As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking the trend, expanding its R&D headcount and consolidating its lead in 5G and communications infrastructure, emerging as the sector's biggest wildcard. The growing split in the global telecom race is stark: Huawei gains strategic ground, while Western peers stall amid policy inertia and financial tightening

Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China trade tensions and recent tariff reductions between the world's two largest economies have spurred system vendors to accelerate orders and shipments, particularly in May and June

Sino-American Silicon Products Group has formed a joint venture with India's Premier Energies to produce silicon wafers for solar cells in India, acquiring a 26% stake in the new entity, according to a company statement Monday

Since its viral breakout in February, DeepSeek has triggered a rush for all-in-one AI appliances across China's enterprise and government markets. But the boom has also unleashed a disorderly ecosystem, with over 100 DeepSeek-branded systems flooding the market, priced anywhere from tens of thousands to more than one million CNY

PCB manufacturer Zhen Ding Technology posted a 23% year-over-year increase in consolidated revenue for the first quarter of 2025, marking a record high for the quarter. The company's integrated circuit (IC) substrate business was a key driver, with quarterly revenue climbing nearly 30%, bolstered by strong domestic demand in China

As global supply chains pivot toward regional hubs, ASEAN is stepping into the spotlight. Singapore has emerged as a research and development hub for leading integrated circuit (IC) design firms, with its influence extending to the Johor-Singapore Special Economic Zone (JS-SEZ)

South Korean authorities arrested a former subcontractor employee at Incheon International Airport for allegedly attempting to smuggle SK Hynix's proprietary high-bandwidth memory (HBM) packaging technology to China. The suspect, identified as Mr. Kim, was apprehended moments before boarding his flight

Amid the renewed US-China trade tensions and fierce price competition from Chinese peers, the industry trend of "China Minus One" has resurfaced, spreading from outsourced semiconductor assembly and test (OSAT) providers upstream to the IC substrate supply chain

China's outsourced semiconductor assembly and test (OSAT) industry is gaining momentum, driven by surging demand for artificial intelligence (AI) and electric vehicles (EVs). As the country intensifies its technology upgrade initiatives, the back-end supply chain has become a strategic pillar, with major players ramping up both revenue and innovation

Singapore and Malaysia's collaborative "Johor-Singapore Special Economic Zone" has emerged as a magnet for investment, positioning the region as a pivotal node in Southeast Asia's AI data center supply chain. Beyond this, both nations boast decades of expertise in the semiconductor sector

These are the most-read DIGITIMES Asia stories from the week of May 12 – May 18. From China's push in DUV lithography and Samsung's resurgence in foundry orders to TSMC's aggressive fab expansion and Europe's looming ban on Chinese inverters, the week highlighted shifting power dynamics across the global tech and semiconductor landscape

InPsytech, a leading provider of high-performance semiconductor intellectual property (IP) solutions under Egis, has been selected to join the Samsung Advanced Foundry Ecosystem (SAFE) as an IP partner. This recognition stems from InPsytech's outstanding performance in open NAND flash interface (ONFI) high-performance IP solutions. InPsytech plans to continue expanding its IP portfolio within Samsung's ecosystem, particularly by strengthening applications for UCIe IP

Japanese NAND flash memory maker Kioxia reported a sharp earnings rebound for fiscal 2024 (April 2024 to March 2025), recording a net profit of JPY272.3 billion (approx. USD 1.9 billion) after a net loss of JPY243.73 billion the year prior

A new wave of capital expenditure is sweeping through Taiwan's electronics manufacturing sector, as major firms like Quanta Computer and Foxconn significantly raise their 2025 investment budgets to build new facilities and expand production capacity