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Dec 4, 10:57

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.

Tech Forum 2026: AI glasses technology matures with demand set to hit 15M units by 2027

Dec 4, 15:25

Acer emphasizes strengthening PC fundamentals before AI PC mass adoption

Dec 4, 11:07

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

Dec 4, 10:55

Exclusive: Qualcomm SVP says AI PC still in early stage, focuses on tech and market education

Dec 4, 10:25

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SERVER, IPC, CLOUD COMPUTING, IOTTech Forum 2026: GW-level AI data centers become new norm as Taiwan supply chain eyes energy storage and fuel cell opportunities

Dec 4, 17:07

The rising demand for AI servers is driving rapid growth in data center power consumption. Low-carbon energy technologies such as fuel cells and energy storage batteries are seen as key advantages for Taiwan's supply chain.

AITech Forum 2026: Telecoms pull back on 5G as agentic AI sparks new momentum for 6G

Dec 4, 15:50

The DIGITIMES Tech Forum 2026 opened on December 3, with DIGITIMES senior analyst Benson Wu saying that the lack of breakthrough 5G applications has made operators cautious about next-generation infrastructure investment, yet Agentic AI services may become the catalyst that re-energises 6G development and drives new demand for future communications networks.

AISamsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Dec 4, 15:31

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules in 2026, becoming the largest contributor to the AI-server CPU ecosystem. SOCAMM — touted by Nvidia as a new high-performance DRAM standard and often described as a "second HBM" — is set to redefine how CPU-side memory is deployed inside advanced AI servers, Hankyung and ICsmart reported.

EDGE COMPUTINGNvidia's Jetson Thor platform drives edge-AI surge as Edom eyes medical assistive devices as mainstream applications

Dec 4, 15:13

Taiwan's Edom Technology, a leading distributor of semiconductor and electronic components and a provider of integrated platform solutions for OEMs and ODMs, hosted a landmark seminar on December 3, highlighting the next generation of physical artificial intelligence (AI). Focused on Nvidia's newly released Jetson Thor platform, the event explored how advanced AI can be embedded directly into autonomous machines to deliver real-time decision-making and operational efficiency.

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

Dec 4, 13:36

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.

SERVER, IPC, CLOUD COMPUTING, IOTTech Forum 2026: Quanta warns power shortages may stall next server growth wave

Dec 4, 12:05

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.

SERVER, IPC, CLOUD COMPUTING, IOTOpenAI reportedly in talks with TCS to build AI data infrastructure in India

Dec 4, 10:56

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.

SERVER, IPC, CLOUD COMPUTING, IOTLenovo cuts entire Shanghai ISG team in sweeping restructure

Dec 4, 10:52

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.

PC, CEPC makers face 20% price hikes amid worsening memory shortage

Dec 4, 10:44

PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware, tightens supply and inflates component costs, according to reports by ZDNet Korea and cited by Wccftech. The shortage is pushing major PC makers such as ASUS, Acer and Lenovo toward higher 2026 pricing, with ZDNet Korea reporting industrywide plans for increases of at least 20 percent.

ICT MANUFACTURINGMalaysian bank extends financing to Huawei Malaysia for digital infrastructure

Dec 4, 10:20

AmBank Group has provided MYR350 million (approx. US$84.74 million) in financing to Huawei Technologies (Malaysia) Sdn Bhd to support the development of Malaysia's digital infrastructure, including its second 5G network. The funding is intended to advance Malaysia's digital transformation and encourage further foreign investment by offering tailored financing solutions, according to Bernama.

PC, CELocal brands capture nearly 80% of Chinese tablet market as Apple faces sharp decline

Dec 4, 10:10

The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up 5pp from the same period in 2024.

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