DIGITIMES archived news

Asia webinar 1205

NOV

17

2025

China’s low-altitude leap: Xpeng’s flying cars land their first big Middle East order

Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027

Apple’s 15% truce with Tencent: A small cut, a big shift

Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks

Research insight: NTN emerges as a disruptive force in the 6G era

Research insight: SpaceX rivals differentiate through cloud integration and direct-to-device services in LEO satellite market

Taiwan's solar industry warns stricter environmental rules could derail energy transition

India roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging

Qisda deepens AI push

ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026

Tainan to host AI factory focused on drones, medical devices, and manufacturing

Hanwha Aerospace to lead South Korea's 4th Nuri rocket launch

Research Insight: Tesla and BYD compete beyond batteries, betting on AI and smart driving

NOV

16

2025

Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut

Salesforce brings AI Agents to Taiwan, aims to accelerate enterprise transformation

Commentary: Taiwanese automaker Luxgen at a crossroads in the age of EVs

Semco eyes big tech deals in the glass substrate boom

Research Insight: What's next for the hydrogen energy industry?

Xiaomi strengthens AI capabilities with former DeepSeek researcher joining MiMo team

Taiwan's AutoSys expands beyond cars, targeting drones and robotics

Samsung and LG discuss future mobility with Mercedes-Benz

Ability Enterprise eyes new SoC development integrating neural network engine

China's economy faces multiple pressures as investment uncertainty rises

Taiwan supply chain chases AI growth after missing initial wave

NOV

15

2025

Memory panic buying grips tech industry as shortage extends to 2027

Fei-Fei Li says spatial intelligence is the next frontier in GenAI

Wieson sees strong growth as AI and HPC markets boost demand for connectors

China fine-tunes its Thousand Talents campaign to lure South Korean scientists

Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply

Yageo secures two deals to boost power component portfolio

Taiwan's AutoSys turns self-driving Algorithms into next-gen AI exports

Research insight: SpaceX strengthens lead in LEO satellites with reusable rockets, standardized bus, and cost-efficient components

NOV

14

2025

SK Hynix reportedly to order HBM4 equipment, accelerate mass production

Taiwan's EV market heats up as Luxgen N5 prepares for debut

Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive

Carbon fiber specialist Bonny Worldwide expands into Airbus supply chain

G-Shank sees strong AI-driven growth for stamping parts

SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious

China's Maxone steps into the global probe-card elite with IPO approval, Huawei support

Premiumization boosts Qualcomm as Apple posts fastest growth in India

SMIC's AI-fueled 3Q rebound sets up a US$9B year despite margin pressure

Coretronic and Radiant expand beyond displays, betting on drones and advanced optics

AI chip test interface demand surges; Taiwan orders visible through 2026

Edison Opto expects automotive momentum to reboot operations in 2026

Global Mixed-mode Technology eyes 2026 DDR5 and DDR4 demand crossover

Advantech targets medical and robotics in edge AI

H2 peak season fuels Tricorntech 4Q25 performance

Brinno targets Middle East defense market at Dubai Airshow 2025

Microip expands into North America, eyes growth in agriculture and defense tech

Ilitek completes T-Con integration, eyes DDI product synergy in 2026

Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom

China's supernode boom sends warning to Nvidia

Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025

Baidu sets a new Kunlun chip trajectory as chair questions the AI boom

Veon taps Starlink to deliver satellite mobile service across emerging markets

SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets

China's AI silicon enters the Gulf with SenseTime at the helm

Taiwan drone maker Thunder Tiger invests US$22 million in southern expansion

Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem

Exclusive: Taiwan firms play key roles in OneWeb's expanding satellite ecosystem

AI backlog to 2027 propels Quanta into its fastest expansion cycle yet

DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market

Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat

HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector

Samsung expected to dominate HBM4 market as prices snap back

IHI, ICEYE team up to launch advanced SAR satellite network

Taiwan raises foreign worker hiring standards to protect local labor conditions

Qisda slows acquisition drive, shifts focus to local drone supply chain

Hsin Hsin Galaxy posts 415% net income surge in 3Q25 amid peak season, new customer expansion

Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

ASUS AI servers near 20% of 3Q25 revenue

Pegatron chairman urges Taiwan to adopt AI beyond manufacturing

Research insight: SoftBank's US$5.4B ABB deal highlights Europe's industrial robotics pullback

India likely to delay green hydrogen target, pivots to domestic demand

Elon Musk looks to space for Tesla's next AI chip

From scale-up to scale-across: How AI data centers are redefining transmission technology

Syrma SGS invests in India's largest PCB facility, eyes local laptop motherboard production

China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall

ADATA sets new quarterly profit records amid strong memory market demand

NOV

13

2025

Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race

Samsung aims to make foundry unit profitable by 2027, banking on Tesla orders and US fab ramp-up

Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Rising demand for AI computing drives data center upgrades and power system innovation

