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Tuesday 17 December 2024
China targets Nvidia as cloud firms navigate AI chip restrictions
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...
Thursday 5 December 2024
CSPs accelerate custom chip adoption amid ASIC market expansion
AWS announced significant cloud developments and custom chip design progress at its major conference in the US this week. The company's next-generation 3nm chip, Trainium 3, is set...
Friday 22 November 2024
IC design firms bullish on 2025, but 1Q25 outlook remains uncertain
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
Wednesday 30 October 2024
Google TPUs to achieve over 70% share in in-house developed cloud ASIC accelerator market in 2024, says DIGITIMES Research
According to DIGITIMES Research's report on cloud ASIC accelerators, the global shipment of self-developed cloud AI ASIC accelerators is projected to reach 3.45 million units in 2024,...
Tuesday 15 October 2024
Vietnam's digital transformation boom attracts software services industry
iKala and TPIsoftware have announced a collaboration aimed at bringing AI transformation consulting and implementation services to Vietnam while deepening partnerships with local...
Tuesday 15 October 2024
Taiwan fan motor driver IC firms see promising demand for AI servers
The demand for cloud AI server development persists, with Nvidia's premium HPC chips propelling the complete advanced process manufacturing supply chain. Alongside substantial orders...
Tuesday 8 October 2024
CSP in-house development of ASIC accelerators

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Thursday 3 October 2024
Chinese HPC processors struggle to compete as Nvidia maintains edge in local AI market
China's domestically produced HPC processors have advanced; yet, they still struggle to be the preferred option for local cloud and AI companies, according to industry sources.
Wednesday 2 October 2024
IC design houses seek lower quotes for mature chipmaking processes
IC design firms are aggressively negotiating with foundry partners to achieve lower quotes for mature process manufacturing in order to alleviate cost pressure, according to industry...
Wednesday 25 September 2024
AI bubble: Real crisis or false issue?
Despite a broader economic stagnation and softening demand across various sectors, investment in AI, especially cloud AI, remains exceptionally high. Concerns are mounting about a...
Friday 30 August 2024
High-end Ethernet chip demand for AI data centers picking up
Hyperscale data center operators are adopting large volumes of high-end Ethernet chips to ensure all high-end GPUs in data centers can be connected to form a massive supercomputer,...
Thursday 22 August 2024
EgisTec exploring cloud AI prospects
Taiwanese IC design company Egis Technology (EgisTec) is actively exploring innovative opportunities in the cloud AI market through a collaboration with Arm.
Tuesday 6 August 2024
MediaTek confident in ASIC business growth
MediaTek is confident in the stability and resilience of its ASIC business between 2025 and 2028 and is committed to bolstering the ecosystems of related industries, according to...
Wednesday 24 July 2024
Uncertainty arises over 3Q24 consumer chip replenishment momentum
Although initial demand for HPC and AI smartphone chips is expected to remain strong as the traditional peak season approaches, recent observations indicate potentially lower-than-expected...
Thursday 4 July 2024
Speculation arises about Apple developing cloud AI chips
As Apple touts its emphasis on privacy in cloud computing for its upcoming Apple Intelligence, market watchers expect a surge in demand for cloud AI chips since Apple will need to...
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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