DIGITIMES Asia news

Friday 25 July 2025

Qualcomm's 2nm wildcard: is Samsung back in play or just leverage?

Qualcomm is reportedly weighing a return to Samsung Foundry for its 2nm flagship smartphone SoCs in 2026, raising questions about a potential pivot from TSMC. Yet conflicting reports claim Samsung has already been removed from Qualcomm's approved foundry list, adding to the uncertainty

Friday 25 July 2025

Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions

As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly positioning itself as a key force in China's push for homegrown memory solutions

Friday 25 July 2025

Tariffs blur ASML's outlook, but China anchors the bottom line

ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026, we cannot confirm it at this stage," he said on the earnings call, prompting renewed scrutiny of end-market demand and chipmakers' appetite for capital equipment

Friday 25 July 2025

South Korea looks to replicate Taiwan's ecosystem in its Micro LED industry

Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea to secure original technologies from domestic materials, components, and equipment companies; a supportive ecosystem and cooperation system must be established

Friday 25 July 2025

Rebellions partners with CoAsia SEMI to deliver AI chiplets to data centers worldwide

South Korean AI semiconductor startup Rebellions has inked a strategic partnership with system-on-chip (SoC) design house CoAsia SEMI to co-develop and commercialize AI chiplets and software solutions targeting global data center applications

Friday 25 July 2025

China targets 22/28nm as wafer sourcing landscape shifts

China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets, significantly impacting the chip ecosystem

Friday 25 July 2025

Alibaba upgrades Qwen3 series, surpassing OpenAI and DeepSeek in math and coding capabilities

China's open-source artificial intelligence sector has made significant new strides. Alibaba has updated its Qwen3 series of large language models, outperforming OpenAI GPT-4o, DeepSeek V3, and Moonshot AI's Kimi K2 models in mathematics and programming tests, drawing considerable attention from the AI development community

Friday 25 July 2025

China develops next-gen EUV photoresist in bid to break US tech blockade

Amid tightening US and Dutch export controls on advanced semiconductor equipment, especially ASML's extreme ultraviolet (EUV) lithography systems, China's Tsinghua University has announced a breakthrough in a critical material: EUV photoresist

Friday 25 July 2025

Rapidus touts threefold boost in chipmaking speed over TSMC with unified 2nm process

Rapidus is developing an innovative semiconductor production system designed to significantly speed up the manufacturing process of 2nm and sub-2nm chips by combining wafer fabrication and packaging into a single, streamlined operation

Thursday 24 July 2025

China's AI startups step up private invitations to grow global presence

AI companies from China are ramping up promotional efforts, frequently sending private messages on social media platforms to offer early access to new services. Chinese startup Monica, known for the rise of its general-purpose AI agent Manus, sent a collaboration proposal to DIGITIMES in early July, but it was not adopted after internal evaluation

Thursday 24 July 2025

Mitsubishi pulls plug on China engine JV, redirects focus to EVs and ASEAN markets

Mitsubishi Motors has announced the end of its engine production operations in China, effectively terminating its joint venture with local partners. This marks the company's complete withdrawal from automotive manufacturing activities in the country, following its 2025 exit from full vehicle production. The decision reflects the changing landscape of China's automotive market amid the growing dominance of electric vehicles (EVs)

Thursday 24 July 2025

What did Japan give up to lower US tariffs?

Japan has pledged to invest US$550 billion in the US economy under a sweeping trade deal unveiled July 22, 2025, aiming to avert steep auto tariffs. The pact expands US access to Japan's markets across autos, agriculture, and defense while deepening bilateral ties in semiconductors, energy, and critical infrastructure, according to Nikkei, Reuters, and Yomiuri

Thursday 24 July 2025

US-Japan trade pact set to reshape commercial vehicle industry

The US and Japan have finalized a significant trade agreement, opening Japanese markets to US goods, including automobiles, trucks, rice, and selected agricultural products. The deal imposes a 15% tariff on Japanese exports to the US, marking a notable shift in bilateral trade relations and signaling potential changes in the commercial vehicle sector

Thursday 24 July 2025

Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory

Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling a more cautious rollout amid ongoing DRAM redesign efforts

Thursday 24 July 2025

Huawei's shadow fab (1): the secret chip agenda at the heart of Shenzhen

As US–China tech tensions escalate, semiconductors have become the focal point in a broader race for technological sovereignty. Three obscure yet strategically vital wafer foundries, Shenzhen Pengxin Micro Semiconductor Technology (Pengxin Micro), SwaySure Technology, and Shenzhen Pensun Technology (Pensun), have emerged as key players in China's response

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Aug 5, 11:49

Cultivating OCP, embracing open source

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