DIGITIMES Asia news

Tuesday 14 April 2026

China's 2nm AI GPU hits prototype, production unclear

Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing access and software readiness remain major hurdles

Samsung 2nm yields reportedly remain below mass production threshold

Tuesday 14 April 2026

JCET CEO sees robotics extending automotive semiconductor growth

Tuesday 14 April 2026

Huawei backs optical chip push through photonics supplier investment

Tuesday 14 April 2026

China's auto market stumbles as EV momentum slows

Tuesday 14 April 2026

LATEST STORIES

Wednesday 15 April 2026

Stanford AI report: US-China AI gap narrows as China accelerates industrialization

The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report reveals that the performance gap between China and the US in AI model capabilities has significantly narrowed, with both countries now entering a phase of "parallel competition." However, this progress comes alongside sharply rising capital and resource costs

Wednesday 15 April 2026

China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion, reflecting continued investment in AI infrastructure and cloud platforms

Wednesday 15 April 2026

Japan forges physical AI alliance to challenge US and China

Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles, and factory systems. Referred to as the Japan AI Foundation Model Development, the new venture was established by SoftBank, NEC, Honda Motor, and Sony Group, each holding stakes of more than 10%, according to Nikkei Asia and TechWire Asia. Additional investors include Nippon Steel, Kobe Steel, and major Japanese banks such as MUFG, Sumitomo Mitsui, and Mizuho, reflecting broad backing from Japan's industrial and financial sectors

Wednesday 15 April 2026

China seeks energy self-sufficiency as geopolitical risks rise

China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels and strengthen national security

Wednesday 15 April 2026

Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres

China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase, even as rising component costs and shifting product cycles weigh on near-term operations

Wednesday 15 April 2026

SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid delays in ramping up Nvidia's next-generation Vera Rubin platform, according to ZDNet Korea

Wednesday 15 April 2026

China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction

China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical tensions and supply chain disruptions, this significant price increase has drawn strong attention across the sector

Wednesday 15 April 2026

Samsung QD-OLED tops 5 million units; LG turns to rival supply

Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026

Wednesday 15 April 2026

India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery and electric vehicle (EV) supply chain, according to Bloomberg

Wednesday 15 April 2026

China's carmakers push ahead in solid-state battery race

Last month, China's Chery Automobile unveiled an all-solid-state battery it says can deliver a driving range exceeding 1,500 kilometers, positioning the technology as a central pillar of its next phase of electric vehicle development

Tuesday 14 April 2026

Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set to meet Chinese President Xi Jinping. Against the backdrop of ongoing conflict in the Middle East, both sides are expected to prioritise energy security and expand bilateral trade cooperation

Tuesday 14 April 2026

Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned 1c nanometer DRAM investment into the execution phase, according to South Korean media reports

Tuesday 14 April 2026

Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam

As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics (Semco) is reportedly establishing a new production line for multilayer ceramic capacitor (MLCC) embedded semiconductor substrates at its Vietnam facility to strengthen its position in the AI semiconductor supply chain

Tuesday 14 April 2026

Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts

Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth, the industry is shifting its focus toward mass production timelines and yield stability, according to industry sources and reports by ChosunBiz

Tuesday 14 April 2026

JCET advances CPO, glass substrates to capture AI packaging demand

JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres, and high-performance computing

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook