automation World 2026

As the global manufacturing and robotics industry shifts towards humanoid robots, China's world-leading Big 5 humanoid robot companies will gather in Korea for the first time this March. Asia's leading manufacturing AX expo, Smart Factory & Automation World (AW) 2026, announced on February 12 that key companies spearheading the global humanoid robot industry have confirmed their participation

Wednesday 25 February 2026

China targets fivefold jump in advanced chip output to fuel AI expansion

China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar with the matter cited by Nikkei Asia

Wednesday 25 February 2026

India's Kaynes Semicon deepens ties with Synopsys in push toward advanced packaging

Kaynes Semicon, the semiconductor assembly and test arm of Kaynes Technology India Ltd., has adopted engineering simulation software from Synopsys to strengthen its outsourced semiconductor assembly and testing (OSAT) operations, as part of a broader strategy to expand into advanced chip packaging

Wednesday 25 February 2026

US issues preliminary countervailing duties on solar cells from India, Indonesia, and Laos

The US Department of Commerce has announced preliminary affirmative determinations in its countervailing duty investigations into crystalline silicon photovoltaic cells from India, Indonesia, and Laos, setting proposed subsidy rates that could significantly raise import costs if finalized

Wednesday 25 February 2026

China AI server buildout strains optical module, MLCC capacity

China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure expansion

Wednesday 25 February 2026

Elon Musk recruits South Korean chip talent as HBM sparks global war

Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the country's skilled workforce

Tuesday 24 February 2026

Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem

Tuesday 24 February 2026

IBM opens AI GovTech Innovation Center in Lucknow, signals quantum and cloud investments in India

IBM on February 22 inaugurated an AI GovTech Innovation Center in Lucknow, India, as part of a broader push to position artificial intelligence (AI) as core infrastructure for public-sector modernization, while also outlining plans to expand investments in quantum computing, cloud, and semiconductor design in the country

Tuesday 24 February 2026

Spring Festival Gala propels Unitree and three humanoid robot startups toward IPO spotlight

China Central Television's 2026 Spring Festival Gala became a showcase for humanoid robots. Unlike last year's polarizing yangko performance, this year's high-difficulty routines drew broad approval. Four humanoid robot companies appeared in rotation, as the national platform would likely boost their capital market appeal

Tuesday 24 February 2026

South Korean battery leaders ramp up LFP production for North American ESS market

The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea's three leading battery manufacturers—LG Energy Solution (LGES), Samsung SDI, and SK On—to expand lithium-iron-phosphate (LFP) battery mass production. Industry insiders cited by Ddaily reveal that these companies are accelerating preparations to produce ESS-grade LFP batteries locally in the US

Tuesday 24 February 2026

Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back

Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced the proposals, citing South Korea's domestic political environment and public sentiment

Tuesday 24 February 2026

AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at the 2026 Trans-Pacific Dialogue in Washington, SK Group Chairman Chey Tae-won said demand for AI memory is distorting supply chains and pledged to expand production of what he described as "monster chips.

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