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Tuesday 18 February 2025
Masayoshi Son's AI gambit: Arming the future with Stargate
Since 2025, the global tech landscape has remained dominated by two key forces—Donald Trump and artificial intelligence (AI). Masayoshi Son, CEO of SoftBank, appears to be strategically...
Friday 14 February 2025
DeepSeek reportedly exploring in-house chip development
Chinese AI company DeepSeek has initiated a major recruitment drive for semiconductor design talent, signaling potential plans to develop its proprietary processors, according to...
Friday 14 February 2025
Meta in talks to acquire FuriosaAI as in-house AI chip competition intensifies
Meta is reportedly in talks to acquire South Korea-based startup FuriosaAI, as major tech companies are increasingly developing and advancing their own AI chips to reduce reliance...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Monday 10 February 2025
Baidu expands AI compute power with 3rd-gen Kunlun 10,000-GPU cluster deployment
Baidu has launched its third-generation Kunlun AI chip cluster, marking China's first domestically developed large-scale AI computing deployment. The company's 10,000-GPU Wanka cluster...
Saturday 8 February 2025
Samsung denies claims of boosting its glass substrate supply chain to win AI chip clients
Amid intensifying competition in advanced semiconductor packaging, Samsung Electronics is reportedly taking direct control of glass substrate supply chain development, a critical...
Friday 7 February 2025
DeepSeek may help China achieve semiconductor self-sufficiency
The advent of DeepSeek is expected to promote China's goal of achieving self-sufficiency in semiconductor development, according to sources at semiconductor equipment companies.
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Wednesday 29 January 2025
A warning on technology and talent outflow from Korea to China
China has been reported frequently to illegally acquire technology from South Korea in the field of artificial intelligence (AI) semiconductors and displays in the past few years...
Friday 24 January 2025
Singapore and Malaysia optimistic US AI chip curbs won't derail data center plans
Malaysia's data center sector maintains an optimistic outlook despite new US export restrictions on artificial intelligence (AI) chips, which were implemented in the final days of...
Thursday 23 January 2025
Chinese GPU makers fight for survival under rising US sanctions
Under mounting US sanctions on AI chips, Chinese domestic GPU companies are accelerating development and entering capital markets to strengthen their position. In a significant move,...
Wednesday 22 January 2025
EU to raise Biden's AI chip curbs with Trump administration
The European Union will raise concerns with the US over a decision to restrict the export of artificial intelligence chips from the likes of Nvidia to some of its
member states,...
Tuesday 21 January 2025
French AI firms warn Europe to reduce reliance on the US
Europe has developed its response to the Biden administration's new strategy aimed at restricting China's access to artificial intelligence (AI) chips.
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research