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Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
Notebook ODMs see promising outlook for 2025
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...
Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
Wednesday 12 February 2025
Why are Quanta and Foxconn unfazed by GB200 delivery delays?
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Tuesday 11 February 2025
Geely introduces DeepSeek model, ushering in significant upgrades for future vehicles
Geely Auto (Geely) recently introduced the DeepSeek large language model, set to enable significant leaps in human-machine interface (HMI) upgrades for its vehicles in the future...
Tuesday 11 February 2025
Microsoft hit by French antitrust probe over rivals' Bing access
Microsoft Corp. is under investigation from the French antitrust authority amid concerns the US tech giant is degrading the quality of results when smaller rivals pay to use Bing...
Tuesday 11 February 2025
Development of MediaTek-Nvidia partnership garners attention
The strengthening alliance between MediaTek and Nvidia has drawn intense industry attention, particularly regarding their joint development of AI PC platforms. While MediaTek has...
Tuesday 11 February 2025
China's Google antitrust probe risks potential tech sector blowback
China has opened an antitrust investigation into Google, in what analysts view as a retaliatory move against heightened US tariffs. While Google's presence in China is minimal, industry...
Tuesday 11 February 2025
DeepSeek challenges memory makers SK Hynix, Samsung's HBM strategies
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
Monday 10 February 2025
Trump's surprise stance on DeepSeek: No security threat; Nvidia's CUDA moat hard to bypass
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny,...
Monday 10 February 2025
DeepSeek's rise highlight the shift in global market and geopolitical dynamics
DeepSeek, a Chinese artificial intelligence startup, has disrupted the global AI landscape by launching two open-source models that demonstrate significant innovation and cost efficiency,...
Monday 10 February 2025
Weekly news roundup: ASML CEO signals US advantage; Tongfu reportedly begins HBM2 trial assembly
These are the most-read DIGITIMES Asia stories from February 3 – February 8.
Saturday 8 February 2025
New Nvidia RTX cards drive Powerlogic's January revenue growth
Powerlogic, a cooling fan manufacturer, reported revenue of NT$135 million (US$4.11 million) in January 2025, representing a 37.05% increase compared to the previous month. This marks...
Friday 7 February 2025
Chinese AI chip suppliers work with DeepSeek to boost competitiveness
With the growing buzz surrounding DeepSeek, its website and application have seen a massive surge in traffic. The influx of new users has led to repeated "server busy" delays, raising...