Chicony Electronics 3Q25 profit surges 23% on premium product mix

Wistron sees rising margins as AI server demand surges

Taiwan Mobile posts 11% YoY profit rise in 3Q25 as new tech business gains momentum

Anthropic aims for profitability by 2028 while OpenAI's losses could reach US$74 billion

Hiwin eyes 2026 growth driven by semiconductor and robotics

ECE banks on NEV projects for growth amid stable 2025 auto demand

Inventec anticipates growth in 2026 fueled by servers and NB

Apex Material Technology reports 3Q25 revenue and profit gains on medical and industrial demand

GIS bets on OLED and optics as the display industry shifts to high-end applications

Jensen Huang and AI pioneers debate whether field is in a bubble as they accept Queen Elizabeth prize

Samsung Galaxy S26 set for February 2026 launch with expanded Exynos use

BenQ Medical eyes 2026 growth with 3 key product lines, targets China surgical robot market

Chicony Power rebounds as server demand lifts profits amid PC slowdown

WPG restructures to accelerate global expansion and lead in logistics

Automotive and sports lightweight demand boosts FCS injection molding shipments

Taiwan revises merger law to boost industrial holding companies

Bellwether rides AI server wave to cement high-end connector dominance

Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens

Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world

Microsoft speeds up AI chip development with OpenAI IP licensing

Toyota confirms major US expansion, one month after Trump's announcement

Exclusive interview: OneWeb eyes Asia-Pacific as key growth engine in the global satellite race

Uniplus Electronics rebrands with eye on entering North American transformer market

GlobalFoundries raises 4Q25 outlook on strong auto, data center demand

Inside China's EV 'involution': fierce competition, falling prices, and global ripples

Samsung Display reportedly begins mass production of OLEDoS for Galaxy XR

Tatung names new CEO as AI and renewable energy boost revenues

Tata Power to build India's largest 10GW solar wafer and ingot plant

Anthropic announces US$50 billion investment in US data center infrastructure

Rebellions expands US presence with Silicon Valley hires, launches North America entity

Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand

Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds

Huawei's new wave of inventions hints at a rewired future for AI computing

China's rare earth curbs hinder Hyundai Motor's early development

Tesla seeks South Korea partnerships to launch battery production plan

Huawei converts R&D might into patent power and AI momentum

Tanaka develops rhodium probe pin material for semiconductor testing

Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model

Pegatron outlines growth strategy with focus on servers and automotive electronics to reduce iPhone reliance

Elon Musk's secret fab plan: new US chip plant targets 2026 ramp

Pegatron’s post-China pivot accelerates with a new U.S. server line in 2026

Infineon flags China EV headwinds as pricing pressure drags on auto outlook

Infineon posts stable 2025 results—and bets big on AI-driven power demand

Foxconn earnings stay firm for 2025 as Liu cites “signs to be optimistic” for 2026

AgiBot's corporate shake-up signals China's humanoid robot listing wave

Humanoid robots to debut in smart factories by 2026 as AI accelerates deployment

Gogoro 3Q25 gross margin improves with three new models to boost 2026

AI data center power consumption drives SOFC deployment in Taiwan

India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging

Research insight: TASA's dual satellite strategy positions Taiwan for global space market entry

Microsoft, Google pour billions into Europe to build the next AI compute hub

Column: Quantum communication races toward commercialization despite unresolved challenges

BYD counters EU tariff threat with three-pronged global strategy

Transcom lands major defense contract as global demand for radar tech rises

Renault reportedly shifting from Valeo to in-house development for rare-earth-free motors

Commentary: Why Musk's Terafab dream has Samsung rattled, put TSMC on alert

NOV

12

2025

Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand

Foxconn chairman responds to Luxgen acquisition rumors

Samsung vice chair exit triggers major leadership overhaul

DB HiTek gains as Samsung and TSMC reportedly scale back 8-inch chip output

Global PMX turns profit in 3Q25 as semiconductor business surges

ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook

Apple's 2026 OLED MacBook launch could revive display market

As SpaceX redefines rocket economics, Musk eyes next industrial frontier

Samsung Pyeongtaek P4 shifts to 1c DRAM production

China's Ubtech Robotics bags US$110M in Walker S2 orders, eyeing industrial rollout

SK Hynix targets 70% DRAM profit margin amid supply crunch

BYD shifts growth focus overseas as capex slows sharply

AEM swings back to profit on strong demand and product mix shift

AMD's latest product roadmap revealed, Zen 7 debuts

Kakao Mobility eyes role as platform integrator for AI-driven UAM commercialization

Foxconn's EV ambitions expand: Luxgen acquisition could reshape Taiwan's auto market

Lianyou Metals' 3Q25 profit soars sixfold as tungsten and cobalt prices hit new highs

WT Microelectronics and WPG post record October revenue on soaring AI chip demand

Nexperia crisis triggers IC design supply chain reshuffle

BizLink acquires XFS to strengthen high-speed transmission portfolio

Silicon Valley startups turn to Chinese AI models amid performance and cost benefits

