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Thursday 4 September 2025
Acer targets AI inference market with new launches partnered with MediaTek and Nvidia
Acer is making a strong push into the AI inference market through strategic collaborations with MediaTek and Nvidia. On the eve of the Berlin IFA, Acer held its "next@acer" global...
Thursday 4 September 2025
Tech Forum 2025: Qualcomm and MediaTek take smartphone rivalry to the cloud in AI chips
With global smartphone sales leveling off, Qualcomm and MediaTek are taking their long-running rivalry into the fast-growing cloud AI ASIC market. DIGITIMES Research estimates MediaTek...
Wednesday 3 September 2025
Commentary: Is Jensen Huang acting as Washington's AI envoy in Seoul's political theater?
South Korea's Chosun Daily reported on September 1, 2025, that Nvidia CEO Jensen Huang is set to attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju in...
Wednesday 3 September 2025
Infineon teams up with Nvidia on 800V data center power, eyes EUR1 billion AI business
As artificial intelligence transforms data centers worldwide, the spotlight has expanded beyond computing and networking to power semiconductors. AI chips draw enormous amounts of...
Wednesday 3 September 2025
Global tech supply chains are being reshaped by three key 'battlefields', says DIGITIMES analysts
Semiconductor and electronics supply chains are undergoing a major transformation, driven by the rapid growth of artificial intelligence (AI), changing market leadership, and global...
Wednesday 3 September 2025
TSMC surpasses Intel in US silicon photonics patents as chip industry ramps up initiatives
TSMC has surpassed Intel in the number of US patent applications for silicon photonics (SiPh), a crucial optoelectronic integration technology essential for artificial intelligence...
Wednesday 3 September 2025
Why TSMC is holding back on advanced packaging despite soaring demand
TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
Wednesday 3 September 2025
The four structural hurdles hampering China's AI GPU sector
Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and...
Tuesday 2 September 2025
China's AI industry shows steady growth despite US technology restrictions
China has been actively demonstrating advancements in its artificial intelligence (AI) sector. Despite still trailing major US companies, China continues to pursue development amid...
Tuesday 2 September 2025
Image processing supply chain eyes rising demand from drones
The growing demand for unmanned vehicles, especially amid the current wave of AI upgrades, heavily relies on advanced image processing capabilities. For drones, various image processing...
Tuesday 2 September 2025
SK Hynix expected to outpace Samsung, Micron in HBM share
SK Hynix is expected to retain more than half of the global high-bandwidth memory (HBM) market through at least 2027, cementing its role as Nvidia's top supplier while broadening...
Tuesday 2 September 2025
Foxconn leads US$1 trillion sovereign AI boom
Global spending on sovereign AI infrastructure is surging, fueling record demand for Nvidia's rack-scale server systems. JPMorgan Chase, as cited by Wccftech, says Foxconn...
Tuesday 2 September 2025
With currency jitters easing, Nvidia and TSMC anchor confidence in chip supply chains
Recent reports from the semiconductor supply chain indicate that the severe impact of exchange rate fluctuations has temporarily ended. As of the close on September 1, 2025, the New...
Tuesday 2 September 2025
OpenAI's rumored India Stargate plan could unlock huge growth for Nvidia and global AI server suppliers
OpenAI is exploring plans for a massive data center in India that would rank among the country's largest facilities, according to Bloomberg. The proposed site would feature...
Tuesday 2 September 2025
Alibaba denies massive Cambricon chip order
Alibaba Group is reportedly making progress in its development and supply strategies for AI chips. There are mixed reports regarding the company’s procurement of computing power...