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Monday 12 May 2025
Malaysia eyes climb up the tech ladder as Southeast Asia's semiconductor veteran

Malaysia boasts resilient economic and industrial fundamentals, underpinned by reliable infrastructure, natural resource availability, and an established manufacturing base. In the Southeast Asian semiconductor landscape, it ranks just behind Singapore, home to cutting-edge wafer fabs, but leads the region in large-scale assembly, testing, and packaging operations

Monday 12 May 2025
Trump's tariffs rattle Southeast Asia: What it means for Taiwan's supply chain strategy
The latest round of tariffs from US President Donald Trump is shaking up Southeast Asia's manufacturing heartland, dealing a blow to nations that form the backbone of Taiwan's electronics supply chain. Key countries like Vietnam, Thailand, Indonesia, and Malaysia-vital cogs in Taiwan's regional production network-are now grappling with steep tariffs on products ranging from servers and PCs to notebooks and networking gear, injecting fresh uncertainty into the industry
Monday 12 May 2025
Thailand attracts Taiwanese investment as trade tensions reshape supply chains
With US President Donald Trump back in the White House, a new wave of tariff and exchange rate issues has impacted global supply chains. However, unlike in the past, businesses are not hastily expanding overseas. Instead, Thailand remains the top choice for companies setting up factories in Southeast Asia, thanks to its strategic location, labor resources, and market potential
Monday 12 May 2025
Weekly news roundup: China unveils 10nm chip tool, Huawei stealth-builds fabs, rare earth prices spike
These are the top-read DIGITIMES Asia stories from the week of May 5 – May 11. From major chipmakers reshaping strategies under geopolitical pressure to rare earth shocks and Huawei's stealth fab push, here's a snapshot of the tech industry's most closely watched developments
Monday 12 May 2025
US-China trade talks in Geneva yield significant progress
High-level trade negotiations between the US and China, held in Geneva, Switzerland, on May 10-11, concluded with both sides reporting substantial progress and key agreements, signaling a step toward addressing longstanding trade imbalances
Monday 12 May 2025
CATL reportedly seeks US$1 billion loan to boost Indonesia battery plant investment with HK IPO plans ongoing
Bloomberg, citing unnamed sources, reported that Contemporary Amperex Technology Co. Ltd. (CATL), the world's largest battery maker, is seeking a US$1 billion loan to expand its investment in Indonesia. The funds will be used for a battery plant in Karawang, West Java, operated by CATL's joint venture. Sources familiar with the matter said financing negotiations are ongoing, and details may still change
Monday 12 May 2025
India roundup: Why Apple's road to 'Made in India' is longer than it looks
Apple's 'Make in India' journey is expected to be a rocky one despite rising number of suppliers there. South Korean electronics manufacturers are keeping a close eye on the India-Pakistan tension
Friday 9 May 2025
Lee Jae-Yong's 10-year smart M&A strategy builds Samsung's technology ecosystem
Over the past decade, Samsung Electronics executive chairman Lee Jae-Yong has leveraged global mergers and acquisitions (M&A) to transform Samsung into a "technology-first" company. Rather than pursuing large-scale deals, Lee has focused on strategic acquisitions that strengthen core technologies. These efforts have laid the foundation for Samsung's competitiveness in semiconductors, automotive electronics, AI, and display sectors
Friday 9 May 2025
Japan's Denso, Rohm forge chip alliance targeting EVs and autonomous driving
On May 8, Japanese automotive parts supplier Denso and chipmaker Rohm Semiconductor announced a strategic partnership aimed at deepening collaboration in semiconductor development and production. Citing reports from Nikkei and Car Watch, the companies said the alliance will span joint chip development, integrated manufacturing, and coordinated raw material procurement, with implementation details to be finalized later
Friday 9 May 2025
Huawei unveils HarmonyOS PC ahead of HDC 2025 debut to challenge Windows dominance

Huawei officially launched its HarmonyOS PC operating system on May 8, expanding into the computer market with a rebuilt OS featuring enhanced performance, security, and cross-device collaboration. The move positions Huawei to challenge Windows' dominance as it prepares to debut its first HarmonyOS-based PC at HDC 2025 next month

Friday 9 May 2025
Taiwan and Japan forge strategic semiconductor alliance to bolster global chip supply chain
As global tech competition intensifies, Taiwan and Japan, two semiconductor powerhouses, are deepening ties with the launch of a new strategic alliance. On May 7, the Taiwan-Japan Semiconductor Technology Promotion Association was officially established, marking a major step forward in strengthening bilateral cooperation and securing the future of the global chip supply chain
Friday 9 May 2025
As US-China tech decoupling deepens, Chinese firm breaks ground in advanced chip inspection equipment

As tensions escalate between the US and China over semiconductor technology, China has placed domestic innovation in chipmaking tools at the center of its national tech strategy. In a significant milestone, Chinese firm Skyverse Technology announced that its REDWOOD-900, a domestically developed bright-field wafer inspection system, has begun shipments to several Chinese semiconductor fabs, marking a rare breakthrough in a field long dominated by foreign giants

Friday 9 May 2025
Indonesia gains favor with Taiwan EMS firms as labor stability trumps supply chain gaps
With the potential return of "Trump 2.0" and a renewed wave of tariffs, speculation is growing over another shift in global supply chains. Yet for Taiwanese electronics manufacturers, most of whom endured the first Trump-era disruptions, this is no cause for alarm. Global diversification has long been part of their core strategy, not a reactionary measure. Many are instead seizing the moment to evaluate the effectiveness of their global expansion efforts to date
Friday 9 May 2025
LG Electronics sets up home appliance plant in southern India
According to CNBC-TV18, KNN Today, and Money Control, South Korean conglomerate LG Electronics will establish a large-scale manufacturing facility in Sri City, Andhra Pradesh, with an investment of over INR50 billion (approx. US$589.5 million)
Friday 9 May 2025
SMIC may be expanding use of Chinese equipment as yield challenges weigh on outlook
Semiconductor Manufacturing International Corp. (SMIC) reported that average selling prices declined in the latter half of the first quarter of 2025 due to production fluctuations at its fabs, causing revenue to fall short of previous guidance. The company indicated this impact will continue into the second quarter. As a result, SMIC forecasts second-quarter revenue to decline by 4~6% quarter-on-quarter, with a projected gross margin between 18% and 20%
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES