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Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...
Tuesday 4 February 2025
Samsung DS faces challenges, with hope to recover in 2Q25
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Tuesday 4 February 2025
Where do Nvidia and TSMC fit in Trump's 'Made in America' vision?
Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The...
Tuesday 4 February 2025
DIGITIMES exclusive: Samsung Taiwan confirms participation in Computex; first time in 13 years
With the advent of the artificial intelligence (AI) era, Taiwan's industrial ecosystem has become increasingly significant. Samsung Electronics (Samsung), which previously prioritized...
Tuesday 4 February 2025
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry...
Monday 3 February 2025
Singapore to keep working closely with US amid DeepSeek concerns
Singapore said its customs and law enforcement departments will continue to work closely with US counterparts amid concerns China AI firm DeepSeek obtained Nvidia Corp. chips through...
Monday 3 February 2025
Weekly news roundup: CXMT reportedly adopts 1z process for DDR5 mass production; Chinese EMS/ODM firms surpass Taiwanese rivals
These are the most-read DIGITIMES Asia stories from January 20 – January 31.
Tuesday 28 January 2025
IoT ecosystem boosts AI perceptual abilities, but challenges remain in autonomous learning and human-like cognition
The emergence of ChatGPT has significantly accelerated the development of large language models (LLMs). While the advancements in these models are remarkable, the broader market anticipates...
Friday 24 January 2025
Cambricon faces mounting losses, China's top billionaire confronts perils at the peak
In recent years, Cambricon has been the most notable player in China's IC industry. Cambrian's founder and chairman, Tianshi Chen, not only became the richest person from Jiangxi...
Friday 24 January 2025
Nvidia's strategic shift towards robotics takes shape
At CES 2025, Jensen Huang declared it is now the "ChatGPT moment for robotics," as Nvidia intensifies its development of robotics technology to build a comprehensive robotics ecosystem...
Friday 24 January 2025
Nvidia CEO's China visit showcases strategic ties with rising robotics unicorns
When Taiwanese media reported on Nvidia CEO Jensen Huang dining with TSMC, supply chain partners, and AI server company executives, curiosity arose about the VIPs accompanying Huang...