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Friday 6 June 2025
Can Huawei break Nvidia's hold? 2 key issues undercut Ascend 910C push
Huawei's efforts to displace Nvidia as the leading AI chip supplier in China with its Ascend 910C processor are facing significant setbacks. Industry insiders cite both entrenched...
Friday 6 June 2025
The AI chip wars: ASIC uprising challenges Nvidia's crown as TSMC takes all
As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown...
Thursday 5 June 2025
Nvidia surge powers Wistron to record revenue as AI server boom accelerates
Wistron Corporation reported a record-high monthly revenue in May, exceeding NT$200 billion (US$6.68 billion) for the first time, fueled by robust demand for AI servers. The company...
Thursday 5 June 2025
Samsung Foundry’s 2025 Forum signals shift in strategy
Samsung Electronics, once known for showcasing its "super gap" or "ultra gap" in chipmaking prowess, has taken an uncharacteristically quiet approach to its 2025 foundry events. The...
Wednesday 4 June 2025
Samsung executives visit Nvidia headquarters to secure HBM supply deal
Samsung Electronics memory division executives traveled to Nvidia's US headquarters in late May to advance large-scale high-bandwidth memory (HBM) supply arrangements, according to...
Tuesday 3 June 2025
Samsung rides GDDR7 wave as Nvidia, AMD shift to comply with US export curbs
In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics' GDDR7 graphics...
Tuesday 3 June 2025
Exclusive: Cooler Master's Vietnam plant sees surge in liquid cooling demand before mass production
Cooling module manufacturer Cooler Master revealed that its Taiwan factory is already operating at full capacity and is actively seeking new sites to expand production. Additionally,...
Tuesday 3 June 2025
Nittobo announces 20% price increase on fiberglass products
Leading Japanese glass cloth manufacturer Nittobo Boseki announced on June 2, 2025, that it will increase the price of certain fiberglass products in its composite materials business...
Tuesday 3 June 2025
Seventeen years of silicon trust: Foxconn bets deeper on Nvidia’s AI ascent
When Nvidia CEO Jensen Huang visits Taiwan, he commands rockstar-level attention as the "godfather of AI." At Foxconn's May 29, 2025, shareholder meeting, Chairman Young Liu leveraged...
Tuesday 3 June 2025
Nvidia identifies data scarcity as key bottleneck for physical AI development
The next wave of AI development focuses on physical AI, with robots regarded as the next holy grail in this field. Various industries are actively exploring this area. However, the...
Monday 2 June 2025
Nvidia sees US$8B revenue shortfall as China sales crater, turns to Shanghai R&D for strategic hold
Nvidia revealed on May 29 its fiscal 2026 second-quarter revenue forecast of US$45 billion, with a margin of error of plus or minus 2%.
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
Monday 2 June 2025
Foxconn-Nvidia to build Taiwan's 100MW AI supercomputing center
Foxconn and Nvidia have announced a major collaboration to build one of Taiwan's most advanced AI infrastructure projects — a cutting-edge AI Factory supercomputing center....
Monday 2 June 2025
Weekly news roundup: Huawei's 5nm PC, Wolfspeed's SiC crisis, and China's export chokehold
These are the most-read DIGITIMES Asia stories from May 26 to June 1. Top highlights include Huawei's 5nm HarmonyOS PC as a milestone in China's chip self-sufficiency, Wolfspeed's...
Monday 2 June 2025
China’s AI shift favors inference—and domestic players
At Computex 2025, Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms race in AI infrastructure. According...