DIGITIMES news - East Asia

Thursday 10 September 2026

Cheap, energy-dense, difficult to tame: LG Energy Solution pushes LMR closer to EVs

The appeal of lithium-manganese-rich (LMR) batteries has long rested on a difficult proposition: delivering relatively high energy density without carrying the same material costs associated with cobalt-heavy battery chemistries.

Thursday 10 September 2026

CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

China's leading DRAM maker ChangXin Memory Technologies (CXMT) has begun trial production of HBM3, but its initial yield has reportedly remained around 25%, highlighting the difficulty of translating its progress in conventional DRAM into high-performance AI memory.

Thursday 10 September 2026

China's 6G race starts before the first 6G phone as satellite links move into the network core

China's next-generation communications push is beginning to reveal a broader ambition than simply putting faster wireless connections into future smartphones.

Thursday 10 September 2026

Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans

Chinese CPU maker Loongson recently announced a CNY2.3 billion (approx. US$342.7 million) capital increase, with the funds mainly going into information technology chips and core CPU and GPU technologies. More than CNY1.4 billion is allocated to CPU-related projects, making it the largest investment area in the fundraising plan.

Thursday 10 September 2026

Apple's 100-part iPhone Duo hinge puts spotlight on Chinese suppliers

Apple's first foldable iPhone is putting Chinese precision-component makers under closer scrutiny as its complex hinge creates new opportunities in structural parts, metal injection molding and other high-value components.

Thursday 10 September 2026

Analysis: China chases EUV as chipmakers move to High-NA

The extreme ultraviolet (EUV) lithography race is splitting into two tracks. Intel has moved High-NA EUV into production, Samsung Electronics and SK Hynix are targeting DRAM production in 2028, and TSMC plans to introduce the technology into advanced-node high-volume manufacturing in 2030.

Thursday 10 September 2026

Sumitomo, Sakana AI reportedly team up to expand Japan-made AI

Sumitomo and its IT subsidiary SCSK are partnering with Japanese AI startup Sakana AI to expand the use of domestically developed AI among Japanese companies, leveraging Sumitomo's broad customer base to reach businesses of various sizes.

Thursday 10 September 2026

Arm launches second-generation CSS, targets China's AI smartphone market with C2 CPU

Arm unveiled its second-generation mobile Compute Subsystem (CSS), Arm CSS for Mobile 2, at its annual Arm Everywhere China event in Shanghai on September 8, further integrating AI computing capabilities across the CPU, GPU, and system interconnect while strengthening its presence in the Chinese market.

Thursday 10 September 2026

Hiwin supply deal with Semes points to deeper access in South Korea's memory equipment market

Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment, signaling a potential opening in South Korea's advanced packaging supply chain. The deal complements Hiwin's push to broaden its co-packaged optics (CPO) business and move into higher-value semiconductor equipment components.

Thursday 10 September 2026

Three open source foundations share one stage in Shanghai

As AI applications move from the lab to large-scale deployment, China's open source ecosystem is increasingly focused on how to connect once-siloed technology layers to improve computing costs and operating efficiency. The KubeCon + CloudNativeCon + OpenInfra Summit + PyTorch Conference China 2026 opened in Shanghai on September 6, marking the first joint appearance of CNCF, OpenInfra, and PyTorch have converged at a single event, with discussions centered on AI infrastructure, AI agent trends, and the Model Context Protocol (MCP).

Wednesday 9 September 2026

Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung Display (SDC), LG Innotek, Samsung Electro-Mechanics (Semco), Samsung Electronics, and SK Hynix securing positions across displays, cameras, substrates, passive components, and memory.

Wednesday 9 September 2026

Huaqin signs Nanchang projects as robotics push widens

Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection, according to Hongguan News reporting on Sina Finance.

Wednesday 9 September 2026

Cambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem

Chinese AI chip developer Cambricon said on September 8 that it has formally joined the PyTorch Foundation as a platinum member, the organisation's highest membership tier, securing a seat on its governing board.

Wednesday 9 September 2026

China Rapidly Expands OLED Production to Target South Korea’s Market Share

South Korea's long-standing dominance in the global display market is facing an aggressive challenge as major Chinese panel makers—including BOE, China Star Optoelectronics Technology (CSOT), and Visionox—rapidly expand their organic light-emitting diode (OLED) production capacity. While South Korea maintains a firm lead in mobile and TV displays, industry analysts warn that a massive volume offensive from China threatens to erode South Korea's footing in fast-growing sectors, particularly IT devices like laptops and tablets alongside automotive displays.

Wednesday 9 September 2026

China reportedly tightens humanoid robot IPO rules as market mania meets reality

China is tightening scrutiny of initial public offerings by humanoid robotics companies as regulators seek to curb excessive valuations and distinguish commercially viable businesses from a crowded field of startups, according to The Information.

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Sep 11, 08:00

DAS Expands in Taiwan and Unveils World First at SEMICON

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