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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.
Tuesday 2 December 2025
Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain
Foxconn Industrial Internet (FII), a Foxconn subsidiary, is continuing to expand its strategic investments in artificial intelligence (AI) compute infrastructure. Foxconn announced on the evening of December 1, 2025, that FII, through its China-based Tianjin subsidiary Fulian Precision Electronics (Tianjin) Co., will inject CNY2 billion (US$282.6 million) into its unit Fulian Cloud Computing (Tianjin) Co., a move aimed at long-term strategic planning.
Tuesday 2 December 2025
AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026
Acer Cyber Security (ACSI), a leading cybersecurity firm under the Acer Group, is setting AI and cloud services as its core operational focus for 2026. General manager I-Nan Wu highlighted ongoing efforts to develop new products and services, projecting double-digit growth for the company's operations next year.
Tuesday 2 December 2025
Fanuc to collaborate with Nvidia on AI-equipped industrial robots
Japanese industrial robot manufacturer Fanuc announced on December 1, 2025, that it will partner with Nvidia to develop AI-driven robots capable of performing tasks based on verbal commands. The collaboration aims to integrate Nvidia's AI technology and embedded computers into Fanuc's robots, enabling autonomous operation and advanced simulation in virtual factory environments.
Tuesday 2 December 2025
Gigabyte subsidiary partners with Syrma SGS to begin local server motherboard manufacturing in India
Giga Computing, a subsidiary of Gigabyte Technology, has entered a strategic partnership with India-based electronics manufacturing services provider Syrma SGS Technology to begin local production of Gigabyte server products in Tamil Nadu, the companies announced on Thursday. The move aligns with India's "Make in India" policy and is intended to expand Giga Computing's supply chain footprint in South Asia.
Tuesday 2 December 2025
MediaTek secures Google V7e chip order, eyes 2M units by 2027
Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026. Market sources indicate that MediaTek expects shipments of 300,000 to 400,000 units next year, surpassing earlier conservative estimates and positioning the company to reach its US$1 billion revenue target from this segment. Looking at the full V7e product cycle, total shipments could reach at least 2 million units, with peak volume anticipated in 2027.
Tuesday 2 December 2025
Foxconn becomes critical supplier for both Nvidia GPU and Google TPU AI racks
Artificial intelligence (AI) has remained one of the few sectors with sustained global momentum over the past two years, but the underlying architecture of AI computing is shifting. ChatGPT sparked a GPU-led surge driven by Nvidia, while Google's Gemini 3 has redirected attention to AI servers built on its proprietary TPU accelerators.
Tuesday 2 December 2025
Google CEO maps out quantum future and space data center plan

Google CEO Sundar Pichai has dismissed concerns that the company's rapid expansion of its proprietary artificial intelligence infrastructure threatens Nvidia's market dominance. He argued that global demand for AI compute is growing fast enough for multiple chipmakers to prosper.

Monday 1 December 2025
A decade-old cooling idea returns as AI servers overheat
Rising power consumption in AI accelerators is pushing chipmakers to seek new thermal solutions. Jentech Precision general manager Lin Chin-lung said the company developed its Microchannel Lid a decade ago, yet the technology drew little interest until chipmakers began revisiting it over the past three years, with momentum accelerating in the last two. Customers are now focused on its two core benefits: substantially stronger heat dissipation and thinner system design, both critical for next-generation AI servers.
Monday 1 December 2025
A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end
In a recent interview with the Financial Times, former Intel CEO Pat Gelsinger delivered a bold forecast: quantum computing could reach mainstream adoption within just two years, potentially puncturing the current AI hype. He went further, asserting that GPUs, which currently dominate AI processing, may begin to be gradually replaced by 2030.
Monday 1 December 2025
Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy supply and cooling capacity.

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