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Tuesday 7 October 2025
US AI ambitions face blue-collar worker crisis
As the Trump administration enlists tech giants OpenAI, Oracle Corp., and Nvidia Corporation to develop AI infrastructure through Stargate data centers, concerns grow over labor shortages...
Tuesday 7 October 2025
Weekly news roundup: Intel and TSMC pour billions into Arizona; Memory chip prices soar, Hanmi expands to Singapore to support Micron
Below are the most-read DIGITIMES Asia stories from the week of September 29–October 5.
Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...
Monday 6 October 2025
South Korea's physical AI drive hits data bottlenecks
With the AI training market firmly dominated by Nvidia and other global leaders, South Korea's AI semiconductor startups are turning their attention to inference as the next frontier...
Monday 6 October 2025
Nvidia's stake in Intel raises PC supply chain concerns
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Sunday 5 October 2025
Kioxia and Nvidia develop SSDs 100x faster for next-gen servers
Kioxia, Japan's leading memory chip maker, is partnering with Nvidia to develop a revolutionary solid-state drive (SSD) nearly 100 times faster than conventional models. The new drive,...
Sunday 5 October 2025
AI data center surge tests connector makers on speed, power, and cooling
The global AI boom is driving a new wave of server and data center build-outs. With hyperscalers and chipmakers expanding compute infrastructure, data transmission is surging, and...
Friday 3 October 2025
Microsoft invests in Nebius to expand AI computing capacity
Microsoft Corp. has entered a US$19.4 billion partnership with Nebius, a Neocloud provider, to secure over 100,000 Nvidia GPUs. This agreement is intended to enhance Microsoft's large...
Friday 3 October 2025
Nvidia's Taiwan HQ faces hurdles as Acer and Asus founders see US-Taiwan science park potential
Nvidia's plan to establish its Taiwan headquarters in the Northern Science Park has recently encountered contract issues, prompting concerns that Nvidia might seek alternative locations...
Friday 3 October 2025
Nvidia CEO Jensen Huang faces backlash from Trump allies after calling 'China hawk' label a badge of shame
Nvidia CEO Jensen Huang, once praised by President Trump as a patriot, is facing fierce backlash from MAGA hardliners after openly criticizing America's China hawks in a candid podcast...
Friday 3 October 2025
OpenAI's massive memory deal with Samsung and SK Hynix signals shift in AI chip supply chain
OpenAI has signed a sweeping cooperation agreement with Samsung Electronics and SK Hynix, securing high-performance memory supplies for the massive Stargate Project. According to...
Friday 3 October 2025
Nvidia's decades-long China strategy disrupted by deepening US-China tech rivalry
For years, Nvidia treated China as one of its most important growth markets, working closely with local partners to embed its GPUs into the country's AI ecosystem. From data centers...
Friday 3 October 2025
Intel courts billions from big tech and Musk
Intel's ambitious revival remains far from fully financed, even after securing investments from SoftBank, the US government, and Nvidia. Analysts estimate the chipmaker still needs...
Friday 3 October 2025
Alibaba backs Nvidia's physical AI stack to bridge virtual and real worlds
At the Apsara Conference 2025, Alibaba announced its AI platform will integrate Nvidia's full physical AI software stack into its developer toolkit. More than a technical update,...
Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...