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Tuesday 8 April 2025
Alibaba races to secure Nvidia H20 chips for Apple as US ban looms
Nvidia's H20 chip—originally designed for the Chinese market to comply with US export rules—has unexpectedly surged in demand. A spike in AI infrastructure projects, spearheaded...
Tuesday 8 April 2025
Ultra large TVs still see momentum from China's incentive policy
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Monday 7 April 2025
LCD TV panel slowdown meets polarizer pinch amid shifting 2Q25 demand
Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance...
Monday 7 April 2025
TCL CSOT completes acquisition of LG Display's Guangzhou LCD factory
TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star...
Monday 7 April 2025
Weekly news roundup: US hits Asia with steep tariffs; Samsung, TSMC, Intel ramp up AI and chip strategies
These are the most-read DIGITIMES Asia stories from the week of March 31 – April 5. From sweeping US tariff hikes to strategic moves by major tech players, here's a quick look...
Friday 4 April 2025
As Intel's sleeping lion stirs under Lip-bu Tan, should Samsung be more worried than TSMC?
In recent months, there's been no shortage of chatter in global media about a so-called "TSMC-to-the-rescue" narrative surrounding Intel. Yet when Lip-bu Tan took the stage for his...
Wednesday 2 April 2025
Qualcomm acquires Vingroup's AI division for talents
According to a press release, Qualcomm has acquired MovianAI, the former generative AI division of VinAI, which is part of the Vingroup. This acquisition will enhance Qualcomm's R&D...
Wednesday 2 April 2025
Made in China, built to compete: Loongson's 64-core server takes on Intel in HPC race
At the 2025 ZGC Forum, Chinese chipmaker Loongson introduced the 3C6000/D—its first dual-socket 2U server fully designed and manufactured in-house. The launch highlights China's...
Wednesday 2 April 2025
Nvidia H20 chips face Chinese supply shortage amid export concerns
Chinese distributors of Nvidia's H20 GPU are facing severe supply constraints as demand surges for AI computing power in the market. According to a notice from Chinese tech firm H3C...
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats...
Tuesday 1 April 2025
IT panel demand remains robust amid PC replacement cycle expectations
While LCD television panel demand falters, IT panel manufacturers maintain optimism fueled by anticipated device replacement trends. Monitor panel markets showed strong March 2025...
Tuesday 1 April 2025
Tokyo Electron forecasts stable semiconductor demand and expansion in AI chip equipment
Hiroshi Kawamoto, Division Officer, Finance Division of Tokyo Electron Limited (TEL), one of Japan's leading semiconductor equipment manufacturers, projects that demand for high-bandwidth...
Tuesday 1 April 2025
AMD completes acquisition of ZT Systems
AMD has completed its acquisition of ZT Systems, aiming to strengthen its AI infrastructure offerings, the company announced on March 31. The deal will integrate ZT Systems' design...
Tuesday 1 April 2025
China's server reboot: Kunpeng chips signal Huawei's post-x86 future
Amid the AI boom, much of the spotlight has focused on Chinese chips like Huawei's Ascend. Yet, general-purpose computing power, still dominated by CPUs, remains a critical foundation...
Tuesday 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....