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Thursday 24 July 2025
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
Advanced Micro Devices Inc. Chief Executive Officer Lisa Su said that the chips her company gets from supplier Taiwan Semiconductor Manufacturing Co. cost more when they're produced...
Wednesday 23 July 2025
SK Group chairman meets OpenAI CEO Sam Altman to deepen AI, HBM ties
SK Group chairman Chey Tae-won recently visited OpenAI's headquarters in San Francisco for a private meeting with CEO Sam Altman, according to reports from South Korean outlets Maeil...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Taiwan's AI & robotics alliance targets US$34 billion industry by 2030
Robotics has proven its worth as Nvidia CEO Jensen Huang and TSMC chairman C. C. Wei have both recently expressed strong interest in the sector, catalyzing growth across Taiwan's...
Wednesday 23 July 2025
Oracle to supply OpenAI with 2 million AI chips for data centers
OpenAI and Oracle Corp. announced they will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership, furthering a massive plan to power artificial intelligence...
Monday 21 July 2025
Nvidia's China chip clearance spurs SK Hynix memory expansion plans
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is driving SK Hynix to consider expanding production of advanced...
Monday 21 July 2025
Weekly news roundup: Nvidia partners with Micron, Huawei's 'Little HiSilicon' launches, GB300 production begins
Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Sunday 20 July 2025
Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall...
Saturday 19 July 2025
EmBestor bets on next-gen flash memory to drive 2H25 growth
EmBestor Technology, a Taiwan-based flash storage provider specializing in industrial applications, is poised to return to growth in the second half of 2025 as customers complete...
Friday 18 July 2025
Rapidus showcases 2nm chip prototypes, eying 2027 mass production
Rapidus, Japan's leading semiconductor company, unveiled its first set of 2nm prototype chips on July 18 during a press event held in Chitose City, Hokkaido. The unveiling took place...
Friday 18 July 2025
US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

Friday 18 July 2025
H20 comeback sparks rush for HBM with Samsung set to benefit
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...
Friday 18 July 2025
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...
Friday 18 July 2025
OpenAI diversifies cloud providers as AI compute demand outpaces supply
OpenAI has diversified its cloud infrastructure beyond Microsoft Corp. to include Google Cloud, CoreWeave Inc., and Oracle Corp., underscoring the intensifying competition for scarce...