DIGITIMES Asia news

Wednesday 29 April 2026

Apple supplier Luxshare sees profits rise, but cash flow remains weak

Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative operating cash flow underscored pressure on earnings quality

Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race

Wednesday 29 April 2026

China OSAT leader JCET expands in advanced packaging, profit climbs

Wednesday 29 April 2026

Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack

Wednesday 29 April 2026

US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

Wednesday 29 April 2026

LATEST STORIES

Thursday 30 April 2026

Cambricon earnings surge on AI compute demand

China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning reshape the domestic AI chip market

Thursday 30 April 2026

SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry

SK Group chairman Chey Tae-won urged South Korea to pursue deep economic integration with Japan to gain strategic influence amid US-China tech tensions, arguing that a larger Korea-Japan bloc could reshape global bargaining power in energy, semiconductors, and AI infrastructure, with implications for markets and diplomacy worldwide

Thursday 30 April 2026

LG Electronics and Nvidia to explore AI partnership in robotics, data centers, and mobility

South Korea's LG Electronics and US chipmaker Nvidia are exploring a potential partnership spanning robotics, AI data centers, and mobility, signaling how traditional hardware companies are repositioning for the next phase of AI

Thursday 30 April 2026

Nissan's restructuring yields operating profit, but net loss persists as sales slump

Nissan Motor's three-year Re:Nissan plan is beginning to show results, forecasting operating profit for fiscal 2026 despite falling sales. For international stakeholders, this signals that currency moves, regulatory shifts, and aggressive cost cuts can restore profitability even as restructuring costs and market declines reshape alliance and production strategies worldwide

Thursday 30 April 2026

China photonics chipmaker Lightelligence lists in HK, CPO commercialization in focus

As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On April 28, 2026, China-based silicon photonics chip developer Lightelligence debuted on the Hong Kong Stock Exchange, with its share price surging at the open and its market capitalization briefly reaching HK$77.8 billion (US$10 billion)

Thursday 30 April 2026

China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure

After a widespread malfunction involving Baidu's Apollo Go robotaxi service in Wuhan left passengers stranded and disrupted traffic, Chinese authorities have reportedly suspended the issuance of new autonomous driving permits. It marks at least the second time regulators have halted approvals following an incident linked to Baidu

Thursday 30 April 2026

Samsung SDI narrows loss as General Motors joint venture delay spurs LFP review

Samsung SDI reported a sharply reduced operating loss for the first quarter of 2026 as its US joint venture with General Motors (GM) is reviewing a delay to its production timeline, according to company disclosures, Korean media reports, and industry sources

Thursday 30 April 2026

Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup

Taiwan President Lai Ching-te has pledged to transform Taiwan into an "AI island," with a key focus on developing an all-photonic network (APN). The National Science and Technology Council (NSTC) is acquiring APN technology from Japan's NTT and collaborating with Chunghwa Telecom (CHT) and Accton Technology to advance this initiative. Industry experts say the APN is designed to support applications through low latency and enhanced computing resilience, in line with government goals for digital robustness and computing backup

Thursday 30 April 2026

Analysis: Chinese smart home brands outpace Western rivals with relentless innovation

Chinese smart home appliance brands have swept across global consumer markets on the strength of youthful, innovative brand images. Analysts point to one defining trait: product iteration cycles so fast that even European and American rivals struggle to match them. That pace, combined with a recent wave of acquisitions targeting Western and Japanese brands, has given Chinese makers growing momentum and an increasingly firm grip on the global home appliance market

Wednesday 29 April 2026

China memory chip designer Montage lifts profit on DDR5, AI server demand

China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation memory technologies

Wednesday 29 April 2026

China's GPU IPO wave meets its hardest test: cluster stability

China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability, software maturity, and cost efficiency are emerging as the real constraints

Wednesday 29 April 2026

Commentary: China's chip-model strategy pressures Nvidia's AI economics

The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend chips as viable alternatives to Nvidia GPUs, DeepSeek reframes competition beyond software versus hardware. The shift cuts deeper, reshaping how AI systems are architected from the ground up

Wednesday 29 April 2026

Meta reportedly to cancel Manus acquisition as China clamps down on 'Singapore washing' in AI

After China's National Development and Reform Commission (NDRC) banned Meta's acquisition of AI startup Manus, the social media giant is reportedly preparing to unwind the deal and allow the founding team to exit in compliance with the cancellation. Original investors, including Tencent, HSG, and ZhenFund, have pledged cooperation should Meta finalize the termination

Wednesday 29 April 2026

Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling

Superior Plating Technology announced a groundbreaking for a new factory in Ayutthaya, Thailand, with the first phase involving an investment of NT$300 million (US$9.52 million) for construction and equipment to establish a high-end transformation hub for optical communications and hard disk drives. The facility is expected to be completed by the end of 2026, with mass production beginning after client validation and the company aiming to double production capacity by year-end

Wednesday 29 April 2026

CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up

On April 27, CATL and HyperStrong signed a strategic cooperation agreement for sodium-ion batteries, marking what multiple reports described as a major step toward large-scale commercialization of the technology. According to Jiemian and Security Times, the two companies agreed on a three-year, 60GWh supply contract, which CATL said is "the largest sodium-ion battery order globally to date." The deal was signed in Ningde, Fujian province

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