DIGITIMES Asia news

Thursday 23 October 2025

Samsung, SK Hynix race to build US chip capacity

As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully amid rising US–China tensions will depend on their ability to quickly establish stable production in the US, and on government efforts in navigating tariffs and other policies, according to South Korean media reports

Inventec's tie-up with Dixon marks renewed Taiwanese investment in India's electronics supply chain

Thursday 23 October 2025

China's polarizer push leaves Taiwan rivals fighting for survival

Thursday 23 October 2025

China's YMTC aims for fully local chip production, but can it deliver?

Thursday 23 October 2025

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Friday 24 October 2025

Korean firm wins top innovation award for transparent 5G/6G antenna technology

Automotive electronics manufacturer THN grabbed a Top Innovation Technology Award here on October 23 at the Future Innovation Technology Expo (FIX 2025) for its breakthrough transparent antenna technology. Dubbed 'FlexClear,' the system aims to enable high-speed, low-latency 5G and 6G connectivity for vehicles without using traditional external antennas. THN was one of nine top winners among thirty companies honored at the Daegu event

Thursday 23 October 2025

SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design

Samsung Electronics and SK Hynix unveiled their next-generation high-bandwidth memory (HBM4) at SEDEX 2025 in South Korea, marking Samsung's first public display of an HBM4 sample domestically. The launch drew strong attention as the two memory leaders showcased contrasting strategies for the next stage of AI memory development

Thursday 23 October 2025

Analysis: China's EV market awaits BMW's Neue Klasse in 2026

BMW's all-new iX3 — the first SUV on its Neue Klasse electric platform — is drawing strong early blind orders in Germany. But the model's fate will be decided in China, not Europe. And that reckoning begins in 2026

Thursday 23 October 2025

Samsung set to roll out Ballie AI robot in Vietnam with launch imminent

Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed device is finally nearing mass production

Thursday 23 October 2025

SK Hynix poised to benefit fully from DRAM demand as 'FOMO' rises

SK Hynix is positioned to thoroughly capitalize on the ongoing memory supercycle, driven by its superior DRAM technology and mass production capabilities, according to analysts

Thursday 23 October 2025

Quanta server revenue up 50%, expanding US and Thailand capacities

Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion, he expects 2025 to once again be an excellent year. Yang shared that Quanta aims to become a collaborator in intelligent production systems

Thursday 23 October 2025

Teco and Foxconn to launch substantial AI data center cooperation in 2026

Teco and Foxconn are advancing their strategic partnership, focusing on AI data centers (AIDC), with plans to initiate concrete collaboration as early as 2026. Teco chairman Morris Li said in an interview on October 22, 2025, that both sides have established a dedicated project team communicating daily, steadily advancing the initiative

Thursday 23 October 2025

ByteDance founder breaks silence with a return tied to AI strategy

First, it was Jack Ma, followed by Zhang Yiming. Since early 2025, the quiet reappearances of these two iconic Chinese tech founders have reignited public curiosity and debate, highlighting shifting dynamics in China's technology leadership landscape

Thursday 23 October 2025

Micron challenges Samsung, SK Hynix with LPCAMM2; AI laptop memory heats up

Micron is joining the LPCAMM2 race dominated by Samsung and SK Hynix in the next-generation AI notebook memory market. Following the high-bandwidth memory (HBM) surge, the AI notebook semiconductor sector is evolving into a three-way competition

Thursday 23 October 2025

Airbus expands in China as US export threats ground Boeing

Airbus activated its second A320 final assembly line in Tianjin on October 22, 2025, aiming for full operation by early 2026 to support a global production target of 75 aircraft per month by 2027. This expansion highlights China's strategy to diversify its aircraft supply chain amid US export restrictions on Boeing parts, signaling strengthened Airbus-China cooperation during geopolitical tensions

Thursday 23 October 2025

Samsung reshapes executive leadership as Chairman Lee Jae-yong accelerates new strategy

Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device eXperience (DX) head Roh Tae-moon is expected to be officially appointed to the position, and rumors suggest that personnel changes may also affect Device Solutions (DS) leader Jun Young-hyun. Since these divisions form the two main pillars of Samsung's core businesses, the potential reshuffling of these two leadership positions has drawn keen attention

Thursday 23 October 2025

SK On's answer to China's battery sector ascent: high-nickel, high-voltage

As electric vehicles (EVs) advance toward higher performance, software-defined architectures, and greater power demand, SK On is reinforcing its high-nickel cathode technology to boost fast-charging capability, cycle life, and system safety. The company is also diversifying its product mix with high-voltage mid-nickel, cylindrical, and prismatic cells to counter the rapid ascent of China's battery industry

Thursday 23 October 2025

ByteDance's Doubao tops DeepSeek as China's leading AI app

ByteDance's large language model (LLM) Doubao (Cici) has quickly emerged as an unexpected front-runner in China's generative AI race. Launched in 2023, the app harnesses ByteDance's vast traffic ecosystem and its deep integration with Douyin to overtake DeepSeek, making it the country's most-used generative AI platform by monthly active users

Thursday 23 October 2025

As China tightens lithium battery exports, Taiwan's Aleees finds opening

China's sweeping export controls on lithium battery technologies — enacted in July and October 2025 — have effectively erected a "technological iron curtain" around the global electric vehicle and energy storage industries. The new restrictions cover everything from advanced cathode materials and electrolytes to key manufacturing equipment, placing strict limits on what can leave the country

Thursday 23 October 2025

MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai

MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have narrowed sharply—profit before tax came in at a negative CNY183 million, and net loss attributable to shareholders was CNY185.9 million, down 64.28% and 63.74% respectively. The strong rebound comes as MetaX gears up for its Shanghai Stock Exchange (SSE) STAR Market IPO, according to East Money and 163.com

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SK Group partners with OpenAI to advance global AI infrastructure

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