DIGITIMES Asia

DIGITIMES Asia, formerly DIGITIMES, is a premium source of information about the global tech supply chain.

[DIGITIMES Asia @DIGITIMESAsia]

In the AI gold rush, sell shovels. ⛏️

The LLM market is hitting 68.7% CAGR, and enterprise budgets just moved from the sandbox to Core IT hardware.

DIGITIMES insights: https://t.co/Htg8QaJMrd

#TechTrends #InferenceAI

[DIGITIMES Asia @DIGITIMESAsia]

#India's Andhra Pradesh is making its most concrete move yet in semiconductors, zeroing in on #packaging as the immediate entry point into the chip supply chain.

https://t.co/gTmcUEzSRO

[DIGITIMES Asia @DIGITIMESAsia]

#Samsung Electronics is seeking to secure major AI logic-chip customers as its reported preliminary work on a custom SoC for OpenAI slows, while #Anthropic emerges as another potential opportunity for Samsung Foundry.

https://t.co/omEta25T7E

[DIGITIMES Asia @DIGITIMESAsia]

#Intel CEO Lip-Bu Tan used his @computex_taipei keynote in Taipei to frame Intel's AI-era reset around execution, infrastructure, and deeper ties with Taiwan's PC and semiconductor supply chain.
#Computex2026

https://t.co/RNL17UcVA9

[DIGITIMES Asia @DIGITIMESAsia]

China's #semiconductor industry and Taiwan's chip ecosystem are heading down very different paths, split between those who can still shrink transistors and those who can no longer do so.

https://t.co/OoM1LpsUb3

[DIGITIMES Asia @DIGITIMESAsia]

#Malaysia's Oppstar Bhd has restructured the delivery framework of an AI chip development project with a Yokohama-based client, replacing an earlier tripartite arrangement with separate design services agreements and formalizing a US$2.9 million contract.

https://t.co/avoAOwdY4e

[DIGITIMES Asia @DIGITIMESAsia]

Following reports on #ASIC orders from ByteDance, #Qualcomm has reportedly landed more orders, with a separate project for a US cloud service provider also taking shape.

https://t.co/OqrVtk6z6G

[DIGITIMES Asia @DIGITIMESAsia]

#China has formally brought #AI chips into its national security and reliability evaluation framework, listing nine China-designed AI training and inference chips that passed Level I security and reliability certification.

https://t.co/vzb3a8vrB6

[DIGITIMES Asia @DIGITIMESAsia]

China's #Wingtech Technology has filed a civil lawsuit against #Nexperia and five defendants for alleged damages, the latest development of the legal troubles between the two sides following the Dutch government's seizure of Nexperia in late 2025.

https://t.co/sMpbva6Zgz

[DIGITIMES Asia @DIGITIMESAsia]

#Samsung Electronics' retreat from #China's TV and home-appliance market is raising broader questions for the South Korean industry, as Chinese companies gain ground in consumer electronics, autos, and memory chips.

https://t.co/KjA7CVbEa9

[DIGITIMES Asia @DIGITIMESAsia]

#AMD CEO Lisa Su arrived in #Taiwan on May 20. During her trip, she made the announcement that AMD will invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate AI infrastructure buildout.

https://t.co/sf5OdO1e0a

[DIGITIMES Asia @DIGITIMESAsia]

#India's first #semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can fix the weak links to build a sustainable ecosystem.

https://t.co/Nn6dej85HO

[DIGITIMES Asia @DIGITIMESAsia]

#Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, but #Nvidia remains the preferred option for many large-scale training jobs.

https://t.co/FjJ89iA1uF

[DIGITIMES Asia @DIGITIMESAsia]

Q1 '26 China smartphone shipments fell to 153.3M units.

Domestic: Soft demand, no major promos.
Overseas: High memory chip costs forced cuts to entry-mid level models.

Will shipments pick up later this year?

📊 Data: https://t.co/1iIrKsdchS

#ChinaTech #SmartphoneMarket

[DIGITIMES Asia @DIGITIMESAsia]

#Baidu said its core #AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded support for Qianfan, and stronger commercial adoption of its Kunlunxin AI chips.

https://t.co/zt0NlT611J

[DIGITIMES Asia @DIGITIMESAsia]

#Tata Electronics has signed a MoU with #ASML to support the establishment and ramp-up of its upcoming 300mm semiconductor fab in Dholera, Gujarat, marking a significant step in India's effort to build a domestic chip manufacturing ecosystem.

https://t.co/OeKjYY0sHz

[DIGITIMES Asia @DIGITIMESAsia]

China's #TCL Technology is deepening its control over its Guangzhou display manufacturing base while accelerating #OLED investment, reflecting its broader push to cement a leading position across both LCD and OLED markets.

https://t.co/coEYk7Uw4R

[DIGITIMES Asia @DIGITIMESAsia]

Can traditional copper survive the 3.2T AI era?
No. It’s hitting a physical heat wall.

The fix? Co-Packaged Optics (CPO) brings optics right to the silicon, bypassing copper and slashing power by 80%. 💡

Here's the shift https://t.co/DzN9oV8OIO

#CPO #AI #Semiconductor

[DIGITIMES Asia @DIGITIMESAsia]

While the global #semiconductor industry remains fixated on 3/2nm processes, #SMIC founder Zhang Rujing states that the future of China's chip industry may depend more on dominating the vast market still built on mature processes.

https://t.co/rMUIKGkqcO

[DIGITIMES Asia @DIGITIMESAsia]

#Samsung Electronics' #semiconductor foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.

https://t.co/OtD1kA6cwD

[DIGITIMES Asia @DIGITIMESAsia]

#ElonMusk set out to build xAI to "understand the universe." Three years later, he shut it down and handed its massive AI compute power to #Anthropic, a pivot that reveals just how fierce (and expensive) the AGI race has become.

https://t.co/hSe3lBUbLf