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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    10h 55min ago
    China aims to reduce reliance on Japanese photoresists
    10h 56min ago
    Memory price surge drives smartphone panel prices down in 1Q26
    10h 56min ago
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    10h 56min ago
    Grid capacity will be key to AI and industrial competition
    10h 56min ago
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    10h 56min ago
    NEWS TAGGED NVIDIA
    Tuesday 6 January 2026
    Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms
    Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin...
    Tuesday 6 January 2026
    Nvidia showcases end-to-end AI stack from deskside supercomputers to autonomous driving
    At CES 2026, Nvidia unveiled a suite of AI innovations spanning data center, enterprise, robotics, and autonomous vehicles. Highlights include the Rubin six-chip AI platform, DGX Spark...
    Tuesday 6 January 2026
    Nvidia at CES: Alpamayo, Rubin, and the rise of reasoning AI
    On January 5, Nvidia CEO Jensen Huang opened the company's CES keynote in Las Vegas by welcoming the live and global audience, wishing attendees a Happy New Year, and setting expectations...
    Tuesday 6 January 2026
    Qualcomm, Google bet big on RISC-V for AI dominance
    As AI drives demand for advanced computing infrastructure, chip architectures are at a crossroads. While proprietary instruction set architectures (ISAs) like x86 and Arm dominate...
    Monday 5 January 2026
    AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

    Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC distributors...

    Monday 5 January 2026
    TSMC's CoWoS outsourcing to ASE and Amkor challenges Samsung
    As its most advanced packaging lines are operating at full capacity, TSMC has transferred part of its advanced packaging orders to outsourced semiconductor assembly and test (OSAT)...
    Friday 2 January 2026
    China demand pushes Nvidia to seek more H200 capacity from TSMC
    Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters...
    Friday 2 January 2026
    2026 electronics industry outlook
    As 2026 begins, DIGITIMES has conducted in-depth analyses of sectors within the electronics industry. The current landscape theme can be described as "one core, two keys, three drivers."...
    Friday 2 January 2026
    Server ODMs remain bullish through the end of 2026 despite bubble concerns
    Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
    Friday 2 January 2026
    ByteDance plans US$14B Nvidia H200 chip purchase in 2026
    ByteDance is reportedly preparing to invest about CNY100 billion (US$14.3 billion) in AI chips in 2026, primarily purchasing AI processors from Nvidia. This planned spending exceeds...
    Thursday 1 January 2026
    Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways
    The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license...
    Thursday 1 January 2026
    AI competition moves beyond LLMs into distribution and hardware channels
    As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration,...
    Wednesday 31 December 2025
    Samsung reportedly poised to clear KRW20 trillion profit mark in 4Q25

    Samsung Electronics is reportedly on track to post sharply higher operating profit in the fourth quarter of 2025 as demand tied to artificial...

    Wednesday 31 December 2025
    Samsung reportedly plans 50% HBM output surge through 2026

    Samsung Electronics plans to boost its high-bandwidth memory (HBM) production capacity by approximately 50% through late 2026, according...

    Wednesday 31 December 2025
    Nvidia's robotics chief says the industry is building the wrong brains
    Although AI has made tremendous progress in the digital domain, intelligence in the physical world still faces many challenges. Robots need to perceive 3D space, manipulate objects,...
    4/81 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook