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Thursday 4 December 2025

Tera Auto Tech eyes military and AI growth, optimistic for 2026

Tera Auto Tech held an online earnings call on December 3, 2025, with its management team expressing confidence in two major growth drivers. As Taiwan's defense budget increases annually, Tera Auto—long established in the military industry with deliveries to the Ministry of National Defense's Armaments Bureau—is set to benefit. Additionally, the booming AI sector is boosting demand in the PCB industry, supporting the company's core businesses in automation equipment and micro drill bits. The company expects 2026 revenue to surpass that of 2025.

Thursday 4 December 2025

Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint for AI server manufacturing, overtaking concerns about memory shortages. Speaking at the DIGITIMES Tech Forum 2026 in Taipei, he said reliable power will remain a major hurdle for the industry through 2026 and likely beyond, even as demand for AI servers stays strong.

Thursday 4 December 2025

Nvidia's stake in Synopsys raises questions over UALink future

Nvidia's recent acquisition of a stake in Synopsys has stirred debate about the potential impact on the UALink Consortium, an industry group focused on establishing open standards for AI accelerator interconnects. The investment follows Nvidia's attempt to strengthen its position amid growing competition from ASIC and chip suppliers like AMD and Intel Corporation.

Thursday 4 December 2025

Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market

For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud giants confront mounting costs and seek greater control over their computing destinies, a quieter transformation has been taking shape. This shift could fundamentally alter the balance of power in the semiconductor industry.

Thursday 4 December 2025

Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026

Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao stated that while GPU servers will remain the mainstream AI server type in 2026, ASIC servers are rapidly catching up. In 2026, ASIC server shipments are expected to grow 64.2% year-over-year, surpassing the 43.8% growth rate projected for GPU servers.

Thursday 4 December 2025

OpenAI reportedly in talks with TCS to build AI data infrastructure in India

The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create agentic AI solutions for enterprises. A partnership with TCS would mark the launch of OpenAI's Stargate India initiative and support TCS's aim to become a leading AI-driven services provider.

Thursday 4 December 2025

Tech Forum 2026: Trump shifts trade tools toward legal frameworks, server supply chain splits into dual tracks

Facing the modern trade environment and supply chain restructuring in the Donald Trump 2.0 era, industry players have many approaches to respond. At the DIGITIMES Tech Forum on December 3, 2025, DIGITIMES deputy director Tom Lo and analyst Chou Yen shared that, whether from a policy or supply chain perspective, the market in 2025 has already shown clear nonlinear changes.

Thursday 4 December 2025

Lenovo cuts entire Shanghai ISG team in sweeping restructure

Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny. Multiple employees report that the entire Shanghai ISG division has been dismissed.

Thursday 4 December 2025

Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026

Quanta Computer vice chairman and president C.C. Leung warned on December 3, 2025, that persistent memory shortages and rising costs could become the most significant risk to the artificial intelligence hardware market in 2026, even as competition between Nvidia and custom chip developers continues to intensify.

Thursday 4 December 2025

Chunghwa Telecom expands Southeast Asia presence

Chunghwa Telecom (CHT) officially established its Malaysia subsidiary, Chunghwa Telecom Malaysia Sdn. Bhd., on December 1. CHT chairman Chih-Cheng Chien said during a digital empowerment conference on December 2 that the latest move in Malaysia follows Taiwanese supply chain expansion and focuses on ICT and cloud network demands from local Taiwanese businesses and multinational corporations.

Wednesday 3 December 2025

AMD, HPE expand partnership around Helios rack-scale AI architecture

AMD and Hewlett Packard Enterprise (HPE) are expanding their long-standing partnership with a new plan to deliver open, rack-scale infrastructure for the AI era. HPE becomes one of the first adopters of AMD's "Helios" architecture, a full-stack, Ethernet-based platform built to streamline and accelerate the deployment of large AI clusters.

