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Monday 15 September 2025
Weekly news roundup: Tech giants pivot and partner as AI demand collides with geopolitical reality
Below are the most-read DIGITIMES Asia stories from the week of September 8–September 14.
Monday 15 September 2025
Nvidia reportedly moving forward with SOCAMM2, Korean memory giants set to gain
Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including...
Monday 15 September 2025
Ant Group debuts humanoid robot R1 in Shanghai, with cooking and caregiving skills
Shanghai-based Ant Lingbo Technology, a subsidiary of Ant Group, has introduced its first humanoid robot, the R1, at the Inclusion Conference in Shanghai. The robot demonstrated its...
Monday 15 September 2025
Taiwan’s quantum push under review as progress slows
Ever since Academia Sinica announced a 5-qubit superconducting quantum computer in January 2024, and National Tsing Hua University unveiled a photonic quantum computer capable of...
Sunday 14 September 2025
Beyond the data center: Nvidia’s GB10 and DGX Spark mark a new phase in its AI strategy
At the recent Hot Chips 2025 conference, Nvidia detailed its latest GB10 system-on-chip (SoC) architecture, representing a miniaturized application of the Blackwell GPU architecture...
Sunday 14 September 2025
Rigetti sees quantum computers joining data centers within five years
Quantum computing developer Rigetti Computing has projected that the technology will become commercially viable when it is integrated into existing data centers, delivering clear...
Saturday 13 September 2025
Google Cloud backlog exceeds US$106B, three AI business models drive record revenue in 2Q25
Google's cloud computing service, Google Cloud, has become its most important growth engine. CEO Thomas Kurian recently stated at the Goldman Sachs Communacopia + Technology Conference...
Friday 12 September 2025
Taiwan Mobile CIO: AI sparks 'reversing specialization' evolution, driving B2C- to- B2B shift
As generative AI matures, the traditional division of labor within enterprises is undergoing a profound transformation. At Taiwan Mobile's D.E.E.P. Tech Day 2025 on September 9, 2025,...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.
Friday 12 September 2025
Taiwan Mobile invests NT$930 million to capture AI opportunities, forecasts triple-digit growth in cloud and AI business
Generative AI has moved beyond the "model arms race" into practical deployment, and Taiwan Mobile (TWM) is moving quickly to capitalize on the momentum. Company president Jamie Lin...
Friday 12 September 2025
SEMICON Taiwan 2025: Quantum computing CEOs converge to showcase leaps in quantum computing tech
On September 11, 2025, the Taiwan Quantum Computing and Information Technology Association held a forum at SEMICON Taiwan, where CEOs from top international quantum computing companies...
Friday 12 September 2025
SEMICON Taiwan 2025: IBM's roadmap for semiconductor and quantum development extends through 2042
At a SEMICON Taiwan forum on Quantum computing, IBM Japan CTO and Vice President Norishige Morimoto detailed how AI's growing complexity—estimated to have surged by more than...
Friday 12 September 2025
US signals potential trade breakthrough with Taiwan and India amid ongoing tariff talks
US Commerce Secretary Howard Lutnick expressed optimism on September 11, 2025, that a significant trade deal with Taiwan is within reach, raising hopes that temporary tariffs on Taiwanese...
Friday 12 September 2025
Nvidia weighs microchannel lid cooling in race to tame next-gen GPU power
Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid...
Friday 12 September 2025
Exclusive: Hiwin China competes for opportunities as robots walk and drones fly
Hiwin Technologies is strengthening its presence across major global markets, including China, Japan, South Korea, Singapore, Europe, Israel, Russia, and the US. This broad expansion...