DIGITIMES Asia news

Wednesday 28 January 2026

Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar with the matter told Reuters

Wednesday 28 January 2026

BYD reportedly considers local assembly in India as local EV demand surges

Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according to people familiar with the matter. The company is evaluating semi-knocked-down (SKD) assembly and working to obtain local safety and regulatory approvals for additional models, according to Bloomberg, in order to navigate import quotas

Wednesday 28 January 2026

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its production ramp

Wednesday 28 January 2026

Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia, the Dutch semiconductor manufacturer owned by China's Wingtech Technology, was forced to temporarily halt shipments, triggering fears of supply-chain disruptions across the automotive sector

Wednesday 28 January 2026

New India-EU FTA offers reciprocal automotive market access with phased tariff reductions

India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January 27, 2026, at the 16th India–EU Summit in New Delhi by Prime Minister Narendra Modi and European Commission President Ursula von der Leyen

Wednesday 28 January 2026

KGD joins memory price rally with China vendor raising prices by up to 80%

A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials and critical components. Known Good Die (KGD), long a low-profile yet tightly linked segment of the ecosystem, is now emerging as a key pressure point in the latest pricing surge

Wednesday 28 January 2026

As China races to localize auto chips, Taiwan locks onto upmarket

In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet in key technologies—particularly power semiconductors used in electric vehicle (EV) drivetrains—expertise remains firmly in the hands of European and American integrated device manufacturers (IDMs). These technologies are unlikely to be displaced in the near term

Wednesday 28 January 2026

China's new commercial space plan aims to reshape global space economy by 2027

China's National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027. The plan, unveiled in Beijing, details reforms designed to mobilize private-sector innovation, integrate national resources, and enhance international cooperation in the space industry

Wednesday 28 January 2026

China's TV subsidies lose traction, shipments likely to decline in 2026

China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already lost momentum in the later stages. Although the policy will be extended into 2026, it is expected to struggle to stimulate consumer demand, and TV shipments in China are therefore projected to continue declining in 2026

Wednesday 28 January 2026

South Korea's trade with Vietnam grows strongly; sets export value record in 2025

South Korea's total export value surpassed US$700 billion for the first time in 2025, with Vietnam remaining the third-largest trading partner and the second-largest source of South Korea's trade surplus. Booming semiconductor exports largely drove the growth

Tuesday 27 January 2026

Nexperia supply crisis eases as Honda and GAC restart three China plants

Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary suspension of shipments from automotive chip supplier Nexperia, which led to critical component shortages, forcing multiple Honda plants to halt operations

Tuesday 27 January 2026

Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin

Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform by 2027, marking one of the latest efforts by domestic Chinese chipmakers to advance their AI computing capabilities

Tuesday 27 January 2026

Samsung favors high-margin memory clients, squeezing TV and appliance units

Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin customers and products, according to South Korean industry outlet Dealsite

Tuesday 27 January 2026

China reportedly enters semiconductor glass substrate market

China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports

Tuesday 27 January 2026

Samsung doubles down on Galaxy A as Chinese brands take half the market

Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment

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BIZ FOCUS

Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

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