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Monday 28 July 2025
From ChatGPT to robots: Global firms push into physical AI, South Korea targets defense edge
As generative AI tools like ChatGPT capture global attention, a new frontier is emerging—physical AI, or artificial intelligence that can interact with the real world. While large language models are skilled at understanding and reasoning with words, they fall short when it comes to responding to real-world events in real time
Monday 28 July 2025
Endless tariff negotiations make August 1 deadline unlikely
US President Donald Trump, leveraging the vast domestic consumer market, has used tariffs as a powerful tool to steer global economic and trade dynamics. He has successfully opened previously closed markets for American products—for example, allowing US beef into Australia's large livestock industry and pushing for significant automobile exports to Japan, a major car manufacturing country. However, paradoxically, regardless of the tariff rates set, they remain subject to change at any time
Monday 28 July 2025
Japan's Kioxia to mass produce 9th-gen NAND flash in FY2025
Kioxia announced it will begin mass production of its ninth-generation NAND flash memory in fiscal year 2025, which runs from April 2025 to March 2026. The Japanese memory maker also began shipping samples of the new chip on July 25 from its Yokkaichi facility in Mie Prefecture
Monday 28 July 2025
LG Display's large-size OLEDs lead turnaround for full-year profit
LG Display (LGD) has announced that it will ship around 6.5 million large-size OLED TVs and monitors in 2025, a year-over-year increase of 14.04%. With the depreciation of equipment at the Guangzhou OLED plant in China ending, LGD has outlined major plans to turn its operations profitable by the end of the year
Monday 28 July 2025
Huawei's shadow fab (3): key 'mature process' piece on the US radar
While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a "non-strategic sector"—the mature process node. Among these efforts, Pengsun (PST), established in March 2022, has emerged as a low-profile yet increasingly significant player on the international radar
Monday 28 July 2025
Trump tariffs leave costly China supply question unanswered
President Donald Trump's recent flurry of trade deals have given Asian exporters some clarity on tariffs, but missing are key details on how to avoid punitive rates that target China's supply chains
Monday 28 July 2025
Chinese EMS providers pivot to smart glasses and robots as AI server boom bypasses them
While Taiwanese EMS firms aggressively capitalize on booming AI server demand, their Chinese counterparts are exploring alternative growth engines amid continued weakness in the consumer electronics market. Increasingly, Chinese EMS companies are turning their attention to long-term investments in emerging sectors such as smart glasses and robotics
Monday 28 July 2025
Huawei debuts Nvidia's supernode rival at WAIC 2025 as local firms display advanced intelligent computing solutions
The 2025 World Artificial Intelligence Conference (WAIC) opened on July 26 at the Shanghai Expo Center, highlighting the latest advancements in intelligent computing. Among the many exhibits, Huawei's Ascend CloudMatrix 384 real machine Atlas 900 A3 SuperPod made its debut, attracting attention as the largest-scale superpod showcased in China's industry
Monday 28 July 2025
Weekly News Roundup: MediaTek wins Meta's ASIC orders, Asus revives Xbox hardware, and YMTC plans China-made NAND Line
Below are the top DIGITIMES Asia stories from July 21 to 27, 2025. The top three topics include MediaTek winning Meta's order for 2nm ASIC; Asus, Microsoft revive Xbox hardware with ROG handheld launch; and YMTC plans to pilot a fully China-made NAND line in 2025
Monday 28 July 2025
Samsung's marketing of 'non-self-emissive MicroLED' sparks confusion over flagship TVs
To secure its market leadership, Samsung Electronics has positioned MicroLED technology as the exclusive feature for its flagship models. However, Samsung reportedly plans to market an advanced model of Mini LED TVs as "non-self-emissive RGB MicroLED", confusing the original product strategy of MicroLED, which aimed for the very top-tier customers
Monday 28 July 2025
BYD's South Asia play: EV assembly in Pakistan set for 2026 launch
BYD, the world's largest electric vehicle maker, plans to begin assembling electric and plug-in hybrid cars in Pakistan by mid-2026, aiming to capture surging demand across South Asia. The initiative reflects BYD's broader strategy to expand into emerging markets, leveraging Pakistan as both a domestic foothold and a potential regional export base
Monday 28 July 2025
South Korea eyes AI powerhouse by 2030 with data and talent as core drivers
As the global competition in generative AI intensifies, the South Korean government is accelerating its AI industry policies. It seeks breakthroughs across multiple areas, including GPU resources, foundational models, semiconductors, data platforms, and talent systems to build a sovereign and competitive national AI ecosystem
Sunday 27 July 2025
Missed connection with Nvidia haunts Samsung as Lee Jae-yong marks 1000 days of leadership
Samsung Electronics Chairman Lee Jae-yong recently marked his 1,000th day in office, a tenure that Korean media describes as filled with challenges and crises. Even though Lee officially took the chairman title only three years ago, he joined Samsung's General Affairs department in 1991 at age 23, meaning he's spent more than 30 years with Samsung
Saturday 26 July 2025
Rapidus unveils 2nm chip prototype in race to challenge TSMC's dominance
Japanese chip startup Rapidus has unveiled its first 2-nanometer chip prototype, marking a symbolic step toward its goal of mass production by 2027. The milestone comes just three months after EUV lithography equipment was installed at the company's IIM-1 fab in Hokkaido and three months after the company began trial production in April 2025
Saturday 26 July 2025
In China's EV war, Huawei quietly takes the wheel

When Jensen Huang, the CEO of global tech titan Nvidia, publicly praised Huawei as a "formidable competitor" and acknowledged its strengths in autonomous driving, AI, chip design, and system software, he made a bold prediction: even without Nvidia, Huawei would find its solutions

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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES