News tagged cloud AI at DIGITIMES

NEWS TAGGED CLOUD AI

Friday 30 October 2026

Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint

Samsung Electronics has secured a 2nm foundry order from Taiwan-based ASIC design house Faraday Technology. This win expands the application scope of Samsung's 2nm process from mobile...

Wednesday 21 October 2026

Cloud AI to drive chip growth in 2027 as Taiwan suppliers seek opportunities beyond weak consumer edge AI

Market expectations for cloud AI demand have generally remained bullish through 2028-2029, with order visibility extending clearly over the next two to three years. The outlook for...

Monday 19 October 2026

Weblink International secures AvePoint agency rights to expand AI governance

Acer Inc. subsidiary Weblink International Inc. has secured agency rights for AvePoint in Taiwan and the Asia-Pacific region, expanding its enterprise solutions portfolio amid accelerating...

Monday 19 October 2026

Shipments of high-end cloud AI accelerators, 2027

Introduction

Tuesday 13 October 2026

Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom

Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's...

Thursday 1 October 2026

China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up

As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering...

Thursday 1 October 2026

ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift

The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...

Monday 14 September 2026

AI agents drive token use 300-600x, Dell Taiwan says

Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and...

Thursday 10 September 2026

From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

Introduction

Wednesday 9 September 2026

Realtek expands cloud AI push with ASIC and SSD chips

Realtek chairman Sun-Chien Chiu, who received an honorary fellowship from Taiwan's Industrial Technology Research Institute (ITRI) this week, said in a public interview that the company...

Wednesday 9 September 2026

Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage

Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure...

Wednesday 2 September 2026

Semicon Taiwan 2026 to test cloud AI investment boom

Cloud AI capital expenditure continues to shatter market expectations, sparking growing concerns over whether the spending surge is overheating and heading toward a bubble. Semicon...

Monday 24 August 2026

Alibaba plans HKD80 billion share placement to fund AI expansion

Alibaba Group Holding said it plans to raise HKD80 billion (US$10.2 billion) through the placement of newly issued shares to non-US investors outside the US, a move that could bolster...

Tuesday 18 August 2026

AI drives power semiconductors into at least a two-year shortage

The cloud AI data center boom is not close to bursting, according to chip supply-chain players. They say that analog ICs, including power semiconductors, will stay tight for years...

Thursday 13 August 2026

Oracle's transformation from enterprise software to AI powerhouse

Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to bring Quantinuum's next-generation...

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Oct 29, 08:00

STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO

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