DIGITIMES Asia news

Friday 15 August 2025

UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down on the fast-growing low Earth orbit (LEO) satellite market. President Dr. Tungyi Wu said the company's LEO revenue grew 40% year-over-year in the first half of 2025, for the first time accounting for more than half of total sales

Friday 15 August 2025

Samsung turns to MediaTek for Galaxy Tab S11, reducing Qualcomm dependence

Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP), a notable shift from its previous reliance on Qualcomm's Snapdragon platform. Analysts say the move is part of Samsung's broader strategy to reduce component costs and improve bargaining power when sourcing APs

Friday 15 August 2025

China's Visionox plots twin-track OLED surge, from Canon Tokki lines to ViP era

China's Visionox is pursuing a dual-track OLED expansion, ordering new production equipment to increase existing output while fast-tracking its proprietary Visionox Intelligent Pixelization (ViP) technology for future high-generation lines

Thursday 14 August 2025

Samsung reportedly plans US$170M in Japan packaging hub to challenge TSMC

Samsung Electronics is reportedly investing JPY25 billion (approx. US$170 million) to set up an advanced packaging research institute in Yokohama and acquire a major office tower in the city's Minato Mirai 21 district. Industry analysts say the move directly challenges TSMC's lead in cutting-edge packaging and reflects a strategic push to leverage Japan's strengths in materials, components, and semiconductor equipment

Thursday 14 August 2025

CATL leads sodium-ion battery race: South Korea rushes to prevent China's 'LFP monopoly'

As South Korean battery manufacturers officially launch mass production plans for lithium iron phosphate (LFP) batteries, Chinese battery companies are already prepared to make significant advances in the next-generation sodium-ion battery sector. This development is prompting South Korean firms to tighten their focus and accelerate research and development efforts. Some industry insiders express concern that China's rapid expansion in the sodium-ion battery market could recreate the previous crisis faced by South Korean LFP battery producers

Thursday 14 August 2025

Exynos comeback? Samsung nears decision on Galaxy S26 flagship chip strategy

Samsung's Exynos flagship processors may return in the 2026 Galaxy S26 lineup, industry sources say, marking a potential revival after years on the sidelines. Built on Samsung's gate-all-around (GAA) manufacturing process, the new Exynos chips are reportedly closing the gap with TSMC's 3nm products in performance and power efficiency, a development insiders see as key to regaining market share

Thursday 14 August 2025

Inspur's Metabrain SD200 takes on trillion-parameter AI with four top Chinese models

Following Huawei's recent AI inference milestone, China's server leader Inspur has introduced the Metabrain SD200, a next-generation AI supernode server designed for trillion-parameter workloads

Thursday 14 August 2025

LG Display turns three-week OLED fixes into two-day process with AI

LG Display (LGD) has fully deployed a self-developed artificial intelligence platform across its design, manufacturing, and business operations, marking a decisive push into digital and AI transformation (AX). The initiative, unveiled at the company's recent AX online forum, has already generated more than KRW200 billion (US$140 million) in cost savings while lifting productivity and product quality

Thursday 14 August 2025

Samsung wins Apple iPhone image sensor deal in Texas, eyes Qualcomm next

Samsung Electronics plans to begin producing its in-house–designed high-performance CMOS image sensors (CIS) at its Austin, Texas, wafer fab in 2027 for Apple's iPhones. Industry analysts in South Korea say the tech giant's one-stop strategy, which covers both design and manufacturing, proved decisive in securing the deal as Apple seeks to expand US-based production

Thursday 14 August 2025

Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban

Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission (ITC) recommending a sweeping ban on BOE's OLED panel imports for nearly 15 years

Thursday 14 August 2025

Tencent widens AI chip sourcing as Beijing puts H20 under the microscope

Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the earnings call, executives said the company now has several suppliers for AI inference chips, a disclosure closely watched amid intensifying scrutiny of US semiconductor use in China

Thursday 14 August 2025

Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive

Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain. With the Kirin 9030 set to debut in the Mate 80, the series is widely seen as a near-fully domestic flagship, a culmination of Huawei's transformation from relying on stopgaps to reshaping its position in the industry

Thursday 14 August 2025

Samsung aims to meet Tesla's chip packaging demand with new panel-level technology

Samsung Electronics is advancing development of its next-generation System-on-Panel (SoP) packaging technology, aiming to produce modules significantly larger than those possible with conventional wafer-level packaging. Industry watchers say a breakthrough could help the company secure a foothold in Tesla's semiconductor packaging supply chain

Thursday 14 August 2025

Acer India targets US$1B revenue, expands local manufacturing and retail network

Acer's India division expects to cross US$1 billion in revenue by the end of 2025, driven by robust sales of notebook laptops and aggressive manufacturing expansion. President and managing director Harish Kohli told Hindu Business Line that the company's topline growth has been fueled by a sharp rise in consumer notebook market share—from 5.5% to over 18% in the past two years—thanks to locally tailored products under the Make in India initiative

Thursday 14 August 2025

Huawei fast-tracks Mate 80 launch, backed by 10+ key Chinese suppliers in Apple rivalry

Huawei will launch its 2025 flagship Mate 80 series in October, moving up its schedule to land near Apple's iPhone 17 debut in early September, according to supply chain sources. The timing reflects a calculated move to reinforce its dominance in China's premium smartphone segment and seize momentum in the critical autumn upgrade cycle

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