As data center computing demand expands, high-speed transmission architectures are under pressure to upgrade. Scaling high-performance computing platforms is exposing bandwidth and power consumption as core bottlenecks in data transmission and switching, elevating the role of optical interconnects and silicon photonics (SiPh). With support from AI chip leader Nvidia, the notion of optics gradually replacing copper has moved to the center of industry debate

With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery installations, led by CATL's commanding 39.2% share. The numbers make clear this isn't a run of bad luck; it's a structural problem

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud and data-center operators are consuming DRAM and NAND at a pace that is crowding out smartphone makers, distorting foundry economics, and forcing chipmakers to rethink how they secure supply. The consequences are rippling from factory floors in Asia to boardrooms in Silicon Valley

The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project was meant to anchor a new era of American dominance in AI. More than a year on, it has yet to move beyond rhetoric

Qualcomm has begun delivering rack-scale AI hardware and software systems for data centers, built around its AI 100 inference chip. The move signals a renewed push into a market where Nvidia and AMD currently set the standard

Anthropic has released a report accusing DeepSeek, Moonshot AI and MiniMax of systematically extracting capabilities from its Claude large language model through large-scale distillation. The goal: to accelerate training of their own systems

A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told investors its total compute spending target through 2030 would be approximately US$600 billion. That figure was quickly set against CEO Sam Altman's earlier pledge of US$1.4 trillion in infrastructure investment, leading some to conclude the company is pulling back sharply. It is not

Amid rising offshore wind power development in Taiwan and across Asia, alongside increasing cross-border communication cable installations, Dong Fang Offshore (DFO) is aggressively expanding its fleet. Building on existing European client orders, the Taiwan-based offshore maritime solutions provider decided at the end of 2025 to add new cable-laying vessels, targeting the vast market demand driven by energy transition and AI

Samsung Electronics and Intel have alternated for years as the world's largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world's largest semiconductor company in 2024 and 2025 shifted to Nvidia

When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding edge of semiconductor manufacturing — has historically commanded the largest share of TSMC's capital budget. Facilities and civil construction matter, but they have rarely led the bill. That conventional wisdom is now being tested

A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES analyst Luke Lin, speaking on a DIGITIMES podcast

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for China's humanoid and quadruped industry. Four robotics companies appeared across martial arts, comedy skits, and a holiday short film, in a coordinated push to convert visibility into orders and IPO momentum

TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke Lin, speaking on a DIGITIMES podcast

As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between the US and China intensifying, Singapore's neutral standing is no longer just diplomatic language for Chinese firms seeking to go global. It has become a core competitive advantage that can determine corporate survival and is increasingly viewed as an invaluable asset

In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National Stadium, Taiwan's coastline, science parks, and ports