DIGITIMES Asia news

Friday 5 December 2025

Commentary: Infineon-Innoscience GaN ruling delivers 'disputed victory' for both sides

The US International Trade Commission (ITC) has issued its initial determination in Infineon's Section 337 case against China-based GaN supplier Innoscience. In a telling move that reveals the stakes of the dispute, both companies immediately declared victory

Strong EV sales don't guarantee profits for Xiaomi's supply chain

Friday 5 December 2025

Broadcom CEO visits South Korea as Samsung HBM4 reportedly obtains Google TPU certification

Friday 5 December 2025

Samsung to command the AI inference market with GDDR7

Friday 5 December 2025

Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands

Friday 5 December 2025

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Friday 5 December 2025

Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive

Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The company issued 70 million shares at CNY114.28 each, equal to 14.89% of total equity, and expects net proceeds of CNY7.576 billion (approx. US$1.07 billion) to accelerate AI chip development

Friday 5 December 2025

Hanwha Systems develops aerospace-grade transceiver chips for South Korea's military LEO independence

South Korean company Hanwha Systems announced the launch of a project to develop aerospace-grade transceiver chips, representing the first time South Korea has independently developed semiconductors for the aerospace sector—a significant step towards autonomous defense space technology

Friday 5 December 2025

Dixon Technologies set to enter global top 20 EMS/ODM rankings amid rapid growth

India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional and global supply chains. DIGITIMES' latest data for the third quarter of 2025 shows Dixon climbing to 22nd in global EMS/ODM revenue rankings, up from 31st in the first quarter of 2024, signaling an unprecedented growth trajectory

Friday 5 December 2025

Murata unveils smart wearable module at Healthcare+ Expo Taiwan

Murata Manufacturing introduced its latest smart wearable module at the Healthcare+ Expo Taiwan. The company showcased several next-generation medical solutions, including Picoleaf piezoelectric film sensors, wearable platforms, and ultrasonic micro air pumps, as it seeks to expand from component-level offerings to full system applications

Friday 5 December 2025

China's EV boom confronts safety and governance reckoning

As Western automakers struggle with the mounting costs and technical hurdles of AI data infrastructure and cybersecurity, China's new-energy vehicle industry has surged ahead, propelled by rapid advances in electronic and electrical (E/E) architecture and automotive AI

Friday 5 December 2025

China and Europe power EV market as global growth cools

The electric vehicle market is entering a new phase of moderation after years of explosive expansion. Speaking at DIGITIMES' Techtonic Shift: Outlook 2026 Technology Trends Forum on December 3, 2025, senior analyst Jessie Lin outlined how China and Europe continue to drive the industry forward even as growth rates decelerate and the US market stalls amid shifting federal policy

Friday 5 December 2025

AppWorks identifies 3 startup tracks as LLM race settles

AppWorks Accelerator #31 held a joint Demo Day event on December 2, 2025, with Wistron Accelerator #9 and Indonesia's Telkomsel-backed TINC Batch X, showcasing startups that reflect Asia's evolving AI landscape. About 35% of the participating teams have surpassed US$1 million in annual revenue

Friday 5 December 2025

BOE reportedly secures Apple's budget iPhone display order

China's BOE Technology has reportedly secured the largest share of display orders for Apple Inc.'s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display and LG Display maintain near-total dominance over the flagship iPhone 17 series, according to South Korean industry media

Thursday 4 December 2025

Nexperia dispute escalates: Dutch minister cancels China visit, Beijing spotlights ex-Wingtech chair

China's Wingtech Technology and its subsidiary Nexperia are facing renewed turbulence in their control dispute with the Netherlands. Dutch Economic Affairs Minister Vincent Karremans abruptly cancelled a planned China visit, a decision seen as highly sensitive given the timing

Thursday 4 December 2025

Samsung teases Exynos 2600 as Galaxy S26 faces backlash from chip split

Samsung, on December 3, confirmed its next-generation Exynos 2600 mobile processor in an official teaser video, signaling a renewed commitment to in-house silicon for the upcoming Galaxy S26 smartphone lineup despite lingering consumer frustration over performance disparities in international markets

Thursday 4 December 2025

Samsung previews Exynos 2600, claims to match Apple and Qualcomm chips

In an unusual move, Samsung Electronics has released a teaser video for its next-generation mobile application processor, the Exynos 2600, before the chip officially hits the market. The announcement signals Samsung's growing confidence in its chipmaking capabilities, with leaked benchmark data suggesting that the Exynos 2600 could rival the latest processors from Qualcomm and Apple

Thursday 4 December 2025

Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported

Thursday 4 December 2025

Tech Forum 2026: Tesla and BYD pivot to intelligent driving as EV sales slow

Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge

Thursday 4 December 2025

CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants

DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate its DDR4 retreat, cutting planned 2026 year-end capacity from 20,000 wafers a month to 10,000 as DDR5 and advanced-node migration proceed smoothly

Thursday 4 December 2025

OpenAI reportedly in talks with TCS to build AI data infrastructure in India

The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create agentic AI solutions for enterprises. A partnership with TCS would mark the launch of OpenAI's Stargate India initiative and support TCS's aim to become a leading AI-driven services provider

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Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation

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