DIGITIMES Asia news

Monday 13 October 2025

Samsung and SK Hynix drive next memory super cycle

AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have recently accelerated the construction of new plants to meet strong demand expected through 2027

Monday 13 October 2025

Geopolitics and protectionism test China's auto dominance in Russia

When global automakers fled Russia in the wake of its full-scale invasion of Ukraine, Chinese car companies moved in with astonishing speed, flooding the market with affordable vehicles and quickly dominating the country's roads

Monday 13 October 2025

India roundup: AI firms accelerate R&D expansion in India

Anthropic and Graphcore plan to tap Indian talents and huge market potential by expanding local presence as Nvidia and OpenAI have shown interest in the country

Saturday 11 October 2025

Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics

Nvidia has reportedly confirmed it will use Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) in its latest AI accelerator, the GB300. Additionally, Samsung plans to purchase 50,000 Nvidia GPUs, a move the industry interprets as accelerating Samsung's AI transformation and further solidifying its alliance with Nvidia

Friday 10 October 2025

Beijing targets Qualcomm and TechInsights in widening tech crackdown

China has intensified its regulatory actions against foreign companies amid escalating tensions with the US, launching an antitrust investigation into Qualcomm while adding several US defense and technology firms — including TechInsights — to its Unreliable Entity List. The moves come as Beijing seeks to assert greater leverage in ongoing US-China trade and technology talks

Friday 10 October 2025

New H-1B fee surge forces Indian tech firms to rethink global workforce plans

The US government has implemented new regulations for the H-1B visa program, requiring applicants to pay fees reaching up to US$100,000. The change is having significant consequences for Indian professionals pursuing employment opportunities in the US, given that roughly 70% of H-1B applicants originate from India, according to Bloomberg. Employer-sponsored by nature, the H-1B visa is critical in facilitating temporary skilled work assignments, especially in information technology sectors

Friday 10 October 2025

China's top-four TV brands dominate 90% of surging miniLED market

MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with over 90% of the market dominated by the top-four brand vendors: Hisense, TCL Technology, Skyworth, and Xiaomi

Friday 10 October 2025

FuriosaAI leads South Korea's physical AI push

As South Korea aims to become a top-three global AI powerhouse, neural processing unit (NPU) startup FuriosaAI envisions AI's ultimate evolution into physical AI. The company believes South Korea possesses the necessary industry and talent foundation to accelerate the development of energy-efficient AI accelerators and integrated hardware-software solutions for data centers and diverse physical AI applications

Thursday 9 October 2025

US expands export controls, citing Chinese firms' support for Hamas and Houthis

The US Department of Commerce's Bureau of Industry and Security (BIS) announced on October 8, 2025, that it is placing 29 Chinese and Hong Kong entities onto its strengthened Entity List—a move that bans or severely restricts US exports to those organizations without special approval. The decision, BIS said, targets firms suspected of supplying Iran-backed armed groups like Hamas and the Houthis in Yemen with drones built using US electronic components

Thursday 9 October 2025

Foxconn walks away from Nissan factory deal amid stalled talks

Struggling with prolonged financial headwinds, Nissan Motor Co. has announced plans to shutter one of its core production sites, the Oppama plant, by March 2028. Talks to sell the facility to Taiwan's Foxconn, a major electronics and electric vehicle manufacturer, have collapsed after months of stalled negotiations

Thursday 9 October 2025

Commentary: China's TGV ambitions face an uphill battle

China's development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles, including high process complexity, reliance on imported equipment, cost-yield balance issues, fragmented supply chains, patent barriers dominated by Japan, South Korea, and the US, and long research and development cycles

Thursday 9 October 2025

China tightens rare earth export controls with new ban on overseas assistance

China's Ministry of Commerce issued two major new rare earth regulations on October 9, 2025, including a landmark rule that imposes export controls on rare earth technologies and explicitly prohibits Chinese citizens, legal entities, and organizations from providing any substantial assistance or support to overseas rare earth activities without permission

Thursday 9 October 2025

LG strengthens SDV footprint with top global automakers

LG Electronics has successfully entered the supply chains of eight out of the world's top 10 automakers, leveraging its automotive electronics and software-defined vehicle (SDV) solutions to expand its presence in the rapidly evolving auto industry

Thursday 9 October 2025

Asustek eyes to double current PC sales in India by 2030

Taiwanese PC maker Asustek Computer is expanding its footprint beyond India's metropolitan markets as it looks to double its device sales to as many as two million units by 2030. The company, which ranks as India's third-largest consumer notebook brand, is focusing on non-metro and Tier-III towns to tap into first-time PC buyers, while simultaneously strengthening its local manufacturing and product lineup in gaming and AI-driven notebooks, according to Money Control and Mint

Thursday 9 October 2025

Beijing tightens tech controls, linking rare earths to AI and national security

In a major escalation of its tech resource policy, China's Ministry of Commerce announced new export restrictions on rare earth materials, sharply tightening approval processes for exports linked to advanced semiconductors and artificial intelligence (AI). The move adds a critical new layer of scrutiny to the global supply chain for high-tech industries

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BIZ FOCUS

Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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