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Monday 13 October 2025
Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China
Megaspeed International Pte Ltd, a Singapore-based AI computing company, is under intensifying scrutiny as both US and Singapore authorities investigate its alleged role in diverting...
Monday 13 October 2025
Nvidia GB300 powers strong 4Q25 momentum for server supply chain
Nvidia's GB300 AI server chassis began shipping in late September 2025, poised to become the main driver of shipment growth for the server supply chain in the fourth quarter of 2025...
Monday 13 October 2025
Weekly news roundup: China pushes DUV breakthroughs, Intel and AMD weigh partnership, Arm CEO reflects on Nvidia's strategic pivot
Below are the top DIGITIMES Asia stories from October 6 to 12, 2025.
Monday 13 October 2025
India roundup: AI firms accelerate R&D expansion in India
Anthropic and Graphcore plan to tap Indian talents and huge market potential by expanding local presence as Nvidia and OpenAI have shown interest in the country.
Sunday 12 October 2025
Inside Tesla's plan to rewire itself for AI future

Long known for its disruptive innovations in electric vehicles, Tesla is now undergoing a deeper transformation, one that extends far...

Saturday 11 October 2025
Tainan pitches semiconductor heartland to Nvidia for Taiwan HQ
Nvidia's investment plans in Taipei City have encountered changes. Taiwan's Ministry of Economic Affairs (MOEA) has been conducting a nationwide land inventory, while Tainan City...
Saturday 11 October 2025
Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics
Nvidia has reportedly confirmed it will use Samsung Electronics' fifth-generation high-bandwidth memory (HBM3E) in its latest AI accelerator, the GB300. Additionally, Samsung plans...
Thursday 9 October 2025
Nvidia's Taiwan headquarters plan hits land hurdles, but government pledges support

Taiwan's Ministry of Economic Affairs (MOEA) has reaffirmed its full support for Nvidia's plan to establish its first overseas headquarters...

Thursday 9 October 2025
Nvidia rival reportedly plans US$1.3B investment and new research hub in India
Graphcore, a British semiconductor company owned by Japan's SoftBank Group, is reportedly preparing to announce a GBP1 billion (US$1.3 billion) investment package in India, including...
Thursday 9 October 2025
China's humanoid robot industry grows, but core processors remain foreign-controlled
As the US-China tech rivalry intensifies, China has ramped up its robot+ strategy in recent years, targeting humanoid robots as a next-generation strategic technology. However, behind...
Wednesday 8 October 2025
OpenAI drives DRAM demand, accelerates top trio's HBM expansion
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
Wednesday 8 October 2025
OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...