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Friday 15 August 2025
China's CXMT resumes big-ticket chip investments to expand DDR5, fast-track HBM3 output
ChangXin Memory Technologies (CXMT) has restarted major facility investments to ramp up DRAM output and fast-track high-bandwidth memory (HBM) development, highlighting Beijing's drive to secure advanced AI memory under ongoing US export curbs
LATEST STORIES
Monday 18 August 2025
Huawei escalates IP battle with Africa's dominant smartphone vendor
Chinese handset maker Shenzhen Transsion Holdings Co., known as the "king of phones in Africa," is facing a fresh legal challenge from Huawei, highlighting growing intellectual property risks as it expands into emerging markets where Xiaomi and other rivals are gaining ground
Monday 18 August 2025
ASML's uneasy role in the tech war: What 3 years inside the Dutch giant reveal about US–China rivalry
The United States has steadily ratcheted up export controls on semiconductor technology to China, with its ban on ASML's extreme ultraviolet (EUV) lithography machines standing as the single most consequential measure. Washington frames the move as a national security imperative, designed to prevent Beijing from mass-producing the world's most advanced chips
Monday 18 August 2025
Modi emphasizes self-reliance, announces reforms as protectionism rises
Indian Prime Minister Narendra Modi used his Independence Day address on August 15, 2025, to make a sweeping case for self-reliance, presenting it as both a matter of national dignity and an economic shield in an era of growing global protectionism. Speaking as the US under President Donald Trump imposed a 50% tariff on Indian exports, Modi urged citizens and industries to accelerate the push toward "Viksit Bharat," or a developed India, by strengthening domestic capabilities across critical sectors
Monday 18 August 2025
Foxconn reportedly begins small-scale iPhone 17 production in India despite US tariff headwinds
Despite fresh concerns over US President Donald Trump's decision to impose a punitive 50% tariff on Indian exports, global electronics manufacturers are pressing ahead with expansion in India. Industry executives say ongoing investments underscore the country's role as a critical alternative manufacturing base amid rising protectionism
Monday 18 August 2025
Huawei tests China's first HBM3 as CXMT accelerates expansion to counter supply squeeze
China's push for self-reliance in artificial intelligence (AI) semiconductors is running into fresh obstacles as Washington tightens controls on advanced memory. In response, ChangXin Memory Technologies (CXMT) is reviving delayed investment plans to mass-produce DDR5 DRAM and accelerate development of fourth-generation high-bandwidth memory (HBM3)
Monday 18 August 2025
Weekly news roundup: Apple's US$599 MacBook, China's HBM3 breakthrough, and TSMC 2nm leak update
Below are the top DIGITIMES Asia stories from August 11 to 17, 2025. Leading the headlines: Apple is preparing to launch a US$599 MacBook, with mass production of key components expected by the end of 2025. China's leading DRAM manufacturer has begun domestic production of HBM3 chips, with samples already sent to Huawei for final validation. Meanwhile, a reported leak of TSMC's 2nm technology involving employees from TSMC and Tokyo Electron (TEL) sparked espionage concerns but appears less severe after further investigation
Monday 18 August 2025
SK Hynix labor dispute delays Nvidia HBM supply talks
A proposed bonus exceeding KRW100 million (US$72,000) per employee threatens to spark SK Hynix's first full-scale strike, with stalled high-bandwidth memory (HBM) supply talks heightening industry concerns over a protracted labor standoff
Monday 18 August 2025
Samsung DRAM market share sinks to decade low, consumer electronics cushion the blow
Samsung Electronics' global DRAM market share slipped to 32.7% in the first half of 2025, down 8.8% from 41.5% a year earlier, according to its August 14 semiannual earnings report, raising concerns over its grip on industry leadership
Monday 18 August 2025
Samsung signs DeepX for 2nm process to advance GenAI computing at the edge
Global pioneer in ultra-low-power AI semiconductors, DeepX, has recently become one of Samsung Electronics' foundry clients utilizing its 2nm semiconductor manufacturing process. DeepX plans to apply Samsung's 2nm technology to develop its next-generation generative AI (GenAI) chip, the "DX-M2.
Monday 18 August 2025
China commands 60% of global AI patents, races to close US gap in computing power
China is entering the second half of 2025 by reviewing its "14th Five-Year Plan" technology milestones and mapping priorities for the upcoming "15th Five-Year Plan." Liu Liehong, administrator and director of the National Data Administration (NDA), said on August 14 that by June 2025, China's total computing power ranked second worldwide and the country held 60% of global AI patents, underscoring its rising weight in AI R&D
Monday 18 August 2025
India roundup: India approves four chip projects
The number of chipmaking projects in India that qualify for the country’s incentive policy has increased to ten, following the approval of four new initiatives. Concurrently, India and China appear to be reducing tensions against the backdrop of a recently imposed 50% tariff by the United States on Indian goods
Sunday 17 August 2025
Indonesia shifts lithium imports to Australia, expands EV battery partnerships with China
Indonesia is increasing lithium imports from Australia to boost its electric vehicle (EV) battery supply and advance its EV development goals. The government is also encouraging industry players to explore nickel-based battery technologies, leveraging its abundant domestic nickel reserves
Sunday 17 August 2025
Kdan Mobile Software partners with Japanese AI search startup for agent ecosystem
Kdan Mobile Software (KDAN) has formed a strategic partnership with Japanese AI search engine startup Felo, with integrated technologies expected to debut in the fourth quarter of 2025. The companies will also collaborate on a joint sales plan targeting the AI agent market
Sunday 17 August 2025
Applied Materials faces lawsuit from smaller Chinese rival
Chinese semiconductor equipment makers are increasingly taking the offensive in protecting their technology and intellectual property. Beijing E-Town Semiconductor Technology has sued US chipmaking equipment leader Applied Materials in the Beijing Intellectual Property Court, alleging the illegal acquisition and use of its core trade secrets, and is seeking CNY99.99 million (US$13.9 million) in damages
Saturday 16 August 2025
China breaks neutral atom quantum record, showcasing AI’s role in next-gen computing
The quantum research team at the University of Science and Technology of China (USTC) has set a new world record. Academic administrator Jianwei Pan and Professor Chao-Yang Lu from USTC collaborated with the Shanghai Research Center for Quantum Sciences and researcher Han-Sen Zhong's team from Shanghai AI Laboratory. Using artificial intelligence (AI) technology, they successfully constructed defect-free two-dimensional (2D) and three-dimensional (3D) atomic arrays consisting of 2024 atoms within 60 milliseconds, breaking the global record for neutral atom quantum systems
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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES