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Wednesday 5 February 2025
China reportedly weighs antitrust probe into Intel following Google investigation
On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington...
Wednesday 5 February 2025
Google Cloud revenue slows amid intensifying AI competition
Alphabet's most recent earnings report indicates that its cloud business is beginning to show signs of slowing amidst growing competition in the AI sector. Nevertheless, the company...
Tuesday 4 February 2025
Global server market, 4Q 2024

Introduction

Tuesday 4 February 2025
China imposes tariffs on US goods, launches antitrust probe into Google
On February 1, 2025, the US government imposed a 10% tariff on all Chinese exports, citing fentanyl-related concerns. The new tariffs will take effect on February 4, escalating trade...
Tuesday 4 February 2025
TikTok to invest US$3.8 billion in Thai data center
ByteDance's TikTok plans to invest THB126.8 billion (US$3.76 billion) in a Thai data hosting service, marking a major expansion in Southeast Asia. Thailand is emerging as a digital...
Tuesday 4 February 2025
HTC's US$250 million XR deal with Google raises industry concerns
HTC has agreed to transfer its XR development team to Google for US$250 million, including non-exclusive licensing of its XR patents. This strategic move has sparked varied reactions...
Friday 24 January 2025
From titans to transitions, what's left for HTC and VIA?
Before the Lunar New Year, HTC disclosed that a portion of its extended reality (XR) research and development team would be incorporated into Google during the first quarter of 2025...
Friday 24 January 2025
Google Taiwan undergoes small-scale restructuring following acquisition of HTC Vive teams
Google invested US$ 250 million in the acquisition of HTC Vive's R&D team, highlighting its ambitions in the headsets and smart glasses sectors. Regarding this acquisition, Google...
Friday 24 January 2025
India presses Apple, Google to open up to state-backed app store
India is trying to pry open the doors of the world's biggest app stores, setting up a likely clash with Apple Inc. and Alphabet Inc. over social services, safety standards, and access...
Friday 24 January 2025
Can Gemini surpass ChatGPT as the dominant AI tool?
Following the launch of OpenAI's ChatGPT in 2022, Google introduced its own AI chatbot, first called Bard and later renamed Gemini. Despite this, Gemini has struggled to compete with...
Thursday 23 January 2025
GenAI smartphones 2.0: How Samsung integrates AI agents into mobile experience
Tech giant Samsung has unveiled its Galaxy S25 series, marking a shift from hardware upgrades to the seamless integration of generative AI (GenAI). By enhancing AI control and user...
Thursday 23 January 2025
HTC and Google forge XR partnership with US$250 million deal for talent and IP rights
HTC and Google have struck a major deal in the XR field, with Google agreeing to pay HTC US$250 million. Under the agreement, a portion of HTC's XR R&D team will join Google,...
Wednesday 22 January 2025
AI-generated code disrupts software development, redefining engineering roles
AI is revolutionizing the global software industry, with tech giants like Meta and Google emphasizing its ability to generate code on par with mid-level software engineers. This shift...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Monday 20 January 2025
Microsoft-OpenAI partnership raises antitrust concerns: FTC
Microsoft Corp.'s US$13 billion investment in OpenAI raises concerns that the tech giant could extend its dominance in cloud computing into the nascent artificial intelligence market,...
Research Report Database
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