DIGITIMES Asia news

Thursday 18 September 2025

Samsung chair inspects OLED plant as Apple competition heats up

Samsung Electronics chairman Lee Jae-yong made a high-profile visit to Samsung Display's (SDC) Asan complex in South Korea, signaling the company's push to stay ahead in the intensifying OLED race. The site is developing an 8.6-generation OLED production line for IT devices, with mass production slated for 2026 to serve Apple and other international customers

Thursday 18 September 2025

RaaS model key to turning around South Korea's robot industry losses

Despite rising labor costs and challenges from a declining birthrate and aging society, South Korea's robotics market has failed to meet high demand expectations. Many robotics companies are facing revenue declines and increasing losses in the first half of 2025. According to South Korean startup BigWave Robotics, the robot as a service (RaaS) business model will be the solution to address insufficient robot demand and navigate the emerging humanoid robot era

Thursday 18 September 2025

Japanese chipmakers abandon legacy lines, rattling automakers

As the world races ahead with cutting-edge advances in artificial intelligence, the automotive sector faces a quieter but potentially disruptive challenge: the slow, steady disappearance of legacy semiconductor manufacturing

Thursday 18 September 2025

Tencent Cloud embraces Chinese semiconductor ecosystem in shift from Nvidia, AMD

Tencent said its cloud business has fully integrated with China's mainstream domestic chips, marking a milestone in its AI and cloud computing roadmap unveiled at the 2025 Tencent Global Digital Ecosystem Summit

Thursday 18 September 2025

Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip

Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already adopted domestic or in-house processors, the 'BAT' tech giants are accelerating a pivot away from Nvidia's dominance in advanced computing

Thursday 18 September 2025

Baidu's Kunlun chip nab China Mobile contract, but still trails Huawei Ascend ecosystem

Baidu, one of China's leading internet companies, has cultivated its in-house Kunlun chip for years and recently secured a significant contract with China Mobile, marking the first step in its commercialization process of supplying external customers

Thursday 18 September 2025

Commentary: Jack Ma returns to steer Alibaba Cloud and AI strategy toward 'China's Oracle' vision

Alibaba Group founder Jack Ma has stepped back into the spotlight, reclaiming a central role in the company's strategy after years of relative absence since his 2019 exit as chairman. Multiple reports suggest Ma is once again actively steering key decisions, with a sharpened focus on artificial intelligence and Alibaba Cloud — areas critical to the company's long-term competitiveness

Thursday 18 September 2025

Nissan launches cost reduction project with expanded use of China-made components and logistics optimization

Nissan Motor held a media briefing on September 17 to outline its plans to reduce variable costs in vehicle production, aiming to cut JPY250 billion (approx. US$1.7 billion) by fiscal 2026 (April 2026-March 2027) compared with fiscal 2024. The company plans to achieve these savings through wider adoption of Chinese-made components and a review of logistics operations, according to reports by Nikkei and Reuters

Thursday 18 September 2025

White House taps Samsung for health tech initiative, sidelining Chinese rivals

Samsung Electronics is the only South Korean tech company invited to a new US government initiative focused on modernizing the nation's healthcare system. The program, dubbed "Make Health Tech Great Again," is a public-private partnership launched by US President Donald Trump

Thursday 18 September 2025

EU and Japan plan joint rare earth development in Greenland to reduce reliance on G2 supply

Amid uncertainties posed by major powers such as the US and China, Japan and Europe are strengthening their ties. The scope of Japan-EU cooperation could potentially expand to include the development of rare earth resources in Greenland

Thursday 18 September 2025

Tencent opens AI platform, aligns with domestic chips, and doubles overseas cloud scale

Tencent Holdings has unveiled its most comprehensive AI and cloud strategy to date, opening its artificial intelligence capabilities and confirming full compatibility with China's mainstream domestic processors. The company framed AI as a core driver of industrial efficiency and global expansion, aligning with Beijing's tech self-sufficiency agenda amid tightening US export restrictions

Thursday 18 September 2025

Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power

Just as Washington and Beijing are preparing to resume trade talks, China's State Administration for Market Regulation (SAMR) has thrown a wrench into the works. The agency accused Nvidia of violating the country's antitrust laws, putting the company back in the spotlight just months after a controversy over its H20 chips had begun to fade

Thursday 18 September 2025

SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges

Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven by the rapid expansion of artificial intelligence, with high-bandwidth memory, or HBM, emerging as the key growth engine for the sector

Thursday 18 September 2025

Hanwha Semitech stakes early lead in hybrid bonding race for SK Hynix's HBM4

Hybrid bonding machines are set to become critical by 2027, when chipmakers move into mass production of 20-layer, sixth-generation high-bandwidth memory (HBM4). Global equipment suppliers are racing to bring their systems to market ahead of that transition

Thursday 18 September 2025

Global power shift: How Chinese EVs are redefining the auto market

While North American consumers have yet to feel the full force of the shift, a seismic transformation is quietly rippling through the global auto industry—one that originates not in Detroit, Tokyo, or Munich, but in China. Over the past five years, Chinese electric vehicles (EVs) have surged from the fringes to the forefront of the automotive world, triggering what experts increasingly describe as a market "tsunami" that threatens to upend the status quo

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