News tagged analysis at DIGITIMES

NEWS TAGGED ANALYSIS

Monday 15 September 2025

Google eyes Nvidia's turf with new TPU-as-a-service model

In a significant strategic pivot, Google is preparing to move its custom-built Tensor Processing Units (TPUs) beyond its own cloud infrastructure—marking...

Friday 5 September 2025

Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management

For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased...

Tuesday 2 September 2025

Research Insights: Global EV sales jump 29% in 1H25, poised to exceed 20M this year

Global electric vehicle (EV) sales rose 29.4% year-over-year to 9.29 million units in the first half of 2025, driven by strong momentum in China, Europe, and the US. The three markets...

Friday 29 August 2025

Analysis: Why Taiwan sees more promise in four legs than in humanoid hype for robots

Humanoid robots remain far from commercial readiness, with ongoing doubts about their practicality and technical feasibility. As debate continues over when — or even if —...

Thursday 28 August 2025

Analysis: Meta's US$10B Google Cloud deal highlights reliance amid chip and AI struggles

Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising...

Monday 25 August 2025

Analysis: TSMC avoids US equity stake, balancing independence and monopoly risks

The US government's acquisition of a 9.9% stake in Intel, alongside TSMC's exclusion from such equity participation, highlights contrasting subsidy approaches under shifting US administrations...

Monday 25 August 2025

Research Insights: AI data centers turn to decentralized clean energy to meet Gigawatt demands

As Meta Platforms Inc. and OpenAI prepare to launch gigawatt-scale AI data centers by 2026, the surging electricity demand raises concerns over existing energy infrastructure capacity...

Saturday 23 August 2025

Analysis: SoftBank and Trump team up to boost Intel's foundry push, unlocking Arm chip manufacturing market

The Financial Times recently cited sources revealing that before Intel CEO Lip-Bu Tan visited the White House on August 11, 2025, to meet with President Donald Trump, a preliminary...

Friday 22 August 2025

Analysis: Is the US taking a page from China's 'Big Fund'?

SoftBank's investment in Intel may look routine, but it has sent ripples through tech and geopolitics. The move shows Washington taking a more active hand in the semiconductor race...

Thursday 21 August 2025

Analysis: Can Chinese EVs win over Taiwan? Safety, data, and supply chain remain key questions

Reports that Chinese automaker BYD may enter the Taiwanese market through indirect channels have sparked widespread debate, reflecting...

Sunday 17 August 2025

Analysis: AI startups target Chrome as major AI application battleground

Rising AI startups, including OpenAI and Perplexity, have shown interest in acquiring the Google Chrome browser, with Perplexity offering US$34.5 billion. Yahoo has also expressed...

Thursday 7 August 2025

Analysis: TSMC gains breathing room as US chip tariff exempts domestic production

US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...

Wednesday 6 August 2025

Taiwan speeds toward low-carbon transit, targets full electrification by 2030

As Taiwan races toward its 2030 goal of fully electrifying city buses and achieving net-zero carbon emissions by 2050, the pressure on the domestic electric vehicle supply chain —...

Tuesday 5 August 2025

Foxconn skips server wars, targets AI data centers with Teco

As product iteration cycles come increasingly under client control and the manufacturing technology gap narrows, competition among electronics manufacturers, including Foxconn, has...

Thursday 31 July 2025

Analysis: Foxconn-Teco deal boosts Taiwan's push into L12 AI server integration and modular data centers

The strategic share swap between Foxconn and Teco Electric & Machinery Co., Ltd. marks a significant escalation in Taiwan's AI data center server industry. Traditionally focused...

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Sep 9, 12:48

Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads

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