Wednesday 3 December 2025

Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips

US cloud infrastructure provider Vultr said it plans to build a 50 MW AI computing cluster at its Ohio data centre, using around 24,000 chips powered by AMD's latest AI processors. The project exceeds US$1 billion and is slated to launch in the first quarter of 2026, targeting lower-cost, large-scale AI training and inference.

Wednesday 3 December 2025

Japan's humanoid robot alliance expands to counter Chinese dominance

The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan's presence in the humanoid robot market.

Wednesday 3 December 2025

Samsung sixth-gen HBM reportedly cleared for production readiness, targets Nvidia supply chain

Samsung Electronics has reportedly completed the Production Readiness Approval (PRA) for its sixth-generation high-bandwidth memory (HBM), officially entering the production preparation stage, according to South Korean media outlets. The move positions the company to accelerate entry into Nvidia's supply chain following internal HBM4 certification.

Wednesday 3 December 2025

South Korea receives first 13,000 Nvidia GPUs under Jensen Huang's AI infrastructure pledge

Following Nvidia CEO Jensen Huang's commitment to supply 260,000 GPUs to South Korea, the government has received its first shipment of approximately 13,000 units, including the latest B200 GPUs and a range of earlier-generation models.

Wednesday 3 December 2025

AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president

The DIGITIMES Tech Forum commences on December 3, drawing over 1,500 participants from the technology sector. The hybrid event spotlighted the industry's focus on global supply chain restructuring and accelerating artificial intelligence (AI) developments.

Wednesday 3 December 2025

Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers

Marvell's planned acquisition of Celestial AI signals a major shift toward all-optical interconnects in AI data centers, with the company positioning itself to capture a rapidly expanding market driven by multi-rack, high-bandwidth system architectures.

Wednesday 3 December 2025

Tariffs are here to stay, and global supply chains may never look the same

As DIGITIMES Tech Forum takes place on December 3, 2025, DIGITIMES Research deputy director Tom Lo highlighted challenges and opportunities for Taiwan's technology supply chain amid the evolving trade and technological landscape under US President Donald Trump's second administration. Lo stressed that Taiwan's companies can no longer rely on a single-market, single-production-base model due to rising trade barriers and regionalized production.

Wednesday 3 December 2025

AWS plays both sides as Trainium 4 leans into NVLink

In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent conference to reveal a torrent of new products, headlined by its next-generation custom silicon and a calculated partnership with its main rival.

Wednesday 3 December 2025

Marvell reports strong third-quarter growth driven by data center demand

Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year gains. The company also raised its outlook for next year and announced the acquisition of Celestial AI to strengthen its position in next-generation data center infrastructure.

Wednesday 3 December 2025

Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies

Taiwanese EMS companies accelerate factory setups in the US, while Chinese server brands expand overseas amid changing global dynamics.

Wednesday 3 December 2025

North American EMS providers see growth from AI data-center boom

North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI servers and data-center infrastructure reshapes the regional manufacturing landscape.

Wednesday 3 December 2025

Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem

Delta Electronics and Vivotek jointly announced on 1 December that Delta will acquire 100% of Vivotek at NT$100 (US$3.18) per share, bringing the total deal value to NT$3.733 billion (approx. US$118.8 million).

Wednesday 3 December 2025

BizLink to acquire XFS Communications, expand optical interconnect business

BizLink said on December 1 that it signed a definitive agreement to acquire Shenzhen-based XFS Communications, aiming to expand its optical interconnect capabilities as demand for high-speed links in AI data centers accelerates. The company expects the deal to close in the first quarter of 2026, after which XFS will be folded into BizLink's High Performance Computing Business Unit.

Tuesday 2 December 2025

Column: Quantum software growth accelerates

The UN has designated 2025 as the International Year of Quantum Science and Technology, recognizing significant breakthroughs in quantum hardware, quantum error correction, and practical quantum applications throughout the year. Research firm QURECA reports that worldwide investment in quantum technologies has exceeded US$55.7 billion, reflecting growing global interest.

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