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NEWS TAGGED 2026
Thursday 4 December 2025
Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint...

Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Thursday 4 December 2025
Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market
For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud...
Thursday 4 December 2025
Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026
Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao...
Thursday 4 December 2025
Tech Forum 2026: Trump shifts trade tools toward legal frameworks, server supply chain splits into dual tracks
Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December...
Thursday 4 December 2025
PC makers face 20% price hikes amid worsening memory shortage
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware,...
Thursday 4 December 2025
Tech Forum 2026: IC design vertical integration shapes AI power struggle among Nvidia, Arm, and Qualcomm
As the semiconductor industry navigates an increasingly complex competitive landscape driven by artificial intelligence, the strategies companies employ to gain market advantage are...
Thursday 4 December 2025
Micron to exit consumer business as AI reshapes global memory demand
Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
Thursday 4 December 2025
Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026
Quanta Computer vice chairman and president C.C. Leung warned on December 3, 2025, that persistent memory shortages and rising costs could become the most significant risk to the...
Thursday 4 December 2025
Eris Tech targets data center opportunities; Nexperia chip crisis effects to surface in 2026
To meet the rising power management demands of AI data centers, power semiconductor company Eris Technology has begun deploying AI power components, and its subsidiary Yea Shin Technology...
Wednesday 3 December 2025
Nvidia CFO: US$100bn OpenAI agreement still unsettled

Nvidia CFO Colette Kress said at the UBS Global Technology and AI Conference in Arizona that the company's potential investment agreement...

Wednesday 3 December 2025
Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips
US cloud infrastructure provider Vultr said it plans to build a 50 MW AI computing cluster at its Ohio data centre, using around 24,000 chips powered by AMD's latest AI processors...
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel...
Wednesday 3 December 2025
Samsung sixth-gen HBM reportedly cleared for production readiness, targets Nvidia supply chain
Samsung Electronics has reportedly completed the Production Readiness Approval (PRA) for its sixth-generation high-bandwidth memory (HBM), officially entering the production preparation...
Wednesday 3 December 2025
Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...