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Apr 17

OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity, according to a report by The Information. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia.

OpenAI's HBM push signals a new AI memory arms race

Apr 17

Commentary: Robots are selling, but profits are not; data is the real prize

Apr 17

EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

Apr 17

CPU shortage more acute than memory; industry awaits Intel 18A yield improvement

Apr 17

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EMS WATCHLens supplies 132 core components for Honor humanoid robot program, reinforcing role in embodied intelligence manufacturing

Apr 20, 10:56

Lens Technology supplied 132 types of core metal structural components for Honor's humanoid robot program, underscoring its expanding role in embodied intelligence manufacturing and signaling increased global industrial capacity in robot production, supply-chain integration, and overseas facility expansion that could affect robotics availability and development worldwide.

AIDeepSeek reportedly weighs first external fundraising as AI competition intensifies

Apr 20, 10:42

Chinese AI startup DeepSeek is considering raising external funding for the first time, a move that would mark a significant shift for a company that has so far relied on backing from its parent, hedge fund High-Flyer Capital Management, according to a report by The Information, citing five people familiar with the matter.

AICerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

Apr 20, 10:30

Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory scrutiny and shifting market conditions. The AI chipmaker and data center operator, headquartered in California, is seeking to capitalize on surging demand for AI infrastructure as hyperscalers ramp up spending.

ICT MANUFACTURINGChina's humanoid robot half-marathon highlights rapid advances in autonomy and system integration

Apr 20, 10:15

A humanoid robot half-marathon held in Beijing's Yizhuang development zone on April 19, 2026, has highlighted the rapid evolution of robotics technology, with autonomous machines demonstrating major gains in speed, stability, and decision-making compared with the previous year.

ICT MANUFACTURINGWeekly news roundup: Samsung launches voluntary retirement; Qualcomm moves into custom DRAM with CXMT

Apr 20, 10:10

Below are the most-read DIGITIMES Asia stories from the week of April 13-19, 2026:

AIQilimanjaro targets analog quantum computing for AI data center integration within 10 years

Apr 20, 07:46

The timeline for quantum computing to become commercially viable has shrunk from decades to potentially within 10 years, driven by surging AI demand. That is the view of Dr. Marta P. Estarellas, CEO of Spanish quantum firm Qilimanjaro, which is positioning analog quantum computing as a key technology for future data centers.

AIMSP+ eyes 2026 growth with new Yangmei plant, advances in Micro LED and CPO

Apr 20, 07:45

Micraft System Plus (MSP+), a supplier of mass transfer and laser technology equipment, will officially open its new Yangmei factory in northern Taiwan in May 2026, significantly boosting production capacity for large-scale G4.5 and above laser devices. The company expects to benefit from the ramp-up of Micro LED equipment shipments, driving full-year revenue and profit growth while strategically positioning itself within the AI supply chain.

AIMirle, UAT form robotics venture for global expansion

Apr 20, 07:45

Automation solutions provider Mirle announced plans to establish a joint venture with United Alloy-Tech Company (UAT), aiming to capture opportunities in the global automation and robotics market.

ICT MANUFACTURINGIndia roundup: China's supply-chain squeeze tests India's industrial rise

Apr 20, 07:44

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure as China tightens control over critical battery and EV technologies, while TCL considers restructuring its India TV unit and Taiwan's Rapidtek partners with India's HEX20 in satellite development, according to DIGITIMES reports. Separately, the UK has confirmed GBP380 million in support for Tata's Agratas battery plant in Somerset, underscoring intensifying global competition to secure EV and advanced manufacturing supply chains.

SOFTWARE, BIG DATAAI agents are slipping past enterprise defenses

Apr 20, 07:42

Palo Alto Networks warns that the rise of AI agents — now operating with human-like identities and largely through browsers — is reshaping enterprise practices worldwide and creating new governance and security challenges. Organizations face risks from data leakage, autonomous agent interactions, and inadequate browser controls, requiring new approaches to traceability and operational limits.

IT COMPONENTS, PERIPHERALSLargan eyes FAU opportunity as smartphone downgrades loom

Apr 19

Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds are building as smartphone makers look to downgrade specifications.

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