DIGITIMES Asia news

Wednesday 18 March 2026

Chipbond sets sights on SiPh and LPO for next phase of growth

Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry headwinds through 2026. While consumer electronics demand may face pressure from memory price declines, these new initiatives aim to offset sector downturns

Wednesday 18 March 2026

Taiwan on track to outpace China's growth again in 2026

Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace China's growth for the second consecutive year in 2026

Tuesday 17 March 2026

Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem

Addressing the current surge in demand for high-bandwidth memory (HBM) driven by AI-accelerated computing, SK Group chairman Chey Tae-Won stated at Nvidia GTC 2026 on March 16, 2026, that the root cause of the memory shortage lies in "a lack of wafer capacity.

Tuesday 17 March 2026

InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end

As major battery manufacturers accelerate the commercialization of solid-state batteries (SSBs), South Korea's battery materials industry is also speeding up product development and production, targeting the emerging demand. Efforts now span multiple areas, including cathode and anode materials, SSBs, and key raw materials. Observations from the show floor at InterBattery 2026 indicate that South Korean materials suppliers are advancing toward mass commercialization through cross-company collaboration and vertical integration

Tuesday 17 March 2026

Korean AI trio takes industry spotlight—but can early promise survive the factory floor?

At Automation World (AW) 2026, the Media Pick Awards, hosted by global news network Aving News, highlighted the transformative technologies driving the physical AI era. A competitive field of innovators was interviewed and assessed, ultimately awarding MakinaRocks, Impactive AI, and emCT as the top three picks for their potential to redefine global manufacturing and safety standards

Tuesday 17 March 2026

China reins in OpenClaw surge, flags AI agent security risks

China's Ministry of State Security on March 17 issued its first "lobster security guidelines" for AI agents, aiming to cool market hype while flagging cybersecurity risks emerging at the early stage of the sector's rapid expansion

Tuesday 17 March 2026

Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink

Dixon Technologies (India) Limited disclosed on 16 March that it has issued a guarantee for its wholly owned unlisted material subsidiary, Padget Electronics Private Limited, in favour of Foxlink India Electric Private Limited. The disclosure was made to the Bombay Stock Exchange and the National Stock Exchange under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in compliance with a SEBI master circular dated 30 January 2026

Tuesday 17 March 2026

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina, 2025 revenue reached CNY1.64 billion (US$230 million), up 121.26% year-over-year, while net loss narrowed to CNY781 million. First-quarter 2026 revenue is expected to be CNY400-600 million, with losses of CNY90.8 million to CNY182 million

Tuesday 17 March 2026

US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price

Lynas Rare Earths has signed a binding letter of intent to supply rare earth oxides to the US Department of Defense (DOD) over the next four years. According to Lynas, the agreement is valued at US$96 million and covers both heavy and light rare earth products

Tuesday 17 March 2026

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward again, according to a ChosunBiz report. Uncertainty surrounding demand forecasts following a surge in artificial intelligence (AI) infrastructure investment is complicating decisions on expanding production capacity

Tuesday 17 March 2026

Alibaba forms 'Token Hub' unit to consolidate AI teams

Alibaba Group Holding is reorganizing its artificial intelligence operations, creating a new business unit to integrate its AI services and development efforts as the Chinese technology giant looks to accelerate the commercialization of its AI technologies

Tuesday 17 March 2026

As Middle East conflict further raises oil prices, air freight costs hit semiconductor supply chain

As the Middle East conflict enters its third week, global energy supply and sea-air logistics networks are facing major disruptions. Because semiconductor and electronics supply chains rely heavily on air transport to meet strict delivery timelines, freight forwarders say the surge in oil prices triggered by the US-Iran conflict is pushing air freight costs sharply higher. At the same time, the heavy cargo volume normally handled by Dubai International Airport is being forced to shift to other regions

Tuesday 17 March 2026

China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness

Generative AI is becoming a primary search gateway, but the credibility of its underlying content sources is under increasing scrutiny. China has exposed a grey market industry chain manipulating generative AI search through "content poisoning," where generative engine optimization (GEO) is used to mass-produce low-cost content that steers AI model recommendations, including surfacing fabricated products in AI-generated answers

Tuesday 17 March 2026

SK Hynix dethrones Samsung as South Korea's most desired employer

South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects the explosive growth of the AI chip market and its growing influence on job seekers' priorities

Tuesday 17 March 2026

Inter Battery 2026: Global battery market still centered on LFP

Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy Solution (LGES), SK On, and Samsung SDI, are facing pressure from Chinese competitors whose advantages in production capacity, cost, and market share continue to expand. At Inter Battery 2026, the Korean companies highlighted their respective technological strengths as they seek to maintain competitiveness

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook