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Tuesday 30 December 2025
Commentary: Why China chose multi-accelerator strategy in AI chip development
Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle...
Tuesday 30 December 2025
Taiwan Mobile's AI data center fully leased, revenue to start in 1Q26
Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's...
Tuesday 30 December 2025
H200 exports to China point to controlled easing in US semiconductor policy
Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume...
Monday 29 December 2025
MediaTek expands automotive chip business with Denso partnership
MediaTek has announced a collaboration with Japanese automotive giant Denso to jointly develop customized SoC products for advanced driver-assistance systems (ADAS) and smart cockpit...
Monday 29 December 2025
AMD and Nvidia set to raise GPU prices in early 2026 amid rising memory costs
GPU prices are expected to rise in early 2026 as memory costs surge. AMD may implement hikes starting in January 2026, with Nvidia following in February 2026, according to industry...
Monday 29 December 2025
Nvidia reportedly sets 4Q26 target for 16-high HBM supply
Nvidia has reportedly asked memory suppliers to prepare for the delivery of 16-high high-bandwidth memory by the second half of 2026, according to industry sources cited by South...
Monday 29 December 2025
Analysis: Nvidia builds capital moat to lock in CUDA era
After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through...
Monday 29 December 2025
Nvidia-Groq deal rattles South Korean chip startups
Nvidia has accelerated its expansion into artificial intelligence inference by signing a non-exclusive licensing agreement with startup Groq. The deal gives Nvidia access to specialized...
Monday 29 December 2025
Nvidia's Groq acquisition reshapes AI memory landscape
Nvidia has reportedly invested US$20 billion to acquire technology licenses from Groq, marking its largest investment to date. The move is drawing significant attention in South Korea...
Monday 29 December 2025
Rohm partners with Nvidia to expand power semiconductor opportunities
According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments,...
Monday 29 December 2025
Weekly news roundup: AMD lands Alibaba chip deal as US probes Nvidia buyers, ASML keeps lithography lead
These are the most-read DIGITIMES Asia stories in the week of December 22 to December 29, 2025.
Monday 29 December 2025
Silicon photonics set to make commercial breakthrough in 2026
Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics...
Monday 29 December 2025
Nvidia's quasi-acquisition of Groq signals AI chip startups' survival challenges
Nvidia has announced a US$20 billion deal to acquire non-exclusive technology licenses from AI chip startup Groq, with Groq's current CEO and core research and development team joining...
Sunday 28 December 2025
South Korea's AI chips struggle beyond cost advantage
South Korea's drive to build a domestic artificial intelligence semiconductor industry is hitting a key constraint. Despite gains in power efficiency and pricing, industry executives...
Sunday 28 December 2025
TorchTPU collaboration makes software compatibility the new AI hardware battleground
Google is advancing its TorchTPU initiative to optimize PyTorch performance on its proprietary TPU chips, as reported by Reuters. This effort, undertaken in collaboration...