Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced its entry into the AI glasses arena, igniting a new wave of competition among smart terminal devices. The surge driven by the combination of AI glasses and wearable devices is rapidly propelling China's original design manufacturer (ODM)/original equipment manufacturer (OEM) and printed circuit board (PCB) supply chains into a new phase of transformation and upgrading
Vietnamese electric vehicle manufacturer VinFast has officially commenced production at its new manufacturing facility in Thoothukudi, Tamil Nadu. The US$500 million plant represents the first phase of a larger US$2 billion investment in India, with plans to establish the site as a strategic hub for both domestic sales and regional exports, according to the Associated Press and Reuters
The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China's top display panel manufacturer — should be labeled a "Chinese military company" (CMC)
Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology (AOET) Chairman Victor Kao said tariffs have never been a major concern, emphasizing that operational fundamentals matter more. Whether Thailand's tariff was 36% or the current 19%, clients have consistently urged AOET to localize production in Thailand. "Business goes on either way," he said
India may benefit in the short term from a renewed US push to ease restrictions on artificial intelligence exports, but the shift could deepen its long-term reliance on American chipmakers and AI technology providers, analysts say
The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling greater confidence to expand operations within Southeast Asia
As the global AI industry continues to expand, competition in semiconductor technology is intensifying. South Korea's industrial sector has begun voicing concerns that to maintain growth momentum in its semiconductor industry, it must foster fabless IC design startups to enhance system semiconductor competitiveness
Nintendo announced that it would raise the price of the first-generation Switch console in the US beginning August 3, 2025, citing 'market conditions' as the reason in a statement on its website
Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former Intel China head Ian Yang joined AMD, surprising the industry. Meanwhile, China quietly gains ground in mature chip processes with startups like Pengsun
The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30 trillion (approx. US$2.2 billion) and enhancing their competitiveness in the North American market
Asia Optical reported record-breaking financial results for the second quarter of 2025, driven by robust revenue growth and expanding operations in Southeast Asia. The company announced on August 1 that consolidated revenue for the quarter reached NT$6.908 billion (US$231.58 million), representing a 28% increase quarter-over-quarter and a 23% year-over-year
Benefiting from the development of the high-bandwidth memory (HBM) market, Hanmi Semiconductor's second quarter 2025 performance continues to hit new highs, with overseas markets such as Taiwan significantly increasing their revenue share. Despite intensified competition in the next-generation bond equipment market, the company remains confident it will maintain a leading position
Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's Innolux overtook China's HKC in unit shipments, rising to the third position globally and reshaping the competitive landscape
Trump imposed a 25% tariff on India, one of the highest rates among US trading partners, an unwelcome development for Apple and Foxconn as they expand investments in the country
Singapore-based ASMPT, founded in Hong Kong in 1975, has grown from a regional distributor into one of the world's most influential semiconductor equipment makers. With AI and hyperscale data centers driving a new wave of demand for advanced packaging, ASMPT's dominance in thermo-compression bonding (TCB) technology places it at the center of the industry's next inflection point
