DIGITIMES Asia news

Friday 18 July 2025

Rapidus showcases 2nm chip prototypes, eying 2027 mass production

Rapidus, Japan's leading semiconductor company, unveiled its first set of 2nm prototype chips on July 18 during a press event held in Chitose City, Hokkaido. The unveiling took place at a hotel near the company's pilot production site and drew a crowd of about 200 suppliers and prospective clients

Friday 18 July 2025

SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown

Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually come to an end

Friday 18 July 2025

China's chip surge pushes Japan's JS Foundry into bankruptcy after Taiwan deal stalls

JS Foundry, a Japanese contract chipmaker specializing in power semiconductors, has filed for bankruptcy with the Tokyo District Court after failing to withstand mounting pressure from a wave of Chinese capacity expansions. The company's inability to secure a strategic partnership with a Taiwanese firm and a collapse in fab utilization forced its exit, marking a sobering end to what had once been a symbol of Japan's semiconductor revitalization push

Friday 18 July 2025

US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic compromise shaped by both geopolitical calculations and commercial realities

Friday 18 July 2025

China's commerce minister meets Nvidia CEO, stresses that US-China decoupling is unfeasible

On July 18, 2025, in Beijing, China's Minister of Commerce Wang Wentao attended a press conference held by the State Council Information Office on the country's high-quality fulfillment of targets set for the 14th Five-Year Plan period. He announced that on July 17, he met with Nvidia CEO Jensen Huang in Beijing, signaling China's continued engagement with American high-tech companies

Friday 18 July 2025

H20 comeback sparks rush for HBM with Samsung set to benefit

Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly led to a surge in demand, with Chinese customers placing substantial orders. The H20 is available in two versions: initially featuring Samsung Electronics' HBM3, before switching to SK Hynix's 8-layer HBM3E

Friday 18 July 2025

Malaysia’s chip hub grows but local players struggle to take control

Malaysia's Penang state has served as a Southeast Asian technology hub for over five decades, hosting semiconductor operations since Intel established its presence in 1971. AMD, Renesas Electronics Corp., and Infineon followed, creating what became the region's most established chip ecosystem

Friday 18 July 2025

CviLux aims to consolidate China production capacity with new plant

Connector maker CviLux held a groundbreaking ceremony for a new factory in Dongguan's Changping region, as part of the company's plan to accelerate the consolidation of production capacity in China. This comes amid the larger trend for manufacturers to relocate production outside of China due to ongoing tensions between China and the United States

Friday 18 July 2025

Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy

Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the company's newly ramped-up production facility in Batam. He noted that the cut offers Taiwanese companies with operations in Southeast Asia a stronger foothold in global tech competition

Friday 18 July 2025

Kaynes electronics investment signals central India's rise in global EMS shift

India's electronics manufacturing services (EMS) sector is gaining momentum amid global supply chain realignment. Kaynes Electronics will invest INR3.52 billion to build a new high-tech facility in Bhopal, highlighting Central India's growing role in the country's push to attract electronics production beyond China

Friday 18 July 2025

Nvidia's return to China faces trust deficit as domestic rivals gain ground

Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal moment for the semiconductor giant's efforts to regain lost ground in a critical market

Friday 18 July 2025

US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?

Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington had given the green light for the H20—a China-specific version of its AI accelerator. His cheerful demeanor during the visit marked a stark contrast to the more tense and formal appearance he had during his previous trip

Friday 18 July 2025

South Korea steps up investment in iLED eyeing global leadership

South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the display market

Friday 18 July 2025

Tesla, GM move to localize LFP supply chain amid China clampdown

China has imposed new export controls on key materials and technologies tied to lithium iron phosphate (LFP) batteries, a move industry insiders say global supply chains had been preparing for. As US President Donald Trump rolls out a second wave of tariffs, the shift toward localized EV and battery manufacturing is accelerating across the US market

Friday 18 July 2025

Taiwan-based auto part maker WKPT expects revenue contribution to grow from Japan

World Known Precision Industry (WKPT), a major Taiwanese supplier of commercial vehicle components, has long relied on the US as its largest revenue source. But chairman Kevin Lu now sees Japan emerging as the company's next strategic growth market, driven by a surge in local investment and a rejuvenated commercial vehicle sector

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