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Monday 4 August 2025
Samsung foundry utilization reportedly rebounds on AI chip demand and rising orders
Samsung Electronics' foundry production lines for process nodes above 4nm have recently achieved their highest utilization rates, according to South Korean media outlet ChosunBiz, citing industry insiders
Monday 4 August 2025
Doosan Robotics pursues AI transformation and overseas expansion despite declining performance
Facing dual pressures from international instability and slowing growth in its main markets, South Korea's collaborative robot giant Doosan Robotics is actively undergoing a strategic transformation. Despite widening losses, the company has aggressively acquired US robotics solutions provider Onexia to drive growth through global expansion and technological upgrades
Monday 4 August 2025
AI glasses revolution: Chinese ODMs and PCB suppliers seize new wearable opportunities
Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced its entry into the AI glasses arena, igniting a new wave of competition among smart terminal devices. The surge driven by the combination of AI glasses and wearable devices is rapidly propelling China's original design manufacturer (ODM)/original equipment manufacturer (OEM) and printed circuit board (PCB) supply chains into a new phase of transformation and upgrading
Monday 4 August 2025
BOE faces Pentagon review over possible Chinese military ties under new US defense bill
The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China's top display panel manufacturer — should be labeled a "Chinese military company" (CMC)
Monday 4 August 2025
South Korea's IC design competitiveness at risk; KITA urges acceleration in nurturing startups
As the global AI industry continues to expand, competition in semiconductor technology is intensifying. South Korea's industrial sector has begun voicing concerns that to maintain growth momentum in its semiconductor industry, it must foster fabless IC design startups to enhance system semiconductor competitiveness
Monday 4 August 2025
Nintendo bumps Switch prices as successor pricing looms
Nintendo announced that it would raise the price of the first-generation Switch console in the US beginning August 3, 2025, citing 'market conditions' as the reason in a statement on its website
Monday 4 August 2025
Weekly news roundup: Tesla's US$16.5 billion Samsung deal, former Intel China executive joins AMD, China advances in mature chips
Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former Intel China head Ian Yang joined AMD, surprising the industry. Meanwhile, China quietly gains ground in mature chip processes with startups like Pengsun
Monday 4 August 2025
South Korea averts major trade blow with 15% automotive tariff compromise
The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30 trillion (approx. US$2.2 billion) and enhancing their competitiveness in the North American market
Monday 4 August 2025
Hanmi confident in securing all HBM4 equipment orders as half of 1H25 sales go to Taiwan
Benefiting from the development of the high-bandwidth memory (HBM) market, Hanmi Semiconductor's second quarter 2025 performance continues to hit new highs, with overseas markets such as Taiwan significantly increasing their revenue share. Despite intensified competition in the next-generation bond equipment market, the company remains confident it will maintain a leading position
Monday 4 August 2025
Innolux edges past HKC in global LCD TV panel race, 1H25 shipments reshuffle rankings
Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's Innolux overtook China's HKC in unit shipments, rising to the third position globally and reshaping the competitive landscape
Monday 4 August 2025
ASMPT emerges as advanced packaging's next kingmaker amid AI chip boom
Singapore-based ASMPT, founded in Hong Kong in 1975, has grown from a regional distributor into one of the world's most influential semiconductor equipment makers. With AI and hyperscale data centers driving a new wave of demand for advanced packaging, ASMPT's dominance in thermo-compression bonding (TCB) technology places it at the center of the industry's next inflection point
Sunday 3 August 2025
Ex-Cambricon chip architect takes major step at new venture with major angel backing

Former Cambricon Technologies CTO Liang Jun has taken a significant leap with his new venture. On July 30, Shanghai Fangqing Technology — where Liang now serves as CEO — announced it had raised several hundred million Chinese yuan in angel funding. The round was supported by top-tier backers, including the Strategic Investment Division of Xiaomi, Nio Capital, and Shanghai Lingang Holdings

Sunday 3 August 2025
The subscription car: Industry's next revenue frontier faces consumer revolt
The automobile is undergoing its most dramatic transformation since the assembly line. What was once a purely mechanical machine is rapidly evolving into a complex software-driven platform, fundamentally reshaping how the automotive industry creates and delivers value. At the heart of this shift lies the rise of the software-defined vehicle (SDV)
Sunday 3 August 2025
In China, the cars of the future come with monthly fees and friction
As automakers in Europe, the US, and China race toward smarter, software-defined vehicles, a new controversy is emerging across markets: the rise of in-car subscription fees. Nowhere is the backlash more pronounced than in China, where rapid development of vehicle electrification and software capabilities has collided with a tech-savvy and vocal consumer base
Saturday 2 August 2025
Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand
Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses, automotive displays, smartwatches, TVs, and monitors. However, in a significant market shift, Samsung Display (SDC) lost its leadership position in the foldable OLED segment to Chinese rival BOE Technology Group, according to Chosun Biz and News1, citing data from Counterpoint Research