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

Chennai-based Mindgrove Technologies is charting a path from prototype to mass production of secure IoT chips, betting on cost efficiency, regulatory compliance, and deep partnerships to win global customers

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

For Taiwan's display solutions provider Data Image, 2025 will be a fruitful and pivotal year. The company is shifting its focus from primarily touch panel products to more advanced display system solutions, with particular emphasis on large professional ship displays, according to CEO Phil Yu

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

China has introduced fresh regulatory measures to reinforce state control over its rare earth sector, further cementing its position as the world's dominant supplier of the strategic materials used in electric vehicles, wind turbines, and advanced electronics

OpenAI announced plans to open a corporate office in New Delhi, India, its second-largest market for the firm, in the coming months. The company has begun hiring locally, posting job openings for experienced sales professionals, according to Bloomberg and TechCrunch