DIGITIMES Asia news

Tuesday 17 March 2026

Samsung cautious on memory expansion amid concerns over 2028 supply glut

Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward again, according to a ChosunBiz report. Uncertainty surrounding demand forecasts following a surge in artificial intelligence (AI) infrastructure investment is complicating decisions on expanding production capacity

Memory wafer shortage to persist until 2030; SK Group chairman says collaboration with Taiwanese firms is foundation of ecosystem

Tuesday 17 March 2026

MetaX GPU push delivers growth, not profit, as losses hit US$560 million

Tuesday 17 March 2026

US Defense Department agrees on rare earths purchase with Lynas at Japan-matched floor price

Tuesday 17 March 2026

China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness

Tuesday 17 March 2026

LATEST STORIES

Wednesday 18 March 2026

Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply

Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base while initially targeting domestic automotive and industrial demand

Wednesday 18 March 2026

Tencent joins OpenClaw as sponsor after copy dispute, aligns with OpenAI and Baidu

OpenClaw founder Peter Steinberger accused Tencent of copying a GitHub open-source project without providing support, prompting Tencent on March 16 to announce it had become a sponsor alongside OpenAI and Baidu

Wednesday 18 March 2026

How Meta's Manus acquisition ignited a new tech war

When Meta announced its US$2 billion acquisition of AI startup Manus, it was meant to be a victory lap for CEO Mark Zuckerberg. By bringing what it billed as the world's most advanced agentic AI under the Meta umbrella, the social media giant was expected to leapfrog OpenAI and Google. Instead, the deal has become a flashpoint for geopolitical tension. According to The New York Times and Alpha Spread, the acquisition is now entangled in investigations over "Singapore washing" and questions about the origins of its digital infrastructure

Wednesday 18 March 2026

TCL's OLED debut exposes China's Korean panel dependence

LG Display (LGD) is reportedly supplying panels for TCL's first OLED monitor, marking a notable instance of South Korean OLED technology entering the Chinese market

Wednesday 18 March 2026

Russia reportedly turns to Loongson to escape x86 sanctions

Amid sustained Western sanctions, Russia is reportedly advancing an alternative CPU pathway through cooperation between local IC firm Tramplin Electronics and China's Loongson. The company is said to be developing its Irtysh processor series based on the LoongArch instruction set, with initial engineering samples released and a production target of 30,000 units

Wednesday 18 March 2026

In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle

Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished on top. Pull it apart, though, and the middle layers are still underbaked

Wednesday 18 March 2026

Tata Semiconductor head reportedly steps down amid fab build-out

Industry veteran KC Ang has stepped down as president and head of Tata Semiconductor Manufacturing, marking a leadership transition as the company advances its chipmaking projects in India, according to reports by The Economic Times, Electronics For You, and Manufacturing Today

Wednesday 18 March 2026

China tightens Hong Kong IPO rules, curbs red-chip listings to stem capital outflows

China is tightening scrutiny over domestic companies seeking to list in Hong Kong, signaling a shift in how one of the market's most entrenched offshore listing structures is treated. The move targets the long-standing "red-chip" model, widely used by Chinese firms to raise capital abroad, and reflects Beijing's growing concern over capital outflows and regulatory opacity

Wednesday 18 March 2026

India's Agnit Semiconductors raises US$2.6 million to commercialise GaN chips for telecom and power

Agnit Semiconductors has raised US$2.6 million in a seed extension round led by Shastra VC, with existing investors 3one4 Capital and Zephyr Peacock participating. The Economic Times, Analytics India, The Hindu Business Line, and BIS Infotech report. The company said the funds will be used to scale gallium nitride component production and move pilot products toward commercialisation

Wednesday 18 March 2026

Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand

Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center networking architecture, aimed at hyperscale AI clusters. The platform integrates 112G SerDes IP, switching chips, network interface cards and management software, all developed domestically, reflecting the company's push to build an independent high-speed AI interconnect stack

Wednesday 18 March 2026

China price competition hits Samsung Display shipments while Korean OLED makers regain share

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening amid price competition and softer handset demand, while higher-value OLED products are helping Korean suppliers stabilize their market share after years of decline

Wednesday 18 March 2026

Chipbond sets sights on SiPh and LPO for next phase of growth

Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry headwinds through 2026. While consumer electronics demand may face pressure from memory price declines, these new initiatives aim to offset sector downturns

Wednesday 18 March 2026

Taiwan on track to outpace China's growth again in 2026

Driven by US President Donald Trump's push for American reindustrialization and efforts to shift industries away from China through high tariffs, Taiwan's economy is set to outpace China's growth for the second consecutive year in 2026

Tuesday 17 March 2026

InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end

As major battery manufacturers accelerate the commercialization of solid-state batteries (SSBs), South Korea's battery materials industry is also speeding up product development and production, targeting the emerging demand. Efforts now span multiple areas, including cathode and anode materials, SSBs, and key raw materials. Observations from the show floor at InterBattery 2026 indicate that South Korean materials suppliers are advancing toward mass commercialization through cross-company collaboration and vertical integration

Tuesday 17 March 2026

Korean AI trio takes industry spotlight—but can early promise survive the factory floor?

At Automation World (AW) 2026, the Media Pick Awards, hosted by global news network Aving News, highlighted the transformative technologies driving the physical AI era. A competitive field of innovators was interviewed and assessed, ultimately awarding MakinaRocks, Impactive AI, and emCT as the top three picks for their potential to redefine global manufacturing and safety standards

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