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Tuesday 5 August 2025
China's EMS strategy goes on offense under 15th Five-Year Plan
China's electronics manufacturing sector has surged over the past decade, driven by the Made in China 2025 (MIC2025) initiative and strong demand from global brands like Apple and...
Tuesday 5 August 2025
Tesla China shipments fall again as competition heats up
Shipments from Tesla Inc.'s Shanghai factory slipped back into decline on intense competition in China and global trade uncertainties.
Monday 4 August 2025
Weekly news roundup: Tesla's US$16.5 billion Samsung deal, former Intel China executive joins AMD, China advances in mature chips
Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former...
Friday 1 August 2025
BYD surpasses 1M BEV sales in 1H25, extends lead over Tesla in global and European markets
BYD has taken a commanding lead over Tesla in the global battery electric vehicle (BEV) market, reporting over 1.02 million units sold in the first half of 2025 — more than...
Friday 1 August 2025
LGES inks major LFP battery supply deal, Tesla tipped as mystery client
LG Energy Solution (LGES) has signed a lithium iron phosphate (LFP) battery supply deal worth KRW5.94 trillion (approx. US$4.25 billion). Although the customer was not named due to...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base
During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting...
Thursday 31 July 2025
Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...
Wednesday 30 July 2025
Samsung-Tesla deal gives South Korea new leverage in US tariff negotiations
Samsung has secured a major deal with Tesla, creating new opportunities for its foundry business and providing leverage in South Korea-US tariff negotiations. The partnership extends...
Wednesday 30 July 2025
Tesla AI chip deal marks dawn of Samsung's foundry comeback
Samsung Electronics has landed a next-generation AI chip order from Tesla, a deal seen as a potential inflection point for its lagging foundry business. The deal involves Tesla's...
Wednesday 30 July 2025
Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff
Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The...
Wednesday 30 July 2025
Samsung likely to ramp Tesla chip production in 2028 and peak in 2029-2032, says DIGITIMES analyst
DIGITIMES analyst Luke Lin says Samsung's Tesla deal marks a pivotal entry into the US advanced foundry market. He projects AI6 high-volume production from 2028, with peak...
Wednesday 30 July 2025
Tesla AI6 chip order puts Samsung's auto semiconductors on the map
Tesla CEO Elon Musk has confirmed that the company's next-generation autonomous driving chip, the AI6, will be manufactured by Samsung Electronics at its Texas-based foundry. The...
Tuesday 29 July 2025
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at...
Tuesday 29 July 2025
Tesla differentiates through full supply chain decarbonization
Tesla is developing an integrated approach to supply chain decarbonization spanning battery production, manufacturing processes, and energy systems as automakers face increasing pressure...