In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...

Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...

Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...

Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...

Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...

IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security,...

Samsung Electronics has supplied its Exynos modem chipset to Chinese wireless module maker Fibocom, marking a notable expansion of its system semiconductor business into external clients,...

On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...

During a lecture hosted by the Chinese National Association of Industry and Commerce (CNAIC), DIGITIMES Chairman Colley Hwang analyzed the East Asian industrial landscape...

China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...

Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...

Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...

Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity...

While North America and Asia race to deploy "physics-bending" AI hardware, Europe has opted for a "wait-and-see" approach, shielded by thick layers of regulation. In a DIGITIMES...