Taiwan's Foxconn plans move into passenger EVs with Luxgen buy, industry sources say

Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results

HP pushes MJF 3D printing as mainstream technology for commercial drone manufacturing

EU moves to ban Chinese telecom gear, push unified cybersecurity standards

Dimensity 9500 supports MediaTek's strong 4Q25 growth amid final flagship surge

ChipMOS returns to profit as memory demand rebounds; chairman sees strong 2026 ahead

TSMC's US bet pays off for two quiet suppliers

DB HiTek rides power management chip boom to strong 3Q25 growth

Chinese EVs force Japanese automakers out of Southeast Asia into India

CXMT and Tesla's chip plans challenge South Korea's semiconductor lead

ASML opens South Korea campus to deepen Samsung, SK Hynix ties

China leads global 6G patent applications

Luxshare speeds into AI server market with 800G SiPh, liquid cooling rollout

China's EV makers slash prices again, testing the limits of profit and innovation

TSMC offloads older tools to VIS as it repurposes fabs for next-gen tech

Wistron and Quanta report record profits as AI server and storage demand drives 2025 growth

AMD projects US$1 trillion AI chip market by 2030, bets big on data center boom

Foxconn earnings preview: investors look for proof behind its AI and EV push

China eases EV subsidies, halves purchase tax to cool overheated market

Tower Semiconductor tops forecasts, to invest US$300 million in silicon photonics expansion

Buima expands green energy push with focus on smart storage systems

Microchip forecasts fall short as tariffs hit 4Q25 US-China markets

Micron reallocates CHIPS Act funds to Idaho, delaying New York fabs

SK Hynix reportedly developing high-bandwidth storage to boost smartphone AI performance

Taiwan's Nexcom targets tenfold robotics growth, cites G2 divide on safety standards

Investors flock to defense startups amid rising global tensions

Taiwan accelerates land development to support TSMC's Southern expansion

Xiaomi founder leads new architecture department to address safety backlash

Coretronic shifts strategy to auto and AR gear amid projector sales decline

NOV

11

2025

Taiwan's machinery industry sees 9 straight months of export growth thanks to AI, but machine tool exports halve

Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness

Powerlogic eyes strong 4Q25 growth on robust GPU demand

Stan Shih encourages entrepreneurial families for lasting legacy

Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

Apogee reports third-quarter profit in 2025 as US broadband program gains momentum

Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant

Astera Labs ships switch chips, expands AI server influence with new standards

Google's 'Project Suncatcher' aims to build the first AI cluster in space

Lite-On founder backs Taiwan's science diplomacy program, hosting 31 Nobel laureates

DIGITIMES Asia spotlights three leading innovators at FIX 2025

Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027

YMTC expands Wuhan production with third fab, targets global top-four memory ranking by 2027

With consumer spending slump, home appliance and display vendors pivot to commercial and rental models

Samsung's Texas expansion spurs formation of a new US semiconductor ecosystem

Whetron Electronics sees 3Q25 margin rise as Thailand plant readies for 2026 production

Vietnam’s first wafer fab set for 2026 launch, accelerating push into global chip supply chain

Meta faces scrutiny as 10% of 2024 revenue reportedly stems from scam ads

Gemtek's 3Q25 gross margin rises despite revenue pressure from transformation

Intel CEO takes direct control as former AI chief joins OpenAI

Malaysia strengthens data center ecosystem to advance 2030 'AI Nation' vision

G-Tech Optoelectronics develops aerospace-grade glass conformal antenna with US defense partner

AI data centers face stricter energy efficiency mandates

Beyond rivalry: Could Taiwan and South Korea forge Asia’s next chip superpower?

Hushan Autoparts sees rising aftermarket demand amid ongoing tariff impact

Three possible outcomes of Dutch officials' planned visit to China to discuss Nexperia crisis

GlobalFoundries signs GaN tech licensing deal with TSMC to expand US production

Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty

South Korean battery makers diversify strategies to capture global market

Nvidia's next-gen Rubin AI system liquid cooling costs exceed US$57,000

Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse

Pegatron sees stable October revenue boosted by Apple iPhone demand

China's Zhejiang University launches FabGPT to bring AI into chip manufacturing

Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments

China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes

South Korea launches major probe into alleged Samsung SDI battery tech leaks to China

ASML tackles AI's 'scissor gap' with dual-track chip strategy

China's Unicomp targets global expansion with US$37.5M purchase of SSTI semiconductor

India's major EMS provider weighs US production shift amid 50% tariff pressure

NDF allocates NT$10 billion to robotics technology investment

Samsung increases in-house parts production with an eye on custom robot and contract manufacturing

The dashboard revolution: how Mini LED and OLED are changing cars

Taiwan optical firms eye expanding drone payload market

Taiwan's OTT market is consolidating

Five nations, ten days: the global race rockets into the final frontier