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Monday 5 May 2025
China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy
As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute...
Monday 5 May 2025
Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play
These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving...
Monday 5 May 2025
UBTech, Midea fast-track humanoid robots as China races toward industrial AI supremacy
China is accelerating the commercialization of humanoid robots, with key players UBTech Robotics Inc. and Midea Group Co. rapidly advancing deployments in factory environments. UBTech...
Saturday 3 May 2025
US-China trade war threatens to gut global semiconductor market by 34% through 2026

The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding...

Friday 2 May 2025
LGES bows out of Indonesian EV battery deal—China's Huayou poised to fill the void
LG Energy Solution (LGES) of South Korea has exited its US$8.45 billion electric vehicle (EV) battery project in Indonesia, prompting the Indonesian government to court China's Zhejiang...
Friday 2 May 2025
Huawei mobilizes 11 top carmakers to forge China's smart driving safety agenda
China's booming auto industry is moving beyond product competition as automakers increasingly prioritize unified safety standards for intelligent driving systems. The sector is transitioning...
Friday 2 May 2025
US, China sharply diverged in regulatory paths for high-level autonomous driving
Advanced L3–L5 autonomous driving has long been a critical battleground in the technological rivalry between the US and China. Recently, as both nations aim for L5 fully autonomous...
Friday 2 May 2025
Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?
Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
BYD breaks ground on 10K-capacity EV plant in Cambodia, production set for late 2025
China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...
Friday 2 May 2025
Xiaomi enters the LLM race with another attempted latecomer coup
Xiaomi has unveiled its first large language model for inference tasks, "Xiaomi MiMo," signaling a bold entry into the competitive AI landscape. Known for its roots in IoT and smartphones,...
Friday 2 May 2025
Tariffs forge a stronger Chinese PC industry as US brands falter
The adage "what doesn't kill you makes you stronger" aptly describes China's response to US tariffs and export controls. Rather than hindering Beijing's progress, these measures have...
Friday 2 May 2025
US$1 trillion AI rush: China's memory boom shakes global chip market
China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical...
Thursday 1 May 2025
China's DRAM surge could upend global memory prices and supply chains, warns Etron
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese...
Thursday 1 May 2025
Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next
Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing...