DIGITIMES Asia: News and Insight of the Global Supply Chain

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7 days news

Nvidia and AWS strike massive GPU supply deal through 2027

Mar 20, 14:52

SEMICONDUCTORS

Samsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities

Mar 20, 14:40

SEMICONDUCTORS

HiSilicon unveils self-developed CIS chip, shaking global sensor supply chain

Mar 20, 14:33

SEMICONDUCTORS

Lynas's samarium oxide debut in Malaysia strengthens supply chain alternative to China

Mar 20, 13:58

SOUTHEAST ASIA

OpenAI plans new 'super app' merging ChatGPT, Codex, and Atlas as competition with Anthropic for enterprise customers heats up

Samsung reportedly ceasing TriFold smartphone sales

Tencent leverages WeChat ecosystem to lead AI agent race in China

Commentary: Nvidia sees Groq as its next Mellanox

MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards

Nvidia to supply 1 million GPUs to Amazon through 2027 in landmark AI cloud deal

Amazon founder reportedly eyeing US$100B AI fund to transform manufacturing

Supermicro co-founder charged in US$2.5 billion AI chip smuggling scheme to China

As NAND makers move on, MLC memory nears the end of the line

Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting

India's Reliance signs 15-year green ammonia offtake deal with Samsung C&T

Nvidia Vera Rubin servers to drive liquid cooling demand

Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics

Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates

Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions

Meta's pullback on Metaverse shows the limits of the virtual world bet

UK-Taiwan R&D ties scale up with Foxconn, Turing Space, NSYSU

AI tailwinds and global reach put Topco on track for double-digit growth in 2026

TPK profit jumps as OLED tablets lift touch module pricing

Microsoft considers legal action over Amazon-OpenAI cloud deal

Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Allied Circuit sees server, IPC market growth boosting 2H26 outlook

India mandates domestic sourcing of solar wafers under expanded approval list policy

Apple CEO visits China at 50th anniversary event to strengthen supply chain

The 'golden triangle': Inside Taiwan's industrial engine to win the AI robotics race

Commentary: Taiwan's display panel makers are quietly becoming chip companies

BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

MOST-READ

MULTIMEDIA

Trying the viral tech CEO chicken & beer meetup spot?!

Nvidia GTC 2026

Nvidia's annual GTC conference took place March 16-19, returning to the SAP Center in San Jose, with CEO Jensen Huang outlining the company's latest advances across the full AI stack.

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Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.

Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year 2026 volumes estimated to drop by 5.4% on year.