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Friday 22 May 2026
Analysis: Samsung deal prevents walkout but deepens internal rifts over compensation
Samsung Electronics and its union signed a provisional agreement late at night, about an hour before a scheduled May 21 strike, averting an industry estimate of more than KRW100 trillion (approx. US$66.8 billion) in supply chain disruption. The deal eases an immediate labor crisis but leaves unresolved structural conflicts and rising personnel costs
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Monday 25 May 2026
BYD and Chery lead China's advance into Europe's EV market
Chinese automakers are rapidly gaining ground in Europe's electric-vehicle market, underscoring a transformation from low-cost challengers into formidable global competitors
Monday 25 May 2026
Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation
Monday 25 May 2026
CATL weighs stake in AI startup deepSeek

According to several people familiar with the matter, Contemporary Amperex Technology Limited (CATL), the world's largest maker of electric-vehicle (EV) batteries, is in talks to participate in a major financing round for the Chinese artificial intelligence (AI) start-up DeepSeek. The prospective investment highlights how China's AI boom is forging new alliances among technology firms, industrial companies, and energy providers, all competing to build the infrastructure required for the next generation of computing

Monday 25 May 2026
GoPro takeover talks highlight China's growing clout in cameras
GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products increasingly shaped by Chinese brands
Monday 25 May 2026
Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain
Monday 25 May 2026
China launches OpenHarmony robot OS for humanoids and AI robotics
China has unveiled what developers describe as the country's first robot operating system built on OpenHarmony, underscoring Beijing's broader push to establish a domestic software and hardware ecosystem for humanoid robots, industrial automation, and embodied AI systems
Monday 25 May 2026
Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map
Geopolitics and price are reshaping who builds the world's AI infrastructure. Across emerging markets in Southeast Asia, Africa, and Latin America, governments and enterprises are increasingly turning to Chinese server makers as an affordable alternative to US-dominated tech ecosystems — driven partly by budget constraints and partly by a deliberate push to avoid dependence on any single power
Monday 25 May 2026
Huawei bypasses 3D NAND limits with 122TB AI SSD packaging breakthrough

Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions

Monday 25 May 2026
DeepSeek makes 75% API discount permanent, intensifying global AI price war

Chinese AI startup DeepSeek has permanently reduced the API pricing of its flagship DeepSeek-V4-Pro model to one-quarter of its original rates, escalating competition in the global AI model market

Monday 25 May 2026
Exclusive: G2 Lithium battery rivalry heats up—US taps 4th-gen LFP to crack China's patent wall
The US is shifting from ternary batteries used in electric vehicles (EVs) toward lithium iron phosphate (LFP) batteries for both energy storage and automotive applications. This is one tactic the US is using to circumvent Chinese patents. However, fourth-generation LFP technology is also subject to China's lithium battery export restrictions
Monday 25 May 2026
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and Nvidia CEO Jensen Huang only recently confirmed in May that Nvidia once held as much as 95% market share there. That dominance has since been reset, with the bulk of that share ceding to domestic rival Huawei
Monday 25 May 2026
Weekly news roundup: TSMC faces its first real rivals; Agibot claims 100% success rate in factory deployment
Below are the most-read DIGITIMES Asia stories from the week of May 18-24, 2026
Monday 25 May 2026
Huawei targets AI optical networking with InP chip startup investment
Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center demand accelerates upgrades across the global optical communications industry
Monday 25 May 2026
Manus eyes US$1 billion buyback after Beijing blocks Meta deal
Chinese artificial intelligence (AI) startup Manus is reportedly evaluating a US$1 billion fundraising round to buy back control of the company from Meta Platforms, in response to Chinese authorities ordering the company to withdraw from Meta's more than US$2 billion acquisition deal
Monday 25 May 2026
Samsung Electro-Mechanics secures large silicon capacitor supply contract
Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers, GPUs, and HBM worldwide, promising denser integration and more stable power delivery in data centers, autonomous vehicles, and mobile devices as demand for high-performance computing grows and supply chains