DIGITIMES Asia news

Thursday 2 April 2026

Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page filing references "AI" 421 times, an unusually explicit signal of strategic depth. The company is pursuing a "foundation first, expansion later" model, pairing heavy R&D with infrastructure buildout to scale its AI position

South Korea reportedly advances GaAs localization with 95% yield on 4-inch process

Thursday 2 April 2026

Samsung, SK Hynix reportedly ramp hybrid bonding push for next-gen HBM

Thursday 2 April 2026

TSMC's US expansion held ransom as JASM takes flight

Thursday 2 April 2026

Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

Thursday 2 April 2026

LATEST STORIES

Saturday 4 April 2026

Semco raises ABF substrate prices as AI server demand surges

The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks in the global supply chain for advanced packaging substrates, South Korea's Samsung Electro-Mechanics (Semco) has proactively restructured its product lineup and increased prices. This move reflects not only rising raw material costs but also a structural shift where demand far exceeds supply

Saturday 4 April 2026

Memory interface chip maker Montage sees DDR5 surge drive 2025 growth

Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with expectations. Adjusted net profit reached CNY2.02 billion, up 62.0%, reflecting solid underlying demand

Saturday 4 April 2026

Samsung strike threat clouds PMIC, mature-node outlook

Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs) and display driver ICs (DDICs) are seen as the most exposed segments, given constrained capacity and firm demand

Friday 3 April 2026

US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies

Friday 3 April 2026

US-China trade tensions deepen as supply chains fracture despite tariff truce

The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative analysis of the latest National Trade Estimate (NTE) Reports, underscoring a widening gap between high-level diplomacy and on-the-ground economic realities

Thursday 2 April 2026

South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn

South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East conflict disrupted logistics and energy flows. According to the Ministry of Trade, Industry and Energy (MOTIE), the figure was up 48.3% year on year, extending a 10-month run of record monthly exports and lifting the country's trade surplus to US$25.7 billion — its 14th straight month in the black

Thursday 2 April 2026

Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance

Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo, which holds a 90% market share. Meanwhile, Nippon Electric Glass (NEG) also plans to invest in AI-specific fiberglass cloth, signaling accelerated competition among Japanese materials makers for semiconductor opportunities

Thursday 2 April 2026

South Korea's market volatility hands Taiwan a rare edge in AI

During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape. While headlines often focus on the chip wars between the US and China, Hwang shed light on a quieter, more structural divergence: the widening "resilience gap" between Taiwan and South Korea, as manifested through the lens of currency

Thursday 2 April 2026

Chinese companies capture nearly 41% of domestic AI accelerator server market

China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market last year, according to an IDC report

Thursday 2 April 2026

Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle

Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity (ROE) of 11%. The strategy underscores a shift toward semiconductors as a core growth driver, alongside vehicle electrification and intelligent systems, signaling ambitions beyond its traditional role as an automotive supplier

Thursday 2 April 2026

Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026

Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D architectures and tighter capacity allocation

Thursday 2 April 2026

China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD, while smaller panel makers face potential mergers or exits

Wednesday 1 April 2026

Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8

Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process technologies

Wednesday 1 April 2026

Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus

Fujitsu plans to develop a 1.4nm artificial intelligence (AI) chip and outsource its production to Rapidus in Japan, according to Nikkei. The chip is designed for use in servers and related systems, with a focus on low power consumption and domestic manufacturing

Wednesday 1 April 2026

Sharp names Kawamura as CEO, shifts to growth after restructuring

Sharp has named Tetsuji Kawamura as its president and chief executive officer, effective April 1, marking a shift from restructuring to growth as the company looks to expand its global brand alongside parent Foxconn Technology Group

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook