DIGITIMES Asia news

Friday 17 April 2026

Lens Technology swings to loss on weak smartphone demand, FX pressure

Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues to position itself across AI-driven hardware segments

Commentary: Robots are selling, but profits are not; data is the real prize

Friday 17 April 2026

Samsung's VD division reviews China strategy as local rivals gain ground

Friday 17 April 2026

China outlines AI-led investment push and industrial upgrading under new five-year plan framework

Friday 17 April 2026

Analysis: ASML lifts 2026 guidance on strong EUV demand

Friday 17 April 2026

LATEST STORIES

Monday 20 April 2026

India notifies Dholera chip SEZ, signaling diversification of global semiconductor supply chain

India's notification of a special economic zone in Dholera for the country's first chip fabrication plant marks a potential turning point in global semiconductor supply chains, promising a new manufacturing hub that could attract investment, create skilled jobs, and reduce import dependence — part of a broader international effort to diversify electronics production worldwide

Monday 20 April 2026

Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition

China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying competition signal a tougher next phase

Monday 20 April 2026

South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints

South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening wafer capacity and rising memory costs. The company said it has secured more than 30 purchase orders and is targeting US$40 million in revenue in 2026, supported by demand for low-power, cost-efficient AI chips

Monday 20 April 2026

Chinese auto parts chain expands amid smart and electric vehicle surge

China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that China's adoption of advanced driver-assistance systems (ADAS) and intelligent cockpits in new cars has rapidly outpaced other regions, reaching significant penetration, especially in mid- to high-end models. Electric vehicles (EVs) have overtaken internal combustion engine cars as the sales leader in the passenger car segment, with the speed and scale of this transformation surpassing prior market expectations

Monday 20 April 2026

India's smartphone shipments fall 3% amid cost pressures and weak demand

India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish demand squeezed volumes and margins. The downturn — and the further price pressures expected ahead — could affect device availability, pricing strategies, and earnings across manufacturers and retailers

Monday 20 April 2026

US's China containment shifts Taiwan firms' investment strategies

Taiwanese companies are shifting investment and repatriation patterns as the US-led containment policy and global resistance to Chinese tech firms reshape cross-strait business dynamics, potentially affecting supply chains, foreign investment flows, and technology partnerships worldwide, and prompting multinationals and policymakers to reassess exposure to China across manufacturing and finance sectors

Monday 20 April 2026

Odisha to break ground on India's first advanced 3D chip packaging unit

Odisha broke ground on India's first advanced 3D chip packaging unit on April 19, 2026, a move that could reshape global semiconductor supply chains by adding high-end heterogeneous integration capacity in South Asia, attracting investment for aerospace, defense, artificial intelligence (AI), 5G, and data center applications, and creating jobs

Monday 20 April 2026

Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5

Memory makers are accelerating the phase-out of older mobile DRAM generations, with policies on LPDDR4 and DDR4 increasingly converging toward end-of-life (EOL) management as the industry shifts capacity toward higher-value LPDDR5, LPDDR5X, and server-class memory products

Monday 20 April 2026

Lens supplies 132 core components for Honor humanoid robot program, reinforcing role in embodied intelligence manufacturing

Lens Technology supplied 132 types of core metal structural components for Honor's humanoid robot program, underscoring its expanding role in embodied intelligence manufacturing and signaling increased global industrial capacity in robot production, supply-chain integration, and overseas facility expansion that could affect robotics availability and development worldwide

Monday 20 April 2026

Samsung tests domestic EUV masks to cut Japan reliance at 4nm

Samsung Electronics has begun testing domestic EUV blank masks in its 4nm foundry production line, a shift aimed at cutting reliance on Japanese suppliers and tightening control over critical chipmaking materials

Monday 20 April 2026

DeepSeek reportedly weighs first external fundraising as AI competition intensifies

Chinese AI startup DeepSeek is considering raising external funding for the first time, a move that would mark a significant shift for a company that has so far relied on backing from its parent, hedge fund High-Flyer Capital Management, according to a report by The Information, citing five people familiar with the matter

Monday 20 April 2026

China's humanoid robot half-marathon highlights rapid advances in autonomy and system integration

A humanoid robot half-marathon held in Beijing's Yizhuang development zone on April 19, 2026, has highlighted the rapid evolution of robotics technology, with autonomous machines demonstrating major gains in speed, stability, and decision-making compared with the previous year

Monday 20 April 2026

India roundup: China's supply-chain squeeze tests India's industrial rise

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure as China tightens control over critical battery and EV technologies, while TCL considers restructuring its India TV unit and Taiwan's Rapidtek partners with India's HEX20 in satellite development, according to DIGITIMES reports. Separately, the UK has confirmed GBP380 million in support for Tata's Agratas battery plant in Somerset, underscoring intensifying global competition to secure EV and advanced manufacturing supply chains

Sunday 19 April 2026

Corning leads glass substrate race as South Korea's KCC and LX Glass face steep challenges

Glass core substrates, valued for their low dielectric loss and warpage reduction, are key to next-generation advanced semiconductor packaging. In South Korea, traditional glass makers KCC Glass and LX Glass have entered R&D efforts to capture market opportunities

Sunday 19 April 2026

Wage protests in Northern India disrupt electronics output as Uttar Pradesh raises pay

Worker protests broke out in mid-April across the Noida–Greater Noida industrial belt, a major center for smartphone and electronics manufacturing, disrupting factory operations and prompting a government response. The demonstrations were concentrated in industrial zones such as Phase-2 and Sector 60, where thousands of workers gathered to demand higher wages and improved working conditions

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