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Monday 25 May 2026
Huawei targets AI optical networking with InP chip startup investment
Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...
Monday 25 May 2026
Samsung Electro-Mechanics secures large silicon capacitor supply contract
Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...
Monday 25 May 2026
Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources
Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are...
Monday 25 May 2026
iCatch Technology Showcases HSB-Aligned Imaging ASIC PAISB at COMPUTEX 2026

iCatch Technology announced PAISB (Physical AI Sensor Bridge) - a HSB-aligned Imaging ASIC designed to enable scalable, time-aligned multi-sensor ingest for Physical...

Monday 25 May 2026
Column: World Models—taxonomy and technical foundations in embodied AI
"World models" have risen swiftly to prominence in AI discourse—and just as quickly become a source of confusion. Over the past two years, the term has grown simultaneously ubiquitous...
Monday 25 May 2026
Tech Forum 2026: AI data centers turn to on-site power amid grid constraints
DIGITIMES analyst Sabrina Yu warned that artificial intelligence data centers face four major energy challenges — rising GPU thermal design power, a new high-voltage direct current...
Monday 25 May 2026
AI server boom lifts memory interface chip leader, but DDR5 risks linger
Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
Sunday 24 May 2026
AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Saturday 23 May 2026
Tokens per joule: Microsoft's quiet metric for separating AI hype from reality
The AI race has no clear winner — and may never have one, a senior Microsoft executive argued on the third day of the Plug and Play May Summit in Sunnyvale.
Saturday 23 May 2026
Tech Forum 2026: Autonomous driving enters commercial validation era, shifting competition to algorithms, chips, and data
As Computex approaches, DIGITIMES hosted a forum where analyst Mark Yee argued that Physical AI is driving autonomous driving into full commercial validation, with implications for...
Saturday 23 May 2026
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
Friday 22 May 2026
Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub
Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce...
Friday 22 May 2026
China telcos launch token billing, AI inference goes mass-market
China's three major telecom operators introduced token-based billing plans in May as they packaged large-model inference resources into standardized products for consumers, developers,...
Friday 22 May 2026
Global corporates take the pitch stage at Plug and Play Silicon Valley May Summit 2026
At Plug and Play Silicon Valley May Summit 2026, 12 global corporate leaders took the stage for a "Corporate Reverse Pitch," inviting potential partners to co-create solutions for...
Friday 22 May 2026
UiPath offers on-premises Agentic AI to help regulated firms meet security and compliance needs
UiPath announced an on-premises Agentic AI deployment service and Automation Suite designed to help regulated industries adopt AI while maintaining data security and compliance. The...