Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive supply expansion. Their cautious stance comes as DRAM shortages widen from servers to PCs and smartphones
Eleven companies from Japan and the US, including Toyota Tsusho, Sumitomo Chemical, Ricoh, and Costco Wholesale, have filed lawsuits demanding refunds for reciprocal tariffs imposed by the Trump administration. These legal actions were brought before the US Court of International Trade, which handles trade-related disputes
The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan's presence in the humanoid robot market
Tencent has officially inaugurated its Kuala Lumpur office, underscoring its growing commitment to Malaysia's digital market and talent pool, according to reports from The Edge Malaysia and Bernama. The new facility is expected to house around 500 employees and aims to establish Kuala Lumpur as one of Tencent's key global hubs
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel prices in November and suggesting steady or slightly rising prices in December
AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race," with Alibaba, Baidu, Xiaomi, Huawei, RayNeo, Meizu, Inmo, and others rapidly launching products
China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's Minister of Investment, Trade and Industry, Zafrul Aziz, confirmed that a delegation met with Chinese officials to explain the terms and assure Beijing that the pact would not harm Sino-Malaysian trade relations
Following Nvidia CEO Jensen Huang's commitment to supply 260,000 GPUs to South Korea, the government has received its first shipment of approximately 13,000 units, including the latest B200 GPUs and a range of earlier-generation models
China's humanoid robotics sector remains some way from mass deployment, but commercialization is accelerating in 2025, with Ubtech, Unitree Robotics , and AgiBot securing 60% of disclosed large orders
As global demand for electric vehicles cools, suppliers across the EV supply chain are shifting toward hybrid and plug-in hybrid models to maintain steady growth. Yet despite intensifying competition, China remains the single most important engine sustaining global EV demand
The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments
Intel is reportedly outsourcing the advanced packaging of its artificial intelligence semiconductors to Amkor Technology Inc.'s facility in Incheon, South Korea, marking the first time the US chip giant has relied on an external partner for this critical process, according to South Korea's ET News
Apple does not plan to comply with an Indian government directive requiring smartphone makers to preload a state-developed cyber safety app, Reuters reported, citing industry sources familiar with the company's position
As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid the evolving trade and technological landscape under US President Donald Trump's second administration. Lo stressed that Taiwan's companies can no longer rely on a single-market, single-production-base model due to rising trade barriers and regionalized production
