DIGITIMES Asia news

Tuesday 27 January 2026

Commentary: Behind the scenes of Jensen Huang's China trip

While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai

Nexperia supply crisis eases as Honda and GAC restart three China plants

Tuesday 27 January 2026

Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin

Tuesday 27 January 2026

Samsung favors high-margin memory clients, squeezing TV and appliance units

Tuesday 27 January 2026

India, EU strike trade pact as Trump tariffs force global realignment

Tuesday 27 January 2026

LATEST STORIES

Wednesday 28 January 2026

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its production ramp

Wednesday 28 January 2026

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia, the Dutch semiconductor manufacturer owned by China's Wingtech Technology, was forced to temporarily halt shipments, triggering fears of supply-chain disruptions across the automotive sector

Wednesday 28 January 2026

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January 27, 2026, at the 16th India–EU Summit in New Delhi by Prime Minister Narendra Modi and European Commission President Ursula von der Leyen

Wednesday 28 January 2026

KGD joins memory price rally with China vendor raising prices by up to 80%

A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials and critical components. Known Good Die (KGD), long a low-profile yet tightly linked segment of the ecosystem, is now emerging as a key pressure point in the latest pricing surge

Wednesday 28 January 2026

As China races to localize auto chips, Taiwan locks onto upmarket

In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet in key technologies—particularly power semiconductors used in electric vehicle (EV) drivetrains—expertise remains firmly in the hands of European and American integrated device manufacturers (IDMs). These technologies are unlikely to be displaced in the near term

Wednesday 28 January 2026

China's new commercial space plan aims to reshape global space economy by 2027

China's National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027. The plan, unveiled in Beijing, details reforms designed to mobilize private-sector innovation, integrate national resources, and enhance international cooperation in the space industry

Wednesday 28 January 2026

China's TV subsidies lose traction, shipments likely to decline in 2026

China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already lost momentum in the later stages. Although the policy will be extended into 2026, it is expected to struggle to stimulate consumer demand, and TV shipments in China are therefore projected to continue declining in 2026

Wednesday 28 January 2026

South Korea's trade with Vietnam grows strongly; sets export value record in 2025

South Korea's total export value surpassed US$700 billion for the first time in 2025, with Vietnam remaining the third-largest trading partner and the second-largest source of South Korea's trade surplus. Booming semiconductor exports largely drove the growth

Tuesday 27 January 2026

China reportedly enters semiconductor glass substrate market

China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports

Tuesday 27 January 2026

Samsung doubles down on Galaxy A as Chinese brands take half the market

Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment

Tuesday 27 January 2026

Why South Korea's new AI law left manufacturing outside core rules

South Korea's artificial intelligence industry is bracing for tighter regulation following the implementation of the AI Basic Act, particularly provisions aimed at protecting personal rights. The manufacturing AI segment, however, is widely viewed as gaining a foothold for growth, as its data characteristics, lighter regulatory exposure, and clearer legal grounds for government support are expected to work in its favor

Tuesday 27 January 2026

Micron breaks ground on US$24 billion advanced NAND fab in Singapore

Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24 billion over 10 years. The new facility is expected to provide 700,000 square feet of cleanroom space, with wafer production scheduled to begin in the second half of 2028, aiming to meet growing demand for NAND memory driven by AI and data-intensive applications

Tuesday 27 January 2026

Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Samsung Electronics and LG Electronics unveiled new RGB Mini-LED televisions at the CES 2026 trade show, signaling a strategic bet on refined LCD backlighting to shore up their TV strategies

Tuesday 27 January 2026

AI and localization reshape China's semiconductor supply chain as price hikes arrive

After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory adjustments and price bottoms starting in 2025. While China's electronics sector has yet to fully recover, AI infrastructure, high-performance computing (HPC), automotive, and industrial control applications are driving a new AI-led pricing cycle across components and semiconductor supply chains

Tuesday 27 January 2026

Trump's 25% tariff move against South Korea paints hard line on unratified trade deals

U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark message to US allies: domestic legislative delays will no longer be tolerated

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