News tagged Ethernet at DIGITIMES

NEWS TAGGED ETHERNET

Wednesday 10 December 2025

Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

Wednesday 3 December 2025

AMD, HPE expand partnership around Helios rack-scale AI architecture

AMD and Hewlett Packard Enterprise (HPE) are expanding their long-standing partnership with a new plan to deliver open, rack-scale infrastructure for the AI era. HPE becomes one of...

Wednesday 3 December 2025

Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips

US cloud infrastructure provider Vultr said it plans to build a 50 MW AI computing cluster at its Ohio data centre, using around 24,000 chips powered by AMD's latest AI processors...

Thursday 13 November 2025

Infineon flags China EV headwinds as pricing pressure drags on auto outlook

Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...

Wednesday 5 November 2025

Mediatek's subsidiary Airoha sees steady 3Q25 revenue, banks on Ethernet for growth

MediaTek's subsidiary Airoha reported a steady financial performance for the third quarter of 2025, with revenue reaching NT$5.63 billion (US$182.5 million), marking a 2% sequential...

Wednesday 5 November 2025

Airoha targets Ethernet, optical communication, and Bluetooth for growth by 2026

MediaTek's subsidiary Airoha has identified Ethernet, optical communication, and Bluetooth applications as key growth drivers, expecting these sectors to account for 20% of its revenue...

Wednesday 5 November 2025

Airoha rises as MediaTek's key engine in networking chips

Airoha Technology has become a central hub for cross-company collaboration within the MediaTek Group. At its latest investor conference, the company detailed integration plans involving...

Monday 3 November 2025

Realtek reports revenue decline, maintains cautious outlook amid tariff concerns

Taiwanese integrated circuit design firm Realtek on October 29, 2025, reported a decline in its third-quarter revenue and offered a cautious forecast for the fourth quarter of 2025,...

Saturday 25 October 2025

OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure

The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...

Friday 17 October 2025

OCP Summit: In the age of AI, the network is the computer, and Ethernet is winning

As the world races to meet the insatiable computing demands of artificial intelligence (AI), one thing is becoming increasingly clear:...

Tuesday 14 October 2025

OCP Summit: AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale

Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President...

Tuesday 14 October 2025

OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks

Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global...

Friday 3 October 2025

Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco

Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...

Saturday 20 September 2025

Nvidia and Broadcom find wins in overlap, not rivalry

With Broadcom securing more application-specific integrated circuit (ASIC) orders, speculation has arisen about Broadcom attempting to overthrow Nvidia. In reality, the two companies...

Thursday 18 September 2025

China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions

China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared...

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