China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC in market value for the first time, while DeepSeek's large language model has triggered another spike in processing demand, putting fresh focus on domestic chip design service providers
Apple has reportedly filed a lawsuit against Chinese smartphone maker Oppo and a former employee, accusing the engineer of stealing sensitive information about Apple Watch technology and passing it to his new employer
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia CEO Jensen Huang stated that once purchase orders from China are received, Nvidia will have a large inventory of H20 chips ready for shipment
DeepSeek has introduced its new large language model, DeepSeek-V3.1, featuring a key upgrade: the "UE8M0 FP8 Scale" precision format. The company emphasized that the format was tailored for next-generation Chinese AI chips
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August 27, 2025, Eastern Time. Market anticipation centers on three key issues: changes in AI chip demand structure, the ramp-up of Blackwell chip production capacity, and developments regarding the resumption of sales in the Chinese market following export restrictions
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin businesses such as DRAM and advanced packaging
China's computing power for artificial intelligence is expanding at a blistering pace, with capacity expected to rise more than 40% this year, according to the Ministry of Industry and Information Technology. As of the end of June 2024, China had deployed 10.85 million standard racks in AI-focused data centers, reaching a total scale of 788 exaflops
Intel is reportedly preparing to license its glass core substrate (GCS) technology, reversing course from its earlier plan to commercialize the technology in-house. The pivot could turn Intel from a prospective supplier into a customer, opening opportunities for Samsung Electro-Mechanics (Semco) and Absolics Inc
During his recent visit to South Korea, Microsoft founder Bill Gates met with SK Group Chairman Chey Tae-won to discuss future cooperation in the energy sector, particularly small modular reactors (SMRs). The two sides agreed to deepen their business ties and strategic partnerships, drawing significant attention from the global nuclear industry
Huaqin Technology, a leading global intelligent hardware platform company, announced on August 22, 2025, that it will issue H-shares and seek a main board listing on the Hong Kong Stock Exchange (HKEX). The offering will account for no more than 8% of its enlarged share capital, excluding the overallotment option, and is aimed at boosting the company's overseas financing capacity and global presence
The acquisition contest for Japan's NTC thermistor manufacturer Shibaura Electronics is approaching its conclusion, with the final outcome now dependent solely on regulatory approval, reports Nikkei
Samsung Electro-Mechanics (Semco) has recently adjusted its IC substrate supply chain, appointing Mitsubishi and Resonac as the primary suppliers for key materials such as copper-clad laminates (CCL). Industry observers view the move as a response to changes in Semco's advanced build-up film (ABF) substrate business
Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move that could reshape competition in China's precision optics market amid surging demand for artificial intelligence (AI) and augmented reality (AR) hardware
The US tariff policies have disrupted global supply chains, hitting South Korea not only by imposing a 15% reciprocal tariff but also by impacting the ASEAN countries where South Korea has actively invested. Moving forward, South Korea must proactively develop an ASEAN strategy and seize opportunities in the artificial intelligence (AI) market
Below are the key DIGITIMES Asia stories from August 11 to 17, 2025. Firstly, a recent teardown confirms that Huawei's Kunpeng 930 chip still relies on TSMC's outdated 5nm process due to US sanctions that restrict its data center growth. Meanwhile, Google has made a significant move by launching the Gemma 3 AI model with 270 million parameters, explicitly designed to lower power consumption on mobile devices. Concurrently, China has successfully unveiled its first homegrown electron-beam lithography machine, although it faces substantial challenges in achieving mass production
