DIGITIMES Asia news

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

Friday 25 July 2025

SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter

The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational results for 2025. Meanwhile, Samsung Electronics' HBM3E is still striving to secure Nvidia certification

Friday 25 July 2025

Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months

Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels in just three months, raising doubts about the efficacy of US trade restrictions

Friday 25 July 2025

Wolfspeed collapse triggers Renesas's first interim loss in 5 years

Renesas Electronics posted a net loss of JPY175.3 billion (approx. US$1.19 billion) in the first half of 2025, swinging from a JPY139.5 billion profit a year earlier. It was the Japanese chipmaker's first-half net loss in five years

Friday 25 July 2025

Qualcomm's 2nm wildcard: is Samsung back in play or just leverage?

Qualcomm is reportedly weighing a return to Samsung Foundry for its 2nm flagship smartphone SoCs in 2026, raising questions about a potential pivot from TSMC. Yet conflicting reports claim Samsung has already been removed from Qualcomm's approved foundry list, adding to the uncertainty

Friday 25 July 2025

Huawei's shadow fab (2): Japan-Taiwan veterans architect China's stealth DRAM ambitions

As China accelerates its drive for semiconductor self-reliance, DRAM memory has become a crucial yet understated battleground. SwaySure Technology, a relatively unknown company with international roots, is quietly positioning itself as a key force in China's push for homegrown memory solutions

Friday 25 July 2025

Tariffs blur ASML's outlook, but China anchors the bottom line

ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026, we cannot confirm it at this stage," he said on the earnings call, prompting renewed scrutiny of end-market demand and chipmakers' appetite for capital equipment

Friday 25 July 2025

South Korea looks to replicate Taiwan's ecosystem in its Micro LED industry

Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea to secure original technologies from domestic materials, components, and equipment companies; a supportive ecosystem and cooperation system must be established

Friday 25 July 2025

Rebellions partners with CoAsia SEMI to deliver AI chiplets to data centers worldwide

South Korean AI semiconductor startup Rebellions has inked a strategic partnership with system-on-chip (SoC) design house CoAsia SEMI to co-develop and commercialize AI chiplets and software solutions targeting global data center applications

Friday 25 July 2025

China targets 22/28nm as wafer sourcing landscape shifts

China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets, significantly impacting the chip ecosystem

Friday 25 July 2025

Alibaba upgrades Qwen3 series, surpassing OpenAI and DeepSeek in math and coding capabilities

China's open-source artificial intelligence sector has made significant new strides. Alibaba has updated its Qwen3 series of large language models, outperforming OpenAI GPT-4o, DeepSeek V3, and Moonshot AI's Kimi K2 models in mathematics and programming tests, drawing considerable attention from the AI development community

Friday 25 July 2025

China develops next-gen EUV photoresist in bid to break US tech blockade

Amid tightening US and Dutch export controls on advanced semiconductor equipment, especially ASML's extreme ultraviolet (EUV) lithography systems, China's Tsinghua University has announced a breakthrough in a critical material: EUV photoresist

Friday 25 July 2025

Rapidus touts threefold boost in chipmaking speed over TSMC with unified 2nm process

Rapidus is developing an innovative semiconductor production system designed to significantly speed up the manufacturing process of 2nm and sub-2nm chips by combining wafer fabrication and packaging into a single, streamlined operation

Thursday 24 July 2025

China's AI startups step up private invitations to grow global presence

AI companies from China are ramping up promotional efforts, frequently sending private messages on social media platforms to offer early access to new services. Chinese startup Monica, known for the rise of its general-purpose AI agent Manus, sent a collaboration proposal to DIGITIMES in early July, but it was not adopted after internal evaluation

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