DIGITIMES Asia news

Friday 24 April 2026

White House accuses China of 'industrial-scale' AI theft, signals crackdown

The White House has accused China of conducting "industrial-scale" theft of US artificial intelligence intellectual property, a development that could escalate tensions in the ongoing technology rivalry between the two countries, according to the Financial Times, Reuters, and CNN

Commentary: DeepSeek rethinks funding strategy under talent drain and AI race

Friday 24 April 2026

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Friday 24 April 2026

SMIC returns to advanced packaging, scales team to boost AI chip strategy

Friday 24 April 2026

Apple faces US$38B antitrust fine in India, eyes Trump card for relief

Friday 24 April 2026

LATEST STORIES

Saturday 25 April 2026

India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion

India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just as renewable deployment accelerates. Industry groups warn that the mismatch between solar cell production and demand could delay projects, even as the government accelerates its clean energy transition

Friday 24 April 2026

Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

Geopolitical tensions in the Middle East and the blockade of the Strait of Hormuz since early March 2026 are beginning to ripple through the global semiconductor supply chain, threatening shortages of a critical chipmaking material: photoresists

Friday 24 April 2026

EU targets Android access rules, putting Gemini integration edge at risk

European regulators are preparing to push Google to open up core Android operating system functions, potentially allowing rival AI assistants such as ChatGPT and Claude to access the platform on the same terms as Gemini, according to people familiar with the matter

Friday 24 April 2026

AI PCB supply crunch squeezes margins on rising materials and energy costs

A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from T-glass fiberglass cloth for IC substrates to longer lead times for copper-clad laminates (CCL), with prices for multiple upstream inputs rising in tandem

Friday 24 April 2026

BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

Driven by geopolitical shifts and supply chain restructuring, Southeast Asia has become an important destination for Taiwanese electronics manufacturers seeking to expand capacity and diversify risk. The rise of AI servers and semiconductor equipment markets has further strengthened the region's strategic position in global supply chains

Friday 24 April 2026

Interview: Taiwan-Korea cooperation not limited to memory giants; Hwaseong City aims to expand alliances

When it comes to Taiwan-Korea semiconductor cooperation, the outside world often focuses on orders and R&D between memory giants such as Samsung Electronics, SK Hynix, and TSMC. However, centered on Hwaseong City in Gyeonggi Province, South Korea, emphasizes that the potential of Taiwan-Korea cooperation goes far beyond this; both sides should establish more direct supply chain alliances at the SME level in equipment and components

Friday 24 April 2026

China chipmaker scales beyond security ICs into AI, automotive

Unigroup Guoxin Microelectronics reported steady growth in 2025, reinforcing its position across specialty ICs and security chips while accelerating expansion into AI, automotive electronics, and other emerging applications

Thursday 23 April 2026

Samsung and LG turn to AI at WIS 2026 to tackle sluggish consumer electronics market

Faced with declining hardware sales as high interest rates and shrinking demand crunch the global consumer electronics market, Samsung Electronics and LG Electronics are pursuing strategies to redefine product value. At the recent World IT Show (WIS) 2026 in Seoul, both South Korean companies showcased AI-centric strategies in their visions for future lifestyles

Thursday 23 April 2026

Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021

Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers and suppliers worldwide may face higher prices and reduced availability as Chinese manufacturers trim shipments and prioritize higher-margin models, with implications for emerging markets and device ecosystems

Thursday 23 April 2026

SaiMemory wins NEDO backing for next-generation ZAM memory, partners with Intel

SaiMemory, a next-generation memory developer established by SoftBank, said on April 22 that its development project has been selected for subsidies by Japan's New Energy and Industrial Technology Development Organization (NEDO), with the government expected to cover roughly half of the initial development costs

Thursday 23 April 2026

China hands 11.5-year sentence in rare earth, semiconductor data leak case

China is intensifying investigations and enforcement against data leaks in critical sectors across its industrial supply chain, targeting areas such as rare earths, semiconductors, and digital data resources

Thursday 23 April 2026

Tencent, Alibaba circle DeepSeek in US$20 billion AI deal talks

Chinese tech giants Tencent Holdings and Alibaba Group are reportedly in talks to invest in AI startup DeepSeek, as the company seeks fresh funding that could value it at more than US$20 billion, underscoring intensifying competition and rising capital demands in the global AI sector

Thursday 23 April 2026

Volkswagen outlines aggressive EV, AI and capacity reset ahead of Beijing show

Volkswagen's plan to launch 50 electric models by 2030 while cutting global production capacity signals major structural shifts for consumers, suppliers, and markets worldwide. The company is reallocating resources toward rapid localized development, AI-defined vehicles, and software moves that could reshape competition in China while forcing difficult trade-offs across Europe and other regions

Thursday 23 April 2026

Former Samsung Electronics researcher sentenced to 7-year prison term for leaking DRAM trade secrets

A former researcher at Samsung Electronics was sentenced to seven years in prison on April 22 by a South Korean court for leaking core semiconductor trade secrets to a Chinese competitor. The case highlights how chip-making technology is increasingly regarded by governments as a national security asset under strict protection

Thursday 23 April 2026

LG Display approves KRW1.1 trillion OLED infrastructure investment

LG Display approved an investment of KRW1.1 trillion (approx. US$740 million) to build OLED technology infrastructure. The move, running from April 22, 2026, to June 30, 2028, could affect global display supply chains, technology competition, and investment flows in advanced OLED development and will significantly broaden research partnerships worldwide

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