Intel is undergoing a sweeping strategic overhaul under CEO Lip-Bu Tan, signaling a decisive break from legacy structures and a bold push to reposition the company at the center of...
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...
Google has confirmed its partnership with OpenAI at its second-quarter earnings call. OpenAI's ChatGPT and API services will adopt Google's cloud platform, with Google data centers...
Below are the top DIGITIMES Asia stories from July 21 to 27, 2025. The top three topics include MediaTek winning Meta's order for 2nm ASIC; Asus, Microsoft revive Xbox hardware with...
The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
MediaTek and Broadcom continue to compete for Meta's new application-specific integrated circuit (ASIC) projects, with industry insiders stressing that both companies are performing...
Arm is reportedly considering re-entry into the application-specific integrated circuit (ASIC) market, potentially positioning itself as a competitor to some of its key customers...
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
