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    Jahwa to expand actuator factory to meet Apple orders
    5h 32min ago
    China's AI chip market nears RMB 2 trillion with Cambrian and Hygon leading
    5h 32min ago
    Google TPU demand remains strong with 2026 production capped by CoWoS and memory bottlenecks
    5h 32min ago
    Commentary: How rising East Asia geopolitical tensions impact supply chains?
    5h 32min ago
    Chinese native GPU firms accelerate capital market entries amid AI chip race
    5h 32min ago
    SK Hynix to adopt hybrid bonding for 300-layer V10 NAND in 2027
    5h 32min ago
    HomeRegionsEast Asia
    Monday 8 December 2025
    Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

    The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's auto market is headed. After an on-site review of the show, DIGITIMES identified three defining trends for China's 2025 model-year vehicles: the rise of 800V high-voltage architectures, the rapid adoption of roof-mounted front LiDAR, and the emergence of multi-screen cabins. Together, these features are becoming essential for any carmaker hoping to compete in the world's largest auto market

    SK Hynix restructures global operations amid reported HBM4 production delay
    Monday 8 December 2025
    Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability
    Monday 8 December 2025
    3Q25 global top 20 EMS/ODM rankings: Chinese firms shift to automotive electronics and AI servers
    Monday 8 December 2025
    Tesla mounts late-2025 China comeback as Europe sales crater
    Monday 8 December 2025
    LATEST STORIES
    Monday 8 December 2025
    Samsung reportedly gains momentum in foundry and memory with improved 4nm yields
    Samsung Electronics is reportedly gaining momentum across its foundry and memory operations as higher yields on its 4nm process and a broad recovery in DRAM demand position the company for a strong finish to 2025. South Korean analysts expect operating profit to reach as much as KRW19 trillion (US$13 billion) in the fourth quarter of 2025, significantly above market expectations
    Monday 8 December 2025
    Geopolitics push AI chip packaging into Taiwan-US duopoly
    Geopolitical realignments are accelerating a reshaping of the global outsourced assembly and test (OSAT) landscape. Industry analysts say that over the next five years, advanced AI-chip packaging capacity will consolidate around two critical hubs: Taiwan and the United States. The key beneficiaries are expected to be ASE Holdings and Siliconware Precision Industries (SPIL) in Taiwan, and Amkor Technology in the US and South Korea
    Monday 8 December 2025
    China expected to surpass Taiwan as second-largest IC design revenue generator by 2026, IDC forecasts
    According to IDC's latest forecast, released on December 5, 2025, China is expected to overtake Taiwan, accounting for the world's second-largest integrated circuit (IC) design revenue starting in 2026. The shift is attributed to China's aggressive pursuit of chip demand autonomy and the rapid emergence of domestic startups focused on edge computing and AIoT markets
    Monday 8 December 2025
    Auto supply chains face stricter demand for non-Chinese standards
    As geopolitical tensions between China and multiple countries intensify alongside China's aggressive expansion into overseas automotive markets, supply chain players reveal that customer demands for non-Chinese standards are becoming increasingly stringent. At the same time, more brand vendors require local production, testing suppliers' capabilities, of expanding their global footprints. Clearly, supply chain players need multiple approaches to address current challenges
    Monday 8 December 2025
    Schmidt says China’s AI ascent is losing lift as capital thins—but the real bubble, he argues, is in doubting AI
    Eric Schmidt, former Google CEO, has warned that China may fall behind the US in artificial intelligence (AI) development due to restricted access to funding. Speaking at a Harvard Kennedy School forum, Schmidt argued that the market currently underestimates AI's potential economic impact and dismissed notions of an AI investment bubble
    Monday 8 December 2025
    South Korea's Enforus tapped as POSCO's hydrogen partner for green steel transition
    Facing intensifying carbon-reduction pressures, traditional steelmaker POSCO Holdings has partnered with South Korean high-temperature water electrolysis firm Enforus to accelerate the domestic development of viable clean hydrogen production. Enforus aims to leverage advanced solid oxide electrolyzer cell (SOEC) technologies to meet rising market demands over the coming decade
    Monday 8 December 2025
    Huawei's Peter Zhou says China's storage stack is stressed yet still primed for global standing
    China's storage industry is at a critical juncture. Surging AI workloads have fuelled a global shortage of high-bandwidth memory (HBM) and pushed storage to the forefront of the semiconductor market. Yet while overseas suppliers have filled HBM capacity through 2027, many Chinese vendors remain trapped in margin-draining price competition that limits innovation
    Monday 8 December 2025
    Huawei founder sees oversupply risk, reveals training of 3,000 chip specialists
    Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global supply of computing capacity may eventually exceed demand. Speaking in Shanghai, Ren also disclosed that Huawei has spent the last three years training more than 3,000 workers to support its advanced chip manufacturing operations as the company continues to navigate extensive US export restrictions
    Sunday 7 December 2025
    South Korea bets on airport GSE to break 90% power chip import lock
    South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric vehicles (EVs), data centers, and emerging mobility markets. Airport ground support equipment (GSE) has emerged as a strategic platform to validate and scale domestic power semiconductor technologies
    Saturday 6 December 2025
    Alibaba Cloud accelerates on AI; Huawei Cloud enters a pivotal leadership transition
    Alibaba and Google have converged on a common view as the US tech giant re-engages in AI: a full-stack strategy is now the price of entry for large-model competition. Both stand among the few "super players" spanning AI chips, cloud infrastructure, foundation models, and large-scale applications
    Saturday 6 December 2025
    Huawei patent reveals DUV method to replicate 2nm-class chipmaking without EUV
    A newly released filing from China's National Intellectual Property Administration (CNIPA) shows Huawei submitted a patent in June 2022 outlining a method to achieve 2nm-class metal line patterning using only deep ultraviolet (DUV) lithography — potentially bypassing US export restrictions on advanced tools. The South China Morning Post reports the technique can create metal pitches under 21nm, a requirement typically met only with ASML's top-tier extreme ultraviolet (EUV) exposure systems, which remain off-limits to Huawei
    Saturday 6 December 2025
    China's expanding AI talent pool key to global tech rivalry with US
    The next stage in the artificial intelligence (AI) competition between China and the US will depend primarily on each country's ability to cultivate, attract, and retain top-tier talent rather than on a full technological separation. Despite geopolitical tensions and tighter immigration rules, both nations remain closely interconnected through the flow of skilled professionals and collaborations in AI research and development
    Saturday 6 December 2025
    CarUX finalizes Pioneer acquisition, eyes growth in smart mobility
    CarUX, a subsidiary of Innolux, completed its acquisition of Japan's Pioneer and formalized the deal at a joint press conference in Tokyo on December 4, 2025. The companies stated that the integration will accelerate the development of next-generation smart mobility systems and enhance their ability to supply in-vehicle technologies to global automakers
    Friday 5 December 2025
    Strong EV sales don't guarantee profits for Xiaomi's supply chain

    Xiaomi's electric vehicle has dominated headlines since its debut, and its sales have been impressive by any measure. But that excitement has not been evenly felt across the supply chain. While some upstream suppliers are benefiting, downstream manufacturers say they are not seeing the same lift

    Friday 5 December 2025
    Broadcom CEO visits South Korea as Samsung HBM4 reportedly obtains Google TPU certification
    Update: Samsung has since reached out to DIGITIMES and denied this report. The company also declined to provide more details
    1/131 pages
    Research Report Database
    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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