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Thursday 1 January 2026
Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways
The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license and onboard its core engineering team
Wednesday 31 December 2025
Z.ai illustrates how open-source AI models are influencing commercial adoption
On December 30, Chinese AI company Z.ai launched a share sale to raise HK$4.35 billion (approx. US$560 million), aiming to become the first large language model (LLM) developer listed in Hong Kong amid a tech IPO surge, with a scheduled listing for January 8, 2026. Meanwhile, Z.ai has recently launched its latest open-source model, GLM-4.7, signaling a shift toward enterprise-focused AI and broader global adoption. As the company prepares for a 2026 IPO, the release highlights the growing influence of independent developers in a market increasingly shaped by hyperscale competitors and ecosystem distribution
Wednesday 31 December 2025
Analysis: America's new 'Manhattan Project' puts AI at the center of power
When the Manhattan Project mobilized the full weight of the American state in 1945 to unlock atomic energy, it revealed something humanity had not fully grasped before: once a scientific breakthrough is absorbed into national strategy, its impact can far exceed any single industry or technology. Eighty years later, the US is attempting to recreate that logic—this time around artificial intelligence (AI)
Tuesday 30 December 2025
Commentary: Why China chose multi-accelerator strategy in AI chip development
Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle to match Nvidia's software ecosystem but seek breakthroughs with TPUs for efficiency and NPUs for edge applications
Tuesday 30 December 2025
Analysis: Why TSMC's Kumamoto plant is unlikely to reach 2nm before 2028
TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility produce advanced 2nm chips to fuel the nation's artificial intelligence ambitions
Monday 29 December 2025
Analysis: Nvidia builds capital moat to lock in CUDA era
After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through technology deals, equity stakes, and strategic partnerships. The objective is straightforward: convert AI-driven cash inflows into a durable, structural influence across the AI ecosystem
Monday 29 December 2025
Analysis: From factory floor to showroom, Foxconn reconsiders its role in EV
In recent years, Foxconn has steadily expanded its ambitions in electric vehicles, moving beyond its traditional role as a platform provider and contract manufacturer toward the consumer-facing end of the market. Through its subsidiary Foxtron—operating under the formal name Hon Hai Advanced Industry—the group has begun directly running an EV business in Taiwan. Earlier this month, Foxtron hosted an online launch event, unveiling three new EV models simultaneously
Saturday 27 December 2025
Research insight: China's carmakers narrow the refueling gap and push autonomous driving forward
After attending the 2025 Guangzhou Auto Show, DIGITIMES analyzed the latest strategies unveiled by leading automakers and suppliers in two pivotal areas: energy replenishment technologies and advanced intelligent driving. The conclusion was hard to miss. Chinese carmakers have accumulated deep technical capabilities in both domains and are moving steadily toward a long-held ambition: making electric vehicles refuel as quickly as gasoline cars, while bringing high-level autonomous driving into everyday use
Friday 26 December 2025
Exclusive: Ex-TSMC COO discusses how mass production sparked full-scale advancement
J.K. Wang, a veteran leader in the semiconductor industry and former COO of TSMC, shared insights on TSMC's large-scale wafer fab mass production during his first media interview since retirement. Speaking on DIGITIMES' IC Broadcasting podcast, Wang highlighted how TSMC's success stems from meticulous teamwork rather than any single individual
Wednesday 24 December 2025
CHIPX eyes Malaysia for 8-inch GaN-on-SiC wafer fab
Dublin-based semiconductor startup CHIPX plans to build an 8-inch gallium nitride on silicon carbide wafer fabrication plant in Malaysia to meet rising demand from artificial intelligence (AI) data centers and high-voltage power electronics, CEO and founder Chinmoy Baruah told DIGITIMES Asia. The project aims to establish a front-end manufacturing presence in Southeast Asia, with the company expecting to reach key milestones beginning in January 2026
Wednesday 24 December 2025
AI chips run too hot: Engineers race to reinvent cooling
The rapid growth of generative AI and large-scale models has significantly increased power consumption in computing chips, pushing thermal management into critical focus. High-end AI accelerators now consume power at kilowatt levels, producing concentrated heat fluxes that challenge existing cooling methods, potentially limiting performance and reliability across data center systems
Monday 22 December 2025
Research insight: SpaceX's growth story is shifting from rockets to networks in space
SpaceX is widely expected to pursue an initial public offering in mid to late 2026. In anticipation, investors have increasingly tied the company's long-term growth story to the idea of orbital—or space-based—data centers, making the concept one of the most closely watched themes in capital markets
Monday 22 December 2025
Analysis: Foxtron's Luxgen deal brings the suppliers more uncertainty than clarity
The long-rumored transfer of Luxgen, the automotive brand under Yulon Motor, to Foxtron Vehicle Technologies—a joint venture between Foxconn and Yulon—was formally confirmed on the evening of December 19. The announcement has drawn intense scrutiny from both financial markets and the manufacturing sector, as its ripple effects across Taiwan's automotive supply chain continue to unfold
Monday 22 December 2025
Column: 2D materials struggle to deliver on semiconductor scaling promise
The isolation of graphene in 2004 sparked widespread expectations that two-dimensional (2D) materials could fundamentally reshape electronic devices. Graphene and transition metal dichalcogenides (TMDs) have since enabled progress in niche applications and research prototypes. Yet their impact on mainstream logic devices remains limited. The long-anticipated use of 2D materials to sustain Moore's Law through transistor channel integration has yet to materialize at scale
Friday 19 December 2025
Exclusive: Former TSMC COO talks discipline and unity behind success
Former COO of TSMC and a veteran semiconductor industry leader, J.K. Wang, shared insights from his 30-plus-year career at the company in an exclusive interview with DIGITIMES' IC Broadcasting podcast, marking his first media interview since